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Insider Monkey Blog

Jim Cramer Breaks Down Trane Technologies’ Post-Earnings Rally

Fourth, hey, TT, Trane Technologies, which rallied 8% yesterday in response to a really strong quarter.

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February 3 - News

Why Bernstein Calls ServiceNow (NOW) a Discount Large-Cap Growth Stock

​ServiceNow, Inc.

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February 3 - News

Fortinet (FTNT) Downgraded as Analysts Reassess 2026 Growth Outlook

Fortinet, Inc.

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February 3 - News

Nexus International Records $1.2bn Revenue in 2025: Gurhan Kiziloz Skips the VC Route to Success

Venture capital has become so embedded in the language of entrepreneurship that founders often treat it as a prerequisite rather than an option.

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February 3 - Business, News

Nordson (NDSN) Balances Dividend Consistency with Disciplined Growth

Nordson Corporation (NASDAQ:NDSN) has built a loyal following among dividend investors, and it’s easy to see why.

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February 3 - News

TD Cowen Reviews Aflac (AFL) Ahead of Q4 Life Insurance Preview

On January 28, TD Cowen trimmed its price target on Aflac Incorporated (NYSE:AFL) to $100 from $102 and kept a Hold rating.

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February 3 - News

TD Cowen Reviews Lowe’s (LOW) within Broader Hardlines Reset

On January 20, TD Cowen lifted its price target on Lowe’s Companies Inc. (NYSE:LOW) to $295 from $250 and kept a Hold rating.

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February 3 - News

Cintas (CTAS) Targets Operational Leverage Through Expanded Customer Footprint

Cintas Corporation (NASDAQ:CTAS) is best known for its uniform rental and facility services business, which serves more than a million customers across a wide range of industries...

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February 3 - News

Barclays Reviews Fastenal (FAST) as Lower Pricing Weighs on Results

On January 21, Barclays lowered its price target on Fastenal Company (NASDAQ:FAST) to $43 from $44 and kept an Equal Weight rating following the company’s fourth-quarter results...

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February 3 - News

TD Cowen Reviews ADP as Segment Performance Diverges

TD Cowen trimmed its price objective on Automatic Data Processing, Inc. (NASDAQ:ADP) on January 29 to $255 from $263.

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February 3 - News

BMO Capital Highlights Earnings Visibility at NextEra Energy (NEE)

On January 29, BMO Capital lifted its price target on NextEra Energy, Inc. (NYSE:NEE) to $95 from $93 and kept an Outperform rating.

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February 3 - News

RBC Capital Flags Organic Growth Concerns at Roper Technologies (ROP)

On January 29, RBC Capital cut its price target on Roper Technologies, Inc.

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February 3 - News

Abbott (ABT) Faces Profit Headwinds as Pediatric Nutrition Remains Under Pressure

A Reuters report said Abbott Laboratories (NYSE:ABT) warned that its current-quarter profit would come in below expectations after the company also fell short of Wall Street’...

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February 3 - News

Linde’s (LIN) Global Expansion and Hydrogen Strategy Shape Its Long-Term Outlook

Linde plc (NASDAQ:LIN) has spent years building out practical hydrogen solutions, from efficient compression systems to safe refueling technology.

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February 3 - News

BofA and Barclays Update Views on Atmos Energy (ATO) After Estimate Revisions

BofA lowered its price recommendation on Atmos Energy Corporation (NYSE:ATO) to $177 from $185 on January 30.

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February 3 - News

Truist Sees Improving Freight Trends Supporting Expeditors’ (EXPD) Outlook

In the near term, broker margins could feel some strain as spot rates move higher.

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February 3 - News

BofA Assesses Cincinnati Financial’s (CINF) Outlook Amid Soft P&C Pricing

Cincinnati Financial Corporation (NASDAQ:CINF) is a familiar name among dividend-focused investors.

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February 3 - News

Atlas Energy Solutions (AESI) Price Target Reduced to $16

The share price of Atlas Energy Solutions Inc.

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February 3 - News

New Fortress Energy (NFE) Plunged by Over 23% This Week. Here is Why

The share price of New Fortress Energy Inc.

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February 3 - News

Sable Offshore (SOC) Falls Following Lawsuit by California Attorney General

Sable Offshore Corp.

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February 3 - News

CVR Energy (CVI) Announces Preliminary Results for Q4 2025

CVR Energy, Inc.

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February 3 - News

Energy Fuels (UUUU) – Among the Energy Stocks that Fell This Week

The share price of Energy Fuels Inc.

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February 3 - News

Murphy Oil (MUR) Reports Results for Q4 2025

On February 28, Murphy Oil Corporation (NYSE:MUR) reported mixed results for Q4 2025, with the company’s adjusted EPS of $0.14 comfortably beating expectations by $0.17.

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February 3 - News

Here is Why First Solar (FSLR) Fell This Week

First Solar, Inc.

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February 3 - News

Baird Highlights Backlog Strength and Earnings Visibility at Caterpillar (CAT)

On January 30, Baird raised its price target on Caterpillar Inc. (NYSE:CAT) to $805 from $680 and maintained an Outperform rating.

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February 3 - News

Barclays Reviews McCormick (MKC) as ERP and Tax Pressures Come Into Focus

On January 26, Barclays analyst Andrew Lazar trimmed his price objective on McCormick & Company, Incorporated (NYSE:MKC) to $67 from $72.

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February 3 - News

McDonald’s (MCD) Business Model Drives Resilience Across Market Cycles

McDonald’s Corporation (NYSE:MCD) raised its dividend last October for the 49th straight year, keeping it on pace to reach Dividend King status in 2026.

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February 3 - News

STARTRADER Launched Youth Sports Initiative in Thailand

STARTRADER announced the launch of a basketball court renovation project at Ban Nam Lad School in Thailand as part of its “Where Tomorrow STARS Begin” corporate social responsibility...

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February 3 - Press Releases

Erste Group Sees Limited Upside for Ecolab (ECL) at Current Valuation

On January 23, Erste Group lowered its rating on Ecolab Inc. (NYSE:ECL) to Hold from Buy. The decision came down to valuation.

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February 3 - News

Casella Waste Systems (CWST) Positioned for Long-Term Compounding Growth

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter.

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February 3 - Hedge Fund Investor Letters, News

Stifel Reviews A. O. Smith (AOS) After Q4 Beat and Mixed 2026 Outlook

On January 30, Stifel analyst Nathan Jones raised his price objective on A. O. Smith Corporation (NYSE:AOS) to $85 from $80.

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February 3 - News

ADM Works Through Market Volatility and Closes a Chapter on Past Issues

Archer-Daniels-Midland Company (NYSE:ADM) plays a key role in moving food ingredients from farm to end market.

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February 3 - News

Erie Indemnity’s (ERIE) Long Dividend Record Reflects Operating Consistency

Erie Indemnity Company (NASDAQ:ERIE) has been part of the insurance industry since the 1920s.

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February 3 - News

Do You Believe in the Growth Potential of Establishment Labs Holdings (ESTA)?

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Illinois Tool Works (ITW) Maintains Dividend Growth Through Business Cycles

Illinois Tool Works has been operating for more than a century and has built a business that is difficult to replicate.

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February 3 - News

Clearwater Analytics Holdings (CWAN) Rallied Following an Acquisition Announcement

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

UBS Points to Pricing Strength Behind Nucor’s (NUE) Share Gains

On January 28, UBS analyst Andrew Jones cut Nucor Corporation (NYSE:NUE) to Neutral from Buy and raised the firm’s price target to $183 from $168.

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February 3 - News

Varonis Systems (VRNS) Dipped Despite Reporting Strong Earnings

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

UBS Sees Improving Demand Across General Dynamics’ (GD) Core Businesses

On January 29, UBS lifted its price target on General Dynamics Corporation (NYSE:GD) to $393 from $388 while keeping a Neutral rating on the stock.

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February 3 - News

What Makes Casella Waste Systems (CWST) a Scarce Asset?

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

February 3 - Hedge Fund Investor Letters, News

Piper Sandler Highlights Upcoming Segment Transition at Becton Dickinson (BDX)

On January 28, Piper Sandler analyst Jason Bednar lifted Becton, Dickinson and Company (NYSE:BDX)’s price recommendation to $205 from $190.

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February 3 - News

What Makes JFrog Ltd. (FROG) an Investment Choice?

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

February 3 - Hedge Fund Investor Letters, News

Multiple Tailwinds Lifted Exact Sciences Corporation (EXAS) in 2025

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Eversource Energy (ES) Positions for Long-Term Growth With Utility Investments

Eversource Energy (NYSE:ES) supplies electricity, natural gas, and water to about 4.6 million customers across Connecticut, Massachusetts, and New Hampshire.

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February 3 - News

Baron Discovery Fund’s Q4 2025 Investor Letter

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter.

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February 3 - Hedge Fund Investor Letters, News

Capital One Financial Corp (COF) Surged Following Strong Results

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Here’s What Lifted American International Group (AIG) in 2025

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Zoetis (ZTS) Traded Lower Due to Reduced 2026 Outlook

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Investor Concerns Impacted Labcorp (LH) in Q4

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 3 - Hedge Fund Investor Letters, News

Sysco Corporation (SYY) Declined on Investor Worry About the Restaurant Macro Environment, Consumer Weakness

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

February 3 - Hedge Fund Investor Letters, News

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