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Insider Monkey Blog

Light & Wonder, Inc. (OTC:LNWO) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Light & Wonder Fourth Quarter and Full Year 2025 Earnings Conference Call.

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February 26 - News, Transcripts

CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) Q4 2025 Earnings Call Transcript

CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) Q4 2025 Earnings Call Transcript February 24, 2026CCC Intelligent Solutions Holdings Inc. misses on earnings expectations.

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February 26 - News, Transcripts

Hippo Holdings Inc. (NYSE:HIPO) Q4 2025 Earnings Call Transcript

Operator: Good morning or good afternoon, and welcome to the Hippo Holdings Inc. fourth quarter 2025 earnings call. My name is Adam, and I will be your operator today.

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February 26 - News, Transcripts

New Mountain Finance Corporation (NASDAQ:NMFC) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the New Mountain Finance Corporation Fourth Quarter 2025 Earnings Call. [Operator Instructions] Please note this event is being recorded.

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February 26 - News, Transcripts

FrontView REIT, Inc. (NYSE:FVR) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the FrontView REIT, Inc.

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February 26 - News, Transcripts

BlueLinx Holdings Inc. (NYSE:BXC) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the BlueLinx Holdings Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call.

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February 26 - News, Transcripts

Hovnanian Enterprises, Inc. (NYSE:HOV) Q1 2026 Earnings Call Transcript

Operator: Good morning, and thank you for joining us today for Hovnanian Enterprise's Fiscal 2026 First Quarter Earnings Conference Call.

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February 26 - News, Transcripts

Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to GAP's Fourth Quarter 2025 Conference Call.

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February 26 - News, Transcripts

AMC Entertainment Holdings, Inc. (NYSE:AMC) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome, everyone, joining today's AMC Entertainment Holdings, Inc. Fourth Quarter and Full Year 2025 Earnings webcast.

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February 26 - News, Transcripts

Bed Bath & Beyond Inc. (NYSE:BBBY) Q4 2025 Earnings Call Transcript

Bed Bath & Beyond Inc. (NYSE:BBBY) Q4 2025 Earnings Call Transcript February 23, 2026Bed Bath & Beyond Inc. beats earnings expectations.

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February 26 - News, Transcripts

Telephone and Data Systems, Inc. (NYSE:TDS) Q4 2025 Earnings Call Transcript

Telephone and Data Systems, Inc. (NYSE:TDS) Q4 2025 Earnings Call Transcript February 20, 2026Telephone and Data Systems, Inc. beats earnings expectations.

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February 26 - News, Transcripts

United States Cellular Corporation (NYSE:USM) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us and welcome to the TDS Enderae Fourth Quarter 2025 Operating Results Conference Call.

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February 26 - News, Transcripts

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

Operator: Good day, ladies and gentlemen, and welcome to the GRAIL Fourth Quarter 2025 Earnings Call.

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February 26 - News, Transcripts

N-able, Inc. (NYSE:NABL) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the N-able Fourth Quarter 2025 Earnings Call.

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February 26 - News, Transcripts

Aristotle Growth Equity Fund Sold Alexandria Real Estate Equities (ARE) Due to Weak Market Expectation

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

Has Revolution Medicines (RVMD) Found a Breakthrough in Cancer Treatment?

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

Aristotle Growth Equity Fund Bets on DexCom (DXCM) Due to Its Expanding CGM Market Leadership

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

What Makes Comfort Systems USA (FIX) a Compelling Investment?

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

Investors Boost Semiconductor Spending Forecasts for KLA Corporation (KLAC)

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

Guardant Health (GH) Gained from Better-Than-Expected Results

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

Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns

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

Oracle Corporation (ORCL) Fell Due to Concerns About Overinvestment and Funding Needs for AI Infrastructure

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

10 Small-Cap Stocks With Huge Growth Potential

On February 19, Ben Snider, Goldman Sachs chief U.S. equity strategist, appeared on CNBC’s ‘Money Movers’ to talk about his playbook for equities, among other things.

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February 26 - Hedge Funds, News

11 Best Transportation Stocks to Buy According to Wall Street Analysts

On February 19, Alli McCartney, UBS Private Wealth Management managing director, appeared on CNBC’s ‘Squawk Box’ to talk about the latest market trends, state of the economy...

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February 26 - Hedge Funds, News

CENTFX receives Best ECN/STP Broker Award at IFX Expo 2026

CENTFX has been named “Best ECN/STP Broker” at the iFX Expo 2026 in Dubai. The award recognizes the company’s ECN/STP execution model and technical infrastructure.

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February 26 - Press Releases

10 High Growth S&P 500 Stocks to Buy Now

Earnings are quietly doing more of the heavy lifting again inside the S&P 500.

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February 26 - Hedge Funds, News

11 Best Sustainability Stocks to Invest In

Sustainable investing, sometimes referred to as Environmental, Social, and Governance (ESG) investing, is essentially the assessment of both a company's financial performance ...

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February 26 - Hedge Funds, News

10 Best Banking Stocks to Buy According to Hedge Funds

The banking sector is currently facing several persistent headwinds but is also poised to capitalize on key catalysts expected to emerge in the foreseeable future.

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February 26 - Hedge Funds, News

13 Deep Value Stocks to Buy Right Now

“This is the biggest surge of value stocks relative to growth stocks that we’ve had in four years… This one looks real,” according to Jeremy Siegel, professor emeritus...

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February 26 - Hedge Funds, News

13 Most Promising Penny Stocks Under $5 to Buy

On February 23, Pierre Ouimet, head investment strategist at UBS Canada, joined BNN Bloomberg to discuss the markets and provide a spotlight on undervalued sectors.

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February 26 - Hedge Funds, News

Dow Inc (DOW) Sheds on Lack of Leads, Ahead of Dividends

Dow Inc.

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February 26 - News

Lumen Technologies (LUMN) Slashes 6.8% as Anthropic-Pentagon Dispute Spills Over to Stock

Lumen Technologies saw its share prices drop by as much as 6.8 percent in intra-day trading on Wednesday before finishing at $7.11 apiece, as an ongoing dispute between artificial...

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February 26 - News

Haleon (HLN) Falls 7.7% on Revenue Miss

In an updated report, Haleon plc (NYSE:HLN) said that it incurred an organic revenue growth of 3 percent, missing its previous outlook of 3.5 percent, primarily dampened by a ...

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February 26 - News

Verra Mobility (VRRM) Hits 3-Year Low on Earnings Miss

In an updated report, Verra Mobility Corp.

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February 26 - News

First Solar (FSLR) Falls 13.6% on Weak Sales Guidance

First Solar dropped its share prices by 13.61 percent on Wednesday to finish at $210.12 apiece, as investor sentiment was dented by a weak net sales guidance for 2026, versus ...

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February 26 - News

GoDaddy (GDDY) Falls to 2-Year Low on Dismal Earnings

In an updated report, GoDaddy Inc.

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February 26 - News

Diageo (DEO) Loses 15.6% on Dividend Cut

Diageo fell by 15.66 percent on Wednesday to close at $86.15 apiece, as investor sentiment was dented by its new chief executive’s dividend cut, as well as a weak outlook for...

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February 26 - News

Intuitive Machines (LUNR) Slashes 15.9% on $175-Million Share Sale Plan

Intuitive Machines declined by 15.93 percent on Wednesday to finish at $15.89 apiece as investors disposed of positions amid the dilution potential of its plans to raise $175 ...

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February 26 - News

ImmunityBio (IBRX) Loses 17% to Profit-Taking After Intra-Day High

The profit-taking followed the company’s strong financial and operating highlights last year, with total revenues expanding by 671 percent to $113 million from only $14.7 million...

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February 26 - News

Driven Brands (DRVN) Nosedives 30% as Firm Calls Off Earnings Release

Driven Brands extended its losing streak to a third consecutive day on Wednesday, slashing 30.16 percent to close at $11.60 apiece, as investors turned cautious after it called...

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February 26 - News

B. Riley Flags Tougher Comparisons For Sezzle Inc. (SEZL) After Strong Two-Year Run

On February 17, 2026, B.

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February 26 - News

Morgan Stanlet Reduced NICE Ltd. (NICE) PT From $160 Amid Valuation Reset

TheFly reported on February 20 that Morgan Stanley reduced its price target for NICE to $148 from $160 and kept an Overweight rating on the stock.

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February 26 - News

BofA Lowers Kilroy Realty Corporation (KRC) Target as Office-Focused REITs Face Turbulent Week

TheFly reported on February 17 that Bank of America reduced its price target for KRC to $42 from $43 and maintained a Neutral rating.

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February 26 - News

Morgan Stanley Keeps an Overweight Rating on American Electric Power Company, Inc. (AEP)

On February 20, 2026, Morgan Stanley raised American Electric Power Company, Inc. (NASDAQ:AEP)'s price target to $133 from $125 while maintaining an Overweight rating.

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February 25 - News

Morgan Stanley Retains an Equal Weight Rating on Duke Energy Corporation (DUK)

On February 20, 2026, Morgan Stanley increased its price objective for Duke Energy Corporation (NYSE:DUK) from $130 to $139 while keeping an Equal Weight rating.

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February 25 - News

Morgan Stanley Keeps an Overweight Rating on NextEra Energy, Inc. (NEE)

On February 20, 2026, Morgan Stanley boosted NextEra Energy, Inc. (NYSE:NEE)'s price objective to $106 from $104 while maintaining an Overweight rating.

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February 25 - News

Morgan Stanley Retains an Equal Rating on PG&E Corporation (PCG)

On February 20, 2026, Morgan Stanley increased its price objective for PG&E Corporation (NYSE:PCG) from $21 to $23 while keeping an Equal Weight rating.

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February 25 - News

Constellation Energy Corporation (CEG) Unit Signs New 380-megawatt Deal with CyrusOne

On February 9, 2026, Reuters reported Constellation Energy Corporation (NASDAQ:CEG)'s Calpine business had inked a 380-megawatt agreement with CyrusOne to link and serve a new...

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February 25 - News

TD Cowen Maintains a Hold Rating on Eversource Energy (ES)

On February 19, 2026, TD Cowen boosted Eversource Energy (NYSE:ES)’s price objective to $77 from $74, maintaining a Hold rating.

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February 25 - News

Morgan Stanley Keeps an Overweight Rating on Sempra (SRE)

On February 20, 2026, Morgan Stanley raised Sempra (NYSE:SRE)'s price target to $101 from $97 while keeping an Overweight rating.

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February 25 - News

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