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Insider Monkey Blog

Jim Cramer on Moderna (MRNA): “I’ve Been Against This Stock For So Long”

We recently published a list of Jim Cramer Talked About These 13 Stocks. In this article, we are going to take a look at where Moderna, Inc.

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May 26 - News

Do You Believe in the Upside Potential of PAR Technology Corporation (PAR)?

Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

Jim Cramer on AT&T (T): “Very Much in Favor of ATT”

We recently published a list of Jim Cramer Talked About These 13 Stocks. In this article, we are going to take a look at where AT&T Inc.

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May 26 - News

Baron Small Cap Fund’s Q1 2025 Investor Letter

Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter.

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May 26 - Hedge Fund Investor Letters, News

Jim Cramer Says ConocoPhillips (COP) is the “Best of the Lot These Days”

We recently published a list of Jim Cramer Talked About These 13 Stocks.

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May 26 - News

Jim Cramer on Vertiv Holdings (VRT): “I Want to Own the Stock”

We recently published a list of Jim Cramer Talked About These 13 Stocks.

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May 26 - News

Jim Cramer on Medical Properties Trust (MPW): “Too Much Risk”

We recently published a list of Jim Cramer Talked About These 13 Stocks. In this article, we are going to take a look at where Medical Properties Trust, Inc.

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May 26 - News

Jim Cramer on Live Nation Entertainment (NUE): “Big Time Winner on Our Hands”

We recently published a list of Jim Cramer Talked About These 13 Stocks.

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May 26 - News

Jim Cramer Says Urban Outfitters (URBN) was “Recognized as Fabulous”

We recently published a list of Jim Cramer Talked About These 13 Stocks. In this article, we are going to take a look at where Urban Outfitters, Inc.

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May 26 - News

Perimeter Solutions (PRM) Declined in Q1 Despite Strong Results

Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.

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May 26 - Hedge Fund Investor Letters, News

CoreWeave’s (CRWV) Ascent Implies That with Great Data Comes Great Responsibility

CoreWeave Inc. (NASDAQ:CRWV) has delivered edge-of-the-seat excitement for investors this year.

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May 26 - News, Tech

JMP Securities Maintains Market Perform Rating on SAP SE (SAP) Stock

The analyst pointed out that the stock is currently trading at a 2026 estimated enterprise value (EV) to revenue multiple of 7.5 times, and a 2026 estimated EV to free cash flow...

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May 26 - News

UBS Maintains Buy Rating on Cigna (CI) Stock

The Cigna Group’s (NYSE:CI) strategic departure from the Medicare Advantage (MA) business was highlighted.

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May 26 - News

UBS Lifts Ralph Lauren (RL) Price Target, Keeps Buy Rating

This change comes after the company’s recent Q4 fiscal 2025 earnings report, which Sole sees as a reason to have an improved outlook on the company’s performance over the ...

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May 26 - News

Jefferies Highlights Nike’s (NKE) Strong Position, Maintains Buy Rating

Konik’s decision comes after he noticed that HOKA, a competitor in the athletic footwear market, is showing signs of slowing sales growth.

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May 26 - News

Citi Raises Fiverr (FVRR) Price Target, Keeps Buy Rating

This decision came after the company’s Q1 2025 results, which showed signs of demand stabilization despite ongoing economic challenges that affect the growth of Active Buyers...

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May 26 - News

Alphabet (GOOG): Weitz Multi-Cap Equity Fund’s Top Q1 Detractor

Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.

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May 26 - Hedge Fund Investor Letters, News

Jim Cramer Says TJX (TJX) Stocks Presents the “Best Buying Opportunity”

We recently published a list of Jim Cramer Talked About These 13 Stocks.

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May 26 - News

Standout Earnings Lifted HEICO (HEI) in Q1

Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.

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May 26 - Hedge Fund Investor Letters, News

Berkshire Hathaway (BRK-B): Low Beta Stock in a Volatile Market

Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.

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May 26 - Hedge Fund Investor Letters, News

Weitz Investment Management Multi-Cap Equity Fund’s Q1 2025 Investor Letter

Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.

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May 26 - Hedge Fund Investor Letters, News

Vistra Corp. (VST) is Continuing its Upward Trajectory

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

Does The Walt Disney Company (DIS) Offer an Attractive Risk/Reward Potential?

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

PayPal (PYPL) Slid after a Strong 2024

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

Check Point Software Technologies Ltd. (CHKP) Boosts Earnings and Increases Share Buybacks with Strong Free Cash Flow

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

Regulatory Shake-Up Led to the Sell Off in Teva Pharmaceutical Industries Limited (TEVA)

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.

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May 26 - Hedge Fund Investor Letters, News

Sound Shore Fund’s Q1 2025 Investor Letter

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025.The fund’s Investor Class (SSHFX) and Institutional Class...

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May 26 - Hedge Fund Investor Letters, News

KeyBanc Reiterates Overweight Rating on Comcast (CMCSA), Highlights EPIC Universe Potential

Nispel's analysis indicates that EPIC Universe could produce impressive results by 2026, with operating cash flow exceeding $600 million and revenues surpassing $1.75 billion...

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May 26 - News

Williams Trading Cuts Canada Goose (GOOS) to Sell, Cites Weather-Driven Q4 Gains

Williams Trading shifted its position on Canada Goose Holdings Inc.

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May 26 - News

Softer-than-Expected Guidance and Results Weighed on Block’s (XYZ) Shares

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

RBC Maintains Sector Perform on AAP, Cites Early Improvement Signs

Advance Auto Parts Inc.

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May 26 - News

Accenture Gets Buy Rating From TD Cowen Despite Booz Allen Market Signals

On May 24, TD Cowen reiterated its Buy rating for Accenture plc (NYSE:ACN) along with a stable $336 price target.

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May 26 - News

Goldman Sachs Maintains Buy Rating on Cameco (CCJ)

Goldman Sachs reaffirmed its Buy rating on Cameco Corporation (NYSE:CCJ) on May 24 following the company's notable 130% year-to-date gain.

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May 26 - News

Apollo Global Management (APO) Slid on Uncertainty and Volatility

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

JPMorgan Hikes AutoZone Price Target Ahead of Q3 Earnings

On May 24, JPMorgan raised its price target for AutoZone Inc. (NYSE:AZO) from $3,830 to $4,350 while keeping an Overweight rating.

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May 26 - News

Cantor Fitzgerald Reaffirms Price Target on SentinelOne (S), Citing Cloud and SIEM Strength

According to his analysis, the cybersecurity company's status as a net exporter and its lack of product dependencies place it in a solid position to weather the current economic...

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May 26 - News

BofA Cuts Deckers’ (DECK) Price Target Amid HOKA Growth Concerns

Nardone voiced doubts about Deckers' HOKA brand's ability to spur growth in the cutthroat U.S. running market after sales slowed in the fourth quarter.

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May 26 - News

Stifel Reaffirms Buy Rating on BCAX After Promising ASCO Data for HPV-Negative Patients

This follows the American Society of Clinical Oncology (ASCO) releasing abstracts after the market's close, which sparked debates regarding competing approaches to treating 1L...

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May 26 - News

Strong Volume Trends Lifted Tradeweb Markets (TW) in Q1

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

Tigress Raises Uber Price Target, Citing AV and AI Upside

The firm's analysts attribute Uber's significant growth prospects to strong ridership and delivery demand, continuous innovation, and fruitful partnerships.

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May 26 - News

What is Contributing to Robinhood Markets’ (HOOD) Strong Performance?

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

Is ServiceTitan (TTAN) Set for 20%-plus Growth?

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

Exness launches bold new global campaign, putting traders at the heart of the story

Exness, one of the world’s largest retail brokers, has launched its latest global brand campaign, expanding on the impact of last year’s “Born to Trade.” The new campaign...

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May 26 - News, Press Releases

KKR & Co. Inc. (KKR) Traded Lower due to Macroeconomic Concerns

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

Morningstar (MORN) Slid on Disappointing Quarterly Results

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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May 26 - Hedge Fund Investor Letters, News

Jim Cramer Talked About These 13 Stocks

“If you want to know what makes a successful retailer, all you have to do is read the conference calls. Everything's on display, no secret sauces.

Keep Reading →

May 26 - Hedge Funds, News

The Progressive Corporation (PGR) Surged in Q1. Here’s Why

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

Keep Reading →

May 26 - Hedge Fund Investor Letters, News

Wells Fargo Maintains Overweight Rating on Target (TGT), Cuts PT

The rating update came after the company reported fiscal Q1 2025 results on May 21.

Keep Reading →

May 26 - News

BioSig Technologies, Inc. (BSGM) Turns to Tokenization with Streamex Acquisition

BioSig Technologies, Inc.

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May 25 - News

Four Corners Property Trust, Inc. (FCPT) Expands Portfolio with $16.9M Auto Property Deal

Four Corners Property Trust, Inc. (NYSE:FCPT) has announced the acquisition of four Christian Brothers Automotive sites for $16.9 million via a sale-leaseback transaction.

Keep Reading →

May 25 - News

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