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Insider Monkey Blog

Is Elevance Health (ELV) Trading at an Attractive Valuation?

Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 10 - Hedge Fund Investor Letters, News

Here’s What Happened to UnitedHealth Group (UNH)

Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 10 - Hedge Fund Investor Letters, News

Bullish (BLSH) Soars 16.76% as ARK Invest Boosts Stake

Last week, Cathie Wood-led ARK Invest announced that it acquired $17.8 million worth of shares in Bullish (NYSE:BLSH), with the purchases spread across the ARK Innovation ETF, ...

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February 10 - News

TeraWulf (WULF) Soars 16% After Morgan Stanley Posts Upbeat Rating

In a market report, the investment firm issued an “overweight” rating for TeraWulf Inc. (NASDAQ:WULF) with a price target of $37.

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February 10 - News

ImmunityBio (IBRX) Jumps Ahead of Oncology Event

ImmunityBio saw its share prices jump by 14.55 percent on Monday to finish at $6.93 apiece as investors loaded portfolios ahead of its participation in an event later this month...

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February 10 - News

Cipher (CIFR) Gets 13.8% Boost From Morgan Stanley Coverage

Cipher Mining soared by 13.78 percent on Monday to finish at $16.76 apiece as investors took heart from Morgan Stanley’s bullish coverage and higher price target for its stock...

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February 10 - News

Applovin (APP) Climbs 13% After Critic Walks Back, Apologizes for Erroneous Report

Applovin soared by 13.19 percent on Monday to close at $460.38 apiece as investors poured funds back after a short seller withdrew earlier accusations of financial crimes against...

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February 10 - News

Varonis (VRNS) Jumps 13% on Upbeat Ratings

Last week, Varonis Systems Inc. (NASDAQ:VRNS) received “overweight” and “buy” ratings from six investment companies, namely DA Davidson, UBS, B.

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February 10 - News

Americas Gold and Silver (USAS) Climbs 12% on Buy Reco

In a market report, TD Securities issued a “buy” recommendation on shares of Americas Gold and Silver Corp.

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February 10 - News

IAMGOLD (IAG) Soars 11% Ahead of Earnings

IAMGOLD grew its share prices by 11.30 percent on Monday to close at $21.28 apiece as investors positioned their portfolios ahead of the release of its earnings performance for...

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February 10 - News

Intuitive Machines (LUNR) Jumps 11%, Investors Upbeat on Space Stocks

However, Intuitive Machines Inc.

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February 10 - News

Valaris Ltd. (VAL) Skyrockets 34% on $5.8-Billion Merger

Valaris soared by 34.31 percent on Monday to finish at $83.82 apiece as investors gobbled up shares following news that it agreed to be acquired by Transocean Ltd.

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February 10 - News

Where is Revolve Group (RVLV) Headed?

Revolve Group, Inc. (NYSE:RVLV) is one of the best e-commerce stocks to buy now. Revolve Group, Inc.

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February 10 - News

What Are Analysts Saying About Global-e Online Ltd. (GLBE)?

Global-e Online Ltd. (NASDAQ:GLBE)  is one of the best e-commerce stocks to buy now. On February 2, Piper Sandler reaffirmed an Overweight rating on Global-e Online Ltd.

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February 10 - News

Is Wayfair Inc. (W) One of the Best E-Commerce Stocks to Buy Now?

Wayfair Inc. (NYSE:W) is one of the best e-commerce stocks to buy now. On February 5, Affirm announced the expansion of its partnership with Wayfair Inc.

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February 10 - News

Where is JD.com (JD) Headed According to Analysts?

JD.com, Inc. (NASDAQ:JD) is one of the best e-commerce stocks to buy now. On January 26, BofA revised the price target on JD.com, Inc.

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February 10 - News

Piper Sandler Maintains an Overweight Rating on Chewy Inc (CHWY) – Here’s Why

Chewy Inc (NYSE:CHWY) is one of the best e-commerce stocks to buy now.

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February 10 - News

Here’s What Analysts Are Saying About Maplebear Inc. (CART)

Maplebear Inc. (NASDAQ:CART) is one of the best e-commerce stocks to buy now. Maplebear Inc.

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February 10 - News

Here’s What Citi Thinks About PDD Holdings Inc. (PDD)

PDD Holdings Inc. (NASDAQ:PDD) is one of the best e-commerce stocks to buy now. On January 28, Citi adjusted the price target on PDD Holdings Inc.

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February 10 - News

Bernstein Initiates Coverage of Coupang (CPNG) With an Underperform Rating

Coupang, Inc. (NYSE:CPNG) is one of the best e-commerce stocks to buy now. On February 5, Bernstein initiated coverage of Coupang, Inc.

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February 10 - News

What Does the Street Say About DoorDash (DASH)?

DoorDash, Inc. (NASDAQ:DASH) is one of the best e-commerce stocks to buy now. UBS revised the price target on DoorDash, Inc.

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February 10 - News

Why is Alibaba Group Holding Limited (BABA) One of the Best E-Commerce Stocks to Buy Now

Alibaba Group Holding Limited (NYSE:BABA) is one of the best e-commerce stocks to buy now.

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February 10 - News

DA Davidson Thinks Amazon.com (AMZN) is “Losing the Lead” – Here’s Why

Amazon.com, Inc. (NASDAQ:AMZN) is one of the best e-commerce stocks to buy now. Amazon.com, Inc. (NASDAQ:AMZN) was downgraded from Buy to Neutral by DA Davidson on February 6.

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February 10 - News

Where is Genmab A/S (GMAB) Headed According to Wall Street?

Genmab A/S (NASDAQ:GMAB) is one of the best healthcare stocks under $50 to invest in.

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February 10 - News

Here’s What the Street Thinks About Elanco Animal Health Incorporated (ELAN)

Elanco Animal Health Incorporated (NYSE:ELAN) is one of the best healthcare stocks under $50 to invest in.

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February 10 - News

Is Sanofi (SNY) One of the Best Healthcare Stocks Under $50 to Invest In?

Sanofi (NASDAQ:SNY) is one of the best healthcare stocks under $50 to invest in.

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February 10 - News

UBS and Citi Are Bullish on Royalty Pharma Plc (RPRX) – Here’s Why

Royalty Pharma Plc (NASDAQ:RPRX) is one of the best healthcare stocks under $50 to invest in.

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February 10 - News

What Does the Street Think About Moderna, Inc. (MRNA)?

Moderna, Inc. (NASDAQ:MRNA) is one of the best healthcare stocks under $50 to invest in. Morgan Stanley reiterated a Hold rating on Moderna, Inc.

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February 10 - News

Where is Novo Nordisk A/S (NVO) Headed?

Novo Nordisk A/S (NYSE:NVO) is one of the best healthcare stocks under $50 to invest in.

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February 10 - News

TD Cowen Remains Bullish on Roivant Sciences Ltd. (ROIV) – Here’s Why

Roivant Sciences Ltd. (NASDAQ:ROIV) is one of the best healthcare stocks under $50 to invest in. TD Cowen maintained a bullish outlook on Roivant Sciences Ltd.

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February 10 - News

Where is Viatris Inc. (VTRS) Headed According to the Street?

Viatris Inc. (NASDAQ:VTRS) is one of the best healthcare stocks under $50 to invest in. Viatris Inc.

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February 10 - News

Here’s What Analysts Are Saying About Teva Pharmaceutical (TEVA) Post Earnings

Teva Pharmaceutical Industries Limited (NYSE:TEVA) is one of the best healthcare stocks under $50 to invest in.

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February 10 - News

CrowdStrike (CRWD) Draws Analyst Support After Saudi Aramco Collaboration

CrowdStrike Holdings, Inc.

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February 10 - News

Datadog’s (DDOG) AI Positioning in Focus as RBC Maintains Outperform Rating

Datadog, Inc.

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February 10 - News

Tesla (TSLA) Remains a Battleground Stock as Analysts Weigh AI Optionality

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Barclays reiterated the stock as “Equal Weight,” stating that TSLA remains a “...

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February 10 - News

Advanced Micro Devices (AMD)’s Datacenter Momentum Builds as Goldman Flags Operating Expense Pressure

Advanced Micro Devices, Inc.

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February 10 - News

Melius Downgrades Oracle (ORCL) to Hold as AI Monetization Faces Scrutiny

Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining...

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February 10 - News

Bank of America Stands by Nvidia (NVDA) With $275 Target as AI Leadership Holds

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Bank of America reiterated the stock as “Buy” with a $275 price target.

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February 10 - News

Melius Downgrades Microsoft (MSFT) to Hold, Flags AI Capex and Cash Flow Risks

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold with a $...

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February 10 - News

Bank of America Says AWS Capex Returns Will Drive Amazon.com (AMZN) Shares

Amazon.com, Inc.

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February 10 - News

Is Lamar Advertising Company (LAMR) One of Goldman Sachs’ Top REIT Stock Picks?

Lamar Advertising Company (NASDAQ:LAMR) is one of Goldman Sachs’ top REIT stock picks.

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February 10 - News

Regency Centers Corporation (REG) Highlights Resilient Retail Fundamentals and Long-Term Growth Strategy

Regency Centers Corporation (NASDAQ:REG) is one of Goldman Sachs’ top REIT stock picks.

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February 10 - News

Kimco Realty Corporation (KIM) Positions for Long-Term Stability Amid Mixed REIT Sector Signals

Kimco Realty Corporation (NYSE:KIM) is one of Goldman Sachs’ top REIT stock picks.

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February 10 - News

SBA Communications Corporation (SBAC) Faces Analyst Adjustments Amid Positive Credit Outlook

SBA Communications Corporation (NASDAQ:SBAC) is a top Goldman Sachs REIT pick.

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February 10 - News

Ventas, Inc. (VTR) Reports Strong 2025 Growth, Accelerates Senior Housing Investments

Ventas, Inc. (NYSE:VTR) is one of Goldman Sachs’ top REIT stock picks. On February 5, Ventas, Inc.

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February 10 - News

VICI Properties (VICI) Maintains Appeal Despite Analyst Downgrades

VICI Properties Inc. (NYSE:VICI) is one of Goldman Sachs’ top REIT stock picks. On February 2, Scotiabank analysts downgraded VICI Properties Inc.

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February 10 - News

Realty Income Corporation (O) Expands Global Reach with $1.7B GIC Partnership Amid Analyst Upgrades

Realty Income Corporation (NYSE:O) is one of Goldman Sachs’ top REIT stock picks.

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February 10 - News

Simon Property Group, Inc. (SPG) Achieves Record Real Estate Funds from Operations and Approves Quarterly Dividend

Simon Property Group, Inc. (NYSE:SPG) is one of Goldman Sachs’ top REIT stock picks.

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February 10 - News

Digital Realty Trust (DLR): Strong Growth Outlook, Strategic Expansion, and Positive Analyst Sentiment Fuel REIT Potential

Digital Realty Trust, Inc. (NYSE:DLR) is one of Goldman Sachs’ top REIT stock picks.

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February 10 - News

Equinix (EQIX): Positioned for Growth in the Evolving Data Center Market

Equinix, Inc. (NASDAQ:EQIX) is one of Goldman Sachs’ top REIT stock picks. On January 26, JPMorgan reiterated an Overweight rating on Equinix, Inc.

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February 10 - News

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

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