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Insider Monkey Blog

Power Solutions International, Inc. (PSIX): A Bull Case Theory 

We came across a bullish thesis on Power Solutions International, Inc. on r/AssymetricAlpha by SwissTPortfolio.

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February 2 - News, Stock Analysis

Novo Nordisk A/S (NVO): A Bull Case Theory 

We came across a bullish thesis on Novo Nordisk A/S on r/Valueinvesting by Quorum_Ataraxia. In this article, we will summarize the bulls’ thesis on NVO.

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February 2 - News, Stock Analysis

Gilead Sciences, Inc. (GILD): A Bull Case Theory 

We came across a bullish thesis on Gilead Sciences, Inc. on Disruptive analytics’s Substack by Magnus Ofstad.

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February 2 - News, Stock Analysis

DLocal Limited (DLO): A Bull Case Theory

We came across a bullish thesis on DLocal Limited on M. V. Cunha's Substack. In this article, we will summarize the bulls’ thesis on DLO.

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February 2 - News, Stock Analysis

Dollar General Corporation (DG): A Bull Case Theory 

We came across a bullish thesis on Dollar General Corporation on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.

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February 2 - News, Stock Analysis

Bristol-Myers Squibb Company (BMY): A Bull Case Theory

We came across a bullish thesis on Bristol-Myers Squibb Company on Disruptive Analytics’ Substack by Magnus Ofstad.

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February 2 - News, Stock Analysis

AbbVie Inc. (ABBV): A Bull Case Theory 

We came across a bullish thesis on AbbVie Inc. on Disruptive Analytics ’ Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on ABBV.

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February 2 - News, Stock Analysis

Arista Networks, Inc. (ANET): A Bull Case Theory 

We came across a bullish thesis on Arista Networks, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on ANET.

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February 2 - News, Stock Analysis

Target Corporation (TGT): A Bull Case Theory 

We came across a bullish thesis on Target Corporation on Quality Value Investing’s Substack by David J. Waldron.

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February 2 - News, Stock Analysis

Stride, Inc. (LRN): A Bull Case Theory 

We came across a bullish thesis on Stride, Inc. on Valueinvestorslcub.com by scott265. In this article, we will summarize the bulls’ thesis on LRN.

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February 2 - News, Stock Analysis

10 AI Stocks Gaining Attention on Wall Street

US software stocks have come under pressure recently after disappointing updates from major enterprise players, rekindling concerns that artificial intelligence could topple many...

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February 2 - Hedge Funds, Industries, News, Tech

Hedge Fund and Insider Trading News: Ray Dalio, Ken Griffin, Crispin Odey, Warren Buffett, Brevan Howard, Polymer Capital Management, Schonfeld Strategic Advisors, Saba Capital, Jain Global, Millennium Management, International Business Machines Corp (IBM), Hycroft Mining Holding Corp (HYMC), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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February 2 - Hedge Funds, Insider Trading

TD Cowen Bullish on KalVista Pharmaceuticals, Inc. (KALV) Ahead of Q4 Results

TheFly reported on January 29 that TD Cowen analyst Stacy Ku raised its price target on KALV to $35 from $30 and maintained a Buy rating.

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February 2 - News

Bernstein Raises PT on ASML Holding as the Company Updates 2026 Outlook

On January 29, TheFly reported that Bernstein analyst David Dai raised the price target on ASML Holding N.V. (NASDAQ:ASML) from $1,642 to $1,911.

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February 2 - News

Is Palantir Technologies One of the Hottest Stocks to Buy in 2026?

Palantir is scheduled to report its Q4 FY2025 results on Monday, February 2, 2026.

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February 2 - News

Oppenheimer Notes Relay Therapeutics (RLAY) Pipeline Strength in Mutant-Selective Inhibitors

TheFly reported on January 26 that Oppenheimer upgraded RLAY from Perform to Outperform and set a $14 price target.

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February 2 - News

Craig-Hallum Adjusts MiMedx Group, Inc. (MDXG) Outlook on CMS Coverage Guidance

TheFly reported on January 23 that Craig-Hallum analyst Chase Knickerbocker lowered the price target on MDXG to $10 from $13 and maintained a Buy rating.

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February 2 - News

Jim Cramer Says Salesforce is “Really Great” But He Accepts the Market’s Judgment

Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer shared his thoughts on.

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February 2 - News

Jim Cramer on ServiceNow: “This Stock Has Become a Nightmare”

ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer shared his thoughts on.

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February 2 - News

Jim Cramer on Rubrik: “You Have to Wait Its Shake Out”

Rubrik, Inc. (NYSE:RBRK) is one of the stocks Jim Cramer shared his thoughts on.

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February 2 - News

Jim Cramer on Carrier Global: “I Think You Buy It Now and Put It Away”

Carrier Global Corporation (NYSE:CARR) is one of the stocks Jim Cramer shared his thoughts on. A caller asked if they should hold onto their position in the stock or sell it.

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February 2 - News

Jim Cramer on AAR Corp.: “The Gross Yield Is Too High”

Okay, at times, I’ve been worried about this because the, believe it or not, the gross yield is too high, and this is one of those times. That yield’s 15%.

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February 2 - News

Jim Cramer on Rio Tinto: “I Just Think It’s a Great Hedge Against All the Chaos That We See in the World”

I have liked Rio… I used to call it, let’s put it this way, I like Rio so much, even from when I was at Goldman Sachs in the 80s, and I just think you should just go in and...

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February 2 - News

Jim Cramer on Palantir: “I Can’t Back Away From It Right Here”

Yes, I like Palantir. Now, Palantir’s trading right now with the cohort that is ServiceNow and Salesforce. By the way, those are great companies.

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February 2 - News

Jim Cramer Says “IBM’s the Rare AI Winner With a Fairly Low Price-to-Earnings Multiple”

International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer shared his thoughts on.

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February 2 - News

Jim Cramer Says Royal Caribbean’s Full-Year Forecast for 2026 Is “Spectacular”

Royal Caribbean Cruises Ltd. (NYSE:RCL) is one of the stocks Jim Cramer shared his thoughts on.

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February 2 - News

Jim Cramer on NVIDIA: “That’s the Best Place to Be”

Is Amazon paper or scissors? I think it’s paper. But this game changes so quickly, you may actually have to rush the judgment. Unless, of course, you’re NVIDIA.

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February 2 - News

Jim Cramer on Alphabet: “It May Be Even Making More Money From AI Than Meta”

… I bet when we hear from them next week, we’ll realize, nuh-uh, AI search winner.

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February 2 - News

Jim Cramer Says He “Underestimated” Apple’s iPhone 17 Sales

After the close, Apple reported a magnificent quarter, just tonight.

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February 2 - News

Jim Cramer on Tesla: “Call Me a Buyer and Give Me Five Robots While I’m at It”

I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak.

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February 2 - News

Jim Cramer Says “I’m Looking at a Level to Buy Microsoft”

Meanwhile, Microsoft, perennial rock, isn’t spending enough to meet the demand for AI, or at least in the right places, because it seems to be putting its resources behind the...

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February 2 - News

Jim Cramer on Meta: “AI Is Changing the Company’s Fortunes in a Way That Is Just Extraordinary”

… It’s hard to believe that Meta, which had been written off as a company that spends way too much on AI just last quarter, could rally more than 10% today as those investments...

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February 2 - News

Jim Cramer Believes Novo Nordisk “Is a Hold, Not a Buy”

I kind of liked it when I spoke to them.

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February 2 - News

10 Best AI Software Stocks to Buy Right Now

On January 10, Yahoo Finance reported that concerns about “the death of software” because of AI may be greatly overstated.

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February 2 - Hedge Funds, Industries, News

15 Stocks on Jim Cramer’s Recent Game Plan

Jim Cramer, the host of Mad Money, said on Friday that the stock market could be set up for a rebound this week if the largest companies set to report earnings come through with...

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February 2 - Hedge Funds, News

VenHub Appoints Former Amazon Executive, Ian Rasmussen, to Spearhead Nationwide Smart Store Expansion with Focus on Strategic Partnerships and Enterprise Integrations

LAS VEGAS, Feb. 02, 2026 — VenHub Global, Inc.

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February 2 - Press Releases

Sweetgreen, Inc. (SG) Gains Price Target Bump as Policy Optimism Lifts Restaurant Sector

On January 28, Goldman Sachs analyst Christine Cho raised the firm’s price target on Sweetgreen, Inc.

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February 2 - News

Piper Sandler Sees Upside Potential in Kura Sushi USA, Inc. (KRUS) After Investor Meeting and Loyalty Platform Changes

On January 16, Piper Sandler analyst Brian Mullan raised the firm’s price target on Kura Sushi USA, Inc.

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February 2 - News

Benchmark Sees Continued Upside in The Chefs’ Warehouse, Inc. (CHEF) on Visible Operating Momentum

On January 29, Benchmark raised its price target on The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) to $84 from $79 while keeping a Buy rating on the shares.

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February 2 - News

Morgan Stanley Still Bullish on Wingstop Inc. (WING)’s Growth Story After Target Cut

On January 20, Morgan Stanley lowered the firm’s price target on Wingstop Inc.

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February 2 - News

Cal-Maine Foods, Inc. (CALM)’s Long-Term Outlook Remains Intact Despite Short-Term Headwinds

On January 8, Stephens analyst Pooran Sharma lowered the firm’s price target on Cal-Maine Foods, Inc.

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February 2 - News

Freedom Capital Initiates Mama’s Creations, Inc. (MAMA) With Buy Rating, Citing National Expansion and Innovation

On January 14, Freedom Capital analyst Georgy Vashchenko initiated coverage of Mama’s Creations, Inc. (NASDAQ:MAMA) with a Buy rating and a $16 price target.

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February 2 - News

BMO Stays Bullish on Primo Brands Corporation (PRMB) Despite Near-Term Estimate Reset

BMO Capital analyst Andrew Strelzik lowered the firm’s price target on Primo Brands Corporation (NYSE:PRMB) to $35 from $39 but reiterated an Outperform rating on the shares...

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February 2 - News

Dutch Bros Inc. (BROS) Positioned for Continued Same-Store Sales Momentum, Says Citi

On January 26, Citi initiated coverage of Dutch Bros Inc. (NYSE:BROS) with a Buy rating and an $82 price target.

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February 2 - News

The ONE Group Hospitality, Inc. (STKS) Seen as Long-Term Opportunity Despite Q4 Revenue Miss

On January 16, Lake Street analyst Mark Smith lowered the firm’s price target on The ONE Group Hospitality, Inc.

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February 2 - News

JPMorgan Raises Celsius Holdings Inc (CELH) Price Target, Sees Earnings Upside From PepsiCo Partnership and Alani Nu Growth

JPMorgan raised its price target on Celsius Holdings, Inc (NASDAQ:CELH) to $77 from $68 on January 29 while maintaining an Overweight rating as part of its Q4 earnings preview...

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February 2 - News

Black Diamond Therapeutics, Inc. (BDTX) Price Target Trimmed as Piper Updates Biotech Models and 2026 Catalyst Tracker

TheFly reported on January 16 that Piper Sandler lowered the price target for BDTX to $8 from $9 and maintained an Overweight rating. The change coincided with the company...

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February 2 - News

Altimmune, Inc. (ALT) Gains Analyst Support Ahead of Phase 3 MASH Development

TheFly reported on January 27 that Barclays initiated coverage of ALT with an Overweight rating and a $20 price target.

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February 2 - News

Piper Sandler See Label Expansion Potential for ImmunityBio, Inc. (IBRX)’s ANKTIVA Following QUILT Data

TheFly reported on January 20 that Piper Sandler raised its price target on IBRX to $7 from $5 and maintained an Overweight rating. According to the update, U.S.

Keep Reading →

February 2 - News

Roth Capital Say Market Pricing Implies Zero Success for Arcturus Therapeutics Holdings Inc. (ARCT) Pipeline Assets

TheFly reported on January 22 that Roth Capital initiated coverage of ARCT with a Buy rating and a $20 price target.

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February 2 - News

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