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Insider Monkey Blog

The London Company Small Cap Strategy sold Cable One (CABO) due to a Thesis Mismatch

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...

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July 29 - Hedge Fund Investor Letters, News

Should You Consider Adding Interparfums (IPAR) to Your Portfolio?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...

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July 29 - Hedge Fund Investor Letters, News

Should You Expect a Demand Recovery for Matson (MATX)?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...

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July 29 - Hedge Fund Investor Letters, News

10 Best Aerospace Stocks to Buy Now

On Sunday, the United States and the European Union agreed to a trade deal, ending a months-long standoff between the two major economic allies.

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July 29 - News

ACI Worldwide (ACIW) Slid on Investors’ Concerns Over Unchanged Guidance

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...

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July 29 - Hedge Fund Investor Letters, News

Apple (AAPL) Faces Margin Pressures Ahead of Earnings — BofA Still Says Buy

Apple Inc. (NASDAQ:AAPL) is one of the Trending AI Stocks on Wall Street.  On July 28, Bank of America maintained a “Buy” rating on the stock with a price target of $235.

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July 29 - News

Gates Industrial Corporation Plc (GTES) Surged on a Demand Uptick in Automotive Replacement

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...

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July 29 - Hedge Fund Investor Letters, News

The London Company Small Cap Strategy’s Q2 2025 Investor Letter

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter.

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July 29 - Hedge Fund Investor Letters, News

12 Best Crude Oil Stocks To Buy According to Hedge Funds

The global crude oil prices witnessed a slight surge this week following the announcement of a trade deal between the United States and the European Union, and an announcement...

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July 29 - Hedge Funds, Industries, News

ASML Slides From Buy to Hold — Analyst Cites Slower Growth Ahead

ASML Holding N.V.

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July 29 - News

Waste Connections (WCN) Declined Despite Strong Results and Guidance

Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Analysts Turn Bullish on AMD — Here’s What’s Powering the Optimism

Advanced Micro Devices, Inc.

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July 29 - News

Here are Bronte Capital’s Views on Amrize Ltd (AMRZ)

Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Reddit (RDDT) Is on a Roll: Analyst Hike Follows Strong Q1 and AI Upgrades

Reddit, Inc. (NYSE:RDDT) is one of the Trending AI Stocks on Wall Street.

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July 29 - News

10 Most Undervalued Foreign Stocks to Buy According to Analysts

The dominance of U.S.

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July 29 - Hedge Funds, News

Analysts Positive on Endeavour Silver Corp. (EXK) Amid Strong Production Momentum; H.C. Wainwright Maintains ‘Buy’ Rating

On July 8, 2025, Endeavour Silver Corp. (NYSE:EXK) reported production results for Q2 2025.

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July 29 - News

Richtech (RR) Expands Business with New China Agreement

Richtech Robotics Inc. (NASDAQ:RR) is one of the 11 Best New Penny Stocks to Buy Right Now. On June 30, Richtech Robotics Inc.

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July 29 - News

Alumis (ALMS) Merges with ACELYRIN

Alumis Inc. (NASDAQ:ALMS) is one of the 11 Best New Penny Stocks to Buy Right Now. On May 21, Alumis Inc.

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July 29 - News

HPE Gets a Vote of Confidence: Deutsche Bank Sees Room to Run After Juniper Deal

Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the Trending AI Stocks on Wall Street.  On July 23, Deutsche Bank analyst Matt Niknam raised the firm’s price target...

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July 29 - News

CIBC Raises PT on B2Gold Corp. (BTG); Maintains ‘Neutral’ Rating

On July 14, 2025, B2Gold Corp. (NYSE:BTG) released a highly favorable Feasibility Study for its 100%-owned Gramalote gold project in Colombia.

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July 29 - News

Kyverna Appoints New CFO to Guide Next Growth Phase

Kyverna Therapeutics, Inc. (NASDAQ:KYTX) is one of the 11 Best New Penny Stocks to Buy Right Now. On June 30, Kyverna Therapeutics, Inc.

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July 29 - News

Metagenomi (MGX) Presents Latest in Gene Editing Technologies

Metagenomi, Inc. (NASDAQ:MGX) is one of the 11 Best New Penny Stocks to Buy Right Now. On May 14, Metagenomi, Inc.

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July 29 - News

Canaccord Genuity Reiterates Buy Rating on Fractyl Health (GUTS)

Fractyl Health, Inc. (NASDAQ:GUTS) is one of the 11 Best New Penny Stocks to Buy Right Now.

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July 29 - News

BioAge (BIOA) to Analyze Over 17,000 Biobank Samples for Drug Discovery

BioAge Labs, Inc. (NASDAQ:BIOA) is one of the 11 Best New Penny Stocks to Buy Right Now. On June 17, BioAge Labs, Inc.

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July 29 - News

Anteris (AVR) Welcomes Two Directors as Major Trial Approaches

Anteris Technologies Global Corp. (NASDAQ:AVR) is one of the 11 Best New Penny Stocks to Buy Right Now. On June 9, Anteris Technologies Global Corp.

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July 29 - News

Mizuho Raises Price Target for Neumora (NMRA), Keeps Outperform Rating

Neumora Therapeutics, Inc. (NASDAQ:NMRA) is one of the 11 Best New Penny Stocks to Buy Right Now. On July 16, Mizuho increased its price target for Neumora Therapeutics, Inc.

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July 29 - News

Stifel Keeps Buy Rating on Alto Neuroscience (ANRO)

Alto Neuroscience, Inc. (NYSE:ANRO) is one of the 11 Best New Penny Stocks to Buy Right Now. On June 26, Stifel reiterated its “Buy” rating on Alto Neuroscience, Inc.

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July 29 - News

Jefferies Raises Price Target for Cargo Therapeutics (CRGX), Keeps Hold Rating

CARGO Therapeutics, Inc. (NASDAQ:CRGX) is one of the 11 Best New Penny Stocks to Buy Right Now. On July 8, Jefferies raised its price target for CARGO Therapeutics, Inc.

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July 29 - News

Stifel Maintains Buy Rating on Lexeo Therapeutics (LXEO)

Lexeo Therapeutics, Inc. (NASDAQ:LXEO) is one of the 11 Best New Penny Stocks to Buy Right Now. On July 7, Stifel reiterated its “Buy” rating for Lexeo Therapeutics, Inc.

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July 29 - News

Harmony Gold Mining Company Limited (HMY) Reports Pre-Year-End Update

[caption id="attachment_1227560" align="aligncenter" width="1456"] A man, dressed in protective gear, holding a golden nugget freshly extracted from an underground mining shaft...

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July 29 - News

12 Best Growth Stocks to Buy and Hold For 3 Years

On July 9, Chris Hyzy, CIO at Merrill and Bank of America Private Bank, appeared on CNBC to suggest that the markets are in a wait-and-see phase, but rising profits are expected...

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July 29 - Hedge Funds, News

Pegasystems (PEGA) Delivers Another Strong Quarter – Is This AI Stock Back on Track?

Pegasystems Inc.

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July 29 - News

New Gold Inc. (NGD) Positioned for Strong Future Growth With Strategic Execution

[caption id="attachment_1228776" align="aligncenter" width="1456"] A closeup image of a miner holding a pile of gold nuggets, a representation of the company's royalty.[/caption...

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July 29 - News

CIBC Raises PT on Eldorado Gold Corporation (EGO) from $23 to $32; National Bank and BofA Maintain ‘Outperform’ Rating

On July 15, 2025, CIBC increased its price target on Eldorado Gold Corporation (NYSE:EGO) from $23 to $32, maintaining an ‘Outperform’ rating.

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July 29 - News

CIBC Raises PT on IAMGOLD Corporation (IAG) from $9.20 to $10.40

[caption id="attachment_1228776" align="aligncenter" width="1456"] A closeup image of a miner holding a pile of gold nuggets, a representation of the company's royalty.[/caption...

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July 29 - News

Pan American Silver Corp. (PAAS) Releases 2024 Sustainability Report

[caption id="attachment_1227560" align="aligncenter" width="1456"] A man, dressed in protective gear, holding a golden nugget freshly extracted from an underground mining shaft...

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July 29 - News

Coeur Mining, Inc. (CDE) Presents Bullish Case for Rochester Mine at RBC Capital Markets Global Mining & Materials Conference

In June, Coeur Mining, Inc.

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July 29 - News

Alamos Gold Inc. (AGI) Experiences Strong Stock Momentum Amid Rising Cost Pressures in 2025

[caption id="attachment_1228776" align="aligncenter" width="1456"] A closeup image of a miner holding a pile of gold nuggets, a representation of the company's royalty.[/caption...

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July 29 - News

UBS Downgrades SSR Mining Inc. (SSRM) to ‘Neutral’; Raises PT to $13.85

On June 24, 2025, UBS downgraded SSR Mining Inc. (NASDAQ:SSRM) from ‘Buy’ to ‘Neutral’. However, the analyst raised its price target from $12.35 to $13.85.

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July 29 - News

11 Most Oversold Energy Stocks To Buy Right Now

On July 15, CNBC’s Brian Sullivan and Energy Secretary Chris Wright sat down at the Pennsylvania Energy and Innovation Summit at Carnegie Mellon University to talk about the...

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July 29 - Hedge Funds, News

10 Best Low-Risk Index Funds to Buy Now

Index Funds are solid investment vehicles that track major indices, offering broad exposure to the stock market.

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July 29 - Hedge Funds, News

10 AI Stocks in the Spotlight Today

Days after the United States unveiled a plan to promote dominance in artificial intelligence technology, China proposed a global framework for AI governance.

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July 29 - Hedge Funds, Industries, News, Tech

7 Best Stocks to Buy According to Abdiel Capital Advisors

Abdiel Capital Advisors is an activist hedge fund that was co-founded by Colin Moran, its current managing partner.

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July 29 - Hedge Funds, News

Celcuity (CELC) Skyrockets 167% on Breast Cancer Treatment Trial

In a statement on Monday, Celcuity Inc. (NASDAQ:CELC) said it achieved positive topline results from the phase 3 clinical study of gedatolisib combined with palbociclib and fulvestrant...

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July 29 - News

SES AI (SES) Soars 15% on Reaffirmed Growth Outlook

SES AI jumped by 15.25 percent on Monday to close at $1.36 apiece as investors cheered its reaffirmation of growth guidance for full-year 2025 and release of preliminary earnings...

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July 29 - News

Super Micro (SMCI) Rallies 10.2% as US Freezes Export Curbs to China

Super Micro jumped for a fourth straight day on Monday, adding 10.24 percent to close at $60.05 apiece as investors cheered President Donald Trump’s decision to freeze export...

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July 29 - News

Vor Biopharma (VOR) Jumps 10% on Addition of 2 CEOs to Board

Vor Biopharma extended its winning streak to a fourth consecutive day on Monday, jumping 10 percent to close at $2.42 apiece and bucking the decline in the overall healthcare ...

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July 29 - News

Kosmos Energy (KOS) Soars 7.7% Ahead of Q2 Earnings

According to the company, it is scheduled to release the results of its financial and operating highlights on August 4, 2025.

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July 29 - News

PagerDuty (PD) Climbs 7% on Analyst Upgrade, Sale Reports

PagerDuty rallied for a second day on Monday, adding 7.06 percent to close at $16.83 apiece as investors took heart from an analyst upgrade and news that it was exploring a sale...

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July 29 - News

Pacific Biosciences (PACB) Jumps 6.5% Ahead of Earnings

According to the company, it is scheduled to announce the results of its financial and operating highlights after market close on August 7, where investors will closely watch ...

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July 29 - News

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