H.C. Wainwright Highlight Curative Potential of Legend Biotech Corporation (LEGN)’s Carvykti Despite Sales Miss
TheFly reported on January 22 that H.C.
Insider Monkey Blog
Ardelyx, Inc. (ARDX) Gains TD Analysts Support Ahead of Q4 Results
TheFly reported on January 29 that TD Cowen raised its price target on ARDX to $13 from $10 while maintaining a Buy rating.
Analysts Bullish Ahead of Colorectal Cancer Readout for CytomX Therapeutics, Inc. (CTMX)
TheFly reported on January 20 that Piper Sandler raised its price target on CTMX to $10 from $6.50, keeping an Overweight rating. The firm noted that Initial Phase 1 data for...
Baird Updates Intellia Therapeutics, Inc. (NTLA)’s Financial Model Following Nex-Z Clinical Hold Removal
TheFly reported on January 28 that Baird raised its price target on NTLA to $7 from $4 while maintaining a Neutral rating.
Taysha Gene Therapies, Inc. (TSHA) Gains Wells Fargo’s Support on Rett Syndrome Program Progress
TheFly reported on January 5 that Wells Fargo raised its price target on TSHA to $11 from $8 and maintained an Overweight rating.
Janux Therapeutics, Inc. (JANX) Faces Platform Risk Amid Lack of Durability Data on JANX007
TheFly reported on January 20 that Clear Street downgraded JANX to Hold from Buy and lowered the price target to $12 from $32.
Analyst Flags Kura Oncology, Inc. (KURA) for 2026 Milestones and Pipeline Expansion
TheFly reported on January 13 that Leerink Partners lowered the price target on KURA to $20 from $25 and maintained an Outperform rating.
Goldman Sachs Notes VELA-2 Failure, Calls MoonLake Immunotherapeutics (MLTX) a High-Risk Play
TheFly reported on January 14 that Goldman Sachs downgraded MLTX to Sell from Neutral and set a price target of $10, up from $8.
Here’s Why uniQure (QURE) Declined in Q4
Apis Capital Advisors’ Apis Flagship Fund released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Celcuity (CELC) Draws Investor Attention as Precision Oncology Strategy Advances
Apis Capital Advisors’ Apis Flagship Fund released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Stifel Raised Nurix Therapeutics, Inc. (NRIX) Price Target to $35 and Maintains Buy Ahead of 2026 Catalysts
TheFly reported on January 29 that Stifel raised the price target on NRIX to $35 from $33 and maintained a Buy rating.
Jefferies Downgrades Amicus Therapeutics, Inc. (FOLD) to Buy And Lowers Price Target Amid Takeover Developments
TheFly reported on January 22 that Jefferies downgraded FOLD to Buy from Hold and lowered the price target to $14.50 from $16. The company got substantial pharmaceutical takeover...
Rosenblatt Highlights Tax Incentives and Sales Execution as Q4 Upside Drivers for Fortinet, Inc. (FTNT)
TheFly reported on January 29 that Rosenblatt upgraded FTNT from Neutral to Buy and lifted the price target to $100 from $85 ahead of the company’s Q4 earnings on February 5...
Amphenol Corporation (APH) Gains Attention After Dual Price Target Raises
TheFly reported on January 29 that Seaport Research increased its price target on APH to $210 from $200 and gave it a Buy rating.
William Blair Notes Rambus Inc. (RMBS) Positioned as Top DRAM Memory Supplier
TheFly reported on January 22 that William Blair initiated coverage of RMBS with an Outperform rating and did not assign a price target.
TD Cowen Expects Dynatrace, Inc. (DT) to Deliver Above-Expectations Results
TheFly reported on January 21 that TD Cowen lowered its price target on DT to $55 from $65 and maintained a Buy rating.
Nextpower Inc. (NXT) Posts “Beat and Raise” Quarter, Supports Higher Valuation
TheFly reported on January 29 that Deutsche Bank increased its price target on NXT to $119 from $109 and reiterated a Buy rating.
Needham Notes that Semiconductor Equipment Recovery Is Boosting Nova Ltd. (NVMI)
TheFly reported on January 20 that Needham upgraded NVMI from Hold to Buy with a $500 price target.
Should You Consider Investing in Knight-Swift Transportation Holdings (KNX)?
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
FMC Corporation (FMC) Fell After Disappointing Results
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
Skyworks Solutions (SWKS) Traded Down in Q4. Here’s Why
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
The Man Who Became His Own VC – Billionaire Gurhan Kiziloz’s Comeback Story
After public failures and repeated rejection from investors, Gurhan Kiziloz reached a point where the venture capital model no longer applied to him.
Earnings Beat Lifted Dollar General (DG) in Q4
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
Exodus Movement, Inc. (EXOD) Maintains Debt-Free Balance Sheet Amid Product Expansion
TheFly reported on January 8 that BTIG lowered its price target on EXOD to $30 from $40 and maintained a Buy rating. The firm lowered its FY26 and FY27 expectations based...
Oppenheimer Cites Strong Automotive and AI Demand Driving Monolithic Power Systems, Inc. (MPWR) Upside
TheFly reported on January 29 that Oppenheimer increased its price target for MPWR to $1,300 from $1,200 while maintaining an Outperform rating. The firm noted robust demand...
Phillip Securities Highlight 25%+ AI Software Growth Driving Palantir Technologies Inc. (PLTR) Upside
TheFly reported on January 22 that Phillip Securities initiated coverage of PLTR with a Buy rating and a $208 price target.
BofA Cites Near-Term AV Uncertainties Affecting Uber Technologies, Inc. (UBER) Valuation
TheFly reported on January 30 that BofA Securities analyst Justin Post reduced UBER’s price target to $93 from $96 and reiterates a Buy rating.
Fidelity Resolves Legal Dispute Around “Business-Critical” Broadcom Software Access
Fidelity Investments and Broadcom Inc. (NASDAQ:AVGO) struck a deal on January 28, 2026, as reported by Reuters.
Pzena Focused Value Strategy’s Q4 2025 Investor Letter
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” The fourth quarter was defined by strong AI momentum ...
Caterpillar Inc. (CAT) Earnings Beat Backed Up by Data Center Power Demand
On January 29, 2026, Bloomberg reported that solid demand for power generation equipment used in AI data centers helped Caterpillar Inc.
Barclays Keeps an Overweight rating on Meta Platforms, Inc. (META)
On January 29, 2026, TheFly reported that Barclays kept its Overweight rating. It boosted its price objective for Meta Platforms, Inc. (NASDAQ:META) to $800 from $770.
Is VF Corp (VFC) Trading at an Attractive Upside-to-Downside Ratio?
Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s Positive Outlook Sparks Expectations of a Long-Term AI Boom
On January 15, 2026, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) planned capital spending of $52 billion to $56 billion in 2026, at least...
Goldman Sachs CEO Forecasts ‘Slower’ Talent Growth This Year, Bloomberg Reports
According to Bloomberg on January 27, 2026, The Goldman Sachs Group, Inc.
Amazon.com, Inc. (AMZN) is in Talks to Invest Up to $50 billion in OpenAI, Source Reports
On January 30, 2026, a Reuters source revealed that Amazon.com, Inc.
Google to Pay $135 Million to Resolve the Android Data Transfer Lawsuit
Reuters reported on January 28, 2026, that Alphabet Inc.
Microsoft Corporation (MSFT)’s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours
As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelligence along...
Strong iPhone Sales will Boost Apple’s Holiday Quarter, with Google AI deal in Spotlight
According to a January 28, 2026, Reuters story, demand for the high-end iPhone 17 Pro models is likely to fuel Apple Inc.
NVIDIA Corporation (NVDA)’s CEO Claims China is Still Finalizing Licence for the H200 Chip
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January...
What Makes Advance Auto Parts (AAP) an “Ugly Duckling”?
Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here.
Curreen Capital on Frontdoor (FTDR)
Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here.
Curreen Capital: Fortrea (FTRE) is an Example of Our “Crazy Cheap” Strategy
Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here.
Curreen Capital’s Q4 2025 Investor Letter
Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter.
Rationale Behind FPA Crescent Fund’s Sale of Microsoft (MSFT)
Investment management company First Pacific Advisors recently released its fourth-quarter 2025 investor letter for “The FPA Crescent Fund”. A copy of the letter can be ...
10 Most Undervalued Stocks to Buy and Hold for 5 Years
The ability to pick undervalued stocks is a valuable skill to have for investing in equities, because it helps you maximize their earning potential from market upswings like the...
FPA Crescent Fund’s Q4 2025 Investor Letter
Investment management company First Pacific Advisors recently released its fourth-quarter 2025 investor letter for “The FPA Crescent Fund”. The company primarily avoids ...
Advanced Micro Devices (AMD): An Enduring Growth Path Via Execution
Ashva Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
STARTRADER Unveils UAE National Team Jersey for ICC T20 World Cup 2026
After being announced as the official sponsor of the UAE National Cricket Team for the ICC T20 World Cup 2026, the ECB holds an event to reveal the official team jersey featuring...
Hedge Fund Resource Center
