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Insider Monkey Blog

Jack Henry & Associates, Inc. (JKHY) Added to Wells Fargo’s ‘Fab 5’ Fintech Picks

TheFly reported on February 17 that Wells Fargo upgraded JKHY from Equal Weight to Overweight and raised its price target to $196 from $181.

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February 26 - News

Truist Securities Downgrades Harmony Biosciences Holdings, Inc. (HRMY) to Hold After Patent Trial Developments

TheFly reported on February 20 that Truist Securities downgraded HRMY from Buy to Hold following the conclusion of its bench trial against Paragraph IV filer AET Pharma. The...

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February 26 - News

Here’s What Boosted Dollar Tree (DLTR) in 2025

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 26 - Hedge Fund Investor Letters, News

Independence Realty Trust, Inc. (IRT) Swings to Q4 Profit With $33.3M in Net Income

The fourth quarter and year-end results of Independence Realty Trust, Inc. (NYSE:IRT), which concluded on December 31, 2025, were also released on February 11.

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February 26 - News

Philip Morris International (PM) Gained from Zyn’s Explosive Growth

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 26 - Hedge Fund Investor Letters, News

Monday.com Ltd (MNDY) Gets A Downgrade From Jefferies

Monday.com Ltd (NASDAQ:MNDY) is one of the 10 best beaten down software stocks with the highest upside potential.

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February 26 - News

Guidewire Software, Inc. (GWRE) Stock Could More Than Double From Here According To Analysts

Guidewire Software, Inc. (NYSE:GWRE) is one of the 10 best beaten down software stocks with the highest upside potential.

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February 26 - News

Tyler Technologies, Inc. (TYL) Needs To Do More To Convince Analysts

Tyler Technologies, Inc. (NYSE:TYL) is one of the 10 best beaten down software stocks with the highest upside potential. Tyler Technologies, Inc.

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February 26 - News

Multiple Analysts Lowered Price Target on Pegasystems Inc. (PEGA) Stock In February

Pegasystems Inc. (NASDAQ:PEGA) is one of the 10 best beaten down software stocks with the highest upside potential. J.P.

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February 26 - News

Broyhill Asset Management’s Q4 2025 Investor Letter

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter.

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February 26 - Hedge Fund Investor Letters, News

Needham Maintains Buy Rating on Agilsys, Inc. (AGYS)

Agilysys, Inc.

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February 26 - News

Paylocity Holding Corporation’s (PCTY) Target Price Lowered Despite Raising 2026 Outlook

Paylocity Holding Corporation (NASDAQ:PCTY) is one of the 10 best beaten down software stocks with the highest upside potential. Jared Levine from TD Cowen reaffirmed a Buy rating...

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February 26 - News

Weakness in the IP Segment Weighed on Synopsys’ (SNPS) Performance

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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February 26 - Hedge Fund Investor Letters, News

Shopify Inc’s (SHOP) Target Price Lowered Amid Lower Software Valuation Concerns

Shopify Inc.

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February 26 - News

Here’s What Sportradar Group AG’s (SRAD) Partnership With NBC Sports Means For Investors

Sportradar Group AG (NASDAQ:SRAD) is one of the 10 best beaten down software stocks with the highest upside potential. Sportradar Group AG (NASDAQ:SRAD) announced a multi-year...

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February 26 - News

Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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February 26 - Hedge Fund Investor Letters, News

Commvault Systems, Inc. (CVLT) Has Healthy Upside According To Analysts

Commvault Systems, Inc. (NASDAQ:CVLT) is one of the 10 best beaten down software stocks with the highest upside potential.

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February 26 - News

Howmet Aerospace (HWM) Positioned to Benefit from Increasing Demand in Aircraft Components

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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February 26 - Hedge Fund Investor Letters, News

Which Countries Are Driving Growth in the Global Online Casino Market?

Online casino growth rarely spreads evenly across the map.

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February 26 - Business, News

BlackLine, Inc.’s (BL) Price Target Lowered After Q4 Earnings

BlackLine, Inc.

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February 26 - News

Owens & Minor, Inc. (NYSE:OMI) Q4 2025 Earnings Call Transcript

Operator: Hello. Good day, and thank you for standing by. Welcome to the Accendra Health's Fourth Quarter 2025 Earnings Conference Call.

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February 26 - News, Transcripts

Haleon plc (NYSE:HLN) Q4 2025 Earnings Call Transcript

Operator: Good morning. Thank you for attending today's Haleon's Fiscal Year 2025 Results question-and-answer. My name is Sarah, and I'll be your moderator today.

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February 26 - News, Transcripts

Astec Industries, Inc. (NASDAQ:ASTE) Q4 2025 Earnings Call Transcript

Astec Industries, Inc. (NASDAQ:ASTE) Q4 2025 Earnings Call Transcript February 25, 2026Astec Industries, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

LifeStance Health Group, Inc. (NASDAQ:LFST) Q4 2025 Earnings Call Transcript

LifeStance Health Group, Inc. (NASDAQ:LFST) Q4 2025 Earnings Call Transcript February 25, 2026LifeStance Health Group, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Trinity Capital Inc. (NASDAQ:TRIN) Q4 2025 Earnings Call Transcript

Trinity Capital Inc. (NASDAQ:TRIN) Q4 2025 Earnings Call Transcript February 25, 2026Trinity Capital Inc. beats earnings expectations.

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February 26 - News, Transcripts

UWM Holdings Corporation (NYSE:UWMC) Q4 2025 Earnings Call Transcript

UWM Holdings Corporation (NYSE:UWMC) Q4 2025 Earnings Call Transcript February 25, 2026UWM Holdings Corporation misses on earnings expectations.

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February 26 - News, Transcripts

Hayward Holdings, Inc. (NYSE:HAYW) Q4 2025 Earnings Call Transcript

Hayward Holdings, Inc. (NYSE:HAYW) Q4 2025 Earnings Call Transcript February 25, 2026Hayward Holdings, Inc. beats earnings expectations.

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February 26 - News, Transcripts

Starwood Property Trust, Inc. (NYSE:STWD) Q4 2025 Earnings Call Transcript

Starwood Property Trust, Inc. (NYSE:STWD) Q4 2025 Earnings Call Transcript February 25, 2026Starwood Property Trust, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Golar LNG Limited (NASDAQ:GLNG) Q4 2025 Earnings Call Transcript

Golar LNG Limited (NASDAQ:GLNG) Q4 2025 Earnings Call Transcript February 25, 2026Golar LNG Limited misses on earnings expectations.

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February 26 - News, Transcripts

Oddity Tech Ltd. (NASDAQ:ODD) Q4 2025 Earnings Call Transcript

Oddity Tech Ltd. (NASDAQ:ODD) Q4 2025 Earnings Call Transcript February 25, 2026Oddity Tech Ltd. misses on earnings expectations.

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February 26 - News, Transcripts

The TJX Companies, Inc. (NYSE:TJX) Q4 2026 Earnings Call Transcript

The TJX Companies, Inc. (NYSE:TJX) Q4 2026 Earnings Call Transcript February 25, 2026The TJX Companies, Inc. beats earnings expectations.

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February 26 - News, Transcripts

Bank of Montreal (NYSE:BMO) Q1 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the BMO Financial Group's Q1 2026 Earnings Release and Conference Call for February 25, 2026. Your host for today is Christine Viau.

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February 26 - News, Transcripts

Clear Secure, Inc. (NYSE:YOU) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Clear Secure, Inc.'s fiscal fourth quarter and full year 2025 conference call.

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February 26 - News, Transcripts

Chatham Lodging Trust (NYSE:CLDT) Q4 2025 Earnings Call Transcript

Chatham Lodging Trust (NYSE:CLDT) Q4 2025 Earnings Call Transcript February 25, 2026Chatham Lodging Trust misses on earnings expectations.

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February 26 - News, Transcripts

Aspen Aerogels, Inc. (NYSE:ASPN) Q4 2025 Earnings Call Transcript

Aspen Aerogels, Inc. (NYSE:ASPN) Q4 2025 Earnings Call Transcript February 25, 2026Aspen Aerogels, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Alkermes plc (NASDAQ:ALKS) Q4 2025 Earnings Call Transcript

Alkermes plc (NASDAQ:ALKS) Q4 2025 Earnings Call Transcript February 25, 2026Alkermes plc misses on earnings expectations.

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February 26 - News, Transcripts

Avista Corporation (NYSE:AVA) Q4 2025 Earnings Call Transcript

Avista Corporation (NYSE:AVA) Q4 2025 Earnings Call Transcript February 25, 2026Avista Corporation misses on earnings expectations.

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February 26 - News, Transcripts

Pinnacle West Capital Corporation (NYSE:PNW) Q4 2025 Earnings Call Transcript

Pinnacle West Capital Corporation (NYSE:PNW) Q4 2025 Earnings Call Transcript February 25, 2026Pinnacle West Capital Corporation beats earnings expectations.

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February 26 - News, Transcripts

Dine Brands Global, Inc. (NYSE:DIN) Q4 2025 Earnings Call Transcript

Dine Brands Global, Inc. (NYSE:DIN) Q4 2025 Earnings Call Transcript February 25, 2026Dine Brands Global, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Allot Ltd. (NASDAQ:ALLT) Q4 2025 Earnings Call Transcript

Kenny Green: Good day to all of you, and welcome to Allot's conference call to discuss its results for the fourth quarter and full year 2025.

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February 26 - News, Transcripts

Lowe’s Companies, Inc. (NYSE:LOW) Q4 2026 Earnings Call Transcript

Lowe's Companies, Inc. (NYSE:LOW) Q4 2026 Earnings Call Transcript February 25, 2026Lowe's Companies, Inc. beats earnings expectations.

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February 26 - News, Transcripts

Innoviz Technologies Ltd. (NASDAQ:INVZ) Q4 2025 Earnings Call Transcript

Innoviz Technologies Ltd. (NASDAQ:INVZ) Q4 2025 Earnings Call Transcript February 25, 2026Innoviz Technologies Ltd. misses on earnings expectations.

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February 26 - News, Transcripts

Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Q4 2025 Earnings Call Transcript

Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Q4 2025 Earnings Call Transcript February 25, 2026Ionis Pharmaceuticals, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Lineage, Inc. (NASDAQ:LINE) Q4 2025 Earnings Call Transcript

Lineage, Inc. (NASDAQ:LINE) Q4 2025 Earnings Call Transcript February 25, 2026Lineage, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Geron Corporation (NASDAQ:GERN) Q4 2025 Earnings Call Transcript

Geron Corporation (NASDAQ:GERN) Q4 2025 Earnings Call Transcript February 25, 2026Geron Corporation misses on earnings expectations.

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February 26 - News, Transcripts

Federal Signal Corporation (NYSE:FSS) Q4 2025 Earnings Call Transcript

Federal Signal Corporation (NYSE:FSS) Q4 2025 Earnings Call Transcript February 25, 2026Federal Signal Corporation misses on earnings expectations.

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February 26 - News, Transcripts

Dole plc (NYSE:DOLE) Q4 2025 Earnings Call Transcript

Operator: Welcome to Dole plc's fourth quarter and full year 2025 results webcast.

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February 26 - News, Transcripts

XPEL, Inc. (NASDAQ:XPEL) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to the XPEL Inc. Fourth Quarter and Year-End 2025 Earnings Call. [Operator Instructions].

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February 26 - News, Transcripts

Owens Corning (NYSE:OC) Q4 2025 Earnings Call Transcript

Owens Corning (NYSE:OC) Q4 2025 Earnings Call Transcript February 25, 2026Owens Corning misses on earnings expectations.

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February 26 - News, Transcripts

Acadia Healthcare Company, Inc. (NASDAQ:ACHC) Q4 2025 Earnings Call Transcript

Acadia Healthcare Company, Inc. (NASDAQ:ACHC) Q4 2025 Earnings Call Transcript February 25, 2026Acadia Healthcare Company, Inc. misses on earnings expectations.

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February 26 - News, Transcripts

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