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Insider Monkey Blog

Southern Copper Corporation (NYSE:SCCO) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Southern Copper Corporation's Fourth Quarter and Year 2025. With us this morning, we have Southern Copper Corporation, Mr.

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January 29 - News, Transcripts

QCR Holdings, Inc. (NASDAQ:QCRH) Q4 2025 Earnings Call Transcript

Operator: Good morning, and thank you for joining us today for QCR Holdings, Inc.'s Fourth Quarter and Full Year 2025 Earnings Conference Call.

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January 29 - News, Transcripts

What Makes APi Group (APG) an Economically Resilient Business Model?

Greystone Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 29 - Hedge Fund Investor Letters, News

Is Natural Resource Partners (NRP) Trading at a Reasonable Valuation?

Greystone Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 29 - Hedge Fund Investor Letters, News

Bernstein Bullish on ASML Holding N.V. (ASML) Amid Strong China-Related DUV Demand

Earlier, on January 22, Bernstein raised its price target for ASML Holding N.V. (NASDAQ:ASML) to $1,642 from $1,528 and maintained an Outperform rating.

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January 29 - News

Phillip Securities Cite Netflix, Inc. (NFLX)’s Market Leadership and Pricing Power for Long-Term Upside

TheFly reported on January 26 that Phillip Securities analyst Helena Wang upgraded NFLX from Sell to Accumulate and increased its price target to $100 from $95.

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January 29 - News

Morgan Stanley Flags GPU-as-a-Service Buildout as EPS Pressure Point for Oracle Corporation (ORCL)

TheFly reported on January 23 that Morgan Stanley lowered its price target for ORCL to $213 from $320 and maintained an Equal Weight rating.

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January 29 - News

Rothschild Encourages Investors to Buy Meta Platforms, Inc. (META) on Any Post-Q4 Weakness

TheFly reported on January 26 that Rothschild & Co Redburn upgraded META from Neutral to Buy and raised its price target to $900 from $740.

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January 29 - News

Microsoft Corporation (MSFT)’s Fairwater AI Data Centers Drive Azure Growth Outlook

On January 23, 2026, UBS lowered its price target for MSFT to $600 from $650 while maintaining a Buy rating.

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January 29 - News

Greystone Capital Management’s Q4 2025 Investor Letter

Greystone Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 29 - Hedge Fund Investor Letters, News

Piper Sandler Maintains an Underweight Rating on Block, Inc. (XYZ)

Before the company’s quarterly reports, TheFly reported on January 14, 2026, that Piper Sandler reduced its price objective for Block, Inc. (NYSE:XYZ) from $55 to $51.

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January 29 - News

11 Best Gold Stocks to Buy for 2026

According to Reuters on January 22, Goldman Sachs boosted its end-2026 gold price projection from $4,900 to $5,400 per ounce.

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January 29 - Hedge Funds, News

Natera, Inc. (NTRA) Reports Preliminary Q4 Revenue

Natera, Inc.

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January 29 - News

GoTu and SoFi at Work Collaborate to Provide Resources for Financial Well-being

On January 20, 2026, TheFly reported that GoTu Technology has formed a private agreement with SoFi Technologies, Inc.

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January 29 - News

JPMorgan Describes Roblox Corporation (RBLX)’s Stabilization of Engagement Trends as “Encouraging”

On January 20, 2026, TheFly reported that JPMorgan claimed Roblox Corporation (NYSE:RBLX) engagement statistics stabilized over the weekend, marking the first week in recent memory...

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January 29 - News

Morgan Stanley Downgrades GitLab Inc. (GTLB) from Overweight to Equal Weight

On January 12, 2026, TheFly reported that Morgan Stanley had reduced GitLab Inc. (NASDAQ:GTLB)’s price objective from $55 to $42.

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January 29 - News

Argus is Bullish on Robinhood Markets, Inc. (HOOD)

Argus started reporting on Robinhood Markets, Inc. (NASDAQ:HOOD) with a $145 price target and a buy rating.

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January 29 - News

Wells Fargo Boosts DraftKings Inc. (DKNG) to Overweight from Equal Weight

TheFly reported on January 15, 2026, that Wells Fargo boosted DraftKings Inc. (NASDAQ:DKNG) to Overweight from Equal Weight.

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January 29 - News

CEO of NVIDIA Corporation (NVDA) in Shanghai Despite Regulatory Challenges in China

According to Reuters on January 24, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang is in Shanghai as the company faces rivalry from local rivals and Chinese regulators...

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January 29 - News

Do You Believe in the Long-Term Growth Potential of American Superconductor Corp. (AMSC)?

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 29 - Hedge Fund Investor Letters, News

Piper Sandler Retains a Neutral Rating on Coinbase Global, Inc. (COIN)

On January 14, 2026, TheFly reported that Piper Sandler reduced its price objective for Coinbase Global, Inc. (NASDAQ:COIN) to $270 from $350 ahead of quarterly earnings.

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January 29 - News

Cantor Fitzgerald Analyst Initiates Coverage on Bitmine Immersion Technologies, Inc. (BMNR)

Brett Knoblauch, an analyst at Cantor Fitzgerald, began covering Bitmine Immersion Technologies, Inc. (NYSE:BMNR) on January 5, 2026, as reported by TheFly.

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January 29 - News

BofA is Bullish on CRISPR Therapeutics AG (CRSP)

On January 22, 2026, TheFly disclosed that Alec Stranahan, a BofA analyst.

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January 29 - News

Bernstein Maintains an Outperform Rating on Beam Therapeutics Inc. (BEAM) 

On January 7, 2026, TheFly reported that Bernstein maintained its Outperform rating. It increased its price objective for Beam Therapeutics Inc. (NASDAQ:BEAM) from $37 to $41.

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January 29 - News

Advanced Micro Devices’ (AMD) GPU Servers Gain Traction as Viable Competitor to Nvidia

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 29 - Hedge Fund Investor Letters, News

Payoneer’s (PAYO) Purchase of Ireland-Based Boundless to Help Grow Europe Reach

Payoneer Global Inc.

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January 29 - News

Rosenblatt Securities Retains Webull’s (BULL) Buy Rating, Says Options Trading to Drive Growth

With a 110.73% potential upside, Webull Corporation (NASDAQ:BULL) is making a credible case as one of the 14 Best Tech Stocks Under $10 to Buy. On January 23, Rosenblatt Securities...

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January 29 - News

Aurora Innovation (AUR) Integrates Self-Driving Truck System Into McLeod Software

Aurora Innovation Inc. (NASDAQ:AUR)’s triple-digit potential upside makes it one of the 14 Best Tech Stocks Under $10 to Buy.

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January 29 - News

Jim Cramer Discussed These 10 Stocks & Commented On Gold Price

In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the surge in gold prices and the US dollar.

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January 29 - News

JPMorgan Boosts General Motors (GM) Profit Estimates, Cites Global Production, Penalty Eliminations

General Motors Company (NYSE:GM) is one of the best inexpensive stocks to buy now.

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January 29 - News

Barclays Highlights Durable Cash Return Strategies for Antero Resources (AR) Despite Market Swings

Antero Resources Corporation (NYSE:AR) is one of the best inexpensive stocks to buy now.

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January 29 - News

Is Progressive Corporation (PGR) One of the Best Inexpensive Stocks to Buy Now?

Earlier, on January 15, BMO Capital lowered the price target on Progressive Corporation to $239 from $253 with a Market Perform rating.

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January 29 - News

Is Analog Devices (ADI) One of Goldman Sachs’ Top Semiconductor Stock Picks?

Analog Devices (NASDAQ:ADI) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Marvell (MRVL) Expands Role in Cloud Infrastructure and Semiconductor Innovation

Marvell Technology, Inc. (NASDAQ:MRVL) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Applied Materials (AMAT) Gains Analyst Support as Multi-Year Semiconductor Tailwinds Take Shape

Applied Materials, Inc. (NASDAQ:AMAT) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Qualcomm (QCOM) Faces Industry Headwinds as It Expands Beyond Smartphones

Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

How Advanced Micro Devices, Inc. (AMD) Is Positioning Itself for AI Growth and Server Demand

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Lam Research (LRCX) Poised to Benefit From Expanding Advanced Foundry and NAND Investments

Lam Research Corporation (NASDAQ:LRCX) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand

Micron Technology, Inc. (NASDAQ:MU) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Micron Technology, Inc.

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January 29 - News

Wall Street Backs Texas Instruments (TXN) Ahead of Q4 Earnings and Capital Management Day

Texas Instruments Incorporated (NASDAQ:TXN) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

KLA Corporation (KLAC) Gains Analyst Support as Revenue and EPS Forecasts Rise

KLA Corporation (NASDAQ:KLAC) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Widens Its Lead as AI Fuels Margin Expansion

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

Broadcom (AVGO) Strengthens Position in AI Compute and Infrastructure Ecosystem

Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

NVIDIA (NVDA) Invests $2B in CoreWeave, Expands AI Data Center Partnership

NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks.

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January 29 - News

BofA Sees Brex Acquisition Complementing and Expanding Capital One’s (COF) Spark Card Offerings

Capital One Financial Corporation (NYSE:COF) is one of the best inexpensive stocks to buy now.

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January 29 - News

Truist Anticipates Solid PayPal (PYPL) Q4 Results but Warns of Difficult Volume Comparisons

PayPal Holdings Inc. (NASDAQ:PYPL) is one of the best inexpensive stocks to buy now.

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January 29 - News

Pfizer Inks $530M Deal for Novavax Matrix-M Adjuvant Technology to Boost Vaccine Pipeline

Pfizer Inc. (NYSE:PFE) is one of the best inexpensive stocks to buy now.

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January 29 - News

Scotiabank Lowers EQT (EQT) PT to $63 While Forecasting Persistent Natural Gas Supply Deficits

EQT Corporation (NYSE:EQT) is one of the best inexpensive stocks to buy now.

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January 29 - News

Morgan Stanley Updates PG&E (PCG) Outlook Amid Data Center Growth and Utility Sector Laggard Performance

PG&E Corporation (NYSE:PCG) is one of the best inexpensive stocks to buy now.

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January 29 - News

Barclays Revises Cheniere Energy (LNG) Outlook Highlighting Strength in Natural Gas Market

Cheniere Energy Inc. (NYSE:LNG) is one of the best inexpensive stocks to buy now.

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January 29 - News

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