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Insider Monkey Blog

Apple (AAPL) Target Raised as Jefferies Sees Stronger iPhone Demand

On December 17, Jefferies analyst Edison Lee lifted Apple Inc. (NASDAQ:AAPL)’s price target to $283.36 from $246.99 while maintaining a Hold rating on the stock.

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December 22 - News

Oracle Says Michigan Data Center Deal Moving Ahead Without Blue Owl

On December 17, Oracle Corporation (NYSE:ORCL) said talks around an equity deal for a major data center project in Michigan are “on schedule” and will move forward without...

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December 22 - News

Applied Materials (AMAT) Target Raised, but Mizuho Flags China and Intel Risks

On December 17, Mizuho raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $245 from $205, while keeping a Neutral rating on the stock.

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December 22 - News

Morgan Stanley Sees Cisco (CSCO) Benefiting From AI Infrastructure Demand

On December 17, Morgan Stanley lifted its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $91 from $82 and kept an Overweight rating on the stock.

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December 22 - News

BofA Sees 2026 as Midpoint of AI Infrastructure Cycle, Lifts TXN Target

On December 16, BofA analyst Vivek Arya raised the firm’s price target on Texas Instruments Incorporated (NASDAQ:TXN) to $185 from $175, while maintaining an Underperform rating...

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December 22 - News

Evercore ISI Removes HPE From Tactical Outperform List, Keeps Long-Term Bull Case

On December 11, Evercore ISI removed Hewlett Packard Enterprise Company (NYSE:HPE) from the firm’s “Tactical Outperform” list after the company released its October-end ...

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December 22 - News

Accenture and Palantir Form New AI Partnership to Accelerate Enterprise Transformation

On December 16, Accenture plc (NYSE:ACN) and Palantir Technologies announced a new partnership called the Accenture Palantir Business Group.

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December 22 - News

IBM Leans on AI, Acquisitions, and Partnerships to Drive Growth

To keep pushing its AI strategy, International Business Machines Corporation (NYSE:IBM) has leaned into acquisitions. One of the next deals on the list is Cognitus.

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December 22 - News

Microchip (MCHP) Target Up as Mizuho Turns Selective on Chips

On December 16, Mizuho analyst Vijay Rakesh raised his price target on Microchip Technology Incorporated (NASDAQ:MCHP) to $80 from $75 and kept an Outperform rating.

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December 22 - News

Motorola Solutions (MSI) Upgrade Reflects Valuation Reset, Says Morgan Stanley Analyst

On December 17, Morgan Stanley analyst Meta Marshall upgraded Motorola Solutions, Inc. (NYSE:MSI) to Overweight from Equal Weight.

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December 22 - News

CDW Price Target Reduced as Morgan Stanley Analyst Turns More Selective on IT Hardware Exposure

On December 17, Morgan Stanley cut its price target on CDW Corporation (NASDAQ:CDW) to $177 from $191. The firm kept its Overweight rating.

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December 22 - News

FuelCell Energy (FCEL) Secures $25M EXIM Financing for South Korea Project

FuelCell Energy, Inc. (NASDAQ:FCEL) is one of the best hydrogen stocks to buy right now.

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December 22 - News

Plug Power (PLUG) Signs LOI with Hy2gen for 5MW Electrolyzer in France

Plug Power Inc. (NASDAQ:PLUG) is one of the best hydrogen stocks to buy right now.

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December 22 - News

Bernstein Reiterates Outperform on Air Products (APD) After Yara Partnership Update

Air Products and Chemicals, Inc. (NYSE:APD) is one of the best hydrogen stocks to buy right now.

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December 22 - News

Argus Upgrades AES (AES) to Buy as Data Center Demand Grows

Independently of the analyst action, on December 5, The AES Corporation’s Board declared a $0.17595 per share quarterly dividend on common stock.

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December 22 - News

UBS, Citi Raise Baker Hughes (BKR) Targets Ahead of Energy Recovery

Baker Hughes Company (NASDAQ:BKR) is one of the best hydrogen stocks to buy right now.

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December 22 - News

Bloom Energy (BE): Mixed Analyst Outlook Amid Growth and Valuation Concerns

Bloom Energy Corporation (NYSE:BE) is one of the best hydrogen stocks to buy right now.

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December 22 - News

Citi Raises Cummins (CMI) PT as Machinery Demand Outlook Improves

Cummins Inc. (NYSE:CMI) is one of the best hydrogen stocks to buy right now. On December 11, Citi increased the price target for Cummins Inc.

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December 22 - News

BMO, BTIG Reaffirm Bullish Outlook on NextEra Energy (NEE)

NextEra Energy, Inc. (NYSE:NEE) is one of the best hydrogen stocks to buy right now. On December 10, BMO Capital Markets cut the price target for NextEra Energy, Inc.

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December 22 - News

UBS Reaffirms Buy on Linde (LIN) at $500, Sees 10%+ EPS Growth

Linde plc (NASDAQ:LIN) is one of the best hydrogen stocks to buy right now.

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December 22 - News

Constellation Energy (CEG): Analyst Target Cut, Major Award, and Landmark Acquisition

Constellation Energy Corporation (NASDAQ:CEG) is one of the best hydrogen stocks to buy right now.

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December 22 - News

BofA Upgrades Schrödinger (SDGR) to Buy After Strategic Pivot to Software

Schrödinger, Inc. (NASDAQ:SDGR) is one of the best healthcare AI stocks to buy now. On December 15, BofA Securities upgraded Schrödinger, Inc.

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December 22 - News

Simulations Plus (SLP) Highlights FDA Alignment as Citizens Maintains Market Perform

Simulations Plus, Inc. (NASDAQ:SLP) is one of the best healthcare AI stocks to buy now. On December 9, Simulations Plus, Inc.

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December 22 - News

Barclays Initiates Coverage on Teladoc (TDOC) with Equal Weight at $8.50

Teladoc Health, Inc. (NYSE:TDOC) is one of the best healthcare AI stocks to buy now. On December 16, Teladoc Health, Inc. (NYSE:TDOC) disclosed that board director J.

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December 22 - News

JPMorgan Lowers Tempus AI (TEM) PT to $80, Maintains Neutral Rating

Tempus AI, Inc. (NASDAQ:TEM) is one of the best healthcare AI stocks to buy now. On December 15, JPMorgan lowered its price target on Tempus AI, Inc.

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December 22 - News

Evolent Health (EVH) Sells ACO Unit, Strengthens Balance Sheet

Evolent Health, Inc. (NYSE:EVH) is one of the best healthcare AI stocks to buy now. On December 8, Evolent Health, Inc.

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December 22 - News

Morgan Stanley Raises iRhythm (IRTC) PT on MedTech Recovery Outlook

iRhythm Technologies, Inc. (NASDAQ:IRTC) is one of the best healthcare AI stocks to buy now.

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December 22 - News

Stifel Maintains Buy on Veeva (VEEV) Despite CRM Customer Migrations

Veeva Systems Inc. (NYSE:VEEV) is one of the best healthcare AI stocks to buy now. On December 15, Stifel reiterated a Buy rating on Veeva Systems Inc.

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December 22 - News

Stifel Maintains Hold on Medtronic (MDT) After FDA Approves HUGO System

Medtronic plc (NYSE:MDT) is one of the best healthcare AI stocks to buy now.

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December 22 - News

Citi Cuts Stryker (SYK) PT, Maintains Buy Amid Leadership Changes

Stryker Corporation (NYSE:SYK) is one of the best healthcare AI stocks to buy now.

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December 22 - News

Baird Reaffirms Buy on Intuitive Surgical (ISRG) After New FDA Clearances

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the best healthcare AI stocks to buy now. On December 16, David Rescott from Robert W.

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December 22 - News

BMO Capital Raises AWS (AMZN) Growth Forecast as AI Demand and Claude Adoption Intensify

Amazon.com Inc. (NASDAQ:AMZN) is one of the best growth stocks to buy in 2026.

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December 22 - News

Jefferies Urges Selectivity in Internet Stocks for 2026 as AI Disruption and Rising Costs pressure Margins

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

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December 22 - News

BofA Maintains Buy on AMD, Views 2026 as the Midpoint of a Decade-Long AI Infrastructure Cycle

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best growth stocks to buy in 2026.

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December 22 - News

BofA Maintains Buy on Eli Lilly (LLY), Expects 2027 Earnings to Fully Realize Value of Obesity Drug Launches

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

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December 22 - News

BMO Capital Boosts Google Cloud (GOOG) Outlook as Enterprise AI Adoption Hits Rapid Acceleration

Alphabet Inc. (NASDAQ:GOOG) is one of the best growth stocks to buy in 2026.

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December 22 - News

Trillion-Dollar Market Leader to Emerge from Aerospace and Defense Sector Within 5 Years, According to Citi

GE Aerospace (NYSE:GE) is one of the best growth stocks to buy in 2026. On December 11, Citi initiated coverage of GE Aerospace with a Buy rating and $386 price target.

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December 22 - News

BMO Capital Sees Impressive Guidance and Construction Cloud Momentum at Autodesk (ADSK)

Autodesk Inc. (NASDAQ:ADSK) is one of the best growth stocks to buy in 2026.

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December 22 - News

Morgan Stanley Upgrades DexCom (DXCM), Cites Undervalued Recovery and G7 Margin Potential

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

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December 22 - News

BofA Trims Block (XYZ) PT After Consumer Finance Sector Review

Block Inc. (NYSE:XYZ) is one of the best growth stocks to buy in 2026.

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December 22 - News

Truist Cuts Insulet (PODD) PT but Maintains Buy as Top MedTech Pick for 2026

Insulet Corporation (NASDAQ:PODD) is one of the best growth stocks to buy in 2026.

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December 22 - News

Is KLA Corporation (KLAC) One of the Best Forever Stocks to Buy According to Hedge Funds?

KLA Corporation (NASDAQ:KLAC) is one of the best forever stocks to buy according to hedge funds.

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December 22 - News

UBS Asserts Buy Rating on The TJX Companies, Inc. (TJX) Buoyed by Market Share Gains Prospects

TJX Companies Inc. (NYSE:TJX) is one of the best forever stocks to buy according to hedge funds. On December 16, UBS reiterated a Buy rating on TJX Companies Inc.

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December 22 - News

Wall Street Firms Bullish on Caterpillar Inc. (CAT) on Industry Outlook amid Dividend Offering

Caterpillar Inc. (NYSE:CAT) is one of the best forever stocks to buy according to hedge funds. On December 11, analysts at Citi raised Caterpillar Inc.

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December 22 - News

England High Court Sanctions QUALCOMM Incorporated (QCOM)’s Alphawave IP Group Acquisition

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the best forever stocks to buy according to hedge funds.

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December 22 - News

Wall Street Firms Cut Adobe Inc. (ADBE) Price Target but Tout Revenue Growth and Long-term Outlook

Adobe Inc. (NASDAQ:ADBE) is one of the best forever stocks to buy according to hedge funds. On December 15, BMO Capital lowered its price target of Adobe Inc.

Keep Reading →

December 22 - News

Eli Lilly and Company (LLY) Announces Updated Meaningful Data on Breast Cancer Treatment

Eli Lilly and Company (NYSE:LLY) is one of the best forever stocks to buy according to hedge funds.

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December 22 - News

Jefferies Affirms Buy Rating on Netflix, Inc. (NFLX) on Warner Bros. Discovery Acquisition Prospects

Netflix Inc. (NASDAQ:NFLX) is one of the best forever stocks to buy according to hedge funds. On December 17, Jefferies reiterated a Buy rating on Netflix Inc.

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December 22 - News

Morgan Stanley Lifts Apple Inc. (AAPL) Price Target on Earnings Growth Expectations

Apple Inc. (NASDAQ:AAPL) is one of the best forever stocks to buy according to hedge funds. On December 17, Morgan Stanley reiterated its Overweight rating on Apple Inc.

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December 22 - News

Mastercard Incorporated (MA) Partners with LoanPro to Offer Loan on Card

Mastercard Inc. (NYSE:MA) is one of the best forever stocks to buy according to hedge funds. On December 16, Mastercard Inc.

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December 22 - News

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