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Insider Monkey Blog

Vicor Corporation (NASDAQ:VICR) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Vicor Fourth Quarter 2025 Earnings Conference Call.

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February 25 - News, Transcripts

Century Aluminum Company (NASDAQ:CENX) Q4 2025 Earnings Call Transcript

Operator: Good afternoon. Thank you for attending the Century Aluminum Company Fourth Quarter 2025 Earnings Conference Call.

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February 25 - News, Transcripts

Corporación Inmobiliaria Vesta, S.A.B. de C.V. (NYSE:VTMX) Q4 2025 Earnings Call Transcript

Operator: Greetings, ladies and gentlemen. Welcome to the Vesta Fourth Quarter 2025 Earnings Conference Call.

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February 25 - News, Transcripts

Eldorado Gold Corporation (NYSE:EGO) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by. This is the conference operator. Welcome to the Eldorado Gold Fourth Quarter 2025 Results Conference Call.

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February 25 - News, Transcripts

PTC Therapeutics, Inc. (NASDAQ:PTCT) Q4 2025 Earnings Call Transcript

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

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February 25 - News, Transcripts

Klarna Group plc (NYSE:KLAR) Q4 2025 Earnings Call Transcript

Filippa Bolz: Hello, everyone, and welcome to Klarna Fourth Quarter 2025 Earnings Call.

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February 25 - News, Transcripts

Fairfax Financial Holdings Limited (OTC:FRFHF) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Fairfax's 2025 Fourth Quarter Results Conference Call. [Operator Instructions] Today's conference is being recorded.

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February 25 - News, Transcripts

American Homes 4 Rent (NYSE:AMH) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the AMH Fourth Quarter 2025 Earnings Conference Call.

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February 25 - News, Transcripts

Extra Space Storage Inc. (NYSE:EXR) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone. Thank you for joining us and welcome to the Extra Space Storage Inc. Q4 2025 and Year-end Earnings Call.

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February 25 - News, Transcripts

Federal Agricultural Mortgage Corporation (NYSE:AGM) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and thank you all for joining us for today's Farmer Mac 2025 Earnings Results Conference Call.

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February 25 - News, Transcripts

Casella Waste Systems, Inc. (NASDAQ:CWST) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Casella Waste Systems, Inc. Fourth Quarter 2025 Conference Call. [Operator Instructions].

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February 25 - News, Transcripts

EuroDry Ltd. (NASDAQ:EDRY) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by, ladies and gentlemen, and welcome to EuroDry Limited Conference Call for the Fourth Quarter 2025 Financial Results.

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February 25 - News, Transcripts

iRhythm Technologies, Inc. (NASDAQ:IRTC) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone. Thank you for attending today's iRhythm Holdings, Inc. Q4 2025 Earnings Conference Call. My name is William, and I will be your moderator today.

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February 25 - News, Transcripts

Sensata Technologies Holding plc (NYSE:ST) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to Sensata's Fourth Quarter and Full Year 2025 Financial Results Conference Call.

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February 25 - News, Transcripts

CF Industries Holdings, Inc. (NYSE:CF) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the CF Industries Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions]. Please note this event is being recorded.

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February 25 - News, Transcripts

Blue Owl Technology Finance Corp. (NYSE:OTF) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to Blue Owl Technology Finance Corp.'s Fourth Quarter 2025 Earnings Call. As a reminder, this call is being recorded.

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February 25 - News, Transcripts

Longleaf Partners Small-Cap Fund Trimmed Empire State Realty (ESRT) as the P/V Gap Had Closed

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

CRH plc (NYSE:CRH) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the CRH Fourth Quarter and Full Year 2025 Results Presentation. My name is Christa, and I will be your operator today.

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February 25 - News, Transcripts

HF Sinclair Corporation (NYSE:DINO) Q4 2025 Earnings Call Transcript

HF Sinclair Corporation (NYSE:DINO) Q4 2025 Earnings Call Transcript February 18, 2026HF Sinclair Corporation beats earnings expectations.

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February 25 - News, Transcripts

Prenetics Global Limited (NASDAQ:PRE) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Prenetics Fourth Quarter and Full Year 2025 Earnings Conference Call. As a reminder, this call is being recorded.

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February 25 - News, Transcripts

Does Clearwater Paper Corporation (CLW) Have the Potential to Grow Mid-Cycle FCF?

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

The Boston Beer Company (SAM) Fell as Alcohol Consumption Faced Challenges

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund’s Investment in Oscar Health (OSCR) Paid Off

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

Graham Holdings (GHC) Gained from the Successful Turnaround of Its Kaplan Education Segment

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

Here’s Why GCI Liberty (GLIBK) Stock Surged in 2025

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund’s Q4 2025 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 investor letter.

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February 25 - Hedge Fund Investor Letters, News

10 Best Beaten Down Software Stocks With the Highest Upside Potential

Software Stocks have taken a beating since the launch of Claude Opus 4.6 on February 5.

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February 25 - Hedge Funds, News

Here’s Why Madison Large Cap Fund Chose to Exit Nike (NKE)

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

What Makes Honeywell (HON) a Good Investment?

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

Slow Volume Growth Hurt Copart (CPRT) in Q4

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

Keysight Technologies (KEYS) is Returning to Growth

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

Here’s Why PACCAR (PCAR) is Improving

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

Parker-Hannifin (PH) Benefited from Solid Results in Its Aerospace Segment

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...

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February 25 - Hedge Fund Investor Letters, News

Rothschild Sets $165 Target on Dollar Tree (DLTR) as Rating Moves to Buy

On February 17, Dollar Tree, Inc. (NASDAQ:DLTR) was upgraded to Buy from Neutral by Rothschild & Co Redburn, which established a $165 price target.

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February 25 - News

Burlington Stores (BURL) Earns $356 Target as Overweight Rating Reaffirmed

On February 23, JPMorgan raised its price target on Burlington Stores, Inc.

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February 25 - News

Goldman Sachs Raises Victoria’s Secret (VSCO) Price Target to $53 from $47

During the third-quarter 2025 earnings conference call, Victoria’s Secret & Co. (NYSE:VSCO) reported net sales of $1.47 billion, representing 9% year-over-year growth.

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February 25 - News

TSCO Increases Dividend by 4.3% to $0.96 per Share for 2026

On February 11, Tractor Supply Company (NASDAQ:TSCO) announced that its Board of Directors increased the annualized dividend by $0.04, or 4.3% year over year, to $0.96 per share...

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February 25 - News

JPMorgan Raises Ulta Beauty (ULTA) Price Target to $800 from $647

On February 20, Ulta Beauty, Inc.

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February 25 - News

Dollar General (DG) Price Targets Raised to $165 and $168 on Turnaround Momentum

On February 17, Dollar General Corporation (NYSE:DG) saw Guggenheim raise its price target to $165 from $140 while maintaining a Buy rating, citing an acceleration in top-line...

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February 25 - News

Evercore Lifts Target (TGT) to $105, Maintains In Line Rating

On February 17, Evercore ISI raised its price target on Target Corporation (NYSE:TGT) to $105 from $103 while maintaining an In Line rating as part of a fourth-quarter earnings...

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February 25 - News

Ross Stores (ROST) Earns $180 Target Amid Accelerating Card Spending Data

On February 23, Bernstein raised its price target for Ross Stores, Inc.

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February 25 - News

TJX Companies (TJX) Earns $173 Target as Overweight Rating Reaffirmed

On February 23, The TJX Companies, Inc.

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February 25 - News

Citi Raises Costco (COST) Price Target to $1,000 from $990

On February 20, Costco Wholesale Corporation (NASDAQ:COST) saw Citi analyst Steven Zaccone raise the firm’s price target to $1,000 from $990 while maintaining a Neutral rating...

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February 25 - News

TD Cowen Raises Walmart (WMT) Price Target to $145 from $136

On February 20, Walmart Inc. (NASDAQ:WMT) saw TD Cowen raise its price target to $145 from $136 while reiterating a Buy rating.

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February 25 - News

Amazon (AMZN) Tops Walmart With $716.9 Billion in Annual Revenue

On February 20, Amazon.com, Inc. (NASDAQ:AMZN) surpassed Walmart as the largest U.S.

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February 25 - News

Transocean (RIG) Soars With Record $1.37B EBITDA And Strategic Valaris Acquisition

Transocean Ltd. (NYSE:RIG) is one of the best high volume stocks to invest in now.

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February 25 - News

Nokia (NOK), AWS Partner to Launch AI-Powered 5G-Advanced Network Slicing Solution

Nokia Oyj (NYSE:NOK) is one of the best high volume stocks to invest in now.

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February 25 - News

Itaú Unibanco (ITUB) Hits Record 23.4% ROE Following Major Digital Transformation Success

Itaú Unibanco Holding (NYSE:ITUB) is one of the best high volume stocks to invest in now.

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February 25 - News

ImmunityBio (IBRX) Reports 700% Revenue Surge Driven by Rapid ANKTIVA Adoption

ImmunityBio Inc. (NASDAQ:IBRX) is one of the best high volume stocks to invest in now.

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February 25 - News

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