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Insider Monkey Blog

Longleaf Partners Small-Cap Fund’s Q1 2026 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter for its “Small-Cap Fund”.

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June 29 - Hedge Fund Investor Letters, News

Truist Raises its Price Target on Equity Residential (EQR)

On June 16, 2026, Truist analyst Michael Lewis raised the firm’s price target on Equity Residential (NYSE:EQR) to $72 from $70 and kept a Buy rating.

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June 29 - News

Wells Fargo Upgrades Invitation Homes (INVH) to Overweight

On June 24, 2026, Wells Fargo upgraded Invitation Homes Inc. (NYSE:INVH) to Overweight from Equal Weight with a price target of $33, up from $31.

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June 29 - News

Is Sun Communities (SUI) the Best Interest Rate Sensitive Stock to Buy Now?

On June 26, 2026, Truist lowered its price target on Sun Communities, Inc. (NYSE:SUI) to $138 from $141 and kept a Buy rating.

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June 29 - News

BMO Capital Upgrades American Homes (AMH) to Outperform

On June 26, 2026, BMO Capital upgraded American Homes 4 Rent (NYSE:AMH) to Outperform from Market Perform with an unchanged $39 price target.

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June 29 - News

Here’s Why Host Hotels & Resorts (HST) is Among the 10 Interest Rate Sensitive Stocks to Buy Now

On June 12, 2026, BMO Capital raised its price target on Host Hotels & Resorts, Inc.

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June 29 - News

RBC Capital Keeps Outperform Rating on Carvana (CVNA)

On June 12, 2026, RBC Capital lowered its price target on Carvana Co. (NYSE:CVNA) to $85 from $92 and kept an Outperform rating.

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June 29 - News

Ryman Hospitality (RHP) Evaluates OEG Partnership Opportunities

On June 25, 2026, Ryman Hospitality Properties, Inc. (NYSE:RHP) addressed recent media reports about its Opry Entertainment Group business.

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June 29 - News

Scotiabank Upgrades BXP (BXP) to Outperform

On June 18, 2026, Scotiabank upgraded BXP, Inc. (BXP) to Outperform from Sector Perform with a price target of $70, up from $65.

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June 29 - News

Truist Raises its Price Target on Cousins Properties (CUZ)

On June 26, 2026, Truist analyst Michael Lewis raised the firm’s price target on Cousins Properties Incorporated (NYSE:CUZ) to $30 from $24 and kept a Hold rating as part of...

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June 29 - News

AvalonBay (AVB): The Best Interest Rate Sensitive Stock to Buy Now

On June 16, 2026, Truist raised its price target on AvalonBay Communities, Inc. (NYSE:AVB) to $202 from $201 and kept a Buy rating.

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June 29 - News

Ranpak Holdings Corp. (PACK) Slid on Weak Results

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.

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June 29 - Hedge Fund Investor Letters, News

Klarna Group PLC (KLAR) Fell Amid Management’s Cautious Guidance

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.

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June 29 - Hedge Fund Investor Letters, News

10 Best Stocks Under $10 Offering More Than 50% Upside

On June 18, the Schwab Center for Financial Research (SCFR) shared its mid-year forecast, covering the U.S. and global equity markets, the U.S.

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June 29 - Hedge Funds, News

5 Best Stocks Under $10 Offering More Than 50% Upside

In this article, we will list the 5 Best Stocks Under $10 Offering More Than 50% Upside.

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June 29 - News

Adeia (ADEA) Benefited from Recent Licensing Successes

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.

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June 29 - Hedge Fund Investor Letters, News

Here’s Why nLight (LASR) Rallied in Q1

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.

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June 29 - Hedge Fund Investor Letters, News

Here’s Why California Resources Corporation (CRC) Excelled in Q1

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.

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June 29 - Hedge Fund Investor Letters, News

Meridian Contrarian Fund’s Q1 2026 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.

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June 29 - Hedge Fund Investor Letters, News

Elevance Health (ELV) Fell Amid Healthcare Sector Downturn

Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for the “Heartland Opportunistic Value Equity Strategy”.

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June 29 - Hedge Fund Investor Letters, News

Caterpillar (CAT) Hits Unprecedented Valuation Amid AI Infrastructure Surge

Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for the “Heartland Opportunistic Value Equity Strategy”.

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June 29 - Hedge Fund Investor Letters, News

PU Prime Expands Pre-IPO Products Access to AI Giants OpenAI and Anthropic

PU Prime, a global multi-licensed online brokerage, has launched Pre-IPO products access for OpenAI (Symbol: OPENAIUSD) and Anthropic (Symbol: ANTHUSD), enabling traders to gain...

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June 29 - Press Releases

STARTRADER Launches Pre-IPO Trading Products for OpenAI and Anthropic

STARTRADER, a global multi-asset broker, today announced the launch of two new pre-IPO contracts for difference (CFD) products, OPENAIUSD (OpenAI) and ANTHUSD (Anthropic), available...

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June 29 - Press Releases

WNSTN Joins Google Cloud Marketplace with Enterprise API to Power Compliant AI for Financial Institutions

WNSTN.ai, the compliance-first AI infrastructure platform for financial services, today announced it has joined Google Cloud Marketplace, alongside the launch of its robust enterprise...

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June 29 - Press Releases

Heartland Opportunistic Value Equity Strategy’s Q1 2026 Investor Letter

Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for the “Heartland Opportunistic Value Equity Strategy”.

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June 29 - Hedge Fund Investor Letters, News

Meridian Hedged Equity Fund Maintained Its Position in PayPal Holdings (PYPL)

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

Meridian Hedged Equity Fund Holds Firm on Microsoft Corp. (MSFT)

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

ACV Auctions (ACVA) Fell Despite Positive Structural Advantages

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

Royalty Pharma, plc (RPRX) Rallied on Earnings Beat

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

Multiple Factors Lifted Equinix (EQIX) in Q1

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

Rising Oil Prices and Solid Earnings Drive Chevron Corporation’s (CVX) Surge in Q1

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

Meridian Hedged Equity Fund’s Q1 2026 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.

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June 29 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Expands Operations With a New Strategic Partnership

On June 24, 2026, Microsoft Corporation (NASDAQ:MSFT) entered a strategic partnership with Commvault (CVLT).

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June 29 - News

Attai Capital Management: Navigating Investment Journey with AstroNova (ALOT)

Atai Capital Management, an investment management firm, recently released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

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June 29 - Hedge Fund Investor Letters, News

Ferrovial (FER) Wins Another Major U.S. Infrastructure Project

Forming almost 3% of the TCI Fund portfolio, Ferrovial SE officially completed its conversion into a Dutch public limited liability company, legally changing its name to Ferrovial...

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June 29 - News

Is Alphabet (GOOGL) the Best Stock to Buy in Chris Hohn’s TCI Fund Portfolio?

Alphabet Inc., trading under the tickers GOOGL and GOOG, collectively represents 7.18% of Chris Hohn’s TCI Fund portfolio, with a combined market value of $3,246,398,810.

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June 29 - News

RBC Sees More Upside for Canadian Pacific Kansas City (CP) – Here’s Why

On June 24, 2026, Canadian Pacific Kansas City Limited (NYSE:CP) saw a rise in its price target from RBC Capital.

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June 29 - News

S&P Global (SPGI) Takes a New Step in AI-Powered Risk Intelligence

On June 12, 2026, S&P Global Energy, a core division of S&P Global Inc.

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June 29 - News

Rothschild Revisits Moody’s (MCO) Price Target

Rothschild & Co Redburn raised the price target on Moody’s Corporation (NYSE:MCO) from $490 to $500 on June 18, 2026.

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June 29 - News

Visa (V): Top 9 Best Stock to Buy in Chris Hohn’s TCI Fund Portfolio

On June 24, 2026, Visa Inc.

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June 29 - News

Here is why GE Aerospace (GE) Is Among the Best Stocks in Chris Hohn’s Portfolio

On June 25, 2026, GE Aerospace (NYSE:GE) announced that the company is celebrating America’s 250th anniversary by showcasing its GE9X – the world’s largest and most powerful...

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June 29 - News

Barclays Turns More Optimistic on Canadian National Railway (CNI)

On June 25, 2026, Barclays raised its price target on Canadian National Railway Company (NYSE:CNI) from $99 to $109 while maintaining an Equal Weight rating on the company’s...

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June 29 - News

11 Oversold Tech Stocks to Buy Now

On June 26, Ed Yardeni, Yardeni Research President, appeared on CNBC's 'Squawk on the Street' to discuss his outlook on market earnings and the current state of the AI sector.

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June 29 - Hedge Funds, News

5 Oversold Tech Stocks to Buy Now

CME Group Inc. (NASDAQ:CME) is one of the oversold tech stocks to buy now.

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June 29 - News

Antipodes Global Fund Divested Lennar Corp (LEN) amid a Weak Housing Market Recovery

Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...

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June 29 - Hedge Fund Investor Letters, News

JPMorgan Pushes Back on Broadcom (AVGO) Delay Fears and Says the TPU v9 Program Is Firmly on Schedule

Broadcom Inc. (NASDAQ:AVGO) is one of the best growth stocks to buy according to billionaire Dan Loeb.

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June 29 - News

Lam Research (LRCX): BofA Raises Its Target by $150 as Chip Equipment Spending Heads Toward $250 Billion

Lam Research Corporation (NASDAQ:LRCX) is one of the best growth stocks to buy according to billionaire Dan Loeb.

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June 29 - News

Can KLA Corporation (KLAC) Capture Its Share of a $250 Billion Global Chip Equipment Market?

KLA Corporation (NASDAQ:KLAC) is one of the best growth stocks to buy according to billionaire Dan Loeb.

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June 29 - News

Union Pacific (UNP) Just Hauled NASA Moon Rocket Parts on a Locomotive Dedicated to Donald Trump

Union Pacific Corporation (NYSE:UNP) is one of the best growth stocks to buy according to billionaire Dan Loeb.

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June 29 - News

NVIDIA’s (NVDA) Banned AI Chips Have Doubled in Price on China’s Black Market

NVIDIA Corporation (NASDAQ:NVDA) is one of the best growth stocks to buy according to billionaire Dan Loeb.

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June 29 - News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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12 Best Nasdaq Stocks Under $20 to Buy Now

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20 States with the Lowest Life Expectancy in the US

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