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Insider Monkey Blog

Piper Sandler Maintains Overweight Rating on AGNC Investment (ANGC) Amid MBS Market Opportunities

AGNC Investment Corp. (NASDAQ:AGNC) ranks among the most undervalued REIT stocks to buy right now. Piper Sandler raised its price target for AGNC Investment Corp.

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January 30 - News

UBS Initiates Coverage on Rithm Capital (RITM), Citing Strong Acquisition Moves

Rithm Capital Corporation (NYSE:RITM) ranks among the most undervalued REIT stocks to buy right now.

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January 30 - News

Here’s What the Wall Street Thinks About SharpLink Gaming (SBET)

​SharpLink Gaming, Inc. (NASDAQ:SBET) is one of the Best Small Cap Stocks Ready to Explode in 2026.

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January 30 - News

​Innodata Inc (INOD) Receives a New Contract

​Innodata Inc. (NASDAQ:INOD) is one of the Best Small Cap Stocks Ready to Explode in 2026. On January 20, Innodata Inc.

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January 30 - News

LifeSci Capital Reiterates a Buy on Olema Pharmaceuticals (OLMA)

​Olema Pharmaceuticals, Inc. (NASDAQ:OLMA) is one of the Best Small Cap Stocks Ready to Explode in 2026.

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January 30 - News

Wall Street Bullish on Progress Software Corporation (PRGS), Here’s Why

​Progress Software Corporation (NASDAQ:PRGS) is one of the Best Small Cap Stocks Ready to Explode in 2026.

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January 30 - News

Immunocore Holdings (IMCR) is One of the Best Small Cap Stocks Ready to Explode in 2026

Immunocore Holdings plc (NASDAQ:IMCR) is one of the Best Small Cap Stocks Ready to Explode in 2026. On January 21, Patrick Trucchio from H.C.

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January 30 - News

Morgan Stanley Remains a Buy on Qfin Holdings (QFIN)

​Qfin Holdings, Inc. (NASDAQ:QFIN) is one of the Best Small Cap Stocks Ready to Explode in 2026.

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January 30 - News

Jefferies Remains a Buy on Ardelyx (ARDX)

​Ardelyx, Inc. (NASDAQ:ARDX) is one of the Best Small Cap Stocks Ready to Explode in 2026.

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January 30 - News

Extreme Networks (EXTR) Reports Fiscal Q2 2026 Results, Here’s What You Need to Know

​Extreme Networks, Inc. (NASDAQ:EXTR) is one of the Best Small Cap Stocks Ready to Explode in 2026. On January 28, Extreme Networks, Inc.

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January 30 - News

Turist Financial Remains a Buy on Nuvation Bio (NUVB)

​Nuvation Bio Inc. (NYSE:NUVB) is one of the Best Small Cap Stocks Ready to Explode in 2026.

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January 30 - News

H.C. Wainwright Remains a Buy on Nurix Therapeutics (NRIX)

​Nurix Therapeutics, Inc. (NASDAQ:NRIX) is one of the Best Small Cap Stocks Ready to Explode in 2026. On January 21, Robert Burns from H.C.

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January 30 - News

12 Best Medical Devices Stocks to Invest In According to Hedge Funds

It is challenging to identify segments within the markets that appear to be defensive plays, yet offer innovation potential.

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January 30 - Hedge Funds, News

Here’s Why Giverny Capital Asset Management Sold Fiserv (FISV) in 2025

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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January 30 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management Exited Its Long-Term Holding CarMax (KMX) in 2025

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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January 30 - Hedge Fund Investor Letters, News

Here’s Why Giverny Capital Asset Management Sold Align Technology (ALGN)

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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January 30 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Contributed 4.7% to Giverny Capital Asset Management’s 2025 Growth

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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January 30 - Hedge Fund Investor Letters, News

CIBC Reaffirms Thomson Reuters (TRI) Outperform Rating Amid Strategic AI Expansion

Thomson Reuters Corporation (NASDAQ:TRI) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Susquehanna Sees Over $1B Annual Royalties From Arm’s (ARM) AI XPU

Arm Holdings plc (NASDAQ:ARM) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Citizens Highlights Zscaler’s (ZS) Competitive Moat in Cybersecurity

Zscaler Inc. (NASDAQ:ZS) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

KeyBanc Maintains Sector Weight on Charter (CHTR) Amid Rising Broadband Competition

Charter Communications, Inc. (NASDAQ:CHTR) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

TD Cowen Lowers Atlassian (TEAM) Target but Sees Constructive Signals

Atlassian Corporation (NASDAQ:TEAM) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Workday’s (WDAY) AI Strategy Still Developing, 2026 Seen as Critical

Workday, Inc. (NASDAQ:WDAY) ranks among the most promising QQQ stocks according to hedge funds. Goldman Sachs began covering Workday, Inc.

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January 30 - News

Datadog (DDOG) Prefers Organic Growth Over Large Acquisitions, Says Bernstein

Datadog, Inc. (NASDAQ:DDOG) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

RBC Bullish on Marvell’s (MRVL) Data Center and AI Chip Growth

Marvell Technology, Inc. (NASDAQ:MRVL) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Benchmark Names T-Mobile (TMUS) a 2026 Best Idea

T-Mobile US Inc. (NASDAQ:TMUS) ranks among the most promising QQQ stocks according to hedge funds. On January 21, Benchmark reaffirmed its Buy rating on T-Mobile US Inc.

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January 30 - News

TD Cowen Bullish on Constellation Energy (CEG) After Calpine Acquisition

Constellation Energy Corporation (NASDAQ:CEG) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Mizuho Calls AI Tax Filing Worries Overblown for Intuit (INTU)

Intuit Inc. (NASDAQ:INTU) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Evercore ISI Initiates Coverage on AppLovin (APP) With Outperform Amid Mobile Gaming and E-Commerce Ad Expansion

AppLovin Corporation (NASDAQ:APP) ranks among the most promising QQQ stocks according to hedge funds.

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January 30 - News

Wells Fargo Boosts Broadcom (AVGO) Price Target on New Growth Catalysts

Broadcom Inc. (NASDAQ:AVGO) ranks among the most promising QQQ stocks according to hedge funds. On January 15, Wells Fargo boosted Broadcom Inc.

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January 30 - News

Orchid Island (ORC) Dividend Payouts Could Limit Book Value Growth, Says Compass Point

Orchid Island Capital, Inc. (NYSE:ORC) ranks among the most undervalued REIT stocks to buy right now.

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January 30 - News

Adamas Trust (ADAM) Stock Outlook Supported by Increasing Agency RMBS Exposure

Adamas Trust, Inc. (NASDAQ:ADAM) ranks among the most undervalued REIT stocks to buy right now. On January 6, B. Riley started coverage of Adamas Trust, Inc.

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January 30 - News

Compass Point Maintains Buy Rating on Invesco Mortgage (IVR), Citing Wider-Than-Average Mortgage Spreads

Invesco Mortgage Capital Inc. (NYSE:IVR) ranks among the most undervalued REIT stocks to buy right now.

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January 30 - News

Citizens Highlights Forestar Group (FOR) Revenue Beat Despite Lower Lot Sales

Forestar Group Inc. (NYSE:FOR) ranks among the most undervalued REIT stocks to buy right now. Following Forestar Group Inc.

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January 30 - News

Franklin BSP (FBRT) Outlook Supported by NewPoint Acquisition and Reliable Revenue Streams

Franklin BSP Realty Trust, Inc. (NYSE:FBRT) ranks among the most undervalued REIT stocks to buy right now. Following Franklin BSP Realty Trust, Inc.

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January 30 - News

Here’s Why Medpace (MEDP) Shares Roared in 2025

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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January 30 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management’s Q4 2025 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter.

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January 30 - Hedge Fund Investor Letters, News

Increased Investor Optimism Lifted Alphabet (GOOGL) in Q4

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Global Value Fund.” A copy of the letter can...

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January 30 - Hedge Fund Investor Letters, News

Here’s What Boosted Ericsson (ERIC) in Q4

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Global Value Fund.” A copy of the letter can...

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January 30 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Global Value Fund’s Q4 2025 Investor Letter

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Global Value Fund.” The Fund outperformed the...

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January 30 - Hedge Fund Investor Letters, News

Does Workday (WDAY) Offer a Compelling Risk/Reward Opportunity?

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

F5 (FFIV) Fell Following a Hacker Breach Confirmation

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Here’s What Hit Fiserv (FISV) in Q4

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

General Motors (GM) Gained After Raising Full-Year Outlook

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Positive Sentiments Drove FedEx (FDX) Stock Gains

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Warner Bros. Discovery (WBD) Rallied Due to a Bidding War

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Texas Instruments (TXN) “is Crushing it,” Says Jim Cramer

Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor manufacturing company that makes and power controllers, signal processors, and other chips.

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January 30 - News

“Nike (NKE)’s Moves in China Will Lead to a Turn,” Says Jim Cramer

Athletic apparel giant NIKE, Inc. (NYSE:NKE)’s shares are down by 14% over the past year and are flat year-to-date.

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January 30 - News

Jim Cramer Shares Key Insights About NVIDIA Corporation (NVDA)’s China Sales

In this episode, Cramer ended up discussing NVIDIA Corporation (NASDAQ:NVDA) in detail after quite some time.

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January 30 - News

Jim Cramer Doesn’t Want to Call the Bottom on Broadcom (AVGO)

Broadcom Inc. (NASDAQ:AVGO) is another key player in the AI industry. It is a semiconductor designer whose chips are used in a wide variety of applications. Broadcom Inc.

Keep Reading →

January 30 - News

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