Why Baird Sees Long-Term Growth for Generac Holdings Inc. (GNRC)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Insider Monkey Blog
Why Baird Bought MDA Space Ltd. (MDA) for Space Economy Growth
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Biotech’s Proprietary Platform Could Unlock Its Next Growth Phase
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Hospitality Software Stock Has Recurring Revenue and AI Upside, Baird Says
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Reduced Its Position in The Vita Coco Company, Inc. (COCO)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Footwear Stock Has Improving Growth Prospects and a Powerful Buyback
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Palm Valley Capital Fund’s Q3 2026 Investor Letter
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” During the quarter, the...
Glass Lake Wealth Management’s Q3 2026 Investor Letter
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter.
Michael Burry and Hedge Funds Agree on This Beaten Down Stock
MercadoLibre (NASDAQ:MELI) runs one of the biggest e-commerce marketplaces in Latin America. The stock is down about 14% so far this year.
Analysts Are Bullish on Micron, But Is the Stock Still a Buy?
Wall Street is becoming increasingly bullish on Micron (NASDAQ:MU). Citi recently raised its estimates, citing stronger-than-expected DRAM pricing.
Jim Cramer Likes Medtronic (MDT) at 14x Earnings — So Why Isn’t He Buying More?
During the October 1 episode of Mad Money, when a caller inquired about Medtronic plc (NYSE:MDT), Jim Cramer said: Okay, now, you know, I am so glad you brought this stock up...
Is Rambus (RMBS) a Good AI Stock to Buy Now?
Rambus Inc. (NASDAQ:RMBS) designs memory chips for data centers and licenses chip technology to other companies.
Billionaire Stanley Druckenmiller is Buying STMicroelectronics (STM). Should You?
STMicroelectronics N.V. (NYSE:STM) is a European chipmaker. It makes chips for cars, factory equipment, phones, and other electronics.
Analyst Sells Cisco (CSCO) and Trims Meta (META) Amid Rising Yields
Steve Weiss, managing partner at Short Hills Capital, said in a recent appearance on CNBC's Halftime Report that he sold Cisco Systems (NASDAQ:CSCO) and cut his position in Meta...
Can Sandisk (SNDK) Stock Keep Rising?
Sandisk Corporation (NASDAQ:SNDK) makes flash memory that stores data in phones, laptops, cars, and servers in data centers.
Is Palo Alto Networks (PANW) a Good Stock To Buy This Year?
PANW is up about 125% so far this year. But the stock's valuation has sparked questions about whether the stock can maintain its growth momentum.
Marex Group Limited’s (MRX) Strong Performance Reflects Thesis Execution
Night Watch Investment Management, an investment management firm, released its third-quarter 2026 investor letter. The letter can be downloaded here.
High Demand for Skilled Trades Meets Evolving Customer Acquisition Headwinds at Universal Technical Institute (UTI)
Night Watch Investment Management, an investment management firm, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Novo Looks Beyond GLP-1s as Competition Intensifies
In the past, Novo Nordisk A/S (NYSE:NVO) has been a dominant player in diabetes and obesity treatments, with Ozempic and Wegovy driving a significant portion of the company’...
Will Siri Overhaul Help Apple (AAPL) Restore Its AI Credibility?
Much of the sentiment for Apple Inc. (NASDAQ:AAPL) currently rests on its record Services revenue, a strong iPhone cycle, and AI acceleration.
Night Watch Investment Partners’ Q3 2026 Investor Letter
Night Watch Investment Management, an investment management firm, released its third-quarter 2026 investor letter.
Broadcom (AVGO) Trades Above Its Own Average Multiple While Growth Cools. Is the Premium Fair?
Broadcom (NASDAQ:AVGO) just booked $16.7 billion of AI chip sales in a single quarter.
Micron (MU) Posts 87% Gross Margins, Yet Trades at 6 Times Earnings. Is the Cycle Different?
Micron (NASDAQ:MU) recently reported fiscal Q4 revenue of $54.23 billion, up from $11.32 billion a year earlier, and the stock's first reaction was a shrug.
Is Shell (SHEL) a Buy? Why Investors Are Watching This Energy Giant Closely?
Shell plc (NYSE:SHEL) is becoming an enticing prospect for investors due to its lower operational volatility, consistent buybacks, and solid cash generation.
Concentrix (CNXC): Is This Stock Really Priced For Disaster, Or Just Misunderstood?
Concentrix Corporation (NASDAQ:CNXC) presents a stark fundamental paradox, sitting at a depressed valuation characterized by a bottom-drawer forward P/E of 2.68 despite generating...
Is McCormick’s (MKC) Modest Price Tag Hiding a Spicier Story?
At its core, McCormick & Company Incorporated (NYSE:MKC) remains a quintessential defensive consumer staple anchored by high-margin pricing power and decades of durable compounding...
What Is The Market Really Pricing Into Conagra (CAG)?
Conagra Brands (NYSE:CAG) enters fiscal 2027 anchored by a resilient dividend yield near 5% and a low forward P/E valuation, reflecting a mature packaged-food player committed...
Micron (MU): Can A Company Earning This Much Really Trade This Cheap?
Micron Technology (NASDAQ:MU) operates as a vital pillar of the global semiconductor supply chain, boasting a long-term financial structure characterized by massive capital scale...
Decoding Bitmine’s (BMNR) 98% Outperformance in Q3: What to Watch Out for Next?
Bitmine Immersion Technologies Inc.
Palantir (PLTR) Defense Momentum Strengthens the Bullish Case
Palantir Technologies Inc. (NASDAQ:PLTR) enters the fourth quarter with strong momentum.
What is O’Reilly Automotive’s (ORLY) Economic Moat, and is it Widening or Narrowing?
O'Reilly Automotive, Inc. (NASDAQ:ORLY) closed at $84.90 on October 2, down 17.81% over twelve months. Selling car parts is not an obvious place to find a durable advantage.
Royal Caribbean (RCL) Earned $4.4 Billion and Its Free Cash Flow Was Negative. Where Did It Go?
Royal Caribbean Cruises Ltd. (NYSE:RCL) closed at $277.74 on October 2 after reporting net income of $4.4 billion over the past twelve months.
Toshiba Is Doubling Hard Drive Output. Seagate (STX) and Western Digital (WDC) Fell 10% Each
Seagate Technology Holdings plc (NASDAQ:STX) closed at $848.99 on October 2, down 10.21% after Toshiba said it would spend to double its hard drive production capacity.
Arista (ANET) Has $13.3 Billion of Cash and No Debt at All. What Is That Worth?
Arista Networks, Inc. (NYSE:ANET) closed at $207.35 on October 2, up 38.70% over twelve months. The company holds billions in cash and carries no borrowings at all.
The Trade Desk (TTD) Has Fallen 77% While the Market Rose. Is 14 Times Earnings Enough?
The Trade Desk, Inc. (NASDAQ:TTD) closed at $11.95 on October 2, down 77.51% over twelve months. The wider market rose over the same period.
Credo (CRDO) Grew Revenue 114.70%. Why Can Nobody Price It?
Credo Technology Group Holding Ltd (NASDAQ:CRDO) closed at $218.64 on October 2, up 48.31% over twelve months. Revenue more than doubled in the most recent quarter.
Is Delta’s (DAL) Cash Flow Keeping Pace With Its Earnings?
Delta Air Lines, Inc. (NYSE:DAL) closed at $84.09 on October 2 after a strong twelve months for the shares.
SoundHound vs. Rezolve: Which AI Growth Story Is Worth the Financing Risk?
A spectacular revenue increase can hide an expensive problem: how much new money must a company raise before that growth pays its bills? SoundHound and Rezolve both offer exposure...
What is Linde’s (LIN) Economic Moat, and is it Widening or Narrowing?
Linde plc (NASDAQ:LIN) closed at $479.48 on October 2, up 2.33% over twelve months. The company sells oxygen, nitrogen, and hydrogen.
Apollo vs. KKR: How Much Should Investors Pay to Rely Less on Insurance?
Apollo looks cheaper than KKR on the earnings measures each company asks investors to follow.
BlackRock (BLK) vs Brookfield (BN): Which is a Better Stock to Buy?
BlackRock, Inc. (NYSE:BLK) closed at $1,059.63 on October 2, and Brookfield Corporation (NYSE:BN) at $36.92.
Jim Cramer Sticks With Palantir (PLTR) Despite Admitting His Target Was Too Aggressive
Jim Cramer maintained his bullish view of Palantir Technologies Inc. (NASDAQ:PLTR) during Mad Money on October 1.
Lululemon (LULU) Trades at 8.54 Times Earnings and 13% of the Float Is Short
lululemon athletica inc. (NASDAQ:LULU) closed at $94.46 on October 2, down 45.75% over twelve months.
Jim Cramer Weighs FICO’s 50% Slide as Its Scoring Dominance Faces a Test
Fair Isaac Corporation (NYSE:FICO) came under discussion during the October 1 episode of Mad Money as Jim Cramer reviewed the previous quarter’s S&P 500’s weakest performers...
Jim Cramer Remains Wary of AppLovin (APP) Despite Its 44% Decline
During his October 1 review of the third quarter’s S&P 500 laggards on Mad Money, Jim Cramer discussed AppLovin Corporation (NASDAQ:APP).
Jim Cramer Weighs In on BWX Technologies After 27% Pullback
On September 29, Jim Cramer addressed the recent volatility surrounding defense and commercial nuclear equipment maker BWX Technologies, Inc. (NYSE:BWXT) during Mad Money.
Is Starbucks (SBUX) a Bad Investment Until the Turnaround Shows Up?
Starbucks Corporation (NASDAQ:SBUX) closed at $94.71 on October 2, up 15.35% over twelve months.
Salesforce vs. UiPath: Which AI Automation Stock Gives Investors More for Their Money?
UiPath costs about $13 a share. Salesforce costs more than $230.
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