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Insider Monkey Blog

Simmons First National Corporation (NASDAQ:SFNC) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Simmons First National Corporation's Fourth Quarter Earnings Conference Call and Webcast.

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January 27 - News, Transcripts

Wintrust Financial Corporation (NASDAQ:WTFC) Q4 2025 Earnings Call Transcript

Operator: Welcome to Wintrust Financial Corporation's Fourth Quarter and Full Year 2025 Earnings Conference Call.

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January 27 - News, Transcripts

United Airlines Holdings, Inc. (NASDAQ:UAL) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to United Airlines Holdings Earnings Conference Call for the Fourth Quarter and Full Year 2025.

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January 27 - News, Transcripts

Northpointe Bancshares, Inc. (NYSE:NPB) Q4 2025 Earnings Call Transcript

Operator: Greetings. Welcome to the Northpointe Bancshares, Inc. Fourth Quarter 2025 Earnings Call. [Operator Instructions] Please note that this conference is being recorded.

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January 27 - News, Transcripts

SunPower Inc. (NASDAQ:SPWR) Q4 2025 Earnings Call Transcript

Sioban Hickie: Good morning. My name is Sioban Hickie. I'm VP of IR, and I would like to welcome everyone to SunPower's Fourth Quarter earnings call.

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January 27 - News, Transcripts

What Makes Reddit (RDDT) an Attractive Investment Bet?

NewBridge Asset Management, an investment management company, recently released its Q4 2025 letter for “NewBridge Large Cap Growth Equity Strategy”.

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January 27 - Hedge Fund Investor Letters, News

Exploring Tradeweb Markets’ (TW) Key Opportunities for Market Share Growth

NewBridge Asset Management, an investment management company, recently released its Q4 2025 letter for “NewBridge Large Cap Growth Equity Strategy”.

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January 27 - Hedge Fund Investor Letters, News

NewBridge Large Cap Growth Equity’s Q4 2025 Investor Letter

NewBridge Asset Management, an investment management company, recently released its Q4 2025 letter for “NewBridge Large Cap Growth Equity Strategy”.

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January 27 - Hedge Fund Investor Letters, News

Improved Growth Outlook and Better-Than-Expected Results Boosted Tandem Diabetes Care (TNDM) in Q4

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S.

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January 27 - Hedge Fund Investor Letters, News

Exact Sciences Corp. (EXAS) Rose Following the Acquisition Announcement

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S.

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January 27 - Hedge Fund Investor Letters, News

Here’s What Lifted Globus Medical (GMED) in Q4

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S.

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January 27 - Hedge Fund Investor Letters, News

Remitly Global (RELY) Slid Despite Posting Strong Results

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S.

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January 27 - Hedge Fund Investor Letters, News

Doximity (DOCS) Fell as Guidance Fell Short of Expectations

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S.

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January 27 - Hedge Fund Investor Letters, News

Lower-Than-Expected Service Bookings Impacted Certara (CERT) in Q4

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S.

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January 27 - Hedge Fund Investor Letters, News

Meridian Growth Fund’s Q4 2025 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. U.S.

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January 27 - Hedge Fund Investor Letters, News

Is Ituran Location and Control Ltd. (ITRN) Trading at a Discount?

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

Vulcan Value Partners’ Investment Journey with Everest Group Ltd. (EG)

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

Analysts See Strong Production Growth for Vista Energy (VIST)

Vista Energy, S.A.B. de C.V. (NYSE:VIST) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Cheap Valuation Means SM Energy (SM) Still Has Upside After Downward Target Price Revisions

SM Energy Company (NYSE:SM) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Analysts Mixed on Tenable Holdings (TENB) Huge Upside Possibility

Tenable Holdings, Inc. (NASDAQ:TENB) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Analysts Expect Upside in Melco Resorts (MLCO) Despite Gaming Revenue Growth Slowdown

Melco Resorts & Entertainment Limited (NASDAQ:MLCO) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Extreme Networks (EXTR) Could Unlock Huge Upside on Ruckus Networks Acqisition

Extreme Networks, Inc. (NASDAQ:EXTR) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Double-digit Revenue Growth Till 2030 Drives BioMarin’s (BMRN) Bullish Thesis

BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Analysts Reiterate Magnite Inc’s (MGNI) Huge Upside

Magnite Inc (NASDAQ:MGNI) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Wix.com’s (WIX) Downslide Makes It An Attractive Buy

Wix.com Limited (NASDAQ:WIX) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Solena Therapeutics (SLNO) Stock Under Pressure But Upside is Huge

Soleno Therapeutics, Inc. (NASDAQ:SLNO) is one of the 10 Cheap Stocks with Huge Upside Potential. Multiple analysts remain bullish on Soleno Therapeutics, Inc. (NASDAQ:SLNO).

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January 27 - News, Stock Analysis

Super Group Limited (SGHC) On The Cusp Of An Earnings Compounding Era With Huge Upside

Super Group Limited (NYSE:SGHC) is one of the 10 Cheap Stocks with Huge Upside Potential.

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January 27 - News, Stock Analysis

Here’s Why CoStar Group (CSGP) Traded Lower in 2025

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

Here’s Why Vulcan Value Partners Reallocated Capital from CBRE Group (CBRE)

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

A Mix of Bullish Forces Boosted Alphabet (GOOG)

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

Salesforce (CRM) Gained on Several Fronts

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Slid Despite Delivering Strong Results and Value Growth

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 27 - Hedge Fund Investor Letters, News

15 Large Cap Stocks Under $100 With Huge Upside Potential

The large-cap stock universe comprises mature companies with market capitalizations ranging between $10 billion and $200 billion.

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January 27 - Hedge Funds, News

Retirement Stock Portfolio: 12 Low Risk Investments

Planning for retirement often pushes investors to favor stability over big swings.

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January 27 - Dividend Stocks, Hedge Funds, News

Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide

On January 23, Guggenheim analyst Vamil Divan raised his price target on Johnson & Johnson (NYSE:JNJ) to $240 from $227. The firm reiterated a Buy rating.

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January 27 - News

JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Johnson & Johnson (NYSE:JNJ) posted its fourth-quarter 2025 earnings on January 21 and followed it up with a 2026 outlook that came in ahead of Wall Street expectations.

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January 27 - News

Plug Power (PLUG) Drops 8% on Dilution Impact of Capital Stock Hike Plan

Plug Power dropped its share prices by 8 percent on Monday to close at $2.3 apiece as investors digested the potential dilution impact of its proposal to double its capital stock...

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January 27 - News

Booz Allen (BAH) Gets Beaten, Falls 8% as Treasury Dept Terminates Entire Contract

Booz Allen Hamilton snapped a three-day winning streak on Monday, losing 8.12 percent to close at $93.93 apiece following the Treasury Department’s termination of all contracts...

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January 27 - News

Ondas (ONDS) Loses 8.3% on $8.4 Million Share Sale

Ondas declined for a second day on Monday, shedding as much as 8.30 percent to end at $11.16, as investors unloaded portfolios amid the potential dilution impact of the recent...

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January 27 - News

Corvus Pharmaceuticals (CRVS) Falls on Profit-Taking After 212% Jump

Corvus Pharmaceuticals dropped by 8.33 percent on Monday to finish at $23.01 apiece as investors resorted to profit-taking after soaring by 212 percent in last week’s shortened...

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January 27 - News

Energy Fuels (UUUU) Sheds 8.5% on Profit-Taking After 3-Month High

Energy Fuels dropped its share prices by 8.51 percent on Monday to close at $23.33 apiece as investors resorted to profit-taking after soaring to a three-month high and nearly...

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January 27 - News

MP Materials (MP) Drops 8.8% as Rival Gets Higher Funding From Govt

MP Materials saw its share prices decline by 8.83 percent on Monday to close at $63.44 apiece as investors unloaded portfolios amid another rare earth company’s emergence as...

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January 27 - News

Critical Metals (CRML) Sheds 11% on Rival’s Billion-Dollar Govt Backing

Critical Metals dropped its share prices by 11.25 percent on Monday to close at $18.30 apiece as investors digested the heightening competition in the rare earths industry after...

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January 27 - News

Redwire (RDW) Loses 12.5% After 5-Month High

Redwire Corporation (NYSE:RDW) dropped its share prices by 12.46 percent on Monday as investors resorted to profit-taking after jumping to a five-month high in the previous session...

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January 27 - News

Revolution Medicines (RVMD) Dives 16.9% as Merck Withdraws Takeover Plan

Revolution Medicines fell sharply on Monday, losing 16.91 percent to close at $97.78 apiece, as investors unloaded portfolios following news that pharmaceutical giant Merck had...

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January 27 - News

TMC the metals company Inc. (TMC) Falls 17.7% as Investors Await Deep-Sea Mining Decision

TMC snapped a three-day winning streak on Monday, shedding 17.69 percent to close at $7.77 apiece as investors resorted to profit-taking while waiting for developments in relation...

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January 27 - News

Aletheia Maintains Sell on Apple (AAPL), Lowers Target Price

Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Lemonade’s New Insurance Product Boosts Tesla (TSLA) FSD Narrative, Analyst Says

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Micron (MU) Draws Outperform Initiation on AI Memory Tailwinds

Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Analyst Sees Strong AI-Led Growth in Palantir (PLTR), Starts Buy

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

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