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Insider Monkey Blog

Are Investors Losing Faith in NVIDIA’s (NVDA) AI Promises?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here...

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April 29 - Hedge Fund Investor Letters, News

Starbucks (SBUX) is Gaining from the CEO’s Multi-Year Turnaround Strategy

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here...

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April 29 - Hedge Fund Investor Letters, News

What Makes ServiceNow (NOW) an Attractive Investment?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here...

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April 29 - Hedge Fund Investor Letters, News

Here’s Polen Focus Growth Strategy’s Insights on Shopify (SHOP)

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here...

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April 29 - Hedge Fund Investor Letters, News

Harvard University Stock Portfolio: Top 10 Stock Picks

Harvard Management Company was formed in 1974, with the purpose of managing Harvard University’s endowment and related financial assets.

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April 29 - Hedge Funds, News

Harvard University Stock Portfolio: Top 5 Stock Picks

In this article, we will list the Harvard University Stock Portfolio: Top 5 Stock Picks.

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April 29 - News

Clearwater Paper Corporation (NYSE:CLW) Q1 2026 Earnings Call Transcript

Clearwater Paper Corporation (NYSE:CLW) Q1 2026 Earnings Call Transcript April 28, 2026Clearwater Paper Corporation beats earnings expectations.

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April 29 - News, Transcripts

Visa Inc. (NYSE:V) Q2 2026 Earnings Call Transcript

Operator: Welcome to Visa's Fiscal Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Today's conference is being recorded.

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April 29 - News, Transcripts

Centene Corporation (NYSE:CNC) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Centene Corporation's 2026 First Quarter Earnings Report. [Operator Instructions] Please also note today's event is being recorded.

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April 29 - News, Transcripts

Werner Enterprises, Inc. (NASDAQ:WERN) Q1 2026 Earnings Call Transcript

Werner Enterprises, Inc. (NASDAQ:WERN) Q1 2026 Earnings Call Transcript April 28, 2026Werner Enterprises, Inc. beats earnings expectations.

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April 29 - News, Transcripts

Itron, Inc. (NASDAQ:ITRI) Q1 2026 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to Itron, Inc.'s First Quarter 2026 Earnings Conference Call.

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April 29 - News, Transcripts

S&P Global Inc. (NYSE:SPGI) Q1 2026 Earnings Call Transcript

Operator: Good morning, and welcome to S&P Global's First Quarter 2026 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast.

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April 29 - News, Transcripts

Enphase Energy, Inc. (NASDAQ:ENPH) Q1 2026 Earnings Call Transcript

Enphase Energy, Inc. (NASDAQ:ENPH) Q1 2026 Earnings Call Transcript April 28, 2026Enphase Energy, Inc. beats earnings expectations.

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April 29 - News, Transcripts

JetBlue Airways Corporation (NASDAQ:JBLU) Q1 2026 Earnings Call Transcript

JetBlue Airways Corporation (NASDAQ:JBLU) Q1 2026 Earnings Call Transcript April 28, 2026JetBlue Airways Corporation misses on earnings expectations.

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April 29 - News, Transcripts

TransUnion (NYSE:TRU) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the TransUnion First Quarter 2026 Earnings Conference Call. [Operator Instructions] please note this event is being recorded.

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April 29 - News, Transcripts

Allegion plc (NYSE:ALLE) Q1 2026 Earnings Call Transcript

Operator: Good day, everyone. My name is Stefan, and I'll be your conference operator today. At this time, I'd like to welcome you to Allegion's first quarter earnings call.

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April 29 - News, Transcripts

Central Bancompany, Inc. Class A Common Stock (NASDAQ:CBC) Q1 2026 Earnings Call Transcript

Central Bancompany, Inc. Class A Common Stock (NASDAQ:CBC) Q1 2026 Earnings Call Transcript April 28, 2026Central Bancompany, Inc.

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April 29 - News, Transcripts

CMS Energy Corporation (NYSE:CMS) Q1 2026 Earnings Call Transcript

CMS Energy Corporation (NYSE:CMS) Q1 2026 Earnings Call Transcript April 28, 2026CMS Energy Corporation beats earnings expectations.

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April 29 - News, Transcripts

The Sherwin-Williams Company (NYSE:SHW) Q1 2026 Earnings Call Transcript

The Sherwin-Williams Company (NYSE:SHW) Q1 2026 Earnings Call Transcript April 28, 2026The Sherwin-Williams Company beats earnings expectations.

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April 29 - News, Transcripts

Ecolab Inc. (NYSE:ECL) Q1 2026 Earnings Call Transcript

Operator: Thank you, everyone, for joining the Ecolab's First Quarter 2026 Earnings Release Call. [Operator Instructions] As a reminder, today's conference is being recorded.

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April 29 - News, Transcripts

Rogers Corporation (NYSE:ROG) Q1 2026 Earnings Call Transcript

Operator: Good afternoon. My name is Kevin, and I'll be your conference operator today.

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April 29 - News, Transcripts

Hilton Worldwide Holdings Inc. (NYSE:HLT) Q1 2026 Earnings Call Transcript

Hilton Worldwide Holdings Inc. (NYSE:HLT) Q1 2026 Earnings Call Transcript April 28, 2026Hilton Worldwide Holdings Inc. beats earnings expectations.

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April 29 - News, Transcripts

F5, Inc. (NASDAQ:FFIV) Q2 2026 Earnings Call Transcript

Operator: Good afternoon, and welcome to the F5, Inc. Second Quarter Fiscal 2026 Financial Results Conference Call.

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April 29 - News, Transcripts

Enterprise Products Partners L.P. (NYSE:EPD) Q1 2026 Earnings Call Transcript

Enterprise Products Partners L.P. (NYSE:EPD) Q1 2026 Earnings Call Transcript April 28, 2026Enterprise Products Partners L.P. misses on earnings expectations.

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April 29 - News, Transcripts

United Parcel Service, Inc. (NYSE:UPS) Q1 2026 Earnings Call Transcript

United Parcel Service, Inc. (NYSE:UPS) Q1 2026 Earnings Call Transcript April 28, 2026United Parcel Service, Inc. beats earnings expectations.

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April 29 - News, Transcripts

CareDx, Inc (NASDAQ:CDNA) Q1 2026 Earnings Call Transcript

Operator: Hello, everyone. Thank you for joining us, and welcome to CareDx, Inc Q1 2026 financial results earnings call.

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April 29 - News, Transcripts

South Plains Financial, Inc. (NASDAQ:SPFI) Q1 2026 Earnings Call Transcript

South Plains Financial, Inc. (NASDAQ:SPFI) Q1 2026 Earnings Call Transcript April 28, 2026South Plains Financial, Inc. misses on earnings expectations.

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April 29 - News, Transcripts

Camden National Corporation (NASDAQ:CAC) Q1 2026 Earnings Call Transcript

Camden National Corporation (NASDAQ:CAC) Q1 2026 Earnings Call Transcript April 28, 2026Camden National Corporation beats earnings expectations.

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April 29 - News, Transcripts

Opera Limited (NASDAQ:OPRA) Q1 2026 Earnings Call Transcript

Operator: Welcome to the Opera Limited First Quarter 2026 Earnings Call. [Operator Instructions] Please be advised that today's call is being recorded.

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April 29 - News, Transcripts

Spotify Technology S.A. (NYSE:SPOT) Q1 2026 Earnings Call Transcript

Spotify Technology S.A. (NYSE:SPOT) Q1 2026 Earnings Call Transcript April 28, 2026Spotify Technology S.A. beats earnings expectations.

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April 29 - News, Transcripts

The Coca-Cola Company (NYSE:KO) Q1 2026 Earnings Call Transcript

The Coca-Cola Company (NYSE:KO) Q1 2026 Earnings Call Transcript April 28, 2026The Coca-Cola Company beats earnings expectations.

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April 29 - News, Transcripts

Invesco Ltd. (NYSE:IVZ) Q1 2026 Earnings Call Transcript

Operator: Welcome to the Invesco's First Quarter Earnings Conference Call. [Operator Instructions] As a reminder, today's call is being recorded.

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April 29 - News, Transcripts

Bloom Energy Corporation (NYSE:BE) Q1 2026 Earnings Call Transcript

Bloom Energy Corporation (NYSE:BE) Q1 2026 Earnings Call Transcript April 28, 2026Bloom Energy Corporation beats earnings expectations.

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April 29 - News, Transcripts

Incyte Corporation (NASDAQ:INCY) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Incyte First Quarter 2026 Earnings Conference Call Webcast. [Operator Instructions] As a reminder, this conference is being recorded.

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April 29 - News, Transcripts

Rithm Capital Corp. (NYSE:RITM) Q1 2026 Earnings Call Transcript

Rithm Capital Corp. (NYSE:RITM) Q1 2026 Earnings Call Transcript April 28, 2026Rithm Capital Corp. misses on earnings expectations.

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April 29 - News, Transcripts

NeoGenomics, Inc. (NASDAQ:NEO) Q1 2026 Earnings Call Transcript

Operator: Good afternoon, and welcome to the NeoGenomics First Quarter 2026 Financial Results Call. Please be advised that today's conference is being recorded.

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April 29 - News, Transcripts

CoStar Group, Inc. (NASDAQ:CSGP) Q1 2026 Earnings Call Transcript

Richard Simonelli: Hello, everybody, and welcome to the CoStar earnings call for Q1 2026. Thank you all for joining us.

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April 29 - News, Transcripts

NexPoint Residential Trust, Inc. (NYSE:NXRT) Q1 2026 Earnings Call Transcript

NexPoint Residential Trust, Inc. (NYSE:NXRT) Q1 2026 Earnings Call Transcript April 28, 2026NexPoint Residential Trust, Inc. beats earnings expectations.

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April 29 - News, Transcripts

Booking Holdings Inc. (NASDAQ:BKNG) Q1 2026 Earnings Call Transcript

Booking Holdings Inc. (NASDAQ:BKNG) Q1 2026 Earnings Call Transcript April 28, 2026Booking Holdings Inc. beats earnings expectations.

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April 29 - News, Transcripts

Asbury Automotive Group, Inc. (NYSE:ABG) Q1 2026 Earnings Call Transcript

Asbury Automotive Group, Inc. (NYSE:ABG) Q1 2026 Earnings Call Transcript April 28, 2026Asbury Automotive Group, Inc. misses on earnings expectations.

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April 29 - News, Transcripts

American Tower Corporation (NYSE:AMT) Q1 2026 Earnings Call Transcript

American Tower Corporation (NYSE:AMT) Q1 2026 Earnings Call Transcript April 28, 2026American Tower Corporation beats earnings expectations.

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April 29 - News, Transcripts

Omnicell, Inc. (NASDAQ:OMCL) Q1 2026 Earnings Call Transcript

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

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April 29 - News, Transcripts

Corning Incorporated (NYSE:GLW) Q1 2026 Earnings Call Transcript

Corning Incorporated (NYSE:GLW) Q1 2026 Earnings Call Transcript April 28, 2026Corning Incorporated beats earnings expectations.

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April 29 - News, Transcripts

Porch Group, Inc. (NASDAQ:PRCH) Q1 2026 Earnings Call Transcript

John Campbell: Good afternoon, and thank you for participating in Porch Group's First Quarter 2026 Conference Call.

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April 29 - News, Transcripts

Sysco Corporation (NYSE:SYY) Q3 2026 Earnings Call Transcript

Sysco Corporation (NYSE:SYY) Q3 2026 Earnings Call Transcript April 28, 2026Sysco Corporation misses on earnings expectations.

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April 29 - News, Transcripts

Smithfield Foods, Inc. (NASDAQ:SFD) Q1 2026 Earnings Call Transcript

Smithfield Foods, Inc. (NASDAQ:SFD) Q1 2026 Earnings Call Transcript April 28, 2026Smithfield Foods, Inc. beats earnings expectations.

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April 29 - News, Transcripts

Sensata Technologies Holding plc (NYSE:ST) Q1 2026 Earnings Call Transcript

Sensata Technologies Holding plc (NYSE:ST) Q1 2026 Earnings Call Transcript April 28, 2026Sensata Technologies Holding plc beats earnings expectations.

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April 29 - News, Transcripts

Edison International (NYSE:EIX) Q1 2026 Earnings Call Transcript

Edison International (NYSE:EIX) Q1 2026 Earnings Call Transcript April 28, 2026Edison International beats earnings expectations.

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April 29 - News, Transcripts

LGI Homes, Inc. (NASDAQ:LGIH) Q1 2026 Earnings Call Transcript

Operator: Welcome to LGI Homes, Inc. First Quarter 2026 Conference Call.

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April 29 - News, Transcripts

T-Mobile US, Inc. (NASDAQ:TMUS) Q1 2026 Earnings Call Transcript

Quan Yao: Good afternoon, and welcome to T-Mobile's First Quarter 2026 Earnings Call.

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April 29 - News, Transcripts

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