Planet Labs (PL) Soars to All-Time High on Upbeat Outlook
In an updated report, Planet Labs PBC (NYSE:PL) said that it now expects revenues for the full fiscal year to be at $297 million to $301 million, versus the $281 million to $289...
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Hedge Fund and Insider Trading News: Cathie Wood, Michael Burry, Renaissance Technologies, Mason Capital, Millennium Management, Adverum Biotechnologies Inc (ADVM), MGM Resorts International (MGM), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
IBM in Focus as Bernstein Maintains Neutral Stance After Confluent Acquisition
International Business Machines Corporation (NYSE:IBM) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bernstein SocGen Group reiterated its Market Perform...
Stifel Sees Marvell (MRVL) Well Positioned Across the AI Data-Center Stack
Marvell Technology, Inc.
Palantir (PLTR) in Focus After Winning $448M U.S. Navy Contract, Analyst Holds Market Perform
Palantir Technologies Inc.
Stifel Cuts Oracle (ORCL) Price Target After Earnings, Maintains Buy Rating
Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts Are Watching Closely. On December 11, Stifel analyst Brad Reback lowered the price target on the stock to $...
Bernstein Reiterates Outperform on TSM as Revenue Tracks Ahead of Guidance
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bernstein SocGen Group reiterated its “...
Bank of America Reiterates Buy on Nvidia (NVDA) , Citing Leadership in AI Compute
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bank of America reiterated the stock as “Buy” with a $275 price ...
Here’s Why CyberArk Software Ltd (CYBR) Rose 19% in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter.
Here’s What Affected BJ’s Wholesale Club Holdings Inc. (BJ) in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q3 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter.
What Makes Oracle (ORCL) a Strong Technology Company?
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Surged Amid Increasing AI Momentum
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
MercadoLibre (MELI) Fell in Q3 Due to Competition Concerns
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Janus Henderson Forty Fund Sold Marvell Technology (MRVL) Due to Lack of Earnings Visibility
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Janus Henderson Forty Fund’s Q3 2025 Investor Letter
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter.
Broadcom (AVGO): Brasada Capital Management’s Best Year-To-Date Performer
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
Brasada Capital Management’s Views on Ferguson Plc (FERG)
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
Brasada Capital Management’s Q3 2025 Investor Letter
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter.
Solid Results and Improved Guidance Lifted CRH (CRH) in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bernstein Remains Bullish On Taiwan Semiconductor Manufacturing Company Limited (TSM)
According to TheFly, on December 8, 2025, Bernstein increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330.
Oppenheimer Analyst Maintains An Outperform Rating On Broadcom Inc. (AVGO)
TheFly reported on December 5, 2025, that Oppenheimer analyst Rick Schafer had increased the firm’s price target for Broadcom Inc.
Morgan Stanley Analyst Is Bullish On Thermo Fisher Scientific Inc. (TMO)
According to The Fly, on December 2, 2025, Morgan Stanley analyst Kallum Titchmarsh established a price objective of $670, up from $656.
Hudbay Minerals (HBM) Rose Following the Copper Price Rally
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX)
On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating.
Citi Keeps A Sell Rating On Intel Corporation (INTC)
According to The Fly, Citi released a research report on December 5 in which analyst Christopher Danely reaffirmed his $29 price target and a Sell rating on Intel Corporation (...
Citi Analyst Is Bullish On ASML Holding N.V. (ASML)
On December 10, 2025, TheFly reported that Citi analyst Andrew Gardiner lifted the price objective for ASML Holding N.V. (NASDAQ:ASML) to EUR 1,200 from EUR 1,050.
Morgan Stanley Keeps An Equal Weight Rating On KLA Corporation (KLAC)
According to TheFly, Morgan Stanley increased their price objective on KLA Corporation (NASDAQ:KLAC) from $1,154 to $1,214 on December 2, 2025.
Barclays Maintains An Overweight Rating On 3M Company (MMM)
According to TheFly, Barclays increased its price target for 3M Company (NYSE:MMM) from $180 to $190 on December 4, 2025.
From Market Noise to Predictive Insight: How AI Is Reshaping the Future of Investment Research
Investment research used to mean reading through hundreds of earnings reports and hoping the patterns spotted were actually meaningful.
NexGen Energy Ltd. (NXE) Benefitted from a Surge in Spot Uranium Prices
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
L1 Long Short Fund’s Q3 2025 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter.
Here’s Why L1 Capital International Invested in Nvidia (NVDA) Late
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
B. Riley Analyst Craig Ellis Remains Bullish On Onto Innovation Inc. (ONTO)
According to TheFly, on November 18, 2025, B. Riley analyst Craig Ellis increased the company’s price objective for Onto Innovation Inc. (NYSE:ONTO) from $173 to $180.
Will Intuit (INTU) Benefit from AI?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
RBC Capital Retains An Outperform Rating On DuPont de Nemours, Inc. (DD)
According to The Fly, on November 18, 2025, RBC Capital reduced its price objective for DuPont de Nemours, Inc. (NYSE:DD) from $100 to $48 and retained an Outperform rating.
Goldman Sachs Initiates Sell Rating On Bruker Corporation (BRKR)
According to The Fly, on December 9, 2025, Goldman Sachs started Bruker Corporation (NASDAQ:BRKR) with a Sell rating and a $40 price objective.
Roth Capital Analyst Remains Bullish On OSI Systems, Inc. (OSIS)
Analyst Jeff Martin mentioned a solid pipeline for FY27 and FY28, as well as great growth visibility for FY26.
Analysts Are Bullish On ACM Research, Inc. (ACMR)
On November 19, 2025, ACM Research, Inc. (NASDAQ:ACMR) stated that it had delivered its first Ultra Lith Baker system to a major global manufacturer of display panels.
L1 Capital International Trimmed HCA Healthcare (HCA) Following Share Price Appreciation
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
L1 Capital International Sold Eagle Materials (EXP). Here’s Why
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded...
Lululemon Athletica Inc. (NASDAQ:LULU) Q3 2025 Earnings Call Transcript
Lululemon Athletica Inc. (NASDAQ:LULU) Q3 2025 Earnings Call Transcript December 11, 2025Lululemon Athletica Inc. beats earnings expectations.
Ciena Corporation (NYSE:CIEN) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to Ciena Corporation's Fiscal Fourth Quarter and Year End 2025 Financial Results Conference Call.
Vera Bradley, Inc. (NASDAQ:VRA) Q3 2026 Earnings Call Transcript
Vera Bradley, Inc. (NASDAQ:VRA) Q3 2026 Earnings Call Transcript December 11, 2025Vera Bradley, Inc. misses on earnings expectations.
Broadcom Inc. (NASDAQ:AVGO) Q4 2025 Earnings Call Transcript
Ji Yoo: Welcome to Broadcom Inc.'s Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call.
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