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Insider Monkey Blog

Cisco Systems, Inc. (CSCO): It “Could Have An Oracle-Like Revaluation,” Says Jim Cramer

Cisco Systems, Inc. (NASDAQ:CSCO) is a networking equipment provider whose shares have gained 15% year-to-date.

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July 21 - News

APA Corporation (APA) Slid on Concerns Over Poor Investor Sentiment

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter investor letter.  A copy of the letter can be downloaded here.

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July 21 - Hedge Fund Investor Letters, News

Mosaic Co. (MOS) Surged on Varied Growth Signals

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter investor letter.  A copy of the letter can be downloaded here.

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July 21 - Hedge Fund Investor Letters, News

Accelerated Demand Lifted Oracle Corporation (ORCL) in Q2

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter investor letter.  A copy of the letter can be downloaded here.

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July 21 - Hedge Fund Investor Letters, News

Ariel Investments Focus Fund’s Q2 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter investor letter.  The second quarter of 2025 saw a period of extremes.

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July 21 - Hedge Fund Investor Letters, News

Ariel Appreciation Fund: Goldman Sachs (GS) — A Top Investment Banking Franchise on Wall Street

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter.

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July 21 - Hedge Fund Investor Letters, News

What Makes Fiserv (FI) a Lucrative Investment?

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter.

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July 21 - Hedge Fund Investor Letters, News

CarMax (KMX) Traded Lower Amid Macro Uncertainty

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter.

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July 21 - Hedge Fund Investor Letters, News

Satellogic Inc. (SATL) Announces Inclusion in Russell 3000 Index

Satellogic Inc. (NASDAQ:SATL) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds. On July 8, the company announced its inclusion in the U.S.

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July 21 - News

Schlumberger Limited (SLB) Slid on Falling Oil Prices and Trade Tensions

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter.

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July 21 - Hedge Fund Investor Letters, News

Recent Analyst Ratings Forecast Further Upside For TAT Technologies Ltd. (TATT)

TAT Technologies Ltd. (NASDAQ:TATT) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Smith & Wesson Brands, Inc. (SWBI) Is Down 23% In One Month. Here Is Why

Smith & Wesson Brands, Inc. (NASDAQ:SWBI) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Robust Earnings Results Boosted nVent Electric plc (NVT) in Q2

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter.

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July 21 - Hedge Fund Investor Letters, News

Here Is What You Need To Know Before Investing In Cadre Holdings, Inc. (CDRE)

Cadre Holdings, Inc. (NYSE:CDRE) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

RBC Capital Lifts Ducommun Incorporated (DCO)’s Price Target To $95, Maintains Outperform Rating

Ducommun Incorporated (NYSE:DCO) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Ariel Investments Appreciation Fund’s Q2 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter.

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July 21 - Hedge Fund Investor Letters, News

Adtalem Global Education (ATGE) Surged on Student Enrollment Growth and Raise in Guidance

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

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July 21 - Hedge Fund Investor Letters, News

Here Is What You Need To Know Before Investing In Byrna Technologies Inc. (BYRN)

Byrna Technologies Inc. (NASDAQ:BYRN) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Sturm, Ruger & Company, Inc. (RGR) Announces Asset Purchase of Anderson Manufacturing

Sturm, Ruger & Company, Inc. (NYSE:RGR) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Planet Labs PBC (PL) Wins Four Major Contracts in Defense and Intelligence Sector

Planet Labs PBC (NYSE:PL) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

V2X, Inc. (VVX) Receives Foreign Military Sales Contract To Support Iraq’s F-16 Program

V2X, Inc. (NYSE:VVX) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Astronics Corporation (ATRO) Announces Acquisition of Envoy Aerospace

Astronics Corporation (NASDAQ:ATRO) is among the 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds.

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July 21 - News

Quarterly Earnings Beat Lifted Sphere Entertainment Co. (SPHR) in Q2

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

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July 21 - Hedge Fund Investor Letters, News

Northern Trust Corporation (NTRS) Rose on Strong Earnings and a Merger Rumor

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

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July 21 - Hedge Fund Investor Letters, News

Why These Energy Stocks are Losing This Week

The oilfield services sector was the biggest loser in the energy industry this week following reports of a slowdown in drilling activity and reduced exploration and production...

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July 21 - Hedge Funds, Industries, Market Movers, News

Here’s Why Core Laboratories (CLB) Traded Lower in Q2

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

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July 21 - Hedge Fund Investor Letters, News

15 Best Magic Formula Stocks to Invest In

Joel Greenblatt's legacy as an investor is based on his ability to spot opportunities where most others can't.

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July 21 - Hedge Funds, News

J.M. Smucker Co. (SJM) Rose on Continued Challenges at Hostess

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

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July 21 - Hedge Fund Investor Letters, News

Here’s Why Leslie’s (LESL) Continued to Weigh on Ariel Fund’s Performance

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

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July 21 - Hedge Fund Investor Letters, News

United Airlines Holdings, Inc. (UAL) Reports Q2 Results; UBS Maintains ‘Buy’ Rating with $103 Price Target

Trading at a low P/E multiple with potential upside for investors, United Airlines Holdings, Inc.

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July 21 - News

Ariel Fund’s Q2 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Fund” second-quarter 2025 investor letter. The second quarter was a volatile period.

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July 21 - Hedge Fund Investor Letters, News

SkyWest, Inc. (SKYW) Finalizes New Engine Deal, Reducing Carbon Footprint

On July 9, 2025, SkyWest, Inc.

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July 21 - News

Delta Air Lines, Inc. (DAL) Agrees to $8.1 Million Settlement of Federal COVID-19 Fund Misuse Case

On July 16, 2025, it was announced by the U.S. Justice Department that Delta Air Lines, Inc.

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July 21 - News

BofA Raises PT on ArcBest Corporation (ARCB) Amid Leadership Transition

[caption id="attachment_1204614" align="aligncenter" width="1456"] An Airbus single-aisle aircraft overfly a major city, showcasing the airline services of the company.[/caption...

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July 21 - News

Raymond James Raises PT on Ryanair Holdings plc (RYAAY); Maintains ‘Strong Buy’ Rating Amid Strong Summer Demand

Trading at a low P/E multiple with potential upside for investors, Ryanair Holdings plc (NASDAQ:RYAAY) is among the 14 Cheap Transportation Stocks to Buy According to Analysts...

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July 21 - News

Barclays Raises PT on American Airlines Group Inc. (AAL) Despite Weak Earnings Outlook

On July 10, 2025, Barclays increased its price target on the American Airlines Group Inc. (NASDAQ:AAL) from $11 to $12, maintaining an ‘Equal Weight’ rating.

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July 21 - News

Here’s Wedgewood Partners’ Investment Thesis for Zoetis (ZTS)

Wedgewood Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 21 - Hedge Fund Investor Letters, News

LATAM Airlines Group S.A. (LTM) Reports Strong Performance for June, Finalizes $800 Million Refinancing

Trading at a low P/E multiple with potential upside for investors, LATAM Airlines Group S.A.

Keep Reading →

July 21 - News

United Parcel Service, Inc. (UPS) Launches Voluntary Separation Program; JP Morgan Maintains ‘Neutral’ Rating

On July 8, 2025, JPMorgan decreased its price target on United Parcel Service, Inc. (NYSE:UPS) from $110 to $107, maintaining a ‘Neutral’ rating.

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July 21 - News

FedEx Corporation (FDX) Battles Lawsuit Over Overtime Allegation, While Citi Maintains Bullish Outlook

On July 11, 2025, Bloomberg reported that FedEx Corporation (NYSE:FDX) is facing a new class action lawsuit filed in the U.S.

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July 21 - News

Allegiant Travel Company (ALGT) Sells Sunseeker Resort to Blackstone Real Estate; Morgan Stanley Maintains ‘Equal Weight’ Rating

With a $200 million transaction on July 7, 2025, Allegiant Travel Company (NYSE:ALGT) sold its 785-room Sunseeker Resort Charlotte Harbor to Blackstone Real Estate, following ...

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July 21 - News

Amid Higher Interest Rates, Alaska Air Group, Inc. (ALK) Looks to Refinance Pandemic Loans; Settles $1 Billion Lawsuit

[caption id="attachment_1238620" align="aligncenter" width="1456"] An aerial view of a cargo plane taking off from a commercial airport, reflecting the company's overnight air...

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July 21 - News

ZTO Express (Cayman) Inc. (ZTO) Confirms Stability with No Change in Share Capital; Morgan Stanley Upgrades Rating

With its monthly return submission to the Hong Kong Stock Exchange on July 2, 2025, ZTO Express (Cayman) Inc.

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July 21 - News

Copa Holdings, S.A. (CPA) Reports 6.3% YoY Increase in Traffic for June; Citi and UBS Maintain Bullish Outlook

For June 2025, Copa Holdings, S.A. (NYSE:CPA) reported experiencing strong traffic, driven by continued demand for air travel across its network.

Keep Reading →

July 21 - News

Analysts Remain Optimistic About Proficient Auto Logistics, Inc. (PAL) Growth Prospects Despite Legal Scrutiny

With a low P/E multiple and potential upside for investors, Proficient Auto Logistics, Inc.

Keep Reading →

July 21 - News

Into the Volatile Crypto Waters – What Every Newbie Needs to Know in 2025

You may have heard that crypto is highly volatile, or that crypto crashes can cause investors to lose all their money.

Keep Reading →

July 21 - Bitcoin, Ethereum and Other Cryptocurrencies, News

Jim Cramer Shed Light on These 14 Stocks

“You always wish you had a stock that went up 10 bucks in a day, and today we had a bunch of them.

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July 21 - Hedge Funds, News

Fly-E Group (FLYE) Sees Gross Margin Improvement

Fly-E Group, Inc. (NASDAQ:FLYE) is one of the Best Performing EV Stocks So Far in 2025.

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July 21 - News

NWTN (NWTN) Announces Execution of Agreement With SEET LLC

NWTN Inc. (NASDAQ:NWTN) is one of the Best Performing EV Stocks So Far in 2025.

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July 21 - News

Niu Technologies (NIU) Releases Q2 2025 Sales Volume Update

Niu Technologies (NASDAQ:NIU) is one of the Best Performing EV Stocks So Far in 2025.

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July 21 - News

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