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Insider Monkey Blog

Procore Technologies, Inc. (NYSE:PCOR) Q3 2025 Earnings Call Transcript

Operator: Hello, and welcome to the Procore Technologies, Inc. Q3 2025 Earnings Call. My name is Alex, and I'll be coordinating today's call.

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November 7 - News, Transcripts

Phibro Animal Health Corporation (NASDAQ:PAHC) Q1 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. Welcome to the Phibro Animal Health Corporation First Quarter 2026 Webcast and Conference Call.

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November 7 - News, Transcripts

QuidelOrtho Corporation (NASDAQ:QDEL) Q3 2025 Earnings Call Transcript

Operator: Welcome to the QuidelOrtho Third Quarter 2025 Financial Results Conference Call and webcast.

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November 7 - News, Transcripts

Iron Mountain Incorporated (NYSE:IRM) Q3 2025 Earnings Call Transcript

Iron Mountain Incorporated (NYSE:IRM) Q3 2025 Earnings Call Transcript November 5, 2025Iron Mountain Incorporated beats earnings expectations.

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November 7 - News, Transcripts

Burford Capital Limited (NYSE:BUR) Q3 2025 Earnings Call Transcript

Burford Capital Limited (NYSE:BUR) Q3 2025 Earnings Call Transcript November 5, 2025Burford Capital Limited misses on earnings expectations.

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November 7 - News, Transcripts

MariMed Inc. (OTC:MRMD) Q3 2025 Earnings Call Transcript

Operator: Good morning. My name is Jordan, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the MariMed Inc.

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November 7 - News, Transcripts

Galapagos N.V. (NASDAQ:GLPG) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Galapagos Third Quarter 2025 Financial Results Conference Call.

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November 7 - News, Transcripts

Gulfport Energy Corporation (NYSE:GPOR) Q3 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Gulfport Energy Corporation Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

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November 7 - News, Transcripts

Hamilton Insurance Group, Ltd. (NYSE:HG) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Third Quarter 2025 Hamilton Insurance Group Limited Conference Call.

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November 7 - News, Transcripts

Pampa Energía S.A. (NYSE:PAM) Q3 2025 Earnings Call Transcript

Raquel Cardasz: Good morning. Thank you for waiting.

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November 7 - News, Transcripts

Pelican Bay Capital Management’s Q3 2025 Investor Letter

Pelican Bay Capital Management, an investment management company, released its third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Large Cap Disciplined Value Fund Views American International Group (AIG) Share Decline as Inexplicable

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Comcast Corporation’s (CMCSA) Slipped Due to Growth Concerns in Its Broadband Business

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Here’s Why Citigroup (C) Performed Well in Q3

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Here’s What Boosted Warner Bros. Discovery (WBD) Shares in Q3

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Positive Earnings Report Lifted APA Corp. (APA) in Q3

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Large Cap Disciplined Value Fund’s Q3 2025 Investor Letter

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” third-quarter 2025 investor letter.

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November 7 - Hedge Fund Investor Letters, News

Should You Hold Kinsale Capital Group (KNSL)?

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

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November 7 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Legence Corp. (LGN)?

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

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November 7 - Hedge Fund Investor Letters, News

What Makes Novanta (NOVT) a Good Investment?

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

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November 7 - Hedge Fund Investor Letters, News

Gartner (IT) Fell Following the Earnings Report

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

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November 7 - Hedge Fund Investor Letters, News

The Baldwin Insurance Group (BWIN) Declined on Lowering Guidance

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

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November 7 - Hedge Fund Investor Letters, News

Here’s Why Red Rock Resorts (RRR) Rose in Q3

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

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November 7 - Hedge Fund Investor Letters, News

Strong Momentum Lifted Vertiv Holdings Co (VRT) in Q3

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

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November 7 - Hedge Fund Investor Letters, News

TrustFinance Releases Analysis of Key Financial Industry Trends for 2026

TrustFinance has shared new insights outlining the top financial industry trends to watch in 2026, emphasizing how artificial intelligence (AI), evolving regulations, and transparency...

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November 7 - Press Releases

$BALZ Token Goes Live on PancakeSwap Toady as BNB Chain Meme Project Closes $2M+ Presale

The expected launch of $BALZ, a community token on BNB Chain, is scheduled to go live on PancakeSwap this Friday, November 7, within a controlled launch window between 2:30 PM...

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November 7 - Press Releases

Baron Small Cap Fund’s Q3 2025 Investor Letter

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

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November 7 - Hedge Fund Investor Letters, News

Texas Instruments Incorporated (TXN) Slipped on Slower Demand Recovery

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 7 - Hedge Fund Investor Letters, News

Improved Positive Sales Performance Lifted Sysco Corporation (SYY) in Q3

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 7 - Hedge Fund Investor Letters, News

General Motors (GM) Rose Due to Improved Clarity in Tariffs

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 7 - Hedge Fund Investor Letters, News

Martin Marietta Materials (MLM) is Moving to Optimize Its Product Offerings

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 7 - Hedge Fund Investor Letters, News

Schrödinger (SDGR) and Copernic Catalysts Surpass the Final Technical Milestone for Neptune

Schrödinger, Inc.

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November 7 - News

BMO Capital Remains Bullish on Crown Castle Inc. (CCI) Following Strong Q3 Performance

On October 23, 2025, BMO Capital’s Ari Klein reiterated his “Buy” rating on Crown Castle Inc. (NYSE:CCI) with a $114 price target.

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November 7 - News

UBS Sees Higher Upside for Waste Connections (WCN) Amid Steady Execution and Resilient Fundamentals Following Q3 Results

While adjusting its 2025-2027 annual adjusted EBITDA forecasts to $3.12 billion, $3.36 billion, and $3.70 billion, respectively, UBS attributed its upward revision to Waste Connections...

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November 7 - News

FedEx (FDX) Releases Its Annual Global Economic Impact Report

In its report, FedEx Corporation (NYSE:FDX) reported a $126 billion direct and indirect impact on the global economy, highlighting its influence across various industries and ...

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November 7 - News

BMO Capital Maintains Bullish Stance on Ecolab (ECL), Confident in Earnings Growth Target

The investment firm cited a 7% pullback in Ecolab Inc. (NYSE:ECL) shares over the period from October 27 to 29.

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November 7 - News

UBS Maintains Bullish Stance on Deere & Company (DE) Following Meetings with Management

Following meetings with management, UBS signaled confidence amid a challenging environment.

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November 7 - News

DA Davidson Raises PT on Caterpillar (CAT) to $560, Maintains “Neutral” Rating

The investment firm’s raised target reflects the company’s strong Q3 results.

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November 7 - News

Evercore ISI Lifts Its Price Target on Canadian National Railway Company (CNI) to $103

On November 3, 2025, Evercore ISI lifted its price target on Canadian National Railway Company (NYSE:CNI) from $98 to $103, while keeping an “In Line” rating, The Fly reported...

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November 7 - News

CIBC Remains Neutral on Waste Management (WM) Amid Focus on Growth Following Stericycle Acquisition  

On October 29, 2025, The Fly reported that CIBC reduced its price target on Waste Management, Inc. (NYSE:WM) from $235 to $231, while keeping a “Neutral” rating.

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November 7 - News

Berkshire Hathaway (BRK-A)’s Cash Holdings Climb to a Record $381.7 Billion in Q3 2025

On November 1, 2025, Berkshire Hathaway Inc. (NYSE:BRK-A) announced Q3 2025 results.

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November 7 - News

Microsoft (MSFT)’s Q3 Results Reflect Both the Promise and the Cost of Its AI-Driven Cloud Expansion

Microsoft Corporation’s (NASDAQ:MSFT) capital expenditures reached a record $35 billion in the quarter, going past Wall Street estimates, with the company pouring money into...

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November 7 - News

Jim Cramer’s Recent Thoughts on These 8 Stocks

On Wednesday’s episode of Mad Money, host Jim Cramer explained that if investors find an executive capable of pulling off a turnaround, they should stick with that leader for...

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November 6 - Hedge Funds, News

Jim Cramer Says Chipotle “Has Probably Settled Down”

Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

Jim Cramer on Tesla: “It’s a Miracle”

Tesla, Inc. (NASDAQ:TSLA) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

Jim Cramer Says “I Think You Buy Boeing Right Here and Put It Away”

The Boeing Company (NYSE:BA) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

Jim Cramer on Tyler Technologies: “Let’s Hold Off”

Tyler Technologies, Inc. (NYSE:TYL) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

Jim Cramer on Bloom Energy: “This Stuff Works. It Absolutely Works”

Bloom Energy Corporation (NYSE:BE) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

Jim Cramer Recommends Lam Research and Others

Lam Research Corporation (NASDAQ:LRCX) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

Jim Cramer on Henry Schein: “I Think It’s a Good Stock”

Henry Schein, Inc. (NASDAQ:HSIC) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students.

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November 6 - News

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