BofA Reiterates Buy Rating on HP Enterprise (HPE) After Strong Q2 Results
Wamsi Mohan from BofA Securities keeps his positive view on HPE based on the company’s strong growth during Q2 2025. HPE exceeded both the revenue and earnings estimates.
Insider Monkey Blog
Barclays Increases PT on HP Enterprise (HPE) Following Robust Q2 Results
Barclays analyst Tim Long raised the price target on HPE following robust Q2 2025 results.
What Makes Martin Marietta Materials (MLM) a Compelling Investment Opportunity?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Analyst Says Tesla (TSLA) ‘Great AI Story on Planet’ Despite ‘Losing Money On Cars’
Jeffrey Small from Arbor Financial talked about Tesla (TSLA) during a latest program on Schwab Network.
Here’s Why Diamond Hill Mid Cap Strategy Established a Position in Ventas (VTR)
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
WESCO (WCC) Traded Down Due to Cyclical Exposure and Leveraged Balance Sheet
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
UBS Reiterates Philip Morris Price Target Amid ZYN Supply Recovery
On June 4, UBS analysts reiterated their Neutral rating for Philip Morris International Inc. (NYSE:PM) while keeping the price target at $170.
Couchbase Gets Slight Boost as UBS Increases Price Target Despite Mixed Q1
On June 4, UBS analysts maintained a Neutral rating for Couchbase Inc. (NASDAQ:BASE) and raised their price target for the stock from $18 to $20.
Stifel Maintains Buy Rating on International Game Technology (IGT), Keeps PT
On June 4, Stifel analysts reaffirmed their $20 price target and Buy rating for International Game Technology PLC (NYSE:IGT).
Guggenheim Maintains Buy Rating on Neurocrine Biosciences Following Investor Meeting
On June 4, analysts at Guggenheim reiterated their Buy rating for Neurocrine Biosciences, Inc. (NASDAQ:NBIX), keeping their price target at $165.
AutoZone (AZO) Earns Bullish Endorsement from TD Cowen Despite Tariff Concerns
With a price target of $4,300, TD Cowen analysts reaffirmed their Buy rating on AutoZone Inc. (NYSE:AZO) stock on June 4.
Josh Browns Expains Why He Sold Reddit (RDDT)
Josh Brown, CEO of Ritholtz Wealth Management, explained in a recent program on CNBC why he sold Reddit Inc (NYSE:RDDT) shares.
Bernstein Analysts See Strategic Discipline Ahead Under New UnitedHealth CEO
With a price target of $377, analysts from the Bernstein SocGen Group reiterated their Outperform rating on UnitedHealth Group Incorporated (NYSE:UNH) on June 4.
Susquehanna Lifts CrowdStrike (CRWD) PT After Q1 Results
While maintaining a Positive rating, Susquehanna analysts raised their price target for CrowdStrike Holdings Inc. (NASDAQ:CRWD) from $425 to $530 on June 4.
CVS Health (CVS) Maintains Overweight Rating at Cantor Amid Membership Data Discrepancies
Cantor Fitzgerald analysts reaffirmed their price target of $71 and Overweight rating on CVS Health Corporation (NYSE:CVS) on June 4.
Josh Brown Says eBay (EBAY) a ‘Breakout’ Stock Amid Tariff-Proof Business Model, Cheap Valution
As retail and e-commerce companies scramble to make sense of the changed market dynamics amid President Trump's tariffs, eBay Inc (NASDAQ: EBAY) is posting strong performance ...
Pegasystems (PEGA) Price Target Raised on AI Product Momentum and Revenue Outlook
On June 4, Rosenblatt analysts maintained their Buy rating on Pegasystems Inc. (NASDAQ:PEGA) while raising their price target on the company's shares from $101 to $112.
Scotiabank Boosts Asana (ASAN) PT on Improved Margins, AI Studio Momentum
Scotiabank analysts maintained their Sector Perform rating on Asana Inc. (NYSE:ASAN) and increased their price target from $12 to $16.50 on June 4.
Analyst Says Meta Platforms (META) Should Be ‘Core Portion’ of Your Portfolio
Jeffrey Small from Arbor Financial recently said during a program on Schwab Network that Meta Platforms should be a key part of investors' portfolios.
Broadcom (AVGO) Bull Says Semiconductor Stocks Will ‘Keep Seeing Immediate’ AI Spending
Doug Clinton, Deepwater Asset Management co-founder and managing partner, said in a latest program on CNBC that the demand for AI services and applications is rising.
Does VeriSign (VRSN) Have an Attractive Business Model?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Analyst Says Alphabet (GOOG) a ‘Battleground Stock’ – Believes Company Will Beat Threats Amid ‘Intellectual Chops’
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, recently reiterated his bullish take on Alphabet (GOOG) during a program on CNBC and said he believes the company can...
Huntington Ingalls Industries (HII) Surged After the Announcement of the New Shipbuilding Office
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Analyst Says Market is ‘Underestimating’ Uber Technologies (UBER)
Andrew Arons from Synergy Advisory said in a latest program on Schwab Network that the market is underestimating Uber.
Analyst Says Trump Tariffs are Here to Stay and Recommends This ‘Neglected’ Cheap Stock
Bill Stone, Glenview Trust Company chief investment officer, recently said while talking to CNBC that he believes tariffs are here to stay and investors should focus on stocks...
Analyst Says Merck (MRK) is ‘Really Cheap’ But Warns About Potential ‘Bad News’
Bill Stone, Glenview Trust Company chief investment officer, mentioned his bullish take on Merck (NYSE:MRK) during a recent program on CNBC and explained the potential risks and...
Diamond Hill Capital Mid Cap Strategy’s Q1 2025 Investor Letter
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Analyst After Marvell (MRVL) Results – ‘This Could Have Really Gone Badly’
CFRA's Angelo Zino said in a latest program on Schwab Network that the most important thing to note in Marvell Technology Inc (NASDAQ:MRVL) results and call was that the company...
Palantir (PLTR) Shares Are Up 80% Since This Congressman Bought Company Shares
Palantir Technologies Inc (NASDAQ:PLTR) shares are buzzing as more and more politicians pile into the stock and the company keeps getting governmental contracts.
Globant (GLOB) Slid Despite Satisfactory Results
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Here’s Why American Water Works (AWK) Surged in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Edison International (EIX) Struggled After California Wildfires
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Here’s Why ServiceNow (NOW) Traded Lower in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
The Progressive Corporation (PGR) Surged after Reporting Strong Earnings
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Positive Outlook Boosted Gilead Sciences (GILD) in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Impax US Sustainable Economy Fund’s Q1 2025 Investor Letter
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Broadcom (AVGO) Declined 28% in Q1
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Meta Platforms (META) Fell Along with Other Market and Macro Sensitive Stocks
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Palantir Technologies (PLTR): Capitalizing on Earnings and Market Positioning
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alibaba (BABA) Surged in Q1
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Tesla (TSLA) is on the List of Jackson Peak Capital’s Top Portfolio Contributors. Here’s How
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jackson Peak Capital’s Q1 2025 Investor Letter
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter.
Gene Munster Highlights ‘Critical’ Event for Apple (AAPL) Investors Amid ‘Uniquely Fluid’ Situation
Apple shares are wavering this year amid Donald Trump's tariff plans and his insistence that the company make its flagship product in the US.
REV Group, Inc. (NYSE:REVG) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to REV Group, Inc.'s Second Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Sprinklr, Inc. (NYSE:CXM) Q1 2026 Earnings Call Transcript
Operator: Greetings. Welcome to Sprinklr, Inc. First Quarter Fiscal Year 2026 Earnings Call. At this time, all participants are in a listen-only mode.
Jiayin Group Inc. (NASDAQ:JFIN) Q1 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to the Jiayin Group's First Quarter 2025 Earnings Conference Call.
Hewlett Packard Enterprise Company (NYSE:HPE) Q2 2025 Earnings Call Transcript
Hewlett Packard Enterprise Company (NYSE:HPE) Q2 2025 Earnings Call Transcript June 3, 2025Hewlett Packard Enterprise Company beats earnings expectations.
HealthEquity, Inc. (NASDAQ:HQY) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the HealthEquity First Quarter 2026 Earnings Conference Call. All participants will be in listen-only mode.
Mama’s Creations, Inc. (NASDAQ:MAMA) Q1 2026 Earnings Call Transcript
Mama's Creations, Inc. (NASDAQ:MAMA) Q1 2026 Earnings Call Transcript June 3, 2025Mama's Creations, Inc. beats earnings expectations.
Guidewire Software, Inc. (NYSE:GWRE) Q3 2025 Earnings Call Transcript
Guidewire Software, Inc. (NYSE:GWRE) Q3 2025 Earnings Call Transcript June 3, 2025Guidewire Software, Inc. beats earnings expectations.
Hedge Fund Resource Center
