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Insider Monkey Blog

Analyst Sees Strong AI-Led Growth in Palantir (PLTR), Starts Buy

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Accenture’s AI Advantage Sparks Bullish Initiation by Berenberg

Accenture plc (NYSE:ACN) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Why Stifel Sees IBM as a “Safe Compounder” in AI

International Business Machines Corporation (NYSE:IBM) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Why BofA Remains Cautious on Super Micro (SMCI) Even as AI Demand Grows

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Arm (ARM) Upgrade Highlights AI and Server CPU Expansion Potential

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

HSBC Warns SAP’s Cloud Optimism May Be Overdone

SAP SE (NYSE:SAP) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

TD Cowen Reiterates Buy on Alphabet (GOOGL), Sees Waymo Launches Accelerating in 2026

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks Analysts Are Watching.

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January 27 - News

Why These Energy Stocks Are Losing This Week

It has been a volatile few days for the global energy industry, driven primarily by an ongoing dispute between the US and EU over Greenland, as well as the continued tensions ...

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January 27 - Hedge Funds, Industries, Market Movers, News

RBC Highlights JPMorgan’s Diversified Strength and Long-Term Payoff

On January 14, RBC Capital analyst Gerard Cassidy reiterated his Outperform rating on JPMorgan Chase & Co.

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January 27 - News

BofA Delivers Strong Q4, but Leverage Outlook Disappoints, TD Cowen Notes

On January 15, TD Cowen cut its price target on Bank of America Corporation (NYSE:BAC) to $64 from $66, while sticking with a Buy rating.

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January 27 - News

11 Best Inexpensive Stocks to Buy Now

On January 16, Saira Malik, Nuveen CIO, joined CNBC's 'Closing Bell' to discuss her belief that earnings would propel the market forward, but valuations could bring volatility...

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January 27 - Hedge Funds, News

Exxon Advances Trinidad Deepwater Plans as Exploration Work Takes Shape

Reuters reported on January 15 that Exxon Mobil Corporation (NYSE:XOM) has brought in Shearwater Geoservices for a major 3D seismic survey offshore Trinidad and Tobago.

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January 27 - News

Jim Cramer Discussed These 19 Stocks and Market Shortages

This market's being driven by shortages. If your product’s in short supply, your stock goes higher. It's knee-jerk.

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January 27 - Hedge Funds, News

Berenberg Grows More Confident in AbbVie (ABBV) on Skyrizi and Rinvoq Momentum

On January 20, Berenberg raised its price target on AbbVie Inc. (NYSE:ABBV) to $275 from $270, while keeping a Buy rating on the stock.

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January 27 - News

10 AI Stocks in Focus on Wall Street

Even though enthusiasm around artificial intelligence continues to build, some market watchers are beginning to question what could come next.

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January 27 - News

Merck’s (MRK) Quality is Clear, but Growth Visibility Matters, TD Cowen Notes

On January 20, TD Cowen analyst Steve Scala raised Merck & Co., Inc. (NYSE:MRK) price target to $120 from $100. The firm maintained a Hold rating.

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January 27 - News

Jefferies Sees Limited Re-Rating Upside for Philip Morris (PM) in 2026

On January 20, Jefferies analyst Edward Mundy moved Philip Morris International Inc. (NYSE:PM) to Hold from Buy and cut the firm’s price target to $180 from $220.

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January 27 - News

UBS Sees a Challenging Backdrop for Procter & Gamble (PG) Despite 2026 Improvement Hopes

On January 14, UBS analyst Peter Grom cut The Procter & Gamble Company (NYSE:PG) price target to $161 from $176, while keeping a Buy rating on the stock.

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January 27 - News

KeyBanc Sees Strong U.S. Quarter for McDonald’s (MCD) Amid Choppy Industry Backdrop

On January 9, KeyBanc analyst Eric Gonzalez raised McDonald’s Corporation (NYSE:MCD) price target to $340 from $335 and maintained an Overweight rating on the stock.

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January 27 - News

Stifel Sees Signs of a Demand Recovery for Texas Instruments (TXN)

On January 16, Stifel analyst Tore Svanberg raised Texas Instruments Incorporated (NASDAQ:TXN)’s price target to $200 from $170 and maintained a Hold rating on the stock.

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January 27 - News

Barclays Sees Defensive Appeal in PepsiCo (PEP) but Flags 2026 Risks

On January 16, Barclays raised PepsiCo, Inc. (NASDAQ:PEP) price target to $148 from $144 and kept an Equal Weight rating on the stock.

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January 27 - News

Wells Fargo Sees Stable 2026 Demand for Accenture (ACN), with AI as a Tailwind

The firm said its IT Services CIO Survey points to a neutral to modestly positive demand backdrop for 2026.

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January 27 - News

Qualcomm (QCOM) Valuation Looks Elevated After Recent Move, Citi Says

On January 15, Citi kept its Neutral rating on QUALCOMM Incorporated (NASDAQ:QCOM) with a $180 price target after the stock moved under a new analyst’s coverage.

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January 27 - News

Bernstein Calls 2026 a “Waiting Year” for Amgen’s (AMGN) MariTide

On January 20, Bernstein downgraded Amgen Inc. (NASDAQ:AMGN) to Market Perform from Outperform, while leaving its $335 price target unchanged.

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January 27 - News

Bernstein Sees Tougher Competitive Landscape Taking Shape for Verizon (VZ) and Peers

On January 16, Bernstein cut its price target on Verizon Communications Inc. (NYSE:VZ) to $44 from $46, while sticking with a Market Perform rating.

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January 27 - News

Apis Capital Advisors’ Q4 2025 Investor Letter

Apis Capital Advisors’ Apis Flagship Fund released its Q4 2025 investor letter.

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January 26 - Hedge Fund Investor Letters

Polen Focus Growth Strategy’s Q4 2025 Investor Letter

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter.

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January 26 - Hedge Fund Investor Letters

ClearBridge Investments Mid Cap Strategy’s Q4 2025 Investor Letter

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

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January 26 - Hedge Fund Investor Letters

Cameco (CCJ) Price Target Raised by C$15

On January 15,  Raymond James analyst Brian MacArthur raised the firm’s price target on Cameco Corporation (NYSE:CCJ) from C$150 to C$165, while maintaining an ‘Outperform...

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January 26 - News

EQT Price Target Raised to $71, ‘Buy’ Rating Maintained

On January 18, Jefferies analyst Lloyd Byrne raised the firm’s price target on EQT Corporation (NYSE:EQT) from $68 to $71, while maintaining a ‘Buy’ rating on the shares...

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January 26 - News

AleAnna (ANNA) Granted Production Concession for Gradizza Field

AleAnna, Inc.

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January 26 - News

Here is Why Venture Global (VG) Gained This Week

Venture Global, Inc. (NYSE:VG) develops and constructs LNG export projects to provide clean, affordable energy to the world.

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January 26 - News

Analyst Assumes Coverage of National Energy Services Reunited (NESR) with ‘Buy’ Rating

The share price of National Energy Services Reunited Corp.

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January 26 - News

Enphase Energy (ENPH) Upgraded to ‘Neutral’, Price Target Raised by $6

The share price of Enphase Energy, Inc.

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January 26 - News

ProFrac Holding (ACDC) Price Target Raised to $4

The share price of ProFrac Holding Corp.

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January 26 - News

Analyst Raises Comstock Resources (CRK) Price Target to $20

The share price of Comstock Resources, Inc.

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January 26 - News

Energy Fuels (UUUU) Set to Acquire Australian Strategic Materials

The share price of Energy Fuels Inc.

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January 26 - News

Anfield Energy (AEC) – Among the Energy Stocks that Gained This Week

The share price of Anfield Energy Inc.

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January 26 - News

Jim Cramer on Chevron: “It’s Been My Favorite for a Very Long Time Because It’s So Darn Consistent”

We also have two oils: Chevron and Exxon. Both throw off a lot of cash. I like Chevron, with its big buyback and its 4% yield.

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January 26 - News

Jim Cramer Says the Sell-Off After Almost Every American Express Quarter Is “Usually a Perfect Buying Opportunity”

American Express Company (NYSE:AXP) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer Expects Western Digital’s Quarter to Be “Very Positive”

Western Digital Corporation (NASDAQ:WDC) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer Says Sandisk Is “Up Huge, Way Too Much for Me”

Sandisk and Western Digital report at the same time. These are our storage plays. They’ll be very positive. I don’t think they’ll get the same reception that Apple does.

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January 26 - News

Jim Cramer Says “I’m Not Changing My View, I Say, Own Apple, Don’t Trade It”

Apple Inc. (NASDAQ:AAPL) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer on Caterpillar: “In the Old Days, CAT Usually Went Down on Earnings, That’s Over”

We talk a lot about ancillary data center plays, which means Caterpillar, which has backup generators that are needed to keep these server farms running.

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January 26 - News

Jim Cramer Discusses How the Honeywell Breakup Might Impact the Stock

Thursday morning, we hear from Honeywell. Now, this is really complicated. When the company reports, almost every single time, the stock’s going down, plain and simple.

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January 26 - News

Jim Cramer Says ServiceNow CEO “Gotta Bring His A Game to Explain What’s Happening”

ServiceNow, Inc. (NYSE:NOW) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer Says Traders Don’t Understand International Business Machines’ Value

International Business Machines Corporation (NYSE:IBM) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer on Tesla: “It’s Not Just a Car Company”

Tesla, Inc. (NASDAQ:TSLA) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer Discusses Meta Stock Performance and Concerns Over Future Capital Expenditures

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks in focus as Jim Cramer shared his weekly game plan.

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January 26 - News

Jim Cramer Says Pressure From Generative AI “Shaved the Microsoft Price-to-Earnings Multiple Pretty Mightily”

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted why the company’s valuation has dropped.

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January 26 - News

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