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Insider Monkey Blog

Aecom (NYSE:ACM) Q1 2026 Earnings Call Transcript

Operator: Thank you for standing by. My name is Jay, and I will be your conference operator today.

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February 11 - News, Transcripts

Danaos Corporation (NYSE:DAC) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Danaos Corporation Conference Call to discuss the Financial Results for the three months ended December 31, 2025.

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February 11 - News, Transcripts

Amentum Holdings, Inc. (NYSE:AMTM) Q1 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Amentum Q1 Fiscal Year 2026 Results Conference Call.

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February 11 - News, Transcripts

Cincinnati Financial Corporation (NASDAQ:CINF) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Today's conference call will begin momentarily. Until that time, thank you for your patience.

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February 11 - News, Transcripts

Prospect Capital Corporation (NASDAQ:PSEC) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Prospect Capital Second Fiscal Quarter 2026 Earnings Release and Conference Call.

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February 11 - News, Transcripts

Arch Capital Group Ltd. (NASDAQ:ACGL) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. And welcome to the 4Q 2025 Arch Capital Earnings Conference Call. At this time, all participants are in a listen-only mode.

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February 11 - News, Transcripts

Sony Group Corporation (NYSE:SONY) Q3 2026 Earnings Call Transcript

Sony Group Corporation (NYSE:SONY) Q3 2026 Earnings Call Transcript February 5, 2026Sony Group Corporation beats earnings expectations.

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February 11 - News, Transcripts

LVS Advisory’s Q4 2025 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2025 investor letter.

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February 11 - Hedge Fund Investor Letters, News

SGA U.S. Large Cap Growth Strategy Bets on Broadcom (AVGO), a Leading Semiconductor and Infrastructure Software Company

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S.

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February 11 - Hedge Fund Investor Letters, News

10 High-Growth Cybersecurity Stocks To Buy

Cybersecurity remains the center of attention as more companies shift their operations from on-premises equipment to the cloud.

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February 11 - Hedge Funds, News

9 Stocks Jim Cramer Talked About

In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the recent trend in Bitcoin prices and how it had led to a shift in the narrative for the cryptocurrency...

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February 11 - News

Is Infosys Limited (INFY) One of the Best Affordable Tech Stocks to Buy Right Now?

Infosys Limited (NYSE:INFY) is one of the best affordable tech stocks to buy right now.

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February 10 - News

10 Stocks Delivering Massive Returns

Shopify extended its winning streak to a third consecutive day on Tuesday, jumping 7.47 percent to close at $127.24 apiece as investors digested a mix of rating and price target...

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February 10 - Market Movers, News

13 Best Performing S&P 500 Stocks in the Last 5 Years

Market confidence amid sustained momentum, shifting sector leadership, and expectations of continued gains have helped the S&P 500 deliver strong performance over a prolonged ...

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February 10 - Hedge Funds, News

Strong Analyst Sentiment on eToro Group (ETOR) Amid Favorable Political, Macro, and Product Catalysts

eToro Group Ltd. (NASDAQ:ETOR) continues to retain strong analyst sentiment as of February 5, 2026, with over 70% analysts bullish on the stock.

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February 10 - News

Evercore ISI Bullish on Enovis (ENOV) Despite Weak Share Price Momentum

Enovis Corporation (NYSE:ENOV) underwent a challenging period in 2025 amid macro headwinds.

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February 10 - News

Guggenheim Bullish on Paycom Software (PAYC) Despite Weak Share Price Performance

On February 3, 2026, Paycom Software, Inc. (NYSE:PAYC) traded at its 52-week low of $124.08, down significantly from its 52-week high of $267.76.

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February 10 - News

Five9 (FIVN) Experiences Weak Share Price Momentum Amid Broader SaaS Sector Headwinds

On February 3, 2026, Five9, Inc. (NASDAQ:FIVN)’s shares reached their 52-week low of $16.10, marking a sharp decline from its 52-week high of $49.90.

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February 10 - News

Pagaya Technologies (PGY)’s AAA-Rated Personal Loan ABS Transaction Exceeds the Initial $600 Million Target By 33%

On February 4, 2026, a $800 million AAA-rated personal loan ABS transaction, PAID 2026-1, was closed by Pagaya Technologies Ltd. (NASDAQ:PGY).

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February 10 - News

Magnite (MGNI) Eyes New Revenue Opportunities for Publishers with MNTN Partnership

On January 22, 2026, Magnite, Inc.

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February 10 - News

Barclays Reduces PT on BellRing Brands (BRBR) to $27, Reiterates An ‘Overweight’ Rating

On February 5, 2026, Barclays analyst Andrew Lazar revisited BellRing Brands, Inc.

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February 10 - News

Analyst Sentiment on Dave (DAVE) Remains Strong Despite Mixed Share Price Momentum

Investor sentiment in the stock has been mixed in the past year, with the stock declining ~35% over six months and gaining over 50% in the last year.

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February 10 - News

Waystar Holding (WAY)’s Broad Market Reach Retains Analyst Confidence Despite Weak Share Price Performance

As of February 5, 2026, analyst sentiment on Waystar Holding Corp. (NASDAQ:WAY) remains bullish, with nearly all analysts covering the stock maintaining that view.

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February 10 - News

Analysts Remain Mixed on GoDaddy (GDDY) Following SaaS Sector Underperformance in 2025

Analyst sentiment toward GoDaddy Inc. (NYSE:GDDY) remains cautiously optimistic. As of February 5, 2026, over 60% of analysts covering the stock remain bullish.

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February 10 - News

DocuSign (DOCU) Eyes Streamlining Contracts As Shares Face Year-Long Decline

The past year has been challenging for DocuSign, Inc. (NASDAQ:DOCU), with investor sentiment remaining cautious.

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February 10 - News

Analyst Sentiment on Certara (CERT) Remains Moderately Bullish Despite Sector Volatility

Certara, Inc. (NASDAQ:CERT) enjoys the confidence of 60% of analysts as of February 5, 2026, who remain bullish on the stock.

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February 10 - News

Tenable Holdings (TENB) Strong Q4 Performance Reflects Continued Adoption of Tenable One and AI-Driven Security Solutions

On February 4, 2026, Tenable Holdings, Inc. (NASDAQ:TENB) announced strong fourth-quarter and full-year results.

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February 10 - News

Blue Owl Capital (OWL)’s CEO Mark Lipschultz Says AI Could Not Temper Software and Technology-Linked Businesses

On February 5, 2026, Reuters reported that Blue Owl Capital Inc. (NYSE:OWL) co-CEO Mark Lipschultz said AI could not temper software and technology-linked businesses.

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February 10 - News

13 Best Affordable Tech Stocks to Buy Right Now

The technology sector has been the powerhouse of the US equity market for the past several years, but signs of fatigue are emerging.

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February 10 - Hedge Funds, News

Hedge Fund and Insider Trading News: David Tepper, Michael Burry, Ray Dalio, Point72 Asset Management, Lone Pine Capital, Saba Capital, Atlanta Braves Holdings (BATRA), PrimeEnergy Resources Corp (PNRG), and More

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

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February 10 - Hedge Funds, Insider Trading

Why ARK Says Bitcoin’s Maturing Market Could Attract Bigger Allocations in 2026

New analysis from ARK Invest outlines a shift for digital assets, moving from a speculative phase into one defined by institutional stability.

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February 10 - Business, News

BMO Capital Raises Price Target for Avery Dennison (AVY)

On February 6, the price target on Avery Dennison (NYSE:AVY) was raised from $215 to $224 by BMO Capital analyst John McNulty.

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February 10 - News

PSNA Operations Lead to Bullish Sentiment for International Paper (IP)

On February 2, Citi analyst Anthony Pettinari increased his price target on International Paper (NYSE:IP) from $46 to $47.

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February 10 - News

Optimistic Views on Sonoco (SON) Amid 2026 Volumetric Outlook

On February 2, Truist Financial analyst Michael Roxland reaffirmed his Buy rating on Sonoco Products (NYSE:SON).

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February 10 - News

Truist Financial Raise Price Target for Sealed Air (SEE)

As of the close of play on February 6, consensus sentiment around Sealed Air Corporation (NYSE:SEE) was Neutral.

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February 10 - News

Here is Why Amcor (AMCR) is Highly Favored by Hedge Funds

On February 4, Ghansham Panjabi at Baird raised his target price on Amcor plc (NYSE:AMCR) from $50 to $54, resulting in a 12% upside.

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February 10 - News

Why Does Graphic Packaging Look So Attractive

On February 4, Ghansham Panjabi at Baird reduced his target price on Graphic Packaging (NYSE:GPK) from $18 to $15, leaving a revised upside potential of over 13%.

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February 10 - News

Recent Bearish Trend for Packaging Corporation (PKG) Offers Attractive Entry Point

On January 29, Michael Roxland from Truist Financial reduced his price target for Packaging Corporation of America (NYSE:PKG) from $273 to $270.

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February 10 - News

Smurfit Westrock (SW) Benefiting From Value Focus and Operational Accountability

On January 8, Ioannis Masvoulas of Morgan Stanley maintained an Overweight rating on Smurfit Westrock (NYSE:SW), with a price target of $53.

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February 10 - News

ZenaTech’s Drone as a Service Expands Builder Services Capability Delivering Drone-Driven Speed and Precision to Surveying for Homebuilders

ZenaTech, Inc.

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February 10 - Press Releases

Loma Negra (LOMA) $500M Bond Placement to Fund Operations

Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA) is one of the best high-upside materials stocks to buy.

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February 10 - News

Longer Mining Site Life Leads to Fortuna (FSM) Analyst Upgrade

Fortuna Mining Corp. (NYSE:FSM) is one of the best high-upside materials stocks to buy. On February 4, CIBC upgraded Fortuna Mining Corp.

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February 10 - News

DOE Supports Lithium Americas (LAC) As New Investor

Lithium Americas Corp. (NYSE:LAC) is one of the best high-upside materials stocks to buy. On February 3, Lithium Americas Corp.

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February 10 - News

FMC (FMC) Expects Tariff Headwinds for Q1 as Q4 Earnings Slip

FMC Corp. (NYSE:FMC) is one of the best high-upside materials stocks to buy. On February 8, FMC Corp.

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February 10 - News

Brazil Mining Regulator Confirms Sigma Lithium (SGML) Sites Safety

Sigma Lithium Corporation (NASDAQ:SGML) is one of the best high-upside materials stocks to buy.

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February 10 - News

Analyst Lowers Price Target on Vizsla (VZLA) After Site Feasibility Updates

Vizsla Silver Corp. (NYSE:VZLA) is one of the best high-upside materials stocks to buy. On February 4, CIBC analysts lowered their price target on Vizsla Silver Corp.

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February 10 - News

USA Rare Earth (USAR) $3.5B Financing Deals Prompt Higher Price Target from Cantor Fitzgerald

USA Rare Earth Inc. (NASDAQ:USAR) is one of the best high-upside materials stocks to buy. On January 26, the U.S. Commerce Department issued a letter of intent on Jan.

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February 10 - News

Ramaco Resources (METC) Credit Facility Expansion Draws Bullish Analyst Opinions

Ramaco Resources Inc. (NASDAQ:METC) is one of the best high-upside materials stocks to buy. On January 20, Jefferies upgraded Ramaco Resources Inc.

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February 10 - News

11 Best Beaten Down Growth Stocks to Buy Now

“Get me out” is what Jeffrey Favuzza, an equity trader with Jefferies, says he is hearing from clients in an interview with Bloomberg, as selling pressure intensifies across...

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February 10 - Hedge Funds, News

Jim Cramer on Moderna: “One of the Hottest Stocks in the Market This Year”

Finally, Friday, we’re going to hear from Moderna, one of the hottest stocks in the market this year, as people are buzzing about their personal cancer vaccines.

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February 10 - News

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25 Countries with the Highest Debt to GDP Ratios

25 Countries with the Highest Debt to GDP Ratios

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15 States with the Most Gun Violence in the US

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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

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

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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

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

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5 Countries with the Most Beautiful Women in the World

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20 Countries with the Most Beautiful Women in the World

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20 US Cities with the Highest Homeless Population Per Capita

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20 Countries with the Highest Homeless Population

12 Countries with the Highest Bond Yields in the World

12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

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15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

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16 Highest Quality Chocolate Brands in the US

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20 Countries with the Strongest Armies in the World

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Top 13 English Speaking Countries in Asia

20 States with Highest Female to Male Ratio in the US

20 States with Highest Female to Male Ratio in the US

40 Best Places to Visit in Europe Before You Die

40 Best Places to Visit in Europe Before You Die

20 States with the Lowest Life Expectancy in the US

20 States with the Lowest Life Expectancy in the US

25 Cities with the Highest Homeless Population in the World

25 Cities with the Highest Homeless Population in the World

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20 Countries With The Best English Accent in The World

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30 Cities with the Highest Weed Consumption in the US

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25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

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10 Best Genomics Stocks To Buy Right Now

20 Countries with the Best Economy in the World in 2024

20 Countries with the Best Economy in the World in 2024

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30 Cheapest Countries in the World in 2024

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15 Healthiest Countries in Europe

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15 Healthiest Countries In Africa

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25 Most Tropical Cities in the US

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15 Most Underrated States in the US

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