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Insider Monkey Blog

Analyst Sees 30% Earnings Growth for Netflix(NFLX) in 2025, Says ‘Premium Multiple’ Justified

Robert Fishman, MoffettNathanson analyst, said in a recent program on CNBC that he’s expecting 30% earnings growth for Netflix Inc (NASDAQ:NFLX) this year and believes the company...

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July 24 - News

Here’s What Supports Netflix’s (NFLX) Long-Term Growth

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Growth in Azure Lifted Microsoft Corporation (MSFT) in Q2

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

CareCloud, Inc. (CCLD): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

BlackSky Technology Inc. (BKSY): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Sands Capital Technology Innovators Fund’s Q2 2025 Investor Letter

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Cronos Group Inc. (CRON): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Graham Corporation (GHM): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Lakeland Industries, Inc. (LAKE): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Jim Cramer Recently Commented on These 6 Stocks

“This was a day of turmoil because the stocks that have been beaten up endlessly, mainly the foods and the drugs and their fellow travelers in the restaurant space, all rallied...

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July 24 - Hedge Funds, News

10 Promising SmallCap Stocks Under $1 Billion Market Cap

SmallCap stocks can often be overlooked by institutional investors, yet they offer outsized return potential for those willing to dig deeper.

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July 24 - News, Stock Analysis

10 Best Mid Cap FMCG Stocks to Buy Now

At the start of 2025, cautious optimism supported expectations for a steady recovery in deal activity in the broader consumer markets, according to PwC.

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July 24 - Hedge Funds, News

Regeneron Pharmaceuticals, Inc. (REGN): A Bull Case Theory

We came across a bullish thesis on Regeneron Pharmaceuticals, Inc. on Options Coach’s Substack by Taylor Selden.

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July 24 - News, Stock Analysis

Medtronic plc (MDT): A Bull Case Theory

We came across a bullish thesis on Medtronic plc on Max Dividends’s Substack. In this article, we will summarize the bulls’ thesis on MDT.

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July 24 - News, Stock Analysis

monday.com Ltd. (MNDY): A Bull Case Theory

We came across a bullish thesis on monday.com Ltd. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MNDY.

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July 24 - News, Stock Analysis

Marten Transport, Ltd. (MRTN): A Bull Case Theory

We came across a bullish thesis on Marten Transport, Ltd. on R. Dennis’s Substack by Oppcost. In this article, we will summarize the bulls’ thesis on MRTN.

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July 24 - News, Stock Analysis

Longleaf Partners Fund Increased its Holdings in Regeneron Pharmaceuticals (REGN) on a Dip

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Xponential Fitness, Inc. (XPOF): A Bull Case Theory

We came across a bullish thesis on Xponential Fitness, Inc. on Uzo Capital’s Substack by Uzo. In this article, we will summarize the bulls’ thesis on XPOF.

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July 24 - News, Stock Analysis

Stanley Black & Decker, Inc. (SWK): A Bull Case Theory

We came across a bullish thesis on Stanley Black & Decker, Inc. on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on SWK.

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July 24 - News, Stock Analysis

Here’s Why FedEx Corporation (FDX) Fell in Q2

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

The Kraft Heinz Company (KHC) Fell Due to Sluggish Food and Beverage Industry

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Market Begins to Favor MGM Resorts International (MGM) Due to Continued Strong Performance

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

General Dynamics Corporation (NYSE:GD) Q2 2025 Earnings Call Transcript

General Dynamics Corporation (NYSE:GD) Q2 2025 Earnings Call Transcript July 23, 2025General Dynamics Corporation beats earnings expectations.

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July 24 - News, Transcripts

BankUnited, Inc. (NYSE:BKU) Q2 2025 Earnings Call Transcript

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

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July 24 - News, Transcripts

Popular, Inc. (NASDAQ:BPOP) Q2 2025 Earnings Call Transcript

Operator: Hello, everybody, and welcome to the Popular, Inc. Second Quarter 2025 Earnings Call. My name is Elliot, and I'll be your coordinator today.

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July 24 - News, Transcripts

Northern Trust Corporation (NASDAQ:NTRS) Q2 2025 Earnings Call Transcript

Northern Trust Corporation (NASDAQ:NTRS) Q2 2025 Earnings Call Transcript July 23, 2025Northern Trust Corporation beats earnings expectations.

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July 24 - News, Transcripts

Acme United Corporation (AMEX:ACU) Q2 2025 Earnings Call Transcript

Acme United Corporation (AMEX:ACU) Q2 2025 Earnings Call Transcript July 23, 2025Acme United Corporation beats earnings expectations.

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July 24 - News, Transcripts

TE Connectivity Ltd. (NYSE:TEL) Q3 2025 Earnings Call Transcript

Operator: Everyone, thank you for standing by and welcome to the TE Connectivity Third Quarter Earnings Call for Fiscal Year 2025 [Operator Instructions] As a reminder, today'...

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July 24 - News, Transcripts

Freeport-McMoRan Inc. (NYSE:FCX) Q2 2025 Earnings Call Transcript

Freeport-McMoRan Inc. (NYSE:FCX) Q2 2025 Earnings Call Transcript July 23, 2025Freeport-McMoRan Inc. beats earnings expectations.

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July 24 - News, Transcripts

Taylor Morrison Home Corporation (NYSE:TMHC) Q2 2025 Earnings Call Transcript

Taylor Morrison Home Corporation (NYSE:TMHC) Q2 2025 Earnings Call Transcript July 23, 2025Taylor Morrison Home Corporation misses on earnings expectations.

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July 24 - News, Transcripts

Travel + Leisure Co. (NYSE:TNL) Q2 2025 Earnings Call Transcript

Travel + Leisure Co. (NYSE:TNL) Q2 2025 Earnings Call Transcript July 23, 2025Travel + Leisure Co. misses on earnings expectations.

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July 24 - News, Transcripts

Hilton Worldwide Holdings Inc. (NYSE:HLT) Q2 2025 Earnings Call Transcript

Hilton Worldwide Holdings Inc. (NYSE:HLT) Q2 2025 Earnings Call Transcript July 23, 2025Hilton Worldwide Holdings Inc. beats earnings expectations.

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July 24 - News, Transcripts

Boston Scientific Corporation (NYSE:BSX) Q2 2025 Earnings Call Transcript

Boston Scientific Corporation (NYSE:BSX) Q2 2025 Earnings Call Transcript July 23, 2025Boston Scientific Corporation beats earnings expectations.

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July 24 - News, Transcripts

Healthcare Services Group, Inc. (NASDAQ:HCSG) Q2 2025 Earnings Call Transcript

Healthcare Services Group, Inc. (NASDAQ:HCSG) Q2 2025 Earnings Call Transcript July 23, 2025Healthcare Services Group, Inc. beats earnings expectations.

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July 24 - News, Transcripts

AT&T Inc. (NYSE:T) Q2 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to AT&T's Second Quarter 2025 Earnings Call. [Operator Instructions] And as a reminder, this conference is being recorded.

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July 24 - News, Transcripts

United Community Banks, Inc. (NYSE:UCB) Q2 2025 Earnings Call Transcript

United Community Banks, Inc. (NYSE:UCB) Q2 2025 Earnings Call Transcript July 23, 2025United Community Banks, Inc. beats earnings expectations.

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July 24 - News, Transcripts

Fiserv, Inc. (NYSE:FI) Q2 2025 Earnings Call Transcript

Operator: Welcome to the Fiserv Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, today's call is being recorded.

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July 24 - News, Transcripts

NextEra Energy, Inc. (NYSE:NEE) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the NextEra Energy, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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July 24 - News, Transcripts

Rogers Communications Inc. (NYSE:RCI) Q2 2025 Earnings Call Transcript

Rogers Communications Inc. (NYSE:RCI) Q2 2025 Earnings Call Transcript July 23, 2025Rogers Communications Inc. misses on earnings expectations.

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July 24 - News, Transcripts

Thermo Fisher Scientific Inc. (NYSE:TMO) Q2 2025 Earnings Call Transcript

Thermo Fisher Scientific Inc. (NYSE:TMO) Q2 2025 Earnings Call Transcript July 23, 2025Thermo Fisher Scientific Inc. beats earnings expectations.

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July 24 - News, Transcripts

Hasbro, Inc. (NASDAQ:HAS) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Hasbro Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Today's conference is being recorded.

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July 24 - News, Transcripts

Oatly Group AB (NASDAQ:OTLY) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Oatly Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

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July 24 - News, Transcripts

GE Vernova Inc. (NYSE:GEV) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen and welcome to GE Vernova's Second Quarter 2025 Earnings Conference Call.

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July 24 - News, Transcripts

Moody’s Corporation (NYSE:MCO) Q2 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Moody's Corporation Second Quarter 2025 Earnings Call.

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July 24 - News, Transcripts

USANA Health Sciences, Inc. (NYSE:USNA) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the USANA Health Sciences Second Quarter Earnings Call. [Operator Instructions] Please note, this conference is being recorded.

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July 24 - News, Transcripts

KeyCorp (NYSE:KEY) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to KeyCorp's Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

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July 24 - News, Transcripts

Longleaf Partners Fund’s Top Q2 Contributor: HF Sinclair Corporation (DINO)

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Renasant Corporation (NASDAQ:RNST) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Renasant Corporation 2025 Second Quarter Earnings Conference Call and Webcast.

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July 24 - News, Transcripts

United Community Banks, Inc. (NASDAQ:UCBI) Q2 2025 Earnings Call Transcript

Operator: Good morning and welcome to United Community Bank's Second Quarter 2025 Earnings Call.

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July 24 - News, Transcripts

Forestar Group Inc. (NYSE:FOR) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Forestar's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.

Keep Reading →

July 24 - News, Transcripts

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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