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Insider Monkey Blog

Argus Sees More Upside for HPE, Citing Temporary Server Softness and AI Momentum

On December 10, Argus bumped its price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $30 from $25 while keeping a Buy rating on the shares.

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December 11 - News

Fifth Third (FITB) Gets Target Lift in Piper Sandler’s Review Ahead of Upcoming Conference

On December 10, Piper Sandler lifted its price target on Fifth Third Bancorp (NASDAQ:FITB) to $50 from $48 and reiterated an Overweight rating on the shares after the bank filed...

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December 11 - News

HF Sinclair (DINO) Moves to Expand with Deal for Industrial Oils Unlimited

On December 8, HF Sinclair Corporation (NYSE:DINO) announced that one of its subsidiaries signed a definitive deal to buy Industrial Oils Unlimited (IOU) for $38 million, which...

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December 11 - News

Morgan Stanley Adjusts AT&T (T) Targets in Broader Look at the U.S. Wireless Market

On December 10, Morgan Stanley lowered the firm’s price target on AT&T Inc. (NYSE:T) to $30 and $32 and kept an Overweight rating on the shares.

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December 11 - News

Piper Sandler Sees Earnings Upside for Old Republic (ORI) as Housing Outlook Improves

On December 8, Piper Sandler analyst Paul Newsome increased the firm’s price target on Old Republic International Corporation (NYSE:ORI) to $51 from $46 with an Overweight rating...

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December 11 - News

Verizon (VZ) Edges Lower in Morgan Stanley’s Target Reset Amid Competitive Priorities

On December 10, Morgan Stanley analyst Benjamin Swinburne reduced the firm’s price target on Verizon Communications Inc.

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December 11 - News

William Blair Highlights Coterra’s (CTRA) Multi-Basin Strength in New Coverage

On November 26, William Blair analyst Neal Dingmann initiated coverage on Coterra Energy Inc. (NYSE:CTRA) with an Outperform rating and a $37 price target.

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December 11 - News

Evercore’s Sector Check Points to a Modest Target Cut for Advance Auto Parts (AAP)

On December 10, Evercore ISI reduced the firm’s price target on Advance Auto Parts, Inc. (NYSE:AAP) to $58 from $60 and maintained an In Line rating.

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December 11 - News

Strong Momentum in Block (XYZ)’s Square and Cash App Segments Drives UBS’ Bullish Stance

On December 3, 2025, UBS analyst Timothy Chiodo reiterated his “Buy” rating on Block, Inc. (NYSE:XYZ) with a $90 price target.

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December 11 - News

Nebius Group N.V. (NBIS) Co-Founder Sees Huge AI Demand Ahead Backed by Mega Microsoft, Meta Deals

Appearing in an interview with Reuters on December 3, 2025, Nebius Group N.V. (NASDAQ:NBIS)’s co-founder Roman Chernin spoke with optimism.

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December 11 - News

Bullish Analyst Sentiment on Wix.com (WIX) Despite CFRA’s Lowered Target and Slower Growth Outlook

As of December 8, 2025, roughly 90% of analysts remain bullish on Wix.com Ltd. (NASDAQ:WIX) with a median price target of $170.00.

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December 11 - News

Datadog (DDOG) Sees Bullish Analyst Stance Amid Strong AI and Observability Momentum Despite Recent Stock Pullback

As of December 8, 2025, roughly 90% of analysts remain bullish on Datadog, Inc. (NASDAQ:DDOG) with a median price target of $219.00.

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December 11 - News

Intuit (INTU) Sees Positive Analyst Sentiment Following Strong Fiscal Q1 2026 Results

As of December 8, 2025, roughly 80% of analysts remain bullish on Intuit Inc. (NASDAQ:INTU) with a median price target of $823.00.

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December 11 - News

ServiceNow (NOW) Deepens Its Long-Term Commitment to Canada with CA$110 Million Investment; Analysts Remain Bullish

On December 8, 2025, ServiceNow, Inc. (NYSE:NOW) announced a CA$110 million investment, deepening its long-term commitment to Canada.

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December 11 - News

Bullish Analyst Sentiment on Salesforce (CRM) Amid Expanding Enterprise Demand and Strong Q3 Results

As of December 8, 2025, roughly 80% of analysts remain bullish on Salesforce, Inc. (NYSE:CRM) with a median price target of $327.50.

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December 11 - News

U.S. Approves NVIDIA’s (NVDA) H200 Processor Exports to China, CEO Flags China’s AI Infrastructure Advantage

On December 8, 2025, Reuters reported that the U.S.

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December 11 - News

Bullish Analyst Sentiment on Meta Platforms (META) Amid AI Wearables Acquisition and Next-Generation Hardware Plans

As of December 8, 2025, roughly 90% of analysts remain bullish on Meta Platforms, Inc. (NASDAQ:META) with a median price target of $845.00.

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December 11 - News

Guggenheim Initiates Coverage of Amazon.com (AMZN) with “Buy” Rating and $300 Price Target

On December 9, 2025, The Fly reported that Guggenheim initiated coverage of Amazon.com, Inc. (NASDAQ:AMZN) with a “Buy” rating and a $300 price target.

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December 11 - News

Arista Networks (ANET) Eyes AI, Data-Center Expansion as Rosenblatt Stays Neutral

In the lead-up to this update, Arista Networks Inc (NYSE:ANET) has presented a strong growth narrative, driven by artificial intelligence and data-center expansion.

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December 11 - News

10 Best Agentic AI Stocks to Buy Now

Agentic AI refers to AI systems that can plan, take multi-step actions, and interact with tools or applications on behalf of the user.

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December 11 - Hedge Funds, News, Tech

Hedge Fund and Insider Trading News: John Paulson, Eric Jackson, Elliott Management, Citadel, Corbiere Capital Management, Avantor Inc (AVTR), Alpha Metallurgical Resources, Inc. (AMR), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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December 11 - Hedge Funds, Insider Trading

Microsoft (MSFT) Announces $23 Billion Investment Plan, Morgan Stanley Reiterates “Buy” Rating

Accelerating its global AI push, Microsoft Corporation (NASDAQ:MSFT) announced a $23 billion investment plan on December 9, 2025.

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December 11 - News

Stifel Defends Marvell’s (MRVL) ASIC Leadership Amid AI Chip Market Rumors

Marvell Technology, Inc.

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December 11 - News

Vertiv (VRT) Cut to Peerperform as Wolfe Sees Balanced Risk-Reward

Vertiv Holdings Co (NYSE:VRT) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, Wolfe Research downgraded the stock from Outperform to “Peerperform” without...

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December 11 - News

HSBC Initiates Micron (MU) With Buy Rating and $330 Price Target

Micron Technology, Inc.

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December 11 - News

Legend Biotech Corporation (LEGN) is an Outperform on Multiple Myeloma Treatment CARVYKTI Prospects

Legend Biotech Corp (NASDAQ:LEGN) is one of the best biotech stocks to buy according to Wall Street analysts.

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December 11 - News

Is Ultragenyx Pharmaceutical (RARE) One of the Best Biotech Stocks to Buy According to Wall Street Analysts?

Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) is one of the best biotech stocks to buy according to Wall Street analysts.

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December 11 - News

This is why Viking Therapeutics, Inc. (VKTX) is a Strong Buy on Wall Street

Viking Therapeutics, Inc. (NASDAQ:VKTX) is one of the best biotech stocks to buy according to Wall Street analysts. On November 20, H.C.

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December 11 - News

Citi Asserts Buy Rating on Summit Therapeutics Inc. (SMMT) on Pipeline Development

Summit Therapeutics Inc. (NASDAQ:SMMT) is one of the best biotech stocks to buy according to Wall Street analysts.

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December 11 - News

UBS Reiterates Neutral on Apple (AAPL) as App Store Growth Slows

Apple Inc.

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December 11 - News

Vaxcyte, Inc. (PCVX) Makes Strides on Pneumonia Treatment, Plots Coverage Extension

Vaxcyte, Inc. (NASDAQ:PCVX) is one of the best biotech stocks to buy, according to Wall Street analysts.

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December 11 - News

Cantor Sees AI Upside in Salesforce (CRM), Reiterates $325 Price Target

Salesforce, Inc.

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December 11 - News

Wall Street Firms Tout Corcept Therapeutics Incorporated (CORT) Prospects on Korlym Medication Prospects

Corcept Therapeutics Incorporated (NASDAQ:CORT) is one of the best biotech stocks to buy according to Wall Street analysts. On November 25, H.C.

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December 11 - News

Crinetics Pharmaceuticals (CRNX) Poised for Transformational Growth in 2026: Piper Sandler

Crinetics Pharmaceuticals Inc. (NASDAQ:CRNX) is one of the best biotech stocks to buy according to Wall Street analysts.

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December 11 - News

Needham Boosts Ciena (CIEN) Price Target to $240 Ahead of Earnings

Ciena Corporation (NYSE:CIEN) is one of the Hot AI Stocks on Wall Street’s Radar. On December 8, Needham raised its price target on the stock to $240.00 from $130.00 while ...

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December 11 - News

Why These Energy Stocks are Losing This Week

While the S&P energy index outperformed the overall S&P 500 last week, the booming LNG sector is experiencing downward pressure due to declining margins.

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December 11 - Hedge Funds, Industries, Market Movers, News

Bellring Brands (BRBR) Jumps 9% as Fed Rate Cut Sparks Higher Consumer Spending

Bellring Brands grew its share prices by 9 percent on Wednesday to close at $33.30 apiece as investor sentiment was primarily boosted by a general market optimism, fueled by the...

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December 11 - News

Chime Financial (CHYM) Soars 9% on Rate Cut Cheer

Chime Financial rallied for a second day on Wednesday, jumping 9.10 percent to finish at $26.50 apiece as investor sentiment was bolstered by the Federal Reserve’s interest ...

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December 11 - News

Americold (COLD) Climbs 10% on Broader Optimism, Reaffirmed Outlook

Americold Realty rallied for a second day on Wednesday, jumping 10.39 percent to close at $12.43 apiece as investor sentiment was bolstered by a broader market optimism coupled...

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December 11 - News

Echostar (SATS) Hits New All-Time High as Analyst Hikes PT, Rating

EchoStar extended its winning streak to a fifth consecutive day on Wednesday, to hit a new all-time high as investors took path from an investment firm’s rating and price target...

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December 11 - News

Olema (OLMA) Hits 4-Year High as Jefferies Hikes PT

At intra-day trading, Olema Pharmaceuticals, Inc.

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December 11 - News

11 Best Low Priced Dividend Stocks to Buy According to Analysts

Wall Street finished higher on December 10 after the Federal Reserve cut interest rates by a quarter percentage point, a decision widely expected among investors.

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December 11 - Dividend Stocks, Hedge Funds, News

Warby Parker (WRBY) Nears 4-Month High on Looming AI Glass Launch

Warby Parker soared to nearly hit a four-month high on Wednesday after four straight days of gains, as investors continued to load up portfolios ahead of the official launch of...

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December 11 - News

Applied Optoelectronics (AAOI) Soars 15% on Hyperscaler Huge Volume Order

Applied Optoelectronics extended gains for a fourth consecutive day on Wednesday, jumping 15.14 percent to finish at $34.98 apiece after securing its first volume order for its...

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December 11 - News

GE Vernova (GEV) Climbs to All-Time High on Upbeat 3-Year Outlook, Doubled Dividends

During its recently concluded Investor Day, GE Vernova Inc.

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December 11 - News

Braze (BRZE) Soars 18% on Upbeat Outlook, Revenue Beat, PT Hike

Braze climbed by 18.08 percent on Wednesday to close at $36.19 apiece as investors took path from a higher growth outlook, revenue beat, and a higher price target from an investment...

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December 11 - News

Photronics (PLAB) Soars to 25-Year High as Earnings Impress

At intra-day trading, the stock climbed to its highest price of $38.15 before trimming gains to finish the day just up by 45.39 percent at $37.35 apiece, a level it last touched...

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December 11 - News

11 AI Stocks Analysts Are Watching Closely

US stock futures sank on Thursday after AI bellwether Oracle reported lower-than-expected quarterly revenue despite thriving demand for its artificial intelligence infrastructure...

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December 11 - Hedge Funds, Industries, News, Tech

What Makes WEC Energy (WEC) an Investment Choice?

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.

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December 11 - Hedge Fund Investor Letters, News

Mairs & Power Balanced Fund Added Amazon (AMZN) Amid Market Share Capture

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here.

Keep Reading →

December 11 - Hedge Fund Investor Letters, News

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