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Insider Monkey Blog

Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns

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

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January 27 - Hedge Fund Investor Letters, News

Has the Internet Given us Unrealistic Expectations of Speed?

The internet has changed how people live and work forever. However, it didn't just appear overnight, as it has evolved over decades.

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January 27 - Business, News

Here’s Why Teledyne Technologies (TDY) Stock Weighed on ClearBridge Mid Cap Strategy’s Returns

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

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January 27 - Hedge Fund Investor Letters, News

Here’s Why DraftKings (DKNG) Was Exited Amid Rising Competitive Risks

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

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January 27 - Hedge Fund Investor Letters, News

Regeneron (REGN) Posted Solid Quarterly Results, Eyes 2026 Pipeline Catalysts

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua...

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January 27 - Hedge Fund Investor Letters, News

Sea (SE) Shares Slide Despite 38% Revenue Growth

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua...

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January 27 - Hedge Fund Investor Letters, News

AI-Driven Demand Supports Micron Technology’s (MU) Margin Expansion

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua...

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January 27 - Hedge Fund Investor Letters, News

KE Holdings (BEKE) Beats Earnings Expectations Amid Property Slump

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua...

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January 27 - Hedge Fund Investor Letters, News

Ryanair (RYAAY) Outlines Bullish Outlook as Forward Bookings Improve

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua...

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January 27 - Hedge Fund Investor Letters, News

Yasam Ayavefe And The Long Game Behind His Hospitality And Investment Projects

Yasam Ayavefe is often introduced as a serial entrepreneur and philanthropist, but that short description misses the way he actually works.

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January 27 - Business, News

Building a Billion-Dollar Empire: Lessons From Gurhan Kiziloz, Owner of a $1.2B Annual Revenue Powerhouse

What one man can achieve with vision, discipline, and relentless focus is on full display in Gurhan Kiziloz’s rise.

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January 27 - Business, News

14 Stocks on Jim Cramer’s Radar

In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed OpenAI's ChatGPT and business applications.

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January 27 - News

11 Most Profitable Cheap Stocks to Invest In Now

On January 26, Yahoo Finance reported that Wall Street strategists are telling investors to focus on earnings growth to drive the stock market higher in 2026.

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January 27 - Hedge Funds, News

Uber Technologies (UBER): Impacted by Autonomous-Vehicle Related Narrative

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. ...

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January 27 - Hedge Fund Investor Letters, News

Increased Competitive Pressure Weighed on MercadoLibre (MELI)

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. ...

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January 27 - Hedge Fund Investor Letters, News

Eightcap Becomes the First Major Broker to Launch TradeLocker for CFD Traders

Eightcap, a leading global derivatives broker, has announced a major move in the retail trading industry. Eightcap is the first CFD broker regulated in multiple jurisdictions...

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January 27 - Press Releases

Hardman Johnston Global Equity Strategy’s Q4 2025 Investor Letter

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025.

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January 27 - Hedge Fund Investor Letters, News

1 Main Capital on Its Core Holding: Limbach Holdings (LMB)

1 Main Capital, a boutique investment firm, 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

1 Main Capital Partners’ Q4 2025 Investor Letter

1 Main Capital, a boutique investment firm, released its fourth-quarter 2025 investor letter.

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January 27 - Hedge Fund Investor Letters, News

Needham Advises Buying Netflix (NFLX) Weakness Despite $275M Regulatory Costs

Netflix Inc. (NASDAQ:NFLX) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth

Eli Lilly and Company (NYSE:LLY) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Barclays Highlights Carvana (CVNA) Momentum in Used Vehicle Market Despite Sluggish New Sales

Carvana Co. (NYSE:CVNA) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Susquehanna Raises Boeing (BA) PT Citing Bullish Commercial Aerospace and Defense Outlook

The Boeing Company (NYSE:BA) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

JPMorgan Favors Vertiv (VRT) Holdings as Top Growth Pick in Q4 Sector Preview

Vertiv Holdings Co. (NYSE:VRT) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

KeyBanc Maintains Overweight Rating on DoorDash (DASH) While Raising 2026 EBITDA Estimates

DoorDash Inc. (NASDAQ:DASH) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Nomura Slashes Coupang (CPNG) 2026 EPS Forecast Following $900M Fine and Regulatory Pressure

Coupang Inc. (NYSE:CPNG) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Deutsche Bank Raises Reddit (RDDT) PT to $285 Highlighting Strong 2026 Buy Case

Reddit Inc. (NYSE:RDDT) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Wells Fargo Raises Alnylam (ALNY) Revenue Estimates for Amvuttra Despite Projected Margin Compression

Alnylam Pharmaceuticals Inc. (NASDAQ:ALNY) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Barclays Downgrades Dexcom (DXCM) to Underweight Citing Intensifying Competition in Core Segments

DexCom Inc. (NASDAQ:DXCM) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

BofA Downgrades Ciena (CIEN) to Neutral Citing Peaking Backlog and High Valuation After 200% Surge

Ciena Corporation (NYSE:CIEN) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Morgan Stanley Expects Interest Rate Trends to Shift Spending Away from Services Toward Goods

DraftKings Inc. (NASDAQ:DKNG) is one of the best US stocks to buy and hold in 2026.

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January 27 - News

Not Owning Tesla (TSLA) Impacted NewBridge Large Cap Growth Equity’s Performance

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

What Makes Celsius Holdings (CELH) a Troubled Stock?

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

Uber Technologies (UBER) was the Worst Performer: NewBridge Large Cap Growth Equity

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

Ryanair Holdings plc (NASDAQ:RYAAY) Q3 2026 Earnings Call Transcript

Ryanair Holdings plc (NASDAQ:RYAAY) Q3 2026 Earnings Call Transcript January 26, 2026Ryanair Holdings plc beats earnings expectations.

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January 27 - News, Transcripts

Sanmina Corporation (NASDAQ:SANM) Q1 2026 Earnings Call Transcript

Sanmina Corporation (NASDAQ:SANM) Q1 2026 Earnings Call Transcript January 26, 2026Sanmina Corporation beats earnings expectations.

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January 27 - News, Transcripts

Agilysys, Inc. (NASDAQ:AGYS) Q3 2026 Earnings Call Transcript

Agilysys, Inc. (NASDAQ:AGYS) Q3 2026 Earnings Call Transcript January 26, 2026Agilysys, Inc. misses on earnings expectations.

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January 27 - News, Transcripts

Dynex Capital, Inc. (NYSE:DX) Q4 2025 Earnings Call Transcript

Dynex Capital, Inc. (NYSE:DX) Q4 2025 Earnings Call Transcript January 26, 2026Dynex Capital, Inc. misses on earnings expectations.

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January 27 - News, Transcripts

Steel Dynamics, Inc. (NASDAQ:STLD) Q4 2025 Earnings Call Transcript

Steel Dynamics, Inc. (NASDAQ:STLD) Q4 2025 Earnings Call Transcript January 26, 2026Steel Dynamics, Inc. beats earnings expectations.

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January 27 - News, Transcripts

Bank of Hawaii Corporation (NYSE:BOH) Q4 2025 Earnings Call Transcript

Bank of Hawaii Corporation (NYSE:BOH) Q4 2025 Earnings Call Transcript January 26, 2026Bank of Hawaii Corporation beats earnings expectations.

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January 27 - News, Transcripts

W. R. Berkley Corporation (NYSE:WRB) Q4 2025 Earnings Call Transcript

W. R. Berkley Corporation (NYSE:WRB) Q4 2025 Earnings Call Transcript January 26, 2026W. R. Berkley Corporation misses on earnings expectations.

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January 27 - News, Transcripts

Bank of Marin Bancorp (NASDAQ:BMRC) Q4 2025 Earnings Call Transcript

Bank of Marin Bancorp (NASDAQ:BMRC) Q4 2025 Earnings Call Transcript January 26, 2026Bank of Marin Bancorp beats earnings expectations.

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January 27 - News, Transcripts

Baker Hughes Company (NASDAQ:BKR) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the Baker Hughes Company Fourth Quarter and Full Year 2025 Earnings Call.

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January 27 - News, Transcripts

Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) Q4 2025 Earnings Call Transcript

Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) Q4 2025 Earnings Call Transcript January 23, 2026Telefonaktiebolaget LM Ericsson (publ) beats earnings expectations.

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January 27 - News, Transcripts

Eastern Bankshares, Inc. (NASDAQ:EBC) Q4 2025 Earnings Call Transcript

Operator: Welcome to the Eastern Bankshares, Inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions].

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January 27 - News, Transcripts

Amerant Bancorp Inc. (NYSE:AMTB) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Amerant Bancorp Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

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January 27 - News, Transcripts

Cathay General Bancorp (NASDAQ:CATY) Q4 2025 Earnings Call Transcript

Cathay General Bancorp (NASDAQ:CATY) Q4 2025 Earnings Call Transcript January 22, 2026Cathay General Bancorp beats earnings expectations.

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January 27 - News, Transcripts

Customers Bancorp, Inc. (NYSE:CUBI) Q4 2025 Earnings Call Transcript

Operator: Good morning. Thank you for joining us, and welcome to the Customers Bancorp 2025 Q4 and year-end earnings report.

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January 27 - News, Transcripts

Cohen & Steers, Inc. (NYSE:CNS) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Cohen & Steers Fourth Quarter and Full Year 2025 Earnings Conference Call.

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January 27 - News, Transcripts

Glacier Bancorp, Inc. (NYSE:GBCI) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Glacier Bancorp Fourth Quarter Earnings Conference Call.

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January 27 - News, Transcripts

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12 Best Nasdaq Stocks Under $20 to Buy Now

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