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Insider Monkey Blog

Amazon’s (AMZN) AWS Momentum Strengthens as Evercore Keeps $335 Price Target

Amazon.com, Inc.

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December 9 - News

CoreWeave (CRWV) Gets $100 Target as Analysts Call Recent Stock Plunge Fear-Driven

CoreWeave, Inc.

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December 9 - News

Guggenheim Sees 20% Long-Term Growth for monday.com (MNDY) as AI Adoption Accelerates

monday.com Ltd.

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December 9 - News

Reality Labs Restructuring Seen as “Step in Right Direction” for META, Analyst Says

Meta Platforms, Inc.

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December 9 - News

Truist Raises Target on Alphabet (GOOGL) to $350 on Holiday Ad Strength and Waymo Upside

Alphabet Inc.

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December 9 - News

Why TD Cowen Still Sees Upside in Salesforce (CRM) on AgentForce Growth

Salesforce, Inc. (NYSE:CRM) is one of the AI Stocks on the Market’s Radar. On December 4, TD Cowen maintained its Buy rating on the stock with a price target of $305.00.

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December 9 - News

TD Cowen Lifts Target on Applied Materials (AMAT) to $315, Names It a “Top 2026 Idea”

Applied Materials, Inc.

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December 9 - News

Oracle (ORCL) Earnings Set to Address Data Center Funding Questions

Oracle Corporation (NYSE:ORCL) is one of the Trending AI Stocks on Wall Street. On December 8, Mizuho maintained its “Outperform” rating on the stock with a $400.00 price...

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December 9 - News

Adobe’s (ADBE) Turnaround Story Gains Shape, but Stifel Still Sees Uncertainty

Adobe Inc.

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December 9 - News

Oracle’s (ORCL) Earnings Could Reset Investor Sentiment, Analysts Say

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks on the Market’s Radar. On December 4, TD Cowen reiterated its “Buy” rating on the stock with a $400.00 price target...

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December 9 - News

Advance Auto Parts, Inc. (AAP): A Bull Case Theory 

We came across a bullish thesis on Advance Auto Parts, Inc. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on AAP.

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December 9 - News, Stock Analysis

The Wendy’s Company (WEN): A Bull Case Theory

 We came across a bullish thesis on The Wendy’s Company on Value investing subreddit by AspyAsparagus. In this article, we will summarize the bulls’ thesis on WEN.

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December 9 - News, Stock Analysis

Warrior Met Coal, Inc. (HCC): A Bull Case Theory 

We came across a bullish thesis on Warrior Met Coal, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen.

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December 9 - News, Stock Analysis

Fortis Inc. (FTS): A Bull Case Theory 

We came across a bullish thesis on Fortis Inc. on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy.

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December 9 - News, Stock Analysis

Fortinet, Inc. (FTNT): A Bull Case Theory 

We came across a bullish thesis on Fortinet, Inc. on StockOpine’s Newsletter’s Substack by StockOpine. In this article, we will summarize the bulls’ thesis on FTNT.

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December 9 - News, Stock Analysis

Celestica Inc. (CLS): A Bull Case Theory 

We came across a bullish thesis on Celestica Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on CLS.

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December 9 - News, Stock Analysis

Booz Allen Hamilton Holding Corporation (BAH): A Bull Case Theory 

We came across a bullish thesis on Booz Allen Hamilton Holding Corporation on Value investing subreddit by ajitsing23.

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December 9 - News, Stock Analysis

Applied Optoelectronics, Inc. (AAOI): A Bull Case Theory 

We came across a bullish thesis on Applied Optoelectronics, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen.

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December 9 - News, Stock Analysis

Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory 

We came across a bullish thesis on Cogent Communications Holdings, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen.

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December 9 - News, Stock Analysis

Adobe (ADBE) Gets $415 Target as Wall Street Braces for Earnings

Adobe Inc.

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December 9 - News

Concentrix Corporation (CNXC): A Bull Case Theory 

We came across a bullish thesis on Concentrix Corporation on Valueinvestorsclub.com by Beantown Stonks. In this article, we will summarize the bulls’ thesis on CNXC.

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December 9 - News, Stock Analysis

Asana, Inc. (ASAN): A Bear Case Theory 

We came across a bearish thesis on Asana, Inc. on Valueinvestorsclub.com by Laksa. In this article, we will summarize the bulls’ thesis on ASAN.

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December 9 - News, Stock Analysis

Amer Sports, Inc. (AS): A Bull Case Theory 

We came across a bullish thesis on Amer Sports, Inc. on Valueinvestorsclub.com by ThinkAnew. In this article, we will summarize the bulls’ thesis on AS.

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December 9 - News, Stock Analysis

Smurfit Westrock Plc (SW): A Bull Case Theory 

We came across a bullish thesis on Smurfit Westrock Plc on The Forward Ledger’s Substack by Rosen Nedev. In this article, we will summarize the bulls’ thesis on SW.

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December 9 - News, Stock Analysis

Solventum Corporation (SOLV): A Bull Case Theory 

We came across a bullish thesis on Solventum Corporation on Value investing subreddit by raytoei. In this article, we will summarize the bulls’ thesis on SOLV.

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December 9 - News, Stock Analysis

Regal Rexnord Corporation (RRX): A Bull Case Theory 

We came across a bullish thesis on Regal Rexnord Corporation on Valueinvestorsclub.com by Highwind. In this article, we will summarize the bulls’ thesis on RRX.

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December 9 - News, Stock Analysis

Oddity Tech Ltd. (ODD): A Bear Case Theory 

We came across a bearish thesis on Oddity Tech Ltd. on Valueinvestorsclub.com by zipper. In this article, we will summarize the bulls’ thesis on ODD.

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December 9 - News, Stock Analysis

Murphy USA Inc. (MUSA): A Bull Case Theory 

We came across a bullish thesis on Murphy USA Inc. on Valueinvestorsclub.com by NZ. In this article, we will summarize the bulls’ thesis on MUSA.

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December 9 - News, Stock Analysis

Kohl’s Corporation (KSS): A Bull Case Theory 

We came across a bullish thesis on Kohl’s Corporation on Cundill Deep Value’s Substack by FRAGMENTS. In this article, we will summarize the bulls’ thesis on KSS.

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December 9 - News, Stock Analysis

Graham Holdings Company (GHC): A Bull Case Theory 

We came across a bullish thesis on Graham Holdings Company on Quality Value Investing’s Substack by David J. Waldron.

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December 9 - News, Stock Analysis

Darling Ingredients Inc. (DAR): A Bull Case Theory 

We came across a bullish thesis on Darling Ingredients Inc. on Valueinvestorsclub.com by TallGuy. In this article, we will summarize the bulls’ thesis on DAR.

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December 9 - News, Stock Analysis

Floor & Decor Holdings, Inc. (FND): A Bull Case Theory 

We came across a bullish thesis on Floor & Decor Holdings, Inc. on Speedwell Memos’s Substack by Speedwell Research.

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December 9 - News, Stock Analysis

Qfin Holdings, Inc. (QFIN): A Bull Case Theory 

We came across a bullish thesis on Qfin Holdings, Inc. on Archetype Capital’s Substack. In this article, we will summarize the bulls’ thesis on QFIN.

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December 9 - News, Stock Analysis

Power Solutions International, Inc. (PSIX): A Bull Case Theory 

We came across a bullish thesis on Power Solutions International, Inc. on X.com by TheValueist. In this article, we will summarize the bulls’ thesis on PSIX.

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December 9 - News, Stock Analysis

Navitas Semiconductor Corporation (NVTS): A Bull Case Theory

We came across a bullish thesis on Navitas Semiconductor Corporation on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on NVTS.

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December 9 - News, Stock Analysis

Insperity, Inc. (NSP): A Bull Case Theory 

We came across a bullish thesis on Insperity, Inc. on Valueinvestorsclub.com by Supernova. In this article, we will summarize the bulls’ thesis on NSP.

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December 9 - News, Stock Analysis

Veeva Systems Inc. (VEEV): A Bull Case Theory 

We came across a bullish thesis on Veeva Systems Inc. on Compound & Fire’s Substack by Compound & Fire. In this article, we will summarize the bulls’ thesis on VEEV.

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December 9 - News, Stock Analysis

Tradeweb Markets Inc. (TW): A Bull Case Theory 

We came across a bullish thesis on Tradeweb Markets Inc. on The Diversified Fins Analyst’s Substack by Collin Cook.

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December 9 - News, Stock Analysis

Snap Inc. (SNAP): A Bull Case Theory 

We came across a bullish thesis on Snap Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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December 9 - News, Stock Analysis

Amcor plc (AMCR): A Bull Case Theory 

We came across a bullish thesis on Amcor plc on Asymmetric Alpha’s Substack. In this article, we will summarize the bulls’ thesis on AMCR.

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December 9 - News, Stock Analysis

Henry Schein, Inc. (HSIC): A Bull Case Theory 

We came across a bullish thesis on Henry Schein, Inc. on X.com by FullySynergized. In this article, we will summarize the bulls’ thesis on HSIC.

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December 9 - News, Stock Analysis

Markel Group Inc. (MKL): A Bull Case Theory 

We came across a bullish thesis on Markel Group Inc. on The Dutch Investors’s Substack. In this article, we will summarize the bulls’ thesis on MKL.

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December 9 - News, Stock Analysis

Littelfuse, Inc. (LFUS): A Bear Case Theory 

We came across a bearish thesis on Littelfuse, Inc. on Quality Value Investing’s Substack by David J. Waldron.

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December 9 - News, Stock Analysis

The Hershey Company (HSY): A Bull Case Theory 

We came across a bullish thesis on The Hershey Company on Value investing subreddit by raytoei. In this article, we will summarize the bulls’ thesis on HSY.

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December 9 - News, Stock Analysis

Amprius Technologies, Inc. (AMPX): A Bull Case Theory 

We came across a bullish thesis on Amprius Technologies, Inc. on Value investing subreddit by BestNameTotally.

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December 9 - News, Stock Analysis

Universal Technical Institute, Inc. (UTI): A Bull Case Theory 

We came across a bullish thesis on Universal Technical Institute, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on UTI.

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December 9 - News, Stock Analysis

R. Berkley Corporation (WRB): A Bull Case Theory

We came across a bullish thesis on W. R. Berkley Corporation on Pacific Northwest Edge’s Substack by David.

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December 9 - News, Stock Analysis

Americold Realty Trust, Inc. (COLD): A Bull Case Theory 

We came across a bullish thesis on Americold Realty Trust, Inc. on Nugget Capital Partners’s Substack. In this article, we will summarize the bulls’ thesis on COLD.

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December 9 - News, Stock Analysis

Brookfield Infrastructure Corporation (BIPC): A Bull Case Theory 

We came across a bullish thesis on Brookfield Infrastructure Corporation on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy.

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December 9 - News, Stock Analysis

Wave Life Sciences (WVE) Soars to 6-Year High on Obesity Drug Clinical Trial

In an updated report, Wave Life Sciences Ltd (NASDAQ:WVE) said that enrolled patients who took 240 mg of its drug candidate, WVE-007, improved their body composition through a...

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December 9 - News

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