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Insider Monkey Blog

Mobileye Global Inc. (MBLY) Anticipates Annual Revenue Below Expectations as Tariffs Weigh on Automakers

Mobileye Global Inc. (NASDAQ:MBLY)’s 2026 revenue projection fell short of Wall Street’s expectations, according to a January 22, 2026, Reuters story.

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February 11 - News

Morgan Stanley Maintains an Equal Weight Rating on Baidu, Inc. (BIDU)

Morgan Stanley increased Baidu, Inc. (NASDAQ:BIDU)’s price objective from $130 to $150 while keeping an Equal Weight rating, as reported by TheFly on January 20, 2026.

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February 11 - News

UBS Keeps a Neutral Rating on QUALCOMM Incorporated (QCOM)

Mizuho also lowered the corporation’s price target that day from $175 to $160. It maintained a Neutral rating.

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February 11 - News

DZ Bank is Bullish on General Motors Company (GM)

Bloomberg reported on January 28, 2026, that General Motors Company (NYSE:GM) shares were doing strongly following the company’s higher-than-expected fourth-quarter earnings...

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February 11 - News

Scotiabank Maintains its Outperform Rating on Alphabet Inc. (GOOGL)

On February 5, 2026, TheFly reported that Scotiabank maintained its Outperform rating on the shares. It increased its price objective for Alphabet Inc.

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February 11 - News

Saks is Discontinuing its E-commerce Partnership with Amazon.com, Inc. (AMZN)

Saks Global, a bankrupt retailer, is terminating its “Saks on Amazon” deal with Amazon.com, Inc. (NASDAQ:AMZN), according to a source quoted by Reuters on January 31.

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February 11 - News

Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays

On January 29, 2026, Bloomberg reported that following reports of record spending and slowing cloud growth, Microsoft Corporation (NASDAQ:MSFT) shares dropped as much as 11% to...

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February 11 - News

BofA Remains Bullish on McKesson (MCK) Following Strong Third Quarter Performance

On February 5, 2026, BofA reaffirmed its ‘Buy’ rating on McKesson Corporation (NYSE:MCK) and increased its price target from $950 to $970.

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February 11 - News

Robust Demand for Eli Lilly and Company (LLY)’s Obesity and Diabetes Treatments Drives Strong Investor Sentiment

As of February 6, 2026, robust demand for the company’s obesity and diabetes treatments continues to drive strong investor sentiment.

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February 11 - News

Jabil (JBL) Shares At All-Time High Following Strong 2025

Jabil Inc. (NYSE:JBL) shares reached an all-time high on February 6, 2026, hitting $259.74. The shares were up more than 54% year-over-year and more than 12% in 2026.

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February 11 - News

Citi Remains Bullish on Seagate Technology Holdings (STX) Amid Stable Demand

On February 6, 2026, Citi reaffirmed its ‘Buy’ rating on Seagate Technology Holdings plc (NASDAQ:STX), raising its price target from $460 to $480 in response to recent investor...

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February 11 - News

Strong Demand for Memory Products Drives Investor Momentum Surrounding Western Digital (WDC)

As of February 6, 2026, Western Digital Corporation (NASDAQ:WDC) shares continue to rise amid a surge in investor confidence, driven by strong demand for memory products.

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February 11 - News

Strong Investor Momentum on Quanta Services (PWR) Following Robust 2025 Performance

On February 6, 2026, shares of Quanta Services, Inc.

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February 11 - News

Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results

On January 5, 2026, Piper Sandler upgraded Arista Networks, Inc.

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February 11 - News

Analyst Sentiment on Targa Resources (TRGP) Strengthens Following Recent Analyst Updates

With a $213.00 consensus price target indicating a 3.60% upside as of February 6, 2026, over 90% of analysts covering Targa Resources Corp. (NYSE:TRGP) remain bullish.

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February 11 - News

Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs’ Bullish Update

Citing the recent decline in shares and rising estimates, Goldman Sachs upgraded Vistra Corp.

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February 11 - News

Recent Upward Revisions Drive Broader Analyst Sentiment on Howmet Aerospace (HWM)

As of February 6, 2026, more than 80% of analysts covering the stock remained bullish, with a consensus price target of $240.00, implying a 14.50% upside.

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February 11 - News

NVIDIA (NVDA) Must Comply with Strict U.S. Licensing Terms for Its H200 AI Chips China Exports

Reuters reported on February 10, 2026, that NVIDIA Corporation (NASDAQ:NVDA) is required to comply with strict U.S.

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February 11 - News

Strengthening Fundamentals in Mechanical and Electrical Contracting Industry Drive Analyst Sentiment on EMCOR Group (EME)

On January 26, 2026, Brian Brophy, an analyst at Stifel, increased the firm’s price target for EMCOR Group, Inc.

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February 11 - News

UBS Remains Bullish on Broadcom (AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside

On February 4, 2026, Broadcom Inc. (NASDAQ:AVGO) received attention from UBS, which retained its ‘Buy’ rating but reduced the price target from $330 to $310.

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February 11 - News

Hedge Fund and Insider Trading News: Steven Cohen, Ray Dalio, Ken Griffin, Bill Ackman, Warren Buffett, Elliott Management, L1 Capital, Nextera Energy Inc (NEE), TransDigm Group Inc (TDG), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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February 11 - Hedge Funds, Insider Trading

Flowco (FLOC) Enters into Agreement to Acquire Valiant Artificial Lift

Flowco Holdings Inc.

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February 11 - News

Phillips 66 (PSX) Reports Strong Results for Q4

Phillips 66 (NYSE:PSX) shot up on February 4 after the company reported better-than-expected Q4 2025 results, as the US refining margins posted a strong rebound from 2024 lows...

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February 11 - News

Here is Why Imperial Oil (IMO) Gained This Week

The share price of Imperial Oil Limited (NYSEAMERICAN:IMO) surged by 11.20% between February 2 and February 9, 2026, putting it among the Energy Stocks that Gained the Most This...

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February 11 - News

Valero Energy (VLO) Posts Impressive Q4 Results Following Rebound in Margins

The share price of Valero Energy Corporation (NYSE:VLO) surged by 11.74% between February 2 and February 9, 2026, putting it among the Energy Stocks that Gained the Most This ...

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February 11 - News

Weatherford International (WFRD) Surged This Week. Here is Why

The share price of Weatherford International plc (NASDAQ:WFRD) surged by 12.84% between February 2 and February 9, 2026, putting it among the Energy Stocks that Gained the Most...

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February 11 - News

Analysts Raise Price Targets on Patterson-UTI Energy (PTEN) Following Strong Q4 Results

The share price of Patterson-UTI Energy, Inc.

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February 11 - News

Marathon Petroleum (MPC) Beats Forecasts in Q4 Results

The share price of Marathon Petroleum Corporation (NYSE:MPC) surged by 15.46% between February 2 and February 9, 2026, putting it among the Energy Stocks that Gained the Most ...

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February 11 - News

Noble Corporation (NE) Price Target Raised by $7

Noble Corporation plc (NYSE:NE) received a boost on February 2 when BTIG raised its price target on the stock from $35 to $42, while maintaining a ‘Buy’ rating on the shares...

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February 11 - News

Borr Drilling (BORR) – Among the Energy Stocks that Gained This Week

The share price of Borr Drilling Limited (NYSE:BORR) surged by 19.83% between February 2 and February 9, 2026, putting it among the Energy Stocks that Gained the Most This Week...

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February 11 - News

Kodiak Gas Services (KGS) Agrees to Acquire Distributed Power Solutions

The share price of Kodiak Gas Services, Inc.

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February 11 - News

11 Best Communication Equipment Stocks to Buy According to Hedge Funds

On January 7, S&P Global shared its 2026 outlook for the Telecom sector, which it believes will witness a higher level of M&A activity during the year.

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February 11 - Hedge Funds, News, Tech

New Found Gold (NFGC) Confirms Near-Surface Continuity with High-Grade Keats Zone Results

New Found Gold Corp. (NYSEAMERICAN:NFGC) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

Morgan Stanley Upgrades Harmony Gold (HMY) to Equal Weight Following Year of Underperformance

Harmony Gold Mining Company Ltd. (NYSE:HMY) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

Is B2Gold Corp. (BTG) One of the Most Undervalued Gold Stocks to Buy According to Analysts?

B2Gold Corp. (NYSEAMERICAN:BTG) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

Stifel Raises Orla Mining (ORLA) PT to C$35 Following Strong 2026 Production Guidance

Orla Mining Ltd. (NYSE:ORLA) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

Galiano Gold (GAU) Reports High-Grade Drilling Results and Expands 2026 Exploration Budget

Galiano Gold Inc. (NYSEAMERICAN:GAU) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

BofA Lowers SSR Mining (SSRM) PT Following Hod Maden Technical Update

SSR Mining Inc. (NASDAQ:SSRM) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

Equinox Gold (EQX) Announces New AI-Supported Gold Discovery at Valentine Mine

Equinox Gold Corp. (NYSEAMERICAN:EQX) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

Stifel Raises Barrick Mining (B) PT to C$95 with Buy Rating

Barrick Mining Corporation (NYSE:B) is one of the most undervalued gold stocks to buy according to analysts.

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February 11 - News

RBC Capital Highlights Eaton (ETN) Beat-and-Raise Potential Despite Conservative 2026 Guidance

Eaton Corporation (NYSE:ETN) is one of the under-the-radar AI stocks to buy.

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February 11 - News

Mizuho Raises Bloom Energy (BE) PT to $110 Citing Cost Reductions, Improved Utilization

Bloom Energy Corporation (NYSE:BE) is one of the under-the-radar AI stocks to buy.

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February 11 - News

TD Cowen Cites Improved Risk-to-Reward Profile for Celestica (CLS) Following Post-Earnings Pullback

Celestica Inc. (NYSE:CLS) is one of the under-the-radar AI stocks to buy.

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February 11 - News

Cantor Fitzgerald Views Iren (IREN) After-Hours Dip as Buying Opportunity Amid AI Pivot

Iren Limited (NASDAQ:IREN) is one of the under-the-radar AI stocks to buy.

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February 11 - News

DA Davidson Raises Modine (MOD) PT to $265 Following FQ3 Beat, Exceptional AI Data Center Momentum

Modine Manufacturing Company (NYSE:MOD) is one of the under-the-radar AI stocks to buy.

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February 11 - News

Mizuho Highlights Super Micro (SMCI) Growth Amid Margin Pressure, Competitive Challenges

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the under-the-radar AI stocks to buy.

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February 11 - News

Is Oscar Health (OSCR) One of the Under-the-Radar AI Stocks to Buy?

Oscar Health Inc. (NYSE:OSCR) is one of theunder-the-radar AI stocks to buy.

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February 11 - News

Citizens Expects Positive Q4 Results for Lemonade (LMND) Driven by Pricing Trends, Lower Losses

Lemonade Inc. (NYSE:LMND) is one of the under-the-radar AI stocks to buy.

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February 11 - News

Tenable Holdings, Inc. (TENB) in Focus: Earnings Strength, Market Confidence, and Strategic Expansion

Tenable Holdings, Inc. (NASDAQ:TENB) is one of the best high-growth cybersecurity stocks to buy.

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February 11 - News

Is CrowdStrike Holdings Inc. (CRWD) One of the Best High-Growth Cybersecurity Stocks to Buy?

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best high-growth cybersecurity stocks to buy. On January 30, RBC Capital reiterated CrowdStrike Holdings Inc.

Keep Reading →

February 11 - News

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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