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Insider Monkey Blog

Do You Believe in the Upward Potential of Centerspace (CSR)?

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

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February 4 - Hedge Fund Investor Letters, News

Amdocs Limited (NASDAQ:DOX) Q1 2026 Earnings Call Transcript

Operator: Thank you for standing by. Welcome to the Amdocs First Quarter 2026 Earnings Conference Call. At this time, all participants are in listen-only mode.

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February 4 - News, Transcripts

Archer-Daniels-Midland Company (NYSE:ADM) Q4 2025 Earnings Call Transcript

Archer-Daniels-Midland Company (NYSE:ADM) Q4 2025 Earnings Call Transcript February 3, 2026Archer-Daniels-Midland Company beats earnings expectations.

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February 4 - News, Transcripts

Marathon Petroleum Corporation (NYSE:MPC) Q4 2025 Earnings Call Transcript

Marathon Petroleum Corporation (NYSE:MPC) Q4 2025 Earnings Call Transcript February 3, 2026Marathon Petroleum Corporation beats earnings expectations.

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February 4 - News, Transcripts

Aytu BioPharma, Inc. (NASDAQ:AYTU) Q2 2026 Earnings Call Transcript

Operator: Good day, everyone. And welcome to the Aytu BioPharma Fiscal 2026 Second Quarter Earnings Call. At this time, all participants are placed on a listen-only mode.

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February 4 - News, Transcripts

RPC, Inc. (NYSE:RES) Q4 2025 Earnings Call Transcript

Operator: Good morning, and thank you for joining us for RPC, Inc.'s Fourth Quarter 2025 Earnings Conference Call.

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February 4 - News, Transcripts

Digital Turbine, Inc. (NASDAQ:APPS) Q3 2026 Earnings Call Transcript

Digital Turbine, Inc. (NASDAQ:APPS) Q3 2026 Earnings Call Transcript February 3, 2026Digital Turbine, Inc. beats earnings expectations.

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February 4 - News, Transcripts

ATI Inc. (NYSE:ATI) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome everyone to the ATI Fourth Quarter and Full Year 2025 Results Conference Call. My name is Becky, and I will be your operator today.

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February 4 - News, Transcripts

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q1 2026 Earnings Call Transcript

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q1 2026 Earnings Call Transcript February 3, 2026Skyworks Solutions, Inc. misses on earnings expectations.

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February 4 - News, Transcripts

Illinois Tool Works Inc. (NYSE:ITW) Q4 2025 Earnings Call Transcript

Illinois Tool Works Inc. (NYSE:ITW) Q4 2025 Earnings Call Transcript February 3, 2026Illinois Tool Works Inc. beats earnings expectations.

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February 4 - News, Transcripts

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

Operator: Good morning, and welcome to PepsiCo's 2025 Fourth Quarter Earnings Question-and-Answer session.

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February 4 - News, Transcripts

Broadridge Financial Solutions, Inc. (NYSE:BR) Q2 2026 Earnings Call Transcript

Broadridge Financial Solutions, Inc. (NYSE:BR) Q2 2026 Earnings Call Transcript February 3, 2026Broadridge Financial Solutions, Inc. beats earnings expectations.

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February 4 - News, Transcripts

TransDigm Group Incorporated (NYSE:TDG) Q1 2026 Earnings Call Transcript

TransDigm Group Incorporated (NYSE:TDG) Q1 2026 Earnings Call Transcript February 3, 2026TransDigm Group Incorporated beats earnings expectations.

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February 4 - News, Transcripts

Intapp, Inc. (NASDAQ:INTA) Q2 2026 Earnings Call Transcript

Operator: Hello, everyone, and welcome to the Intapp, Inc. Second Quarter Fiscal 2026 Earnings Webcast. At this time, all participants are in a listen-only mode.

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February 4 - News, Transcripts

PayPal Holdings, Inc. (NASDAQ:PYPL) Q4 2025 Earnings Call Transcript

PayPal Holdings, Inc. (NASDAQ:PYPL) Q4 2025 Earnings Call Transcript February 3, 2026PayPal Holdings, Inc. misses on earnings expectations.

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February 4 - News, Transcripts

Key Tronic Corporation (NASDAQ:KTCC) Q2 2026 Earnings Call Transcript

Operator: You're holding for today's conference. We are still many additional participants and the call should begin shortly.

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February 4 - News, Transcripts

Carlisle Companies Incorporated (NYSE:CSL) Q4 2025 Earnings Call Transcript

Carlisle Companies Incorporated (NYSE:CSL) Q4 2025 Earnings Call Transcript February 3, 2026Carlisle Companies Incorporated beats earnings expectations.

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February 4 - News, Transcripts

Ball Corporation (NYSE:BALL) Q4 2025 Earnings Call Transcript

Ball Corporation (NYSE:BALL) Q4 2025 Earnings Call Transcript February 3, 2026Ball Corporation misses on earnings expectations.

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February 4 - News, Transcripts

Willis Towers Watson Public Limited Company (NASDAQ:WTW) Q4 2025 Earnings Call Transcript

Willis Towers Watson Public Limited Company (NASDAQ:WTW) Q4 2025 Earnings Call Transcript February 3, 2026Willis Towers Watson Public Limited Company beats earnings expectations...

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February 4 - News, Transcripts

Spire Inc. (NYSE:SR) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to Spire Inc.'s First Quarter Fiscal 2026 Earnings Conference Call. All participants will be in listen-only mode.

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February 4 - News, Transcripts

Mercury Systems, Inc. (NASDAQ:MRCY) Q2 2026 Earnings Call Transcript

Mercury Systems, Inc. (NASDAQ:MRCY) Q2 2026 Earnings Call Transcript February 3, 2026Mercury Systems, Inc. misses on earnings expectations.

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February 4 - News, Transcripts

Two Harbors Investment Corp. (NYSE:TWO) Q4 2025 Earnings Call Transcript

Ruth: Good morning. My name is Ruth, and I will be your conference facilitator.

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February 4 - News, Transcripts

New Jersey Resources Corporation (NYSE:NJR) Q1 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today.

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February 4 - News, Transcripts

Healthpeak Properties, Inc. (NYSE:DOC) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Healthpeak Properties, Inc. Fourth Quarter 2025 Conference Call. All participants will be in listen-only mode.

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February 4 - News, Transcripts

MGIC Investment Corporation (NYSE:MTG) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and thank you for standing by. Welcome to the MGIC Investment Corporation Fourth Quarter 2025 earnings call.

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February 4 - News, Transcripts

Ashland Inc. (NYSE:ASH) Q1 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. Welcome to Ashland's First Quarter 2026 Earnings Conference Call and Webcast.

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February 4 - News, Transcripts

NXP Semiconductors N.V. (NASDAQ:NXPI) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to NXP Fourth Quarter 2025 Earnings Conference Call.

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February 4 - News, Transcripts

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

Operator: Ladies and gentlemen, good morning, and welcome to the Teradyne Fourth Quarter and Full Year 2025 Earnings Conference Call [Operator Instructions] As a reminder, today...

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February 4 - News, Transcripts

Flexsteel Industries, Inc. (NASDAQ:FLXS) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Flexsteel Industries Second Quarter Fiscal Year 2026 Earnings Conference Call.

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February 4 - News, Transcripts

Capital Southwest Corporation (NASDAQ:CSWC) Q3 2026 Earnings Call Transcript

Amy L. Baker: Thank you for joining today's Capital Southwest Third Quarter Fiscal Year 2026 Earnings Call.

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February 4 - News, Transcripts

Diamond Hill Small Cap Strategy’s Q4 2025 Investor Letter

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

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February 4 - Hedge Fund Investor Letters, News

Sony Group Corporation (SONY) Declined Due to a One-Time, Non-Cash Charge

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be...

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February 4 - Hedge Fund Investor Letters, News

Aristotle Capital Value Equity Strategy Sold Constellation Brands (STZ) Despite Steady Business Rationale

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be...

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February 4 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Capital Value Equity Strategy Decided to Sell Commerce Bancshares (CBSH)

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be...

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February 4 - Hedge Fund Investor Letters, News

Investor Shift from Growth Stocks Affected Uber (UBER) in Q4

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be...

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February 4 - Hedge Fund Investor Letters, News

Here’s What Lifted Parker-Hannifin Corporation (PH) in Q4

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be...

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February 4 - Hedge Fund Investor Letters, News

Capital One Financial Corp. (COF) Surged Following Strong Results

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be...

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February 4 - Hedge Fund Investor Letters, News

Aristotle Capital Value Equity Strategy’s Q4 2025 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth-quarter 2025 investor letter. U.S.

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February 4 - Hedge Fund Investor Letters, News

Here’s Why Baron Discovery Fund Betted on Waystar Holding Corp. (WAY)

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 4 - Hedge Fund Investor Letters, News

Liberty Live Holdings (LLYVK) Traded Lower as the Concert Segment Earnings Fell Short of Expectations

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 4 - Hedge Fund Investor Letters, News

Primo Brands Corporation (PRMB) Slid as its Home and Office Water Delivery Business’s Performance Disappointed

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 4 - Hedge Fund Investor Letters, News

Baron Discovery Fund Purchased a Fresh Stake in GCI Liberty (GLIBK)

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 4 - Hedge Fund Investor Letters, News

SiTime Corporation (SITM) Rallied More Than 90% in 2025

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 4 - Hedge Fund Investor Letters, News

Baron Discovery Fund Increased Its Holdings in indie Semiconductor (INDI) in 2025

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 4 - Hedge Fund Investor Letters, News

Palantir (PLTR) Delivers Another ‘Drop-the-Mic’ Quarter, Wedbush Says

Palantir Technologies Inc.

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February 4 - News

Amazon.com’s (AMZN) 2026 Could Mark an AI Script Flip, Evercore Says

Amazon.com, Inc.

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February 4 - News

UBS Cuts Oracle (ORCL) Target but Sees Funding Clarity as a Catalyst

Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, UBS analyst Karl Keirstead lowered the price target on the stock to $250.00 (from...

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February 4 - News

Why Cantor Is Sticking With Tesla (TSLA) on AI and Robotics

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Analysts Are Watching. On February 2, Cantor Fitzgerald reiterated the stock as “Overweight,” stating that it’s sticking...

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February 4 - News

MongoDB (MDB) Seen as a Leader in Database Growth, BofA Says

MongoDB, Inc.

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February 4 - News

JPMorgan Upgrades Autodesk (ADSK) on AI and Infrastructure Exposure

Autodesk, Inc.

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February 4 - News

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