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Insider Monkey Blog

Why Needham Backed Allot in November After a Decade-High Profit Quarter

On November 21, following Allot’s Q3 print a day earlier, Needham & Company (analyst Mike Cikos) reiterated a Buy rating and a $12.50 price target, keeping its positive stance...

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December 8 - News

Cognyte’s November SIGINT Win Highlights Rising Momentum in Defense Tech

On November 19, Cognyte announced a ~$5 million contract with a new Tier-1 military intelligence agency in EMEA, replacing the incumbent vendor after a competitive process.

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December 8 - News

Why Citizens JMP Backed Viant in November After EBITDA Beat and ex‑TAC Strength

On November 11, one day after Viant’s Q3 print (Nov 10), Citizens JMP’s Matthew Condon maintained “Market Outperform” and trimmed the price target to $16 from $18, citing...

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December 8 - News

Why Lucid Sees AI Tailwinds Driving Long-Term Upside for TSS Despite Near-Term Revenue Drop

On December 1, Lucid Capital Markets initiated coverage of TSS with a Buy rating and a $15 price target, implying roughly 56% upside from the $9.63 price cited at the time of ...

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December 8 - News

Is Innodata the Best-Performing Small-Cap Tech Stock in the Past Three Years?

Innodata Inc. (NASDAQ:INOD) is one of the best-performing small-cap tech stocks in the past three years.

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December 8 - News

Xunlei’s November Earnings Showed Broad Strength, and Margin Trade-Offs

On November 13, the company reported third-quarter results.

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December 8 - News

Why Tuya’s Platform Pivot Paid Off in Q3 With Higher Margins and Profit

Tuya Inc. (NYSE:TUYA) is one of the best-performing small-cap tech stocks in the past three years.

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December 8 - News

How Magic Software’s Record Q3 and Matrix Merger Set the Stage for 2026

Magic Software Enterprises Ltd. (NASDAQ:MGIC) is one of the best-performing small-cap tech stocks in the past three years.

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December 8 - News

Why Needham Backed Similarweb’s AI Ambitions Despite Ongoing Profitability Struggles

On November 17, Needham & Company LLC reiterated a “Buy” rating on Similarweb, with a price target of $14.00.

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December 8 - News

Analysts Doubled Down on AMD in December Amid AI Wins and Growing Buy Ratings

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

Analysts Raised MACOM Targets in November and December on Solid EPS and Sector Tailwinds

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

TSMC Maintains Consensus Buy Rating With Over 20% Upside to $355 Price Target As of Early December

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing semiconductor stocks to buy.  As of December 5, the company is a consensus Buy and...

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December 8 - News

NVIDIA’s Strategic Partnership With Synopsys Aims to Accelerate AI-First R&D

NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

Credo’s Licensing Pact With Siemon Highlights Push Into Scalable Data-Center Connectivity

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

Is SemiLEDs the Fastest-Growing Semiconductor Stock?

SemiLEDs Corporation (NASDAQ:LEDS) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

Why Mobix’s Investment in THW Signals a Broader AI-Powered Network Strategy

Mobix Labs, Inc. (NASDAQ:MOBX) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

Why POET’s AI-Focused Optical Strategy Earned a Fresh Boost From Northland in December

POET Technologies Inc. (NASDAQ:POET) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

Why Astera’s Leo Deployment on Azure M-Series Signals Progress on the Memory Wall

Astera Labs, Inc. (NASDAQ:ALAB) is one of the fastest-growing semiconductor stocks to buy.

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December 8 - News

9 Cheap Oil Stocks Under $10 to Buy Now

The International Energy Agency, in its Oil Market Report for November 2025, concludes that oil markets are entering a turbulent phase.

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December 8 - Hedge Funds, News

10 AI Stocks on the Market’s Radar

According to Ben Powell, chief investment strategist for APAC at BlackRock, the surge of capital flowing into artificial intelligence infrastructure still has a long runway ahead...

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December 8 - Hedge Funds, Industries, News, Tech

Cooper Investors Global Equities Fund’s Investment Thesis for CME Group (CME)

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

15 Best Technology Penny Stocks to Buy

For the week ending December 5, the Russell 2000 index rose by 1.58%. This gain was higher than the 0.85% rise seen in the broad S&P 500 index during the same time.

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December 8 - Hedge Funds, Industries, News, Tech

Cooper Investors Global Equities Fund Sold Its Stake in GE Healthcare (GEHC). Here’s Why

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

TKO Holdings (TKO): Top Positive Contributor to Cooper Investors Global Equities Fund’s 12-Month Returns

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

Cooper Investors Global Equities Fund’s Q3 2025 Investor Letter

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

Muted Quarterly Results Impacted Grindr (GRND) in Q3

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...

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December 8 - Hedge Fund Investor Letters, News

Not Owing Bloom Energy Corp. (BE) Impacted Voya MI Dynamic Small Cap Fund’s Performance in Q3

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...

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December 8 - Hedge Fund Investor Letters, News

Voya MI Dynamic Small Cap Fund’s Q3 2025 Investor Letter

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” It is an actively managed...

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December 8 - Hedge Fund Investor Letters, News

Monday.com (MNDY) Fell Despite Reporting Strong Results and Raised Guidance

Brown Capital Management, an investment management company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

The Brown Capital Management International All-Company Strategy’s Updates on CyberArk Software Ltd. (CYBR)

Brown Capital Management, an investment management company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

What Makes Shopify (SHOP) a Strong Investment?

Brown Capital Management, an investment management company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

The Brown Capital Management International All-Company Fund’s Q3 2025 Investor Letter

Brown Capital Management, an investment management company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

Why These Energy Stocks are Gaining This Week

The S&P Energy index outperformed the overall S&P 500 over the last week, posting gains of 1.4% between November 28 and December 5, primarily due to a surge in crude oil and natural...

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December 8 - Hedge Funds, Industries, Market Movers, News

Here’s What Drove Citigroup’s (C) Strong Share Performance

Investment management company First Pacific Advisors recently released its third-quarter 2025 investor letter for the “FPA Source Capital.” A copy of the letter can be downloaded...

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December 8 - Hedge Fund Investor Letters, News

Here’s Why FPA Source Capital Continues to Hold Alphabet (GOOG)

Investment management company First Pacific Advisors recently released its third-quarter 2025 investor letter for the “FPA Source Capital.” A copy of the letter can be downloaded...

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December 8 - Hedge Fund Investor Letters, News

Here’s What Affected CarMax (KMX) in Q3

Investment management company First Pacific Advisors recently released its third-quarter 2025 investor letter for the “FPA Source Capital.” A copy of the letter can be downloaded...

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December 8 - Hedge Fund Investor Letters, News

FPA Source Capital’s Q3 2025 Investor Letter

Investment management company First Pacific Advisors recently released its third-quarter 2025 investor letter for the “FPA Source Capital.” In the third quarter, the net ...

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December 8 - Hedge Fund Investor Letters, News

Do You Believe Omeros Corporation’s (OMER) New Monoclonal Antibody Has Strong Chances of Approval?

Jacob Fund is a mutual fund company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

Here’s What Will Fuel Inogen’s (INGN) Future Growth

Jacob Fund is a mutual fund company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

$TMGLF Americas Critical Metals Saving Grace?

If you’ve been paying any attention to the markets, Trump has basically been spelling out which sectors he wants money flowing into.

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December 8 - Business, News

Here’s What Made Jacob Fund to Pick Bed Bath & Beyond (BBBY)

Jacob Fund is a mutual fund company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Circle Internet Group (CRCL)?

Jacob Fund is a mutual fund company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

Jacob Fund’s Q3 2025 Investor Letter

Jacob Fund is a mutual fund company, released its third-quarter 2025 investor letter.

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December 8 - Hedge Fund Investor Letters, News

Night Watch Investment Management’s Strategic Decision to Exit Noble Corporation plc (NE)

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

What Led Night Watch Investment Management to Exit Tidewater (TDW)?

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

10 FASTEST-GROWING IGAMING COMPANIES BASED ON REVENUE EXPANSION

The iGaming market has grown twofold. On one hand, we have an increased number of online players who enjoy the convenience that iGaming provides.

Keep Reading →

December 8 - Business, News

10 Best Logistics-Tech Stocks to Buy Now

Since the pandemic, demand for automation has tracked with online volume: the U.S.

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December 8 - Hedge Funds, News

Here’s Why Night Watch Investment Management Exited Valaris Limited (VAL)

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 8 - Hedge Fund Investor Letters, News

Adaptive Biotechnologies (ADPT) Falls 24.5% as Execs Dispose Millions of Stake

In separate regulatory filings last week, Adaptive Biotechnologies Corp.

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December 8 - News

American Bitcoin (ABTC) Crashes 47%, Presidential Son Blames Points to Profit-Taking

American Bitcoin nosedived by 47.4 percent week-on-week, as investors sold off positions following the expiration of a lockup period, while presidential son and co-founder Eric...

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December 8 - News

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