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Insider Monkey Blog

Senstar Technologies Ltd. (NASDAQ:SNT) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Senstar Technologies Second Quarter 2025 Results Conference Call.

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August 26 - News, Transcripts

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q4 2025 Earnings Call Transcript

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q4 2025 Earnings Call Transcript August 25, 2025Napco Security Technologies, Inc. beats earnings expectations.

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August 26 - News, Transcripts

Senstar Technologies Ltd. (NASDAQ:SNT) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Senstar Technologies Second Quarter 2025 Results Conference Call.

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August 26 - News, Transcripts

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) Q2 2025 Earnings Call Transcript

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Q2 2025 Earnings Call Transcript August 22, 2025BJ's Wholesale Club Holdings, Inc. beats earnings expectations.

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August 26 - News, Transcripts

A Confluence of Positive Developments Lifted Vistra Corp. (VST) in Q2

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

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August 26 - Hedge Fund Investor Letters, News

Meridian Hedged Equity Fund’s Q2 2025 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second-quarter 2025 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Alphabet (GOOGL): Strong Fundamentals, with Q1 Operating Earnings up 20%

GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 26 - Hedge Fund Investor Letters, News

From $546M in H1 to a New Global Base: Gurhan Kiziloz Turns Brazil Into Nexus’s Core Market

Nexus International has reported $546 million in revenue in the first half of 2025, a 110% increase compared to the same period last year.

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August 26 - Business, News

Baidu, Inc. (BIDU): A Bull Case Theory

We came across a bullish thesis on Baidu, Inc. on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on BIDU.

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August 26 - News, Stock Analysis

Garrett Motion Inc. (GTX): A Bull Case Theory

We came across a bullish thesis on Garrett Motion Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on GTX.

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August 26 - News, Stock Analysis

Cadeler A/S (CDLR): A Bull Case Theory

We came across a bullish thesis on Cadeler A/S on Valueinvesting subreddit by WilliamBlack97AI. In this article, we will summarize the bulls’ thesis on CDLR.

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August 26 - News, Stock Analysis

Commvault Systems, Inc. (CVLT): A Bull Case Theory

We came across a bullish thesis on Commvault Systems, Inc. on Business Invest’s Substack by Francesco Ferrari.

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August 26 - News, Stock Analysis

Clearwater Analytics Holdings, Inc. (CWAN): A Bull Case Theory

We came across a bullish thesis on Clearwater Analytics Holdings, Inc. on Business Invest’s Substack by Francesco Ferrari.

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August 26 - News, Stock Analysis

Lemonade, Inc. (LMND): A Bull Case Theory

We came across a bullish thesis on Lemonade, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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August 26 - News, Stock Analysis

MACOM Technology Solutions Holdings, Inc. (MTSI): A Bull Case Theory

We came across a bullish thesis on MACOM Technology Solutions Holdings, Inc. on Business Invest’s Substack by Francesco Ferrari.

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August 26 - News, Stock Analysis

NCR Atleos Corporation (NATL): A Bull Case Theory

We came across a bullish thesis on NCR Atleos Corporation on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on NATL.

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August 26 - News, Stock Analysis

Rambus Inc. (RMBS): A Bull Case Theory

We came across a bullish thesis on Rambus Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on RMBS.

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August 26 - News, Stock Analysis

Casey’s General Stores, Inc. (CASY): A Bull Case Theory

We came across a bullish thesis on Casey’s General Stores, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on CASY.

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August 26 - News, Stock Analysis

Charter Communications, Inc. (CHTR): A Bull Case Theory

We came across a bullish thesis on Charter Communications, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on CHTR.

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August 26 - News, Stock Analysis

Vail Resorts, Inc. (MTN): A Bull Case Theory

We came across a bullish thesis on Vail Resorts, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on MTN.

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August 26 - News, Stock Analysis

Wynn Resorts, Limited (WYNN): A Bull Case Theory

We came across a bullish thesis on Wynn Resorts, Limited on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on WYNN.

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August 26 - News, Stock Analysis

Corporación América Airports S.A. (CAAP): A Bull Case Theory

We came across a bullish thesis on Corporación América Airports S.A.  on Stock Analysis Compilation’s Substack.

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August 26 - News, Stock Analysis

MasterBrand, Inc. (MBC): A Bull Case Theory

We came across a bullish thesis on MasterBrand, Inc.  on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on MBC.

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August 26 - News, Stock Analysis

Rocket Companies, Inc. (RKT): A Bull Case Theory

We came across a bullish thesis on Rocket Companies, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on RKT.

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August 26 - News, Stock Analysis

Sable Offshore Corp. (SOC): A Bull Case Theory

We came across a bullish thesis on Sable Offshore Corp. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on SOC.

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August 26 - News, Stock Analysis

Exxon Mobil Corporation (XOM): A Bull Case Theory

We came across a bullish thesis on Exxon Mobil Corporation on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on XOM.

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August 26 - News, Stock Analysis

Advanced Micro Devices, Inc. (AMD): A Bull Case Theory

We came across a bullish thesis on Advanced Micro Devices, Inc. on Arya’s Substack’s by Arya. In this article, we will summarize the bulls’ thesis on AMD.

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August 26 - News, Stock Analysis

Alchemy Markets launches new Copy Trading Platform, empowering traders to trade smarter together

Alchemy Markets, a regulated multi-asset brokerage, announces the launch of its new Copy Trading mobile application, designed to simplify access to the markets by connecting retail...

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August 26 - Press Releases

Coupang, Inc. (CPNG): A Bull Case Theory

We came across a bullish thesis on Coupang, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on CPNG.

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August 26 - News, Stock Analysis

PAR Technology Corporation (PAR): A Bull Case Theory

We came across a bullish thesis on PAR Technology Corporation  on Shareholdersunite Essentials ’substack. In this article, we will summarize the bulls’ thesis on PAR.

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August 26 - News, Stock Analysis

Valero Energy Corporation (VLO): A Bull Case Theory

We came across a bullish thesis on Valero Energy Corporation  on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on VLO.

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August 26 - News, Stock Analysis

Pebblebrook Hotel Trust (PEB): A Bull Case Theory

We came across a bullish thesis on Pebblebrook Hotel Trust on Investing501 Newsletter’s Substack by Investing 501.

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August 26 - News, Stock Analysis

PepsiCo, Inc. (PEP): A Bull Case Theory

We came across a bullish thesis on PepsiCo, Inc.  on Value investing subreddit by raytoei. In this article, we will summarize the bulls’ thesis on PEP. PepsiCo, Inc.

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August 26 - News, Stock Analysis

Nexstar Media Group, Inc. (NXST): A Bull Case Theory

We came across a bullish thesis on Nexstar Media Group, Inc. on Accrued Interest’s Substack by Simeon McMillan.

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August 26 - News, Stock Analysis

Harrow, Inc. (HROW): A Bull Case Theory

We came across a bullish thesis on Harrow, Inc. on Penny Insight’s Substack. In this article, we will summarize the bulls’ thesis on HROW.

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August 26 - News, Stock Analysis

Alphabet Inc. (GOOGL): A Bull Case Theory

We came across a bullish thesis on Alphabet Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on GOOGL.

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August 26 - News, Stock Analysis

Electronic Arts Inc. (EA): A Bull Case Theory

We came across a bullish thesis on Electronic Arts Inc. on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on EA.

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August 26 - News, Stock Analysis

Axon Enterprise, Inc. (AXON): A Bull Case Theory

We came across a bullish thesis on Axon Enterprise, Inc. on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on AXON.

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August 26 - News, Stock Analysis

Iron Mountain Incorporated (IRM): A Bull Case Theory

We came across a bullish thesis on Iron Mountain Incorporated on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on IRM.

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August 26 - News, Stock Analysis

Kratos Defense & Security Solutions, Inc. (KTOS): A Bull Case Theory

We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on Stock Analysis Compilation’s Substack.

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August 26 - News, Stock Analysis

LPL Financial Holdings Inc. (LPLA): A Bull Case Theory

We came across a bullish thesis on LPL Financial Holdings Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on LPLA.

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August 26 - News, Stock Analysis

Modine Manufacturing Company (MOD): A Bull Case Theory

We came across a bullish thesis on Modine Manufacturing Company on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on MOD.

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August 26 - News, Stock Analysis

NextNav Inc. (NN): A Bull Case Theory

We came across a bullish thesis on NextNav Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on NN.

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August 26 - News, Stock Analysis

Penumbra, Inc. (PEN): A Bull Case Theory

We came across a bullish thesis on Penumbra, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on PENz.

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August 26 - News, Stock Analysis

Prologis, Inc. (PLD): A Bull Case Theory

We came across a bullish thesis on Prologis, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on PLD.

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August 26 - News, Stock Analysis

CACI International Inc (CACI): A Bull Case Theory

We came across a bullish thesis on CACI International Inc on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on CACI.

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August 26 - News, Stock Analysis

13 High Growth Low PE Stocks to Invest In Now

On August 25, Zeina Bain, managing partner at Sullivan Street Partners, appeared on CNBC to talk about how investors will cycle further into equities following Fed Chair Jerome...

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August 26 - Hedge Funds, News

UBS Lowers the PT on Ambev S.A. (ABEV), Keeps a Neutral Rating

Ambev S.A. (NYSE:ABEV) is one of the Most Undervalued International Stocks According to Analysts.

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August 26 - News

Sanofi (SNY) Receives Orphan Designation for Rilzabrutinib

Sanofi (NASDAQ:SNY) is one of the Most Undervalued International Stocks According to Analysts.

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August 26 - News

Bernstein Raises the Firm’s PT on Vale S.A (VALE), Keeps a Hold

Vale S.A. (NYSE:VALE) is one of the Most Undervalued International Stocks According to Analysts.

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August 26 - News

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