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Insider Monkey Blog

EnerSys (NYSE:ENS) Q3 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. My name is Bella, and I will be your conference operator today.

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February 6 - News, Transcripts

Murphy USA Inc. (NYSE:MUSA) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is Carly, and I will be your conference operator today.

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February 6 - News, Transcripts

The Allstate Corporation (NYSE:ALL) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to The Allstate Corporation's Fourth Quarter Earnings Investor Call.

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February 6 - News, Transcripts

Matrix Service Company (NASDAQ:MTRX) Q2 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Matrix Service Company conference call to discuss results for the second quarter of fiscal 2026.

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February 6 - News, Transcripts

U-Haul Holding Company (NYSE:UHAL) Q3 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to U-Haul Holding Company Third Quarter Fiscal 2026 Investor Conference Call.

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February 6 - News, Transcripts

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Q4 2025 Earnings Call Transcript

Operator: Welcome to the O'Reilly Automotive, Inc.'s Fourth Quarter and Full Year 2025 Earnings Call. My name is Matthew, and I'll be your operator for today's call.

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February 6 - News, Transcripts

Helmerich & Payne, Inc. (NYSE:HP) Q1 2026 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Helmerich & Payne Fiscal First Quarter Earnings Call. [Operator Instructions] Please note, this call is being recorded.

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February 6 - News, Transcripts

The Ensign Group, Inc. (NASDAQ:ENSG) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Ensign Group, Inc. Fourth Quarter Fiscal Year 2025 Earnings Conference Call.

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February 6 - News, Transcripts

Equitable Holdings, Inc. (NYSE:EQH) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone. Thank you for joining us, and welcome to the Equitable Holdings Full Year and Fourth Quarter Earnings Call.

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February 6 - News, Transcripts

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Kulicke and Soffa First Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

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February 6 - News, Transcripts

NOV Inc. (NYSE:NOV) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the NOV Fourth Quarter 2025 Earnings Conference Call.

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February 6 - News, Transcripts

Weatherford International plc (NASDAQ:WFRD) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Weatherford Fourth Quarter 2025 Results Conference Call. [Operator Instructions] Please also note today's event is being recorded.

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February 6 - News, Transcripts

Banco de Chile (NYSE:BCH) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to Banco de Chile's Fourth Quarter 2025 Results Conference Call.

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February 6 - News, Transcripts

Dorian LPG Ltd. (NYSE:LPG) Q3 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Dorian LPG Third Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

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February 6 - News, Transcripts

Doximity (DOCS) Fell Following Disappointing Guidance

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Multiple Tailwinds Lifted Eli Lilly and Company (LLY) in Q4

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Is Teva Pharmaceutical Industries Limited (TEVA) an Undervalued Stock Relative to Its Long-Term Potential?

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Baron Health Care Fund’s Q4 2025 Investor Letter

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”.

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February 6 - Hedge Fund Investor Letters, News

Spotify (SPOT) Fell Along with Highly Valued Stocks

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.

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February 6 - Hedge Fund Investor Letters, News

Here’s What Makes On Holding AG (ONON) a Strong Long-Term Investment?

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.

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February 6 - Hedge Fund Investor Letters, News

Below Expected Net New Sales Weighed on CoStar’s (CSGP) Performance in Q4

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.

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February 6 - Hedge Fund Investor Letters, News

Increased Demand Drove FIGS’ (FIGS) 8% Revenue Growth

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.

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February 6 - Hedge Fund Investor Letters, News

Guidewire (GWRE) Sets to Capture 30-50% Market Share in the P&C Insurance Industry

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.

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February 6 - Hedge Fund Investor Letters, News

13 Best Revenue Growth Stocks to Buy Right Now

Speaking to CNBC on January 13, Ari Wald, Head of Technical Analysis at Oppenheimer, said U.S.

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February 6 - Hedge Funds, News

Parker-Hannifin (PH) Set for Incremental Margins Despite Market Challenges

On January 30, Baird analyst Mircea Dobre reaffirmed his Outperform rating on Parker-Hannifin Corporation (NYSE:PH), while raising his price target estimate from $960 to $1,050...

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February 6 - News

Seaport Maintains Buy Rating on Dover Corporation (DOV)

On February 3, Walter Liptak of Seaport Research reiterated his Buy rating on Dover Corporation (NYSE:DOV).

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February 6 - News

Multi-Year Tailwinds Lead to a Bullish Stance on Flowserve (FLS)

As of the February 3 closing, Flowserve Corporation (NYSE:FLS) had moderately bullish analyst sentiment.

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February 6 - News

Bullish Outlook for Crane (CR) Following Recent Acquisitions

On January 29, Scott Deuschle from Deutsche Bank maintained his Buy rating on Crane Company (NYSE:CR), following the company’s fourth quarter results announcement.

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February 6 - News

Attractive Sector Valuations Drive Interest Towards IDEX Corporation (IEX)

As of February 3 closing, sentiment around IDEX Corporation (NYSE:IEX) was strongly bullish. The stock had received coverage from 4 analysts, all of whom assigned Buy ratings.

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February 6 - News

JPMorgan Maintains Overweight Rating on ESAB Corporation (ESAB)

On February 3, JPMorgan analyst Tami Zakaria reaffirmed her Overweight rating on ESAB Corporation (NYSE:ESAB).

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February 6 - News

Oppenheimer Maintains Outperform Rating on Pentair (PNR)

On February 4, Bryan Blair of Oppenheimer maintained his Outperform rating on Pentair plc (NYSE:PNR) but lowered his price target from $128 to $122.

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February 6 - News

UBS Reaffirms Buy Rating on Stanley Black & Decker (SWK)

On January 5, Damian Karas from UBS reiterated his Buy rating on Stanley Black & Decker (NYSE:SWK).

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February 6 - News

SPX Technologies (SPXC) Well-Positioned for Data Center Infrastructure Evolution

As of the close of play on February 3, sentiment remains moderately bullish around SPX Technologies (NYSE:SPXC).

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February 6 - News

Watts Water (WTS) Carrying a Favorable Sentiment After Becton Dickinson Deal

On January 27, HSBC analyst Sidharth Sahoo initiated coverage of Watts Water (NYSE: WTS), assigning a Buy rating and a $460 price target.

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February 6 - News

Management Shares Single-Digit 2026 Growth Outlook for Graco (GGG)

As of February 3 closing, Graco Inc. (NYSE:GGG) had received coverage from 6 analysts, with 1 Buy rating and 5 Hold calls.

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February 6 - News

Here is Why Hedge Funds Strongly Favor RBC Bearings (RBC)

Ciarmoli believes that the 2026 outlook for the Aerospace & Defense industry remains positive after a strong performance during the previous year.

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February 6 - News

Organic Growth and Disciplined Capital Allocation Sparks Confidence in Helios Technologies (HLIO)

On January 26, the price target on Helios Technologies (NYSE:HLIO) was revised from $64 to $74, and the stock was assigned an Overweight rating by KeyBanc analyst Jeffrey Hammond...

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February 6 - News

Baird Reiterates Outperform Rating on Donaldson (DCI)

On February 2, Baird analyst Robert Mason maintained his Outperform rating on Donaldson Company (NYSE:DCI), and also raised his price target on the stock from $100 to $110.

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February 6 - News

What Makes Xylem (XYL) So Attractive

On January 26, Brian Drab of William Blair initiated coverage of Xylem Inc. (NYSE: XYL) and assigned an Outperform rating.

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February 6 - News

Tapestry (TPR) Hits All-Time High on Strong Earnings, Outlook

Tapestry soared to a new all-time high on Thursday, as investors digested the company’s strong earnings performance in the second quarter of fiscal year 2026, alongside a higher...

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February 6 - News

The Hershey Company (HSY) Climbs to 52-Week High Ahead of Dividends

In a statement after its earnings call, the company said it would distribute $1.452 worth of dividends to its common shareholders, as well as $1.320 to Class B common shareholders...

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February 6 - News

Sirius (SIRI) Climbs 9% on Earnings Blowout

During the period, Sirius XM Holdings Inc. (NASDAQ:SIRI) swung to a net income of $805 million from a $2.07 billion net loss in 2024.

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February 6 - News

Lumentum (LITE) Soars to All-Time High on Strong Earnings

Lumentum extended its winning streak to a 5th consecutive day on Thursday, hitting a new all-time high as investors digested its strong earnings performance in the second quarter...

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February 6 - News

Forgent Power (FPS) Soars 7.4% on Market Debut as Firm Rides AI Boom

Forgent Power jumped by 7.41 percent in its first day as a publicly listed company as investors snapped up shares amid an overall optimism for the artificial intelligence sector...

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February 6 - News

Celestica (CLS) Rallies 7% on Semiconductor Optimism

Celestica jumped by 6.90 percent on Thursday to finish at $294.89 apiece as investors loaded portfolios in semiconductor stocks on strong confidence amid a market bloodbath dampened...

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February 6 - News

ASE Technology (ASX) Climbs 6.7% on Earnings Blowout

ASE Technology snapped a two-day losing streak on Thursday, jumping 6.69 percent to finish at $20.26 apiece as investors took heart from a strong earnings performance in the full...

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February 6 - News

Tower Semiconductor (TSEM) Gets 6.4% Boost from Nvidia Deal

Tower Semiconductor grew its share prices by 6.43 percent on Thursday to close at $129.08 apiece as investors took heart from its partnership with Nvidia Corp.

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February 6 - News

NIO (NIO) Zooms 5.86% as Firm Hints at Profitability Amid Strong Demand

In a statement, NIO Inc.

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February 6 - News

Arm Holdings (ARM) Jumps 5.7% as Revenues Break Records

Arm Holdings grew its share prices by 5.70 percent on Thursday to close at $110.88 apiece, as investors loaded portfolios following news of record-breaking revenues in the third...

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February 6 - News

Galaxy Digital (GLXY) Hits All-Time Low as Earnings Disappoint

Galaxy Digital fell for a 7th consecutive session on Thursday to hit a new all-time low, as investors unloaded portfolios following a disappointing earnings performance, while...

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February 6 - News

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