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Insider Monkey Blog

Lennar Corporation (NYSE:LEN) Q4 2025 Earnings Call Transcript

Operator: Welcome to Lennar's Fourth Quarter Earnings Conference Call. [Operator Instructions] Today's conference is being recorded.

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December 19 - News, Transcripts

Worthington Industries, Inc. (NYSE:WOR) Q2 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Worthington Enterprises Second Quarter Fiscal 2026 Earnings Conference Call.

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December 19 - News, Transcripts

Parks! America, Inc. (OTC:PRKA) Q4 2025 Earnings Call Transcript

Doug Jaffe: Good afternoon, everyone. Welcome to Parks! America's Fourth Quarter and Full Year Fiscal 2025 Earnings Call.

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December 19 - News, Transcripts

Johnson Outdoors Inc. (NASDAQ:JOUT) Q4 2025 Earnings Call Transcript

Johnson Outdoors Inc. (NASDAQ:JOUT) Q4 2025 Earnings Call Transcript December 12, 2025Johnson Outdoors Inc. beats earnings expectations.

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December 19 - News, Transcripts

What Makes ONE Gas (OGS) an Investment Bet?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Why These Energy Stocks are Losing This Week

Global crude oil prices fell to their lowest since February 2021 this week on the back of oversupply issues and a potential peace deal in the Russia-Ukraine war, which would eventually...

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December 19 - Hedge Funds, Industries, Market Movers, News

Aoris International Fund’s Views on Jack Henry & Associates (JKHY)

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded...

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December 19 - Hedge Fund Investor Letters, News

Aoris International Fund’s Q3 2025 Investor Letter

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Small Cap Equity Fund Sold Carter’s (CRI)

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Fund Sold Ring Energy (REI) Due to Weakening Energy Market Outlook

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Dolby Laboratories (DLB)?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Fund’s Update on Columbia Banking System, Inc. (COLB)

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Will Mercury Systems (MRCY) Continue to Benefit From Increased Defense Spending?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Strong Results Lifted Supernus Pharmaceuticals (SUPN) in Q3

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Is Knight-Swift Transportation Holdings (KNX) Poised to Benefit from an Increase in Demand?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Should You Invest in Range Resources Corporation (RRC)?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 19 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Fund’s Q3 2025 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

NICE Ltd. (NICE) Fell Due to Investors Concerns

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Bullish Outlook Lifted Oracle Corporation (ORCL) in Q3

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Brown Advisors Mid-Cap Growth Strategy Added Parsons (PSN) to Its Portfolio in Q3

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Brown Advisors Mid-Cap Growth Strategy Exited Zscaler (ZS) on Valuation

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

What Makes NetSkope’s (NTSK) a Worthy Investment?

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Cardinal Health (CAH) Continues to Benefit from Rising Demand

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

OneStream (OS) Fell Due to a Softer Third Quarter Billings Outlook

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Here’s Why Alnylam Pharmaceuticals (ALNY) Surged in Q3

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 19 - Hedge Fund Investor Letters, News

Morgan Stanley Upgrades Accenture (ACN) to Overweight, Raises Target to $320

Accenture plc (NYSE:ACN) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

CrowdStrike’s (CRWD) Market Leadership Supports Premium, Citizens Says

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

Canaccord Maintains Buy on Rivian (RIVN) After Autonomy & AI Day

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

KeyBanc Turns Bearish on Adobe (ADBE) Despite Strong Q4 Results

Adobe Inc. (NASDAQ:ADBE) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

ServiceNow (NOW) Stock Downgraded on Structural AI Concerns, KeyBanc Says

ServiceNow, Inc. (NYSE:NOW) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

Nvidia’s (NVDA) Long-Term AI Leadership Intact, Says Bernstein

NVIDIA Corporation (NASDAQ:NVDA) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

Raymond James Initiates MongoDB (MDB) at Market Perform, Flags AI Crossroads

MongoDB, Inc. (NASDAQ:MDB) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

Piper Sandler Reiterates Overweight on AMD, Sees AI Catalysts Ahead

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

Mizuho Raises Tesla Price Target to $530, Backs Robotaxi Momentum

Tesla, Inc. (NASDAQ:TSLA) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

Oracle (ORCL) Stock Gets $275 Target as Evercore Highlights Long-Term OCI Growth

Oracle Corporation (NYSE:ORCL) is one of the Buzzing AI Stocks on Wall Street.

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December 19 - News

12 Best Multibagger Stocks to Buy Heading into 2026

As we head into 2026, the biggest question market participants are asking is whether the strong momentum this year can carry over into next year.

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December 19 - Hedge Funds, News

10 Firms Stealing the Show on Wall Street

Sunrun grew its share prices by 6.21 percent to close at $18.14 apiece as investors took heart from an investment firm’s bullish outlook for next year despite headwinds from...

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December 18 - Market Movers, News

15 Stocks That Could Mint Millionaires in 2026

For more than a century, investing in the stock market in the United States has represented one of the most accessible paths to generating substantial wealth for the amateur investor...

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December 18 - Hedge Funds, News

BMO Keeps Outperform on Amazon (AMZN), Sees AWS Growth Accelerating

On December 16, BMO Capital raised its price target on Amazon.com, Inc. (NASDAQ:AMZN) to $304 from $300 and kept an Outperform rating on the stock.

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December 18 - News

Cantor Keeps Overweight on AMD Despite Target Cut, Citing Strong AI Tailwinds

On December 16, Cantor Fitzgerald cut its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $300 from $350 while keeping an Overweight rating on the stock.

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December 18 - News

Eli Lilly (LLY) Gains Support From Daiwa and Goldman Sachs in Back-to-Back Calls

Momentum around Eli Lilly and Company (NYSE:LLY) weight-loss pipeline continues to build.

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December 18 - News

BTIG Initiates ServiceNow (NOW) with Buy Rating on Expanding AI Platform

The firm points to how far the platform has come since the launch of Now Assist two years ago.

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December 18 - News

Phillip Maintains Buy on Adobe (ADBE), Sees Steady Growth Into FY26

On December 15, Phillip Securities lowered its price target on Adobe Inc. (NASDAQ:ADBE) to $487 from $560.The firm kept a Buy rating.

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December 18 - News

Workday (WDAY) Earns Buy Rating as BTIG Calls Outlook “De-Risked”

On December 17, BTIG started coverage of Workday, Inc. (NASDAQ:WDAY) with a Buy rating and a $285 price target.

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December 18 - News

Goldman, Barclays Lower Roper (ROP) Price Targets Amid Muted End-Market Expectations

A few days earlier, on December 4, Barclays also lowered its target on ROP, bringing it down to $475 from $506, while maintaining an Underweight rating.

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December 18 - News

BofA Adjusts Elevance Health (ELV) Target to Reflect Higher Sector Valuations

On December 16, BofA lifted its price target on Elevance Health, Inc. (NYSE:ELV) to $385 from $370 and kept a Neutral rating.

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December 18 - News

BofA Raises Analog Devices (ADI) Target, Sees Long AI-Driven Upgrade Cycle Ahead

On December 16, BofA raised its price target on Analog Devices, Inc. (NASDAQ:ADI) to $320 from $290 and kept a Buy rating.

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December 18 - News

JPMorgan Reinstates Palo Alto Networks (PANW) With Overweight Rating

On December 17, JPMorgan reinstated coverage of Palo Alto Networks, Inc. (NASDAQ:PANW) with an Overweight rating and a $235 price target.

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December 18 - News

BTIG Starts Coverage on Twilio (TWLO), Sees Path to Sustainable Double-Digit Growth

On December 17, BTIG analyst Nick Altmann initiated coverage of Twilio Inc. (NYSE:TWLO) with a Buy rating and a $165 price target.

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December 18 - News

Jefferies Initiates Badger Meter (BMI) with Buy Rating as Smart Water Demand Stays Intact

On December 12, Jefferies initiated coverage of Badger Meter, Inc. (NYSE:BMI) with a Buy rating and a $220 price target.

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December 18 - News

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25 Countries with the Highest Debt to GDP Ratios

25 Countries with the Highest Debt to GDP Ratios

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15 States with the Most Gun Violence in the US

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

11 Best Cancer Stocks to Buy Right Now

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

5 Countries with the Most Beautiful Women in the World

5 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 US Cities with the Highest Homeless Population Per Capita

20 US Cities with the Highest Homeless Population Per Capita

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20 Countries with the Highest Homeless Population

12 Countries with the Highest Bond Yields in the World

12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

15 States with the Best Weed in America

15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

16 Highest Quality Chocolate Brands in the US

20 Countries with the Strongest Armies in the World

20 Countries with the Strongest Armies in the World

Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

20 States with Highest Female to Male Ratio in the US

20 States with Highest Female to Male Ratio in the US

40 Best Places to Visit in Europe Before You Die

40 Best Places to Visit in Europe Before You Die

20 States with the Lowest Life Expectancy in the US

20 States with the Lowest Life Expectancy in the US

25 Cities with the Highest Homeless Population in the World

25 Cities with the Highest Homeless Population in the World

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20 Countries With The Best English Accent in The World

30 Cities with the Highest Weed Consumption in the US

30 Cities with the Highest Weed Consumption in the US

25 Countries with the Highest Alcohol Consumption per Capita

25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

10 Best Genomics Stocks To Buy Right Now

10 Best Genomics Stocks To Buy Right Now

20 Countries with the Best Economy in the World in 2024

20 Countries with the Best Economy in the World in 2024

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30 Cheapest Countries in the World in 2024

15 Healthiest Countries in Europe

15 Healthiest Countries in Europe

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15 Healthiest Countries In Africa

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25 Most Tropical Cities in the US

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15 Most Underrated States in the US

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