Brasada Capital Management’s Views on Ferguson Plc (FERG)
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
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Brasada Capital Management’s Q3 2025 Investor Letter
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter.
Solid Results and Improved Guidance Lifted CRH (CRH) in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bernstein Remains Bullish On Taiwan Semiconductor Manufacturing Company Limited (TSM)
According to TheFly, on December 8, 2025, Bernstein increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330.
Oppenheimer Analyst Maintains An Outperform Rating On Broadcom Inc. (AVGO)
TheFly reported on December 5, 2025, that Oppenheimer analyst Rick Schafer had increased the firm’s price target for Broadcom Inc.
Morgan Stanley Analyst Is Bullish On Thermo Fisher Scientific Inc. (TMO)
According to The Fly, on December 2, 2025, Morgan Stanley analyst Kallum Titchmarsh established a price objective of $670, up from $656.
Hudbay Minerals (HBM) Rose Following the Copper Price Rally
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX)
On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating.
Citi Keeps A Sell Rating On Intel Corporation (INTC)
According to The Fly, Citi released a research report on December 5 in which analyst Christopher Danely reaffirmed his $29 price target and a Sell rating on Intel Corporation (...
Citi Analyst Is Bullish On ASML Holding N.V. (ASML)
On December 10, 2025, TheFly reported that Citi analyst Andrew Gardiner lifted the price objective for ASML Holding N.V. (NASDAQ:ASML) to EUR 1,200 from EUR 1,050.
Morgan Stanley Keeps An Equal Weight Rating On KLA Corporation (KLAC)
According to TheFly, Morgan Stanley increased their price objective on KLA Corporation (NASDAQ:KLAC) from $1,154 to $1,214 on December 2, 2025.
Barclays Maintains An Overweight Rating On 3M Company (MMM)
According to TheFly, Barclays increased its price target for 3M Company (NYSE:MMM) from $180 to $190 on December 4, 2025.
From Market Noise to Predictive Insight: How AI Is Reshaping the Future of Investment Research
Investment research used to mean reading through hundreds of earnings reports and hoping the patterns spotted were actually meaningful.
NexGen Energy Ltd. (NXE) Benefitted from a Surge in Spot Uranium Prices
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
L1 Long Short Fund’s Q3 2025 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter.
Here’s Why L1 Capital International Invested in Nvidia (NVDA) Late
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
B. Riley Analyst Craig Ellis Remains Bullish On Onto Innovation Inc. (ONTO)
According to TheFly, on November 18, 2025, B. Riley analyst Craig Ellis increased the company’s price objective for Onto Innovation Inc. (NYSE:ONTO) from $173 to $180.
Will Intuit (INTU) Benefit from AI?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
RBC Capital Retains An Outperform Rating On DuPont de Nemours, Inc. (DD)
According to The Fly, on November 18, 2025, RBC Capital reduced its price objective for DuPont de Nemours, Inc. (NYSE:DD) from $100 to $48 and retained an Outperform rating.
Goldman Sachs Initiates Sell Rating On Bruker Corporation (BRKR)
According to The Fly, on December 9, 2025, Goldman Sachs started Bruker Corporation (NASDAQ:BRKR) with a Sell rating and a $40 price objective.
Roth Capital Analyst Remains Bullish On OSI Systems, Inc. (OSIS)
Analyst Jeff Martin mentioned a solid pipeline for FY27 and FY28, as well as great growth visibility for FY26.
Analysts Are Bullish On ACM Research, Inc. (ACMR)
On November 19, 2025, ACM Research, Inc. (NASDAQ:ACMR) stated that it had delivered its first Ultra Lith Baker system to a major global manufacturer of display panels.
L1 Capital International Trimmed HCA Healthcare (HCA) Following Share Price Appreciation
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
L1 Capital International Sold Eagle Materials (EXP). Here’s Why
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
Lululemon Athletica Inc. (NASDAQ:LULU) Q3 2025 Earnings Call Transcript
Lululemon Athletica Inc. (NASDAQ:LULU) Q3 2025 Earnings Call Transcript December 11, 2025Lululemon Athletica Inc. beats earnings expectations.
Ciena Corporation (NYSE:CIEN) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to Ciena Corporation's Fiscal Fourth Quarter and Year End 2025 Financial Results Conference Call.
Vera Bradley, Inc. (NASDAQ:VRA) Q3 2026 Earnings Call Transcript
Vera Bradley, Inc. (NASDAQ:VRA) Q3 2026 Earnings Call Transcript December 11, 2025Vera Bradley, Inc. misses on earnings expectations.
Broadcom Inc. (NASDAQ:AVGO) Q4 2025 Earnings Call Transcript
Ji Yoo: Welcome to Broadcom Inc.'s Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call.
KESTRA MEDICAL TECHNOLOGIES, LTD. (NASDAQ:KMTS) Q2 2026 Earnings Call Transcript
KESTRA MEDICAL TECHNOLOGIES, LTD. (NASDAQ:KMTS) Q2 2026 Earnings Call Transcript December 11, 2025KESTRA MEDICAL TECHNOLOGIES, LTD. misses on earnings expectations.
Rh (NYSE:RH) Q3 2025 Earnings Call Transcript
Allison Malkin: Good day, everyone, and welcome to the RH Third Quarter 2025 Earnings Call. As a reminder, this call is being recorded.
Frequency Electronics, Inc. (NASDAQ:FEIM) Q2 2026 Earnings Call Transcript
Frequency Electronics, Inc. (NASDAQ:FEIM) Q2 2026 Earnings Call Transcript December 11, 2025Frequency Electronics, Inc. misses on earnings expectations.
Hooker Furnishings Corporation (NASDAQ:HOFT) Q3 2026 Earnings Call Transcript
Hooker Furnishings Corporation (NASDAQ:HOFT) Q3 2026 Earnings Call Transcript December 11, 2025Hooker Furnishings Corporation misses on earnings expectations.
Costco Wholesale Corporation (NASDAQ:COST) Q1 2026 Earnings Call Transcript
Costco Wholesale Corporation (NASDAQ:COST) Q1 2026 Earnings Call Transcript December 11, 2025Costco Wholesale Corporation beats earnings expectations.
The Lovesac Company (NASDAQ:LOVE) Q3 2026 Earnings Call Transcript
The Lovesac Company (NASDAQ:LOVE) Q3 2026 Earnings Call Transcript December 11, 2025The Lovesac Company misses on earnings expectations.
L1 Capital International’s Q3 2025 Investor Letter
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter.
Here’s What Boosted Wells Fargo (WFC)
Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.
Texas Instruments (TXN) Fell Due to the Persistent Doubt Around Tariffs
Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.
Here’s What Dampens Motorola Solutions’ (MSI) Performance
Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.
Perpetua Resources (PPTA) Climbs 13% as Fed Cuts Rates
Perpetua Resources soared by 13.42 percent on Thursday to close at $29.15 apiece as investors continued to load up portfolios following the Federal Reserve’s interest rate cut...
Taiwan Semiconductor (TSM) Shares Latest Sales Figures
Unsurprisingly, the Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks at the top of our list of the best ADR stocks.
Spotify Technology (SPOT) Experiences Soft Sentiment From Analysts
Spotify Technology S.A. (NYSE:SPOT) is one of the largest audio streaming platforms in the world.
ASML Holding (ASML)’s Sales to China Discussed in Report as Firm Asserts Compliance With Export Laws
ASML Holding (NASDAQ:ASML) is one of the most important firms in the world since it is the only one capable of manufacturing high-end chip manufacturing machines.
AstraZeneca (AZN) At the Center of Serious Analyst Attention
AstraZeneca PLC (NASDAQ:AZN), the British pharmaceutical company best known for its COVID-19 drug, was at the center of analyst action on December 9th after a report from TD Cowen...
Novo Nordisk (NVO) Experiences Muted Sentiment From Analysts
Healthcare giant Novo Nordisk A/S (NYSE:NVO)’s shares were downgraded by Argus Research to Hold from Buy on December 8th, The Fly reported.
British American Tobacco (BTI) Shares Meek 2026 Revenue Growth Guidance
British American Tobacco p.l.c. (NYSE:BTI) is one of the largest tobacco companies in the world.
GSK (GSK) Scores Win in the Form of Lung Cancer Drug’s Orphan Drug Designation
GSK plc (NYSE:GSK) is one of the largest pharmaceutical companies in the world.
Rio Tinto (RIO)’s CEO Announces Plan to Generate Up to $10 Billion Through Divestments & Other Strategies
Rio Tinto Group (NYSE:RIO) is one of the biggest mining companies in the world.
UBS Group (UBS) Could Benefit From Softer Regulations, Says Report
Swiss banking giant UBS Group AG (NYSE:UBS)’s shares rose earlier this week after a Reuters report claimed that the Swiss government was softening its regulations regarding ...
Entegris (ENTG) Fell as Guidance Fell Short of Expectations
Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.
Novartis (NVS) Enters $1.7 Billion Development Deal, Says Report
Swiss pharmaceutical giant Novartis AG (NYSE:NVS) has entered into a massive $1.7 billion partnership with British pharmaceutical firm Relation Therapeutics to develop treatments...
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