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Insider Monkey Blog

Blackstone (BX) Slipped Amid Private Credit Concerns Despite Strong Long-Term Outlook

Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Salesforce (CRM) Declined on AI Concerns but Remains a Mission-Critical Enterprise Platform

Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

ServiceNow (NOW) Sold Off on AI Fears but Long-Term Competitive Edge Remains Intact

Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Strong Results and Improved Investor Sentiment Around AI Lifted Alphabet (GOOG) in Q4

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

CoreWeave (CRWV) Fell Despite More Than 40% Revenue Growth

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Declines Amid Investor Concerns Over Guidance and Capital Expenditure Intensity

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

BTG Pactual Initiates Coverage of Pilgrim’s Pride Corporation (PPC) With a Neutral Rating – Here’s Why

Pilgrim’s Pride Corporation (NASDAQ:PPC) is one of the best undervalued defensive stocks for 2026.

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March 25 - News

Ingredion Incorporated (INGR) Gets Initiated With a Buy Rating by Benchmark

Ingredion Incorporated (NYSE:INGR) is one of the best undervalued defensive stocks for 2026.

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March 25 - News

Why is Archer-Daniels-Midland Company (ADM) One of the Best Undervalued Defensive Stocks for 2026?

Archer-Daniels-Midland Company (NYSE:ADM) is one of the best undervalued defensive stocks for 2026.

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March 25 - News

UBS Cuts PT on The Campbell’s Company (CPB) to $20 From $24 – Here’s Why

The Campbell’s Company (NASDAQ:CPB) is one of the best undervalued defensive stocks for 2026.

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March 25 - News

JPMorgan Cuts PT on Conagra Brands (CAG) to $17 From $19 – Here’s Why

Conagra Brands, Inc. (NYSE:CAG) is one of the best undervalued defensive stocks for 2026. Conagra Brands, Inc. (NYSE:CAG) received a rating update from JPMorgan on March 20.

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March 25 - News

BofA Lifts PT on Bunge Global SA (BG) to $130 From $125 – Here’s Why

Bunge Global SA (NYSE:BG) is one of the best undervalued defensive stocks for 2026.

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March 25 - News

RBC Capital Cuts PT on General Mills (GIS) to $55 From $60 – Here’s Why

General Mills, Inc. (NYSE:GIS) is one of the best undervalued defensive stocks for 2026. RBC Capital cut the price target on General Mills, Inc.

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March 25 - News

Truist Cuts PT on Dollar Tree (DLTR) to $142 From $156 – Here’s Why

Dollar Tree, Inc. (NASDAQ:DLTR) is one of the best undervalued defensive stocks for 2026. Truist cut the price target on Dollar Tree, Inc.

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March 25 - News

BofA Cuts PT on Lamb Weston Holdings (LW) to $49 From $53 – Here’s Why

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the best undervalued defensive stocks for 2026. BofA cut the price target on Lamb Weston Holdings, Inc.

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March 25 - News

Citi Updates Constellation Brands (STZ) to Buy From Neutral – Here’s Why

Constellation Brands, Inc. (NYSE:STZ) is one of the best undervalued defensive stocks for 2026. Constellation Brands, Inc.

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March 25 - News

ImmunityBio Inc. (IBRX) Announces Approval for ANKTIVA® in Macau SAR, China

ImmunityBio Inc. (NASDAQ:IBRX) is one of the best strong buy stocks to invest in under $20. ImmunityBio Inc.

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March 25 - News

Scotiabank Cuts PT on SailPoint, Inc. (SAIL) to $16 From $24 – Here’s Why

SailPoint, Inc. (NASDAQ:SAIL) is one of the best strong buy stocks to invest in under $20. On March 19, Scotiabank cut the price target on SailPoint, Inc.

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March 25 - News

Barclays Cuts PT on Kanzhun Limited (BZ) to $19 From $28 – Here’s Why

Kanzhun Limited (NASDAQ:BZ) is one of the best strong buy stocks to invest in under $20. Barclays cut the price target on Kanzhun Limited (NASDAQ:BZ) to $19 from $28 on March...

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March 25 - News

Ondas Inc. (ONDS) to Acquire World View Enterprises, Inc.

Ondas Inc. (NASDAQ:ONDS) is one of the best strong buy stocks to invest in under $20. Ondas Inc.

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March 25 - News

Uranium Energy Corp. (UEC) Attains Approval for Expanded Production at Christensen Ranch

Uranium Energy Corp. (NYSE:UEC) is one of the best strong buy stocks to invest in under $20. Uranium Energy Corp.

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March 25 - News

Wells Fargo Adds Levi Strauss & Co. (LEVI) to its Top Picks List – Here’s Why

Levi Strauss & Co. (NYSE:LEVI) is one of the best strong buy stocks to invest in under $20. On March 23, Wells Fargo added Levi Strauss & Co.

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March 25 - News

Mizuho Lifts PT on Permian Resources Corporation (PR) to $25 From $23 – Here’s Why

Permian Resources Corporation (NYSE:PR) is one of the best strong buy stocks to invest in under $20. On March 17, Mizuho lifted the price target on Permian Resources Corporation...

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March 25 - News

Grab Holdings Limited (GRAB) to Acquire Delivery Hero’s Foodpanda Delivery Business in Taiwan

Grab Holdings Limited (NASDAQ:GRAB) is one of the best strong buy stocks to invest in under $20. Grab Holdings Limited (NASDAQ:GRAB) and Delivery Hero SE announced on March 23...

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March 25 - News

TeraWulf Inc. (WULF) Gets Initiated With a Buy Rating by Arete – Here’s Why

TeraWulf Inc. (NASDAQ:WULF) is one of the best strong buy stocks to invest in under $20. TeraWulf Inc.

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March 25 - News

Why Core Scientific (CORZ) is One of the Best Strong Buy Stocks to Invest in Under $20

Core Scientific, Inc. (NASDAQ:CORZ) is one of the best strong buy stocks to invest in under $20. Core Scientific, Inc.

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March 25 - News

Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?

Jim Cramer has long been a believer in Eli Lilly and Company (NYSE:LLY).

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March 25 - News

Is Mastercard (MA) The Best Non-AI Stock in Jim Cramer’s 2026 Portfolio?

“They keep putting up steady earnings growth with no credit risk, and their stocks keep chugging along,” Cramer said.

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March 25 - News

Investors’ Concerns Hurt Netflix (NFLX) in Q4

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Was Jim Cramer Right About Apple (AAPL)?

Apple Inc. (NASDAQ:AAPL) is one of the best tech stocks to buy, according to Jim Cramer.

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March 25 - News

RiverPark Large Growth Fund: “Meta Platforms (META) Remains an Attractive Long-Term Compounder.”

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Here’s Why Meta Platforms (META) is a Key Stock in Jim Cramer’s Latest Portfolio

Jim Cramer has been recommending investors to own the stock, but he has also publicly shared his concern about Meta Platforms (NASDAQ:META)’s rising spending on AI.

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March 25 - News

Applied Materials (AMAT) Surged on Improving Wafer-Fab Spending Visibility

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Apple (AAPL) Rose on Better-Than-Feared iPhone 17 Sales

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Eli Lilly (LLY) Gained From Growth in its GLP-1 Franchises Drugs

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

RiverPark Large Growth Fund’s Q4 2025 Investor Letter

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Establishment Labs Holdings (ESTA) Sees Impressive Growth with 20% Market Share in US Breast Aesthetics

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download...

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March 25 - Hedge Fund Investor Letters, News

Here’s What Boosted Wave Life Sciences Ltd. (WVE) in Q4

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download...

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March 25 - Hedge Fund Investor Letters, News

MACOM Technology Solutions Holdings (MTSI) is Gaining Significant Growth in the Data Center and Defense End Markets

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download...

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March 25 - Hedge Fund Investor Letters, News

Critical Infrastructure Technologies and Juno Industries Execute JV Agreement to Develop and Deploy Arctic-Focused Autonomous Nexus Platform

Vancouver, BC – March 25, 2026 – Critical Infrastructure Technologies Ltd.

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March 25 - Press Releases

Selkirk Copper Expands Mineralization at Four Resource Zones at the Minto Copper-Gold-Silver Mine

2.26% Cu, 2.23 g/t Au and 10.39 g/t Ag (4.0% CuEq) over 8.1 m, within a broader zone of 1.33% Cu, 0.97 g/t Au and 5.48 g/t Ag (2.1% CuEq) over 29.7 m from 197 m in drill hole...

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March 25 - Press Releases

Varonis Systems (VRNS) Fell as It Missed Quarterly Projections

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download...

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March 25 - Hedge Fund Investor Letters, News

Buy, Sell, or Hold? Jim Cramer’s Latest 11 Stock Calls

In this article, we will look at Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict.

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March 25 - Hedge Funds, News

Buy, Sell, or Hold? Jim Cramer’s Latest 5 Stock Calls

In this article, we will look at Buy, Sell, or Hold? Jim Cramer’s Latest 5 Stock Calls.

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March 25 - News

Integration Challenges Pressured Stride’s (LRN) Performance in Q4

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download...

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March 25 - Hedge Fund Investor Letters, News

Here’s Why Commvault Systems (CVLT) Traded Lower in Q4

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download...

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March 25 - Hedge Fund Investor Letters, News

Loomis, Sayles & Company Small Cap Growth Fund’s Q4 2025 Investor Letter

Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”.

Keep Reading →

March 25 - Hedge Fund Investor Letters, News

Heartland Opportunistic Value Equity Strategy’s AI Concerns Proved Wrong as Alphabet (GOOGL) Shares Doubled

Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter...

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March 25 - Hedge Fund Investor Letters, News

Heartland Opportunistic Value Equity Strategy’s Investment Journey with Old Republic International (ORI)

Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter...

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March 25 - Hedge Fund Investor Letters, News

Prestige Consumer Healthcare’s (PBH) Free Cash Flow to Enterprise Value Stood at 6.5%

Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter...

Keep Reading →

March 25 - Hedge Fund Investor Letters, News

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