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Insider Monkey Blog

Hotchkis & Wiley Mid-Cap Value Fund’s Q3 2025 Investor Letter

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” third-quarter 2025 investor letter.

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December 10 - Hedge Fund Investor Letters, News

Braze, Inc. (NASDAQ:BRZE) Q3 2026 Earnings Call Transcript

Braze, Inc. (NASDAQ:BRZE) Q3 2026 Earnings Call Transcript December 9, 2025Braze, Inc. reports earnings inline with expectations.

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December 10 - News, Transcripts

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q3 2025 Earnings Call Transcript

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q3 2025 Earnings Call Transcript December 9, 2025Ollie's Bargain Outlet Holdings, Inc. beats earnings expectations.

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December 10 - News, Transcripts

SailPoint, Inc. (NASDAQ:SAIL) Q3 2026 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to SailPoint's third quarter fiscal year 2026 earnings conference call.

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December 10 - News, Transcripts

Designer Brands Inc. (NYSE:DBI) Q3 2025 Earnings Call Transcript

Designer Brands Inc. (NYSE:DBI) Q3 2025 Earnings Call Transcript December 9, 2025Designer Brands Inc. beats earnings expectations.

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December 10 - News, Transcripts

AutoZone, Inc. (NYSE:AZO) Q1 2026 Earnings Call Transcript

AutoZone, Inc. (NYSE:AZO) Q1 2026 Earnings Call Transcript December 9, 2025AutoZone, Inc. misses on earnings expectations.

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December 10 - News, Transcripts

Academy Sports and Outdoors, Inc. (NASDAQ:ASO) Q3 2025 Earnings Call Transcript

Academy Sports and Outdoors, Inc. (NASDAQ:ASO) Q3 2025 Earnings Call Transcript December 9, 2025Academy Sports and Outdoors, Inc. beats earnings expectations.

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December 10 - News, Transcripts

AeroVironment, Inc. (NASDAQ:AVAV) Q2 2026 Earnings Call Transcript

AeroVironment, Inc. (NASDAQ:AVAV) Q2 2026 Earnings Call Transcript December 9, 2025AeroVironment, Inc. misses on earnings expectations.

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December 10 - News, Transcripts

Cognyte Software Ltd. (NASDAQ:CGNT) Q3 2026 Earnings Call Transcript

Cognyte Software Ltd. (NASDAQ:CGNT) Q3 2026 Earnings Call Transcript December 9, 2025Cognyte Software Ltd. beats earnings expectations.

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December 10 - News, Transcripts

Vince Holding Corp. (NASDAQ:VNCE) Q3 2025 Earnings Call Transcript

Vince Holding Corp. (NASDAQ:VNCE) Q3 2025 Earnings Call Transcript December 9, 2025Vince Holding Corp. beats earnings expectations.

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December 10 - News, Transcripts

Arqit Quantum Inc. (NASDAQ:ARQQ) Q4 2025 Earnings Call Transcript

Arqit Quantum Inc. (NASDAQ:ARQQ) Q4 2025 Earnings Call Transcript December 9, 2025Arqit Quantum Inc. reports earnings inline with expectations.

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December 10 - News, Transcripts

Caleres, Inc. (NYSE:CAL) Q3 2025 Earnings Call Transcript

Operator: Greetings. Welcome to Caleres, Inc. Third Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.

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December 10 - News, Transcripts

Korn Ferry (NYSE:KFY) Q2 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the Korn Ferry Second Quarter Fiscal Year 2026 Conference Call.

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December 10 - News, Transcripts

Campbell Soup Company (NASDAQ:CPB) Q1 2026 Earnings Call Transcript

Campbell Soup Company (NASDAQ:CPB) Q1 2026 Earnings Call Transcript December 9, 2025Campbell Soup Company beats earnings expectations.

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December 10 - News, Transcripts

Lands’ End, Inc. (NASDAQ:LE) Q3 2025 Earnings Call Transcript

Operator: Standby, your meeting is about to begin. Hello, and welcome, everyone, to today's Lands' End, Inc. Third Quarter 2025 Earnings Call.

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December 10 - News, Transcripts

Ferguson plc (NYSE:FERG) Q1 2026 Earnings Call Transcript

Harry: Good morning, ladies and gentlemen. My name is Harry, and I will be your conference operator today.

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December 10 - News, Transcripts

American Outdoor Brands, Inc. (NASDAQ:AOUT) Q2 2026 Earnings Call Transcript

American Outdoor Brands, Inc. (NASDAQ:AOUT) Q2 2026 Earnings Call Transcript December 9, 2025American Outdoor Brands, Inc. beats earnings expectations.

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December 10 - News, Transcripts

Yuanbao Inc. American Depositary Shares (NASDAQ:YB) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, good day, and welcome to Yuanbao Inc.'s Third Quarter 2025 Earnings Conference Call. Today's conference is being recorded.

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December 10 - News, Transcripts

Brandes Small Cap Value Fund Initiated a Position in Prestige Consumer Healthcare (PBH) on a Dip

Brandes Investment Partners, an asset management company, released its third-quarter 2025 investor letter for its “Brandes Small Cap Value Fund”.

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December 10 - Hedge Fund Investor Letters, News

Multiple Catalysts Drove Brandes Small Cap Value Fund to Pick Globant (GLOB)

Brandes Investment Partners, an asset management company, released its third-quarter 2025 investor letter for its “Brandes Small Cap Value Fund”.

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December 10 - Hedge Fund Investor Letters, News

Brandes Small Cap Value Fund’s Q3 2025 Investor Letter

Brandes Investment Partners, an asset management company, released its third-quarter 2025 investor letter for its “Brandes Small Cap Value Fund”.

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December 10 - Hedge Fund Investor Letters, News

What Makes GDS Holdings Limited (GDS) an Investment Choice?

Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 10 - Hedge Fund Investor Letters, News

Alibaba Group Holding Limited (BABA) Rose Following an Acceleration in Cloud Revenue

Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 10 - Hedge Fund Investor Letters, News

Baron Emerging Markets Fund’s Q3 2025 Investor Letter

Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 10 - Hedge Fund Investor Letters, News

Higher Demand Lifted Tower Semiconductor Ltd. (TSEM) in Q3

Renaissance Investment Management, an investment management company, released its Q3 2025 “International Small Cap Equity Strategy” investor letter.

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December 10 - Hedge Fund Investor Letters, News

12 Best Industrial Stocks to Buy According to Wall Street Analysts

The outlook for sectors tied to economic growth has improved significantly amid the US economy's resilience in the face of tariffs and trade wars.

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December 10 - Hedge Funds, News

Cronos Group (CRON) Goes 7.6% ‘High’ on Cannabis Expansion in Europe

Cronos Group jumped by 7.56 percent on Tuesday to finish at $2.69 apiece as investor sentiment was fueled by its cannabis expansion program with the full acquisition of a European...

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December 10 - News

Beyond Meat (BYND) Soars 10.5% on Bargain-Hunting

Beyond Meat saw its share prices jump by 10.53 percent on Tuesday to finish at $1.26 apiece as investors resorted to bargain-hunting following five consecutive days of decline...

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December 10 - News

POET Technologies (POET) Climbs 10.7% on Launch of Ultra-Fast Microchip for AI

POET Technologies rallied for a second day on Tuesday, jumping 10.75 percent to close at $6.90 apiece as investors took heart from the launch of an ultra-fast data-sending microchip...

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December 10 - News

T1 Energy (TE) Jumps to 2-Year High on Higher Rating, PT

T1 Energy extended its winning streak to a fourth straight day on Tuesday to hit a new two-year high as investors took path from an investment firm’s bullish rating and price...

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December 10 - News

Tilray Brands (TLRY) Goes 12.36% High as Senator Files New Cannabis Bill

Tilray Brands bounced back by 12.36 percent on Tuesday to close at $8.09 apiece as investor optimism was bolstered by the submission of a new Senate bill, which aims to legalize...

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December 10 - News

AXT Inc. (AXTI) Hits New 24-Year High Ahead of Business Updates

In a statement, AXT Inc.

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December 10 - News

Tronox Holdings (TROX) Climbs 25.6% on $600-Million Fundraising

In a statement on the same day, Tronox Holdings plc (NYSE:TROX) said that it earned the financial backing of the Export Finance Australia (EFA) and the Export-Import Bank of the...

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December 10 - News

1-800 Flowers (FLWS) Soars 32.8% on Exec Appointment for AI Adoption Efforts

1-800 Flowers extended its winning streak to a third straight day on Tuesday, jumping 32.80 percent to close at $4.94 apiece as investors welcomed the appointment of a key executive...

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December 10 - News

Alexander & Baldwin (ALEX) Jumps to 3-Year High on $2.3 Billion Acquisition Deal

Alexander & Baldwin bounced back on Tuesday to hit a new three-year high as investors repositioned portfolios following news that it is set to be taken private for $2.3 billion...

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December 10 - News

Designer Brands (BDI) Soars 48.45% on Earnings Blowout

Designer Brands soared to a new record high on Tuesday, jumping 48.45 percent to finish at $7.20 apiece as investor sentiment was boosted by its earnings performance in the third...

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December 10 - News

Renaissance International Small Cap Equity Strategy Sold Fidelis Insurance Holdings Limited (FIHL) in Q3

Renaissance Investment Management, an investment management company, released its Q3 2025 “International Small Cap Equity Strategy” investor letter.

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December 10 - Hedge Fund Investor Letters, News

Renaissance Investment Management – International Small Cap Equity Strategy’s Q3 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q3 2025 “International Small Cap Equity Strategy” investor letter.

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December 10 - Hedge Fund Investor Letters, News

Why Wall Street Is Closely Watching Zebra Technologies Corporation (ZBRA)

Zebra Technologies Corporation (NASDAQ:ZBRA) is among the best hardware stocks to buy according to analysts.

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December 10 - News

Here’s Why Analysts Are Bullish On Extreme Networks, Inc. (EXTR)

Extreme Networks, Inc. (NASDAQ:EXTR) is among the best hardware stocks to buy according to analysts. As of December 8, Extreme Networks, Inc.

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December 10 - News

Why Analysts Are Leaning Bullish on Motorola Solutions, Inc. (MSI)

Motorola Solutions, Inc. (NYSE:MSI) is among the best hardware stocks to buy according to analysts. As of December 8, Motorola Solutions, Inc.

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December 10 - News

Analysts Stay Cautious but See Big Upside for Insight Enterprises, Inc. (NSIT)

Insight Enterprises, Inc. (NASDAQ:NSIT) is among the best hardware stocks to buy according to analysts.

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December 10 - News

Pure Storage, Inc. (PSTG) Gains Traction as Wall Street Raises Expectations

Pure Storage, Inc. (NYSE:PSTG) is among the best hardware stocks to buy according to analysts. As of December 8, consensus opinion on Pure Storage, Inc.

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December 10 - News

Is Ouster, Inc. (OUST) The Best Hardware Stock To Buy?

Ouster, Inc. (NASDAQ:OUST) is among the best hardware stocks to buy according to analysts. As reported by TheFly on December 8, Ouster, Inc.

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December 10 - News

IonQ Rolls Out Slovakia’s First Quantum-secure Network

IonQ, Inc. (NYSE:IONQ) is among the best hardware stocks to buy according to analysts. On December 8, IonQ, Inc.

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December 10 - News

11 Cheap NYSE Stocks to Buy Now

​On December 9, Kevin Mahn from Hennion & Walsh and Victoria Greene from G Squared Private Wealth appeared on CNBC television for an interview to discuss their 2026 market outlook...

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December 10 - Hedge Funds, News

11 Best Pharma Stocks to Invest In

CNBC reported on December 1 that the UK and US governments reached a deal on drug pricing.

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December 10 - Hedge Funds, News

Analysts Continue to View Principal Financial Group (PFG) Cautiously as Sector Cycle Softens

Morgan Stanley increased its price objective for Principal Financial Group (NASDAQ:PFG) from $83 to $87 on November 17, 2025, while maintaining an Underweight rating, as reported...

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December 10 - News

RBC Capital Keeps $310 Price Target for Oracle (ORCL) Ahead of Q2 FY2026 Earnings

Oracle Corporation (NYSE:ORCL) is a Must-Watch AI Stock on Wall Street.

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December 10 - News

Wall Street Cautious on PayPal (PYPL), Stock Down 14.5% Since Q3 2025 Earnings

​PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the Cheap NASDAQ Stocks to Buy Now. PayPal Holdings, Inc.

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December 10 - News

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