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Insider Monkey Blog

Microsoft (MSFT) Faces Shareholder Lawsuit; TD Cowen Maintains Buy Rating

Microsoft Corporation (NASDAQ:MSFT) ranks as the Best Data Center Stocks That Are Cheaper Than the S&P 500.

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June 22 - News

Jefferies Financial Group (JEF): One of the Premier Financial Stocks to Buy According to Warren Buffett

Jefferies Financial Group Inc. (NYSE:JEF) is a relatively recent addition to the 13F portfolio of Berkshire Hathaway.

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June 22 - News

Ally Financial Inc. (ALLY): One of the Best Financial Stocks to Buy According to Berkshire Hathaway

Ally Financial Inc. (NYSE:ALLY) is a relatively recent addition to the 13F portfolio of Berkshire Hathaway.

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June 22 - News

Moody’s Corporation (MCO): One of the Best Financial Stocks According to Warren Buffett

Moody’s Corporation (NYSE:MCO) is one of the most prominent long-term bets of Berkshire Hathaway.

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June 22 - News

GROW Small Cap Equity Long/Short L.P.’s Q1 2026 Investor Letter

Grow Funds, an investment Advisor, released its Q1 2026 investor letter for “GROW Small Cap Equity Long/Short Fund”.

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June 22 - Hedge Fund Investor Letters, News

Will JFrog (FROG) Gain From AI?

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded ...

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June 22 - Hedge Fund Investor Letters, News

13 Best Electrical Infrastructure Stocks to Buy in 2026

The US power demand hit its second annual high in 2025, driven primarily by the rapid expansion of data centers and the rise of AI applications, domestic manufacturing growth, ...

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June 22 - Hedge Funds, Industries, News

5 Best Electrical Infrastructure Stocks to Buy in 2026

In this article, we will take a look at the 5 Best Electrical Infrastructure Stocks to Buy in 2026.

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June 22 - News

Here’s Why NZS Capital Sees Tyler Technologies (TYL) as Resilient to AI Concerns

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here...

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June 22 - Hedge Fund Investor Letters, News

12 Best AI Drug Discovery Stocks Hedge Funds Are Loading Up On

On  May 27, Reuters reported that Biohub, a philanthropic venture formed by Meta CEO Mark Zuckerberg and Dr.

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June 22 - Hedge Funds, News

5 Best AI Drug Discovery Stocks Hedge Funds Are Loading Up On

In this article, we will take a look at the 5 Best AI Drug Discovery Stocks Hedge Funds Are Loading Up On.

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June 22 - News

NZS Capital’s Q1 2026 Investor Letter

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” first-quarter 2026 investor letter.

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June 22 - Hedge Fund Investor Letters, News

Is Oil-Dri Corporation of America (ODC) among the Best Pet Care Stocks to Buy for Consistent Recurring Revenue?

With a short percentage of shares outstanding of 2.21%, Oil-Dri Corporation of America (NYSE:ODC) is among the 7 Best Pet Care Stocks to Buy for Consistent Recurring Revenue...

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June 22 - News

Here is why AON is among the Best Pet Care Stocks to Buy for Consistent Recurring Revenue

On June 16, UBS lowered its price target on Aon plc (NYSE:AON) to $360 from $385 while maintaining a Neutral rating on the stock.

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June 22 - News

Weak Investor Sentiment Hurt Affirm Holdings (AFRM) in Q1

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.

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June 22 - Hedge Fund Investor Letters, News

Lemonade, Inc. (LMND): 7 Best Pet Care Stocks to Buy for Consistent Recurring Revenue

On June 11, Lemonade, Inc.

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June 22 - News

What makes PetMed Express, Inc. (PETS) one of the Best Pet Care Stocks to Buy for Consistent Recurring Revenue?

On June 2, PetMed Express, Inc. (NASDAQ:PETS) reported fourth-quarter revenue of $42.82 million, compared with $50.76 million in the prior-year period.

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June 22 - News

A Small Upgrade Could Have a Big Impact for IDEXX Customers

On May 26, IDEXX Laboratories, Inc.

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June 22 - News

New Austedo Data Gives Teva (TEVA) Another Reason for Optimism

With a short percentage of shares outstanding of 2.91%, Teva Pharmaceutical Industries Limited (NYSE:TEVA) is among the 7 Best Pet Care Stocks to Buy for Consistent Recurring...

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June 22 - News

Zoetis (ZTS) Lost 22% in a Day; What Has Wall Street Worried?

On May 27, Argus downgraded Zoetis Inc. (NYSE:ZTS)  from Buy to Hold following a sharp decline in the company’s share price.

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June 22 - News

Is Cloudflare, Inc. (NET) among the Most Overvalued Quantum Computing Stocks According to Short Sellers?

On June 10, UBS raised its price target on Cloudflare, Inc.

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June 22 - News

SoFi Technologies (SOFI) Slid Amid Interest Rate Volatility and Macro Uncertainty

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.

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June 22 - Hedge Fund Investor Letters, News

TechnipFMC plc (FTI) Rallied on a Mix of Bullish Forces

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.

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June 22 - Hedge Fund Investor Letters, News

Sandisk Corporation (SNDK) Jumped on Improving Memory Fundamentals

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.

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June 22 - Hedge Fund Investor Letters, News

The First Payout is a Promise, the Fifth Is a Pattern: Hola Prime Flips the Prop Trading Narrative With ‘Prime Circle’ Launch

Hola Prime is approaching the industry’s focus on first payouts and challenge passes from a different perspective, shifting attention toward great transparency and reliability...

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June 22 - News, Press Releases

Here is why Corning Incorporated (GLW) is among the Most Overvalued Quantum Computing Stocks According to Short Sellers

On June 5, UBS analyst Joshua Spector raised the firm’s price target on Corning (GLW) to $228 from $223 and maintained a Buy rating.

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June 22 - News

Nokia Oyj (NOK): 10 Most Overvalued Quantum Computing Stocks According to Short Sellers

On June 9, Nokia Oyj (NYSE:NOK) and Indosat Ooredoo Hutchison announced a partnership to modernize Indosat’s nationwide mobile network in Indonesia through the deployment ...

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June 22 - News

A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)

On June 17, Citi analyst Atif Malik raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $710 from $550 and maintained a Buy rating.

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June 22 - News

Why Analysts See More Upside for Lam Research (LRCX)

On June 9, UBS raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $375 from $310 while maintaining a Buy rating on the shares.

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June 22 - News

KLAC Could Be One of the Quiet Winners of the AI Buildout

On June 9, UBS raised its price target on KLA Corporation (NASDAQ:KLAC) to $2,180 from $1,770 while maintaining a Neutral rating on the shares.

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June 22 - News

Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?

On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of tightening capacity at rival semiconductor foundries, reinforcing...

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June 22 - News

AMD Lands a Massive AI Infrastructure Opportunity With Rackspace

On June 16, Advanced Micro Devices, Inc.

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June 22 - News

The Next Phase of AI Infrastructure Could Be Good News for Marvell (MRVL)

On May 28, B. Riley raised its price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $240 from $205 while maintaining a Buy rating on the shares.

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June 22 - News

How Allient (ALNT) Quietly Built Exposure to Robotics, Defense, and Automation

On May 26, JPMorgan upgraded Allient Inc. (NASDAQ:ALNT) to Overweight from Neutral and raised its price target to $80 from $65.

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June 22 - News

Is Eli Lilly and Company (LLY) among the Best Longevity and Anti-Aging Stocks to Buy?

On June 16, Austin-based neuroscience company 4E Therapeutics announced that it had been acquired by Eli Lilly and Company (NYSE:LLY).

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June 22 - News

Here is why Novo Nordisk A/S (NVO) is among the Best Longevity and Anti-Aging Stocks to Buy

Earlier, on June 11, Novo Nordisk A/S (NYSE:NVO) announced that the United Kingdom’s Medicines and Healthcare products Regulatory Agency approved the Wegovy pill as an adjunct...

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June 22 - News

Novartis AG (NVS): 7 Best Longevity and Anti-Aging Stocks to Buy

On June 12, Novartis AG (NYSE:NVS) presented results from the RemIND trial at the European Academy of Allergy and Clinical Immunology Congress, demonstrating that Rhapsido achieved...

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June 22 - News

BofA Cuts Stryker (SYK) Target; Is a Medtech Slowdown Starting to Show?

On June 12, BofA lowered its price target on Stryker Corporation (NYSE:SYK) to $380 from $450 while maintaining a Buy rating on the shares.

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June 22 - News

Why Deutsche Bank Still Isn’t Convinced About Intuitive Surgical (ISRG)

On June 2, Deutsche Bank reduced its price target on Intuitive Surgical, Inc. (NASDAQ:ISRG) to $366 from $440 while maintaining a Sell rating on the shares.

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June 22 - News

Could This FDA Milestone Unlock Gilead’s (GILD) Next Big Growth Driver?

On June 15, Gilead Sciences, Inc. (NASDAQ:GILD) announced that the U.S.

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June 22 - News

UnitedHealth (UNH) Takes Major Step Toward Resolving FTC Insulin Pricing Dispute

On June 12, subsidiaries of UnitedHealth Group Incorporated (NYSE:UNH), including OptumRx and Emisar Pharma Services, reached an agreement with the Federal Trade Commission ...

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June 22 - News

Is Lowe’s Companies, Inc. (LOW) among the Best Building Materials Stocks to Buy for the Residential Recovery?

On June 11, Lowe’s Companies, Inc.

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June 22 - News

Here is why The Home Depot, Inc. (HD) is among the Best Building Materials Stocks to Buy for the Residential Recovery

On May 20, UBS analyst Michael Lasser reduced his price target on The Home Depot, Inc. (NYSE:HD) to $430 from $450 while maintaining a Buy rating on the shares.

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June 22 - News

Lennar Corporation (LEN): Best Building Materials Stocks to Buy for the Residential Recovery

On June 15, RBC Capital reduced its price target on Lennar Corporation (NYSE:LEN) to $85 from $88 while maintaining an Underperform rating on the shares.

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June 22 - News

CRH Adds Former CF Industries CEO to Its Board; Why Investors Are Paying Attention

On June 16, CRH plc (NYSE:CRH) announced the election of Tony Will to its Board of Directors, effective July 1, 2026.

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June 22 - News

10 Best Weight Loss Drug Stocks to Buy in 2026

The anti-obesity drug (AOM) market in the United States is rapidly changing structurally.

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June 22 - Hedge Funds, News

5 Best Weight Loss Drug Stocks to Buy in 2026

TheFly reported on June 15 that AZN announced that its supplemental Biologics License Application (sBLA) for Ultomiris (ravulizumab) was accepted and granted Priority Review by...

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June 22 - News

Polen 5Perspectives Small-Mid Growth Strategy’s Q1 2026 Investor Letter

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.

Keep Reading →

June 22 - Hedge Fund Investor Letters, News

Robinhood’s (HOOD) Workforce Cut Raised Eyebrows But Wall Street Is Focusing on Something Else

With a short percentage of shares outstanding of 3.82%, Robinhood Markets, Inc. (NASDAQ:HOOD) is among the 7 Best Crypto Exchange Stocks to Buy Following Bitcoin’s Recovery...

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June 22 - News

Apogee Enterprises (APOG) Makes a $115 Million Bet; Could This Acquisition Reshape Its Growth Story?

With a short percentage of shares outstanding of 2.52%, Apogee Enterprises, Inc. (NASDAQ:APOG) is among the 7 Best Building Materials Stocks to Buy for the Residential Recovery...

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June 22 - News

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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

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