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Insider Monkey Blog

Jim Cramer Says “Salesforce (CRM) is a Very Tough Call Here”

We recently published a list of Jim Cramer’s Game Plan: 12 Stocks in Focus. In this article, we are going to take a look at where Salesforce, Inc.

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May 26 - News

Jim Cramer on Macy’s (M): “Chronically Underperforming Department Store Chain”

We recently published a list of Jim Cramer’s Game Plan: 12 Stocks in Focus. In this article, we are going to take a look at where Macy’s, Inc.

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May 26 - News

Jim Cramer Emphasizes DICK’S Sporting Goods (DKS) Need to “Explains Its Rationale for the Foot Locker Deal”

We recently published a list of Jim Cramer’s Game Plan: 12 Stocks in Focus.

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May 26 - News

Jim Cramer Thinks Okta, Inc. (OKTA)‘s “Numbers Will Be Tremendous”

We recently published a list of Jim Cramer’s Game Plan: 12 Stocks in Focus. In this article, we are going to take a look at where Okta, Inc.

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May 26 - News

Citi Keeps Neutral Stance on Target (TGT), Cuts PT

The downgrade came in response to the company's weaker-than-expected fiscal Q1 2025 results reported on May 21.

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May 26 - News

Jim Cramer on Ulta Beauty (ULTA): “Please Don’t Trade It, Just Own It”

We recently published a list of Jim Cramer’s Game Plan: 12 Stocks in Focus.

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May 26 - News

BMO Capital Maintains Market Perform rating on Autodesk (ADSK), Lifts PT

On May 23, BMO Capital Markets adjusted its stance on Autodesk, Inc.

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May 26 - News

TD Cowen Increases Analog Devices (ADI), Maintains Buy Rating

On May 23, TD Cowen raised its price target on Analog Devices, Inc. (NASDAQ:ADI)’s stock to $250 from the prior target of $200, while reiterating a “Buy” rating.

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May 26 - News

Morgan Stanley Trims Lionsgate (LION) Price Target Amid TV Production Challenges

On Monday, Morgan Stanley lowered its price target on Lionsgate Studios Corp. (NYSE:LION) to $8 from $8.50 but maintained an Overweight rating.

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May 26 - News

Wells Fargo Maintains Overweight Rating on Ares Management (ARES), Lifts PT

On Friday, May 23, Wells Fargo analyst Michael Brown reaffirmed an Overweight rating for Ares Management Corporation (NYSE:ARES) due to continued confidence in the firm's performance...

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May 26 - News

Elektro Uncovers Potential for Major Lithium Deposit in Sierra Leone

On May 25, Elektros Inc. (OTC:ELEK) announced significant advancements in its lithium expedition in Sierra Leone.

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May 26 - News

VietJet Doubles Airbus A330neo Order with New Deal for 20 Jets

On Monday, Vietnamese budget airline VietJet placed a new order with Airbus (OTC:EADSY) for 20 A330neo wide-body jets.

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May 26 - News

Morgan Stanley Maintains Buy rating on NIO Inc (NIO)

On May 26, Tim Hsiao from Morgan Stanley maintained a Buy rating on NIO Inc. (NYSE:NIO) while keeping the price target the same at $5.90.

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May 26 - News

JP Morgan Maintains Neutral Rating on Republic Services (RSG), Lifts PT

The firm updated the price target after it resumed its coverage of the waste services sector. Republic Services, Inc.

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May 26 - News

EHang (EH) Reports Q1 2025 Results, Maintains Full-Year Guidance

On May 26, Chinese UAV company EHang Holdings Limited (NASDAQ:EH) released its unaudited results for Q1 2025.

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May 26 - News

Morgan Stanley Maintains Hold on Coherent (COHR), Lifts PT

The company is expected to hold its investor day on May 28, where Marshall expects it will present a long-term growth plan.

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May 26 - News, Tech

Nvidia (NVDA) to Help Build Sweden’s First AI Infrastructure

Bloomberg reported on May 23 that Nvidia Corp.

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May 26 - News, Tech

Was Jim Cramer Right About These 11 Stocks?

During a recent episode of Mad Money, Jim Cramer opened with a sharp reminder that the biggest market mover right now is the President and discussed the most recent policy announcements...

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May 26 - Hedge Funds, News

Hedge Fund and Insider Trading News: Scott Bessent, Bill Ackman, Ken Fisher, Ken Griffin, Warren Buffett, Jim Cramer, Drummond Knight Asset Management, Ralph Lauren Corp (RL), Walmart Inc (WMT), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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May 26 - Hedge Funds, Insider Trading

Raymond James Financial Downgrades Reinsurance Group of America (RGA) Stock

On May 23, Raymond James Financial downgraded Reinsurance Group of America, Incorporated (NYSE:RGA)’s stock from “Strong Buy” to “Market Perform”, without a price target...

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May 26 - News

Evercore ISI Downgrades Deckers Outdoor (DECK) Stock, Slashes PT

On May 23, Evercore ISI analysts changed their stance on Deckers Outdoor Corporation (NYSE:DECK)’s stock, downgrading it from “Outperform” to “In-Line,” and significantly...

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May 26 - News

What Makes RadNet (RDNT) an Investment Bet?

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 Live Nation Entertainment (LYV): “Big Time Winner on Our Hands”

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 Live Nation Entertainment, Inc.

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May 26 - News

Jim Cramer on GE Vernova (GEV): “I Bet It Keeps Winning”

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 GE Vernova Inc.

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May 26 - News

Jim Cramer on Tyson Foods (TSN): “Put This One on Hold”

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 Tyson Foods, Inc.

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May 26 - News

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.

Keep Reading →

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.

Keep Reading →

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.

Keep Reading →

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.

Keep Reading →

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.

Keep Reading →

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.

Keep Reading →

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.

Keep Reading →

May 26 - Hedge Fund Investor Letters, News

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