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Insider Monkey Blog

Here’s Why Diamond Hill Large Cap Fund Added Solventum (SOLV) to Its Portfolio

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Diamond Hill Large Cap Fund Bets on EQT (EQT) Citing Strong Natural Gas Demand Prospectus

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Stabilized Volume Boosted General Motors (GM)

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

7 Best Used Car Stocks To Buy According to Hedge Funds

The US automotive retail market was on edge as it was forced to defy extraordinary disruptions in 2025.

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February 3 - Hedge Funds, News

HNI Corporation (HNI) Powers Ahead with Steelcase Deal and Analyst Confidence

HNI Corporation (NYSE:HNI) is one of the best cheap stocks to buy for 2026. On January 16, Benchmark Co.

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February 3 - News

Is Sanofi SA (SNY) One of the Best Cheap Stocks to Buy for 2026

Sanofi SA (NASDAQ:SNY) is one of the best cheap stocks to buy for 2026.

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February 3 - News

Energy Transfer (ET) Expands Pipeline Power with New Deals

Energy Transfer LP (NYSE:ET) is one of the best cheap stocks to buy for 2026.

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February 3 - News

MetLife, Inc. (MET) Balances Analyst Downgrade with Global Growth and Strategic Opportunities

MetLife, Inc. (NYSE:MET) is one of the best cheap stocks to buy for 2026. On January 6, Evercore ISI lowered its rating on MetLife, Inc.

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February 3 - News

Keurig Dr Pepper (KDP): Reshaping Beverages with Global Coffee Expansion

Keurig Dr Pepper Inc. (NASDAQ:KDP) is one of the best cheap stocks to buy for 2026. On January 15, Keurig Dr Pepper Inc.

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February 3 - News

Allstate Corporation (ALL) Gains Analyst Confidence as Catastrophe Losses Ease and Earnings Outlook Strengthens

Allstate Corporation (NYSE:ALL) is one of the best cheap stocks to buy for 2026.

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February 3 - News

EOG Resources, Inc. (EOG) Resources Hit by Downgrade, Eyes Utica Upside

EOG Resources, Inc. (NYSE:EOG) is one of the best cheap stocks to buy for 2026. On January 16, KeyBanc analyst Tim Rezvan downgraded EOG Resources, Inc.

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February 3 - News

Qualcomm Inc. (QCOM): Navigating Global Smartphone Challenges with 5G and IoT Strength

Qualcomm Inc. (NASDAQ:QCOM) is one of the best cheap stocks to buy for 2026. On January 26, Mizuho trimmed its price target on Qualcomm Inc.

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February 3 - News

Carnival Corporation & plc (CCL) Delivers Record Results, Restores Dividend, and Gains Analyst Confidence Despite Industry Headwinds”

Carnival Corporation & plc (NYSE:CCL) is one of the best cheap stocks to buy for 2026.

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February 3 - News

Delta Air Lines (DAL): Strengthening Global Network with Strategic Fleet Investments

Delta Air Lines, Inc. (NYSE:DAL) is one of the best cheap stocks to buy for 2026. On January 27, Delta Air Lines, Inc.

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February 3 - News

CVS Health’s (CVS) Path Forward: Policy Challenges, Analyst Views, and Dividend Stability

CVS Health Corporation (NYSE:CVS) is one of the best cheap stocks to buy for 2026.

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February 3 - News

AT&T (T) Powers Ahead with Strong Results and Growth Outlook

AT&T Inc. (NYSE:T) is one of the best cheap stocks to buy for 2026. UBS reiterated its Buy rating on AT&T Inc.

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February 3 - News

PayPal (PYPL) Faces Analyst Downgrades Amid Rising Competition and Slower Checkout Growth

PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the best cheap stocks to buy for 2026. On January 28, Rothschild Redburn analyst Dominic Ball downgraded PayPal Holdings, Inc.

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February 3 - News

Adobe (ADBE) Tightens Executive Pay as Analysts Cut Rating

Adobe Inc. (NASDAQ:ADBE) is one of the best cheap stocks to buy for 2026.

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February 3 - News

​Capital One’s (COF) Path Forward: Analyst Adjustments, Brex Integration, and Competitive Positioning

Capital One Financial Corp. (NYSE:COF) is one of the best cheap stocks to buy for 2026.

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February 3 - News

Diamond Hill Large Cap Fund’s Q4 2025 Investor Letter

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter.

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February 3 - Hedge Fund Investor Letters, News

Cognizant Technology Solutions Corporation (CTSH) Rebounded from Challenges

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Here’s What Hit Baxter (BAX) in Q4

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Here’s What Lifted Citigroup (C) in Q4

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Jim Cramer on Reddit: “I Bet It’s Up This Time”

Reddit, Inc.

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February 3 - News

Jim Cramer on Affirm: “The Bears Will Be Put on the Run By CEO Max Levchin”

And then there’s Affirm, which I think will put up a fantastic quarter, and once again, the bears will be put on the run by CEO Max Levchin.

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February 3 - News

Jim Cramer on Amazon: “Lost in the Shuffle Is the Greatness of the Company Itself”

Thursday evening, we have some real controversial stocks. So it all starts with Amazon, which has become a bit of a battleground, frankly. This one used to roar in earnings.

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February 3 - News

Jim Cramer on McKesson: “When This Company Reports, Its Stock Usually Flies”

Oh, and I have a wild card for you. The president’s on the warpath against all sorts of companies in the healthcare chain.

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February 3 - News

Jim Cramer on Alphabet: “Best Stock in the Business, At Least By My Count”

After the close, we hear from the best stock in the business, at least by my count, the one that we bought back for the Charitable Trust, because I just did, I had such seller...

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February 3 - News

Jim Cramer Says Eli Lilly “Could Announce Some New Data, and That Could Get the Stock Rolling”

Wednesday morning, Eli Lilly reports. Its earnings haven’t been the propellant here. What drives the stock are new reports on GLP-1 clinical trials.

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February 3 - News

Jim Cramer on Amgen: “The Biotech Really Impressed Me With a Very Strong Pipeline”

Amgen Inc. (NASDAQ:AMGN) is one of the stocks on Jim Cramer’s recent game plan.

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February 3 - News

Jim Cramer on Chipotle: “It Might Actually Bounce Even If the Quarter Isn’t Spectacular”

Chipotle reports, too.

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February 3 - News

Jim Cramer Highlights His “Fear” Around Advanced Micro Earnings As He Explains “New Pattern for Semis”

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer’s recent game plan.

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February 3 - News

Jim Cramer Expresses Concern About Pfizer Despite Its “Terrific Yield”

On the other hand, I worry about Pfizer because while its stock has a terrific yield, I haven’t seen anything of late that would make me feel there’s a new blockbuster here...

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February 3 - News

Jim Cramer on Merck & Co.: “I Think It Can Spread Out the Wealth”

Merck has a lot to talk about, namely, some real wins from its bountiful acquisition spree. I like the stock.

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February 3 - News

Jim Cramer on PepsiCo’s Recent Rally: “Maybe Something’s Going On”

PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks on Jim Cramer’s recent game plan.

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February 3 - News

Jim Cramer on Palantir CEO: “Karp’s a Fighter”

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks on Jim Cramer’s recent game plan.

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February 3 - News

Jim Cramer Highlights Disney’s Challenges

When we come in on Monday, we’ll be facing the earnings of Walt Disney Corporation.

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February 3 - News

Jim Cramer Notes “Western Digital Stock Has Been One of the Best Performers of This Era”

We’ve also got an important analyst meeting on Tuesday. I’m talking about… Western Digital. Oh boy, this is critical because we just got their earnings this week.

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February 3 - News

10 Best NASDAQ Growth Stocks to Buy for the Next 10 Years

The AI trade has become overcrowded, and with the exception of Google and Nvidia, the Mag 7 stocks haven’t even managed to beat the S&P 500 index in 2025.

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February 3 - Hedge Funds, News

Bernstein and Stifel Lift IBM Price Targets After Q4 Results

International Business Machines Corporation (NYSE:IBM) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, Bernstein analyst Mark C.

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February 3 - News

Is Palantir (PLTR) One of the Best AI Software Stocks to Buy?

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Software Stocks to Buy Right Now.

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February 3 - News

Palo Alto (PANW) Buys Chronosphere, Citizens Stays Bullish

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Palo Alto Networks, Inc.

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February 3 - News

UBS, Baird Lower PT on Adobe (ADBE), BMO Capital Downgrades to Market Perform

Adobe Inc. (NASDAQ:ADBE) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 26, UBS reduced its price target on Adobe Inc.

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February 3 - News

BofA and Stifel Stay Bullish on MongoDB (MDB)

MongoDB, Inc. (NASDAQ:MDB) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, BofA Securities raised its price target on MongoDB, Inc.

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February 3 - News

DA Davidson and BofA Stay Bullish on Snowflake (SNOW) Despite Market Challenges

Snowflake Inc. (NYSE:SNOW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, DA Davidson reiterated its Buy rating on Snowflake Inc.

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February 3 - News

Analysts Stay Bullish on ServiceNow (NOW) After Earnings Report

ServiceNow, Inc. (NYSE:NOW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, Bernstein reiterated its Outperform rating on ServiceNow, Inc.

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February 3 - News

Salesforce (CRM) Wins $5.6 Billion Army Deal, Citizens Stays Positive

Salesforce, Inc. (NYSE:CRM) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 27, Citizens reiterated its Market Outperform rating on Salesforce, Inc.

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February 3 - News

Morgan Stanley and RBC Capital Lower Oracle (ORCL) Price Targets

Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Software Stocks to Buy Right Now.

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February 3 - News

Analysts Cut Microsoft (MSFT) Price Targets

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now.

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February 3 - News

Axsome Therapeutics (AXSM) Reports 66% Revenue Growth in FY2025, Beats Analyst Estimates

Axsome Therapeutics Inc. (NASDAQ:AXSM) ranks among the mid-cap stocks to buy according to top investors. On January 20, H.C.

Keep Reading →

February 3 - News

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