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Insider Monkey Blog

Stifel Expects TTM Technologies, Inc. (TTMI)’s Profitability to Improve Into FY27

TheFly reported on February 5 that Stifel analyst Ruben Roy raised the price target on TTMI to $108 from $72 and gave it a Buy rating.

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February 12 - News

H.C. Wainwright Highlights Steady Bitcoin-Per-Share Growth Driving Strategy Inc (MSTR)

TheFly reported on February 6 that H.C. Wainwright raised its price target on MSTR to $540 from $500 and maintained a Buy rating.

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February 12 - News

MSCI (MSCI) Held Steady Amid Challenges

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.

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February 12 - Hedge Fund Investor Letters, News

Needham Noted Value-Accretive Acquisition Activity for SS&C Technologies Holdings, Inc. (SSNC)

TheFly reported on February 6 that Needham lowered its price target on SSNC to $95 from $105 and maintained a Buy rating.

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February 12 - News

Baird Cited Solid Margins and Free Cash Flow for Paylocity Holding Corporation (PCTY)

We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In.

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February 12 - News

Canaccord Resets 2026 Growth Expectations For Monday.com Ltd. (MNDY) Ahead of Earnings

TheFly reported on February 5 that Canaccord lowered its price target on MNDY to $190 from $230 and maintained a Buy rating.

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February 12 - News

Baron Durable Advantage Fund Bets on Danaher Corporation (DHR) During Cyclical Challenges

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.

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February 12 - Hedge Fund Investor Letters, News

Keefe, Bruyette & Woods Highlight Attractive Setup For Core Scientific, Inc. (CORZ) Ahead of Pipeline Updates and New Deals

TheFly reported on January 26 that Keefe, Bruyette & Woods raised its price target on CORZ to $25 from $19 while maintaining an Outperform rating.

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February 12 - News

Oppenheimer Cites Compressed Software Multiples, Mixed Margin Trajectory For Wix.com Ltd. (WIX)

TheFly reported on February 2 that Oppenheimer analyst Ken Wong lowered the price target for WIX to $130 from $160 on compressed software multiples while maintaining an Outperform...

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February 12 - News

Analysts Cite Secular Trends For Lam Research Corporation (LRCX)’s Development

TheFly reported on February 3 that Argus Research raised the price target for LRCX to $280 from $175 and maintained a Buy rating.

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February 12 - News

What Makes Quanta Services (PWR) a Lucrative Investment?

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.

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February 12 - Hedge Fund Investor Letters, News

Fastly, Inc. (NASDAQ:FSLY) Q4 2025 Earnings Call Transcript

Operator: Good afternoon. My name is Tiffany, and I will be your conference operator today.

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February 12 - News, Transcripts

Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript

Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript February 11, 2026Martin Marietta Materials, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

Vertex, Inc. (NASDAQ:VERX) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Vertex Fourth Quarter 2025 Earnings Conference Call. All participants are in listen-only mode.

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February 12 - News, Transcripts

Paycom Software, Inc. (NYSE:PAYC) Q4 2025 Earnings Call Transcript

Paycom Software, Inc. (NYSE:PAYC) Q4 2025 Earnings Call Transcript February 11, 2026Paycom Software, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

Dassault Systèmes SE (OTC:DASTY) Q4 2025 Earnings Call Transcript

Dassault Systèmes SE (OTC:DASTY) Q4 2025 Earnings Call Transcript February 11, 2026Dassault Systèmes SE beats earnings expectations.

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February 12 - News, Transcripts

GLOBALFOUNDRIES Inc. (NASDAQ:GFS) Q4 2025 Earnings Call Transcript

GLOBALFOUNDRIES Inc. (NASDAQ:GFS) Q4 2025 Earnings Call Transcript February 11, 2026GLOBALFOUNDRIES Inc. beats earnings expectations.

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February 12 - News, Transcripts

Redwood Trust, Inc. (NYSE:RWT) Q4 2025 Earnings Call Transcript

Redwood Trust, Inc. (NYSE:RWT) Q4 2025 Earnings Call Transcript February 11, 2026Redwood Trust, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

América Móvil, S.A.B. de C.V. (NYSE:AMX) Q4 2025 Earnings Call Transcript

América Móvil, S.A.B. de C.V. (NYSE:AMX) Q4 2025 Earnings Call Transcript February 11, 2026América Móvil, S.A.B. de C.V. misses on earnings expectations.

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February 12 - News, Transcripts

Solstice Advanced Materials Inc. (NASDAQ:SOLS) Q4 2025 Earnings Call Transcript

Solstice Advanced Materials Inc. (NASDAQ:SOLS) Q4 2025 Earnings Call Transcript February 11, 2026Solstice Advanced Materials Inc. misses on earnings expectations.

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February 12 - News, Transcripts

Here’s What to Expect from Utz Brands (UTZ)’s Q4 2025 Earnings

​Utz Brands, Inc. (NYSE:UTZ) is one of the Overlooked Small Cap Stocks to Buy Now. Utz Brands, Inc.

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February 12 - News

GCI Liberty, Inc. (NASDAQ:GLIBK) Q4 2025 Earnings Call Transcript

Operator: This will be recorded February 11, I would now like to turn the call over to Hooper Stevens, Senior Vice President of Investor Relations. Please go ahead.

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February 12 - News, Transcripts

Standard Motor Products (SMP)’s Board of Directors Approves Quarterly Dividend Increase

​Standard Motor Products, Inc. (NYSE:SMP) is one of the Overlooked Small Cap Stocks to Buy Now. On February 2, Standard Motor Products, Inc.

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February 12 - News

Here’s What to Expect from Getty Realty Corp’s (GTY) Q4 2025 Earnings

Getty Realty Corp. (NYSE:GTY) is one of the Overlooked Small Cap Stocks to Buy Now. Getty Realty Corp.

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February 12 - News

Criteo S.A. (NASDAQ:CRTO) Q4 2025 Earnings Call Transcript

Operator: Morning, and welcome to Criteo S.A.'s Fourth Quarter and Fiscal Year 2025 Earnings Call. All participants will be in listen-only mode.

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February 12 - News, Transcripts

DA Davidson Maintains a Buy on Orion Group (ORN)

​Orion Group Holdings, Inc. (NYSE:ORN) is one of the Overlooked Small Cap Stocks to Buy Now.

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February 12 - News

Here’s What the Street Thinks About Addus HomeCare (ADUS)

​Addus HomeCare Corporation (NASDAQ:ADUS) is one of the Overlooked Small Cap Stocks to Buy Now.

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February 12 - News

T-Mobile US, Inc. (NASDAQ:TMUS) Q4 2025 Earnings Call Transcript

T-Mobile US, Inc. (NASDAQ:TMUS) Q4 2025 Earnings Call Transcript February 11, 2026T-Mobile US, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

Wall Street Has a Positive Opinion on ​PROCEPT BioRobotics (PRCT), Here’s Why

​PROCEPT BioRobotics Corporation (NASDAQ:PRCT) is one of the Overlooked Small Cap Stocks to Buy Now.

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February 12 - News

Porch Group, Inc. (NASDAQ:PRCH) Q4 2025 Earnings Call Transcript

Porch Group, Inc. (NASDAQ:PRCH) Q4 2025 Earnings Call Transcript February 11, 2026Porch Group, Inc. beats earnings expectations.

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February 12 - News, Transcripts

Wall Street Bullish on ​American Superconductor Corporation (AMSC) Since FQ3 2026 Results

​American Superconductor Corporation (NASDAQ:AMSC) is one of the Overlooked Small Cap Stocks to Buy Now.

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February 12 - News

EverQuote, Inc. (EVER) Set to Release Q4 2025 Results, Here’s What You Need to Know

​EverQuote, Inc. (NASDAQ:EVER) is one of the Overlooked Small Cap Stocks to Buy Now. EverQuote, Inc.

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February 12 - News

Citizens JMP Maintains Genius Sports (GENI) With a Buy

Genius Sports Limited (NYSE:GENI) is one of the Overlooked Small Cap Stocks to Buy Now.

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February 12 - News

Pyxus International, Inc. (OTC:PYYX) Q3 2026 Earnings Call Transcript

Operator: Hello, and welcome to our third quarter fiscal 2026 earnings conference call.

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February 12 - News, Transcripts

UBS Reiterates a Buy on ​Wolverine World Wide (WWW)

​Wolverine World Wide, Inc. (NYSE:WWW) is one of the Overlooked Small Cap Stocks to Buy Now.

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February 12 - News

Veru Inc. (NASDAQ:VERU) Q1 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to Veru Inc. Investors Conference Call. All participants will be in listen-only mode.

Keep Reading →

February 12 - News, Transcripts

BorgWarner Inc. (NYSE:BWA) Q4 2025 Earnings Call Transcript

BorgWarner Inc. (NYSE:BWA) Q4 2025 Earnings Call Transcript February 11, 2026BorgWarner Inc. misses on earnings expectations.

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February 12 - News, Transcripts

Crown Crafts, Inc. (NASDAQ:CRWS) Q3 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Crown Crafts, Inc. Third Quarter Fiscal Year 2026 Conference Call. All participants will be in listen-only mode.

Keep Reading →

February 12 - News, Transcripts

Ryder System, Inc. (NYSE:R) Q4 2025 Earnings Call Transcript

Ryder System, Inc. (NYSE:R) Q4 2025 Earnings Call Transcript February 11, 2026Ryder System, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

PolyPid Ltd. (NASDAQ:PYPD) Q4 2025 Earnings Call Transcript

PolyPid Ltd. (NASDAQ:PYPD) Q4 2025 Earnings Call Transcript February 11, 2026PolyPid Ltd. misses on earnings expectations.

Keep Reading →

February 12 - News, Transcripts

GCI Liberty, Inc. (NASDAQ:GLIBA) Q4 2025 Earnings Call Transcript

GCI Liberty, Inc. (NASDAQ:GLIBA) Q4 2025 Earnings Call Transcript February 11, 2026GCI Liberty, Inc. misses on earnings expectations.

Keep Reading →

February 12 - News, Transcripts

Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Q4 2025 Earnings Call Transcript

Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Q4 2025 Earnings Call Transcript February 11, 2026Vanda Pharmaceuticals Inc. misses on earnings expectations.

Keep Reading →

February 12 - News, Transcripts

Youdao, Inc. (NYSE:DAO) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to Youdao's Fourth Quarter 2025 and Full Year Earnings Conference Call. Today's conference is being recorded.

Keep Reading →

February 12 - News, Transcripts

The Kraft Heinz Company (NASDAQ:KHC) Q4 2025 Earnings Call Transcript

The Kraft Heinz Company (NASDAQ:KHC) Q4 2025 Earnings Call Transcript February 11, 2026The Kraft Heinz Company misses on earnings expectations.

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February 12 - News, Transcripts

Neurocrine Biosciences, Inc. (NASDAQ:NBIX) Q4 2025 Earnings Call Transcript

Neurocrine Biosciences, Inc. (NASDAQ:NBIX) Q4 2025 Earnings Call Transcript February 11, 2026Neurocrine Biosciences, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

LightPath Technologies, Inc. (NASDAQ:LPTH) Q2 2026 Earnings Call Transcript

LightPath Technologies, Inc. (NASDAQ:LPTH) Q2 2026 Earnings Call Transcript February 11, 2026LightPath Technologies, Inc. misses on earnings expectations.

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February 12 - News, Transcripts

HubSpot, Inc. (NYSE:HUBS) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to HubSpot, Inc. Q4 2025 earnings call. My name is Gigi, and I will be your operator today.

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February 12 - News, Transcripts

Parsons Corporation (NYSE:PSN) Q4 2025 Earnings Call Transcript

Parsons Corporation (NYSE:PSN) Q4 2025 Earnings Call Transcript February 11, 2026Parsons Corporation misses on earnings expectations.

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February 12 - News, Transcripts

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q4 2025 Earnings Call Transcript

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q4 2025 Earnings Call Transcript February 11, 2026Westinghouse Air Brake Technologies Corporation beats earnings expectations...

Keep Reading →

February 12 - News, Transcripts

Cisco Systems, Inc. (NASDAQ:CSCO) Q2 2026 Earnings Call Transcript

Cisco Systems, Inc. (NASDAQ:CSCO) Q2 2026 Earnings Call Transcript February 11, 2026Cisco Systems, Inc. beats earnings expectations.

Keep Reading →

February 12 - News, Transcripts

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