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Insider Monkey Blog

Wolfe Research Sees Margin Recovery As Key Catalyst for Unitedhealth (UNH)

Despite the company's recent setbacks, Wolfe Research analyst Justin Lake reiterated his bullish view on UnitedHealth Group Inc. (NYSE:UNH).

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May 21 - News

Uber Technologies (UBER) Raises $1.2 Billion Using Unusual Deal Structure

As a display of creative financial mechanisms, Uber Technologies Inc. (NYSE:UBER) raised around $1.2 billion last week through an exchangeable bond deal.

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May 21 - News, Tech

RBC, Jefferies Back Fair Isaac Corp. (FICO) After Stock Declines

RBC remains optimistic on Fair Isaac Corp.

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May 21 - News

PNC Financial (PNC) Acquires Aqueduct Capital to Expand Services

On May 20, The PNC Financial Services Group Inc. (NYSE:PNC) announced the acquisition of Aqueduct Capital Group (ACG).

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May 21 - News

Stifel Lifts PT on Analog Devices (ADI), Maintains Buy Rating Ahead of Earnings Tomorrow

Tore Svanberg from Stifel increased the price target on ADI ahead of its earnings tomorrow.

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May 21 - News

12 AI Stocks on Analysts’ Radar

The recently imposed US sanctions on chip use have angered China.

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May 21 - Hedge Funds, Industries, News, Tech

This Undervalued Dividend Aristocrat Just Raised its Dividend

Medtronic plc (NYSE:MDT) is a leading medical device maker with operations spanning medical-surgical, neuroscience, cardiovascular, and diabetes segments.

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May 21 - News

BioNTech Strengthens UK Ties with Investment of Up to $1.33 Billion

German vaccine maker BioNTech SE (NASDAQ:BNTX) revealed on May 20 that it intends to boost its presence in the UK with an investment of up to £1 billion ($1.33 billion) over ...

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May 21 - News

AES Teams Up with Meta to Provide 650 MW of Solar Power in Texas and Kansas

The AES Corporation (NYSE:AES) announced today that it has signed two long-term Power Purchase Agreements (PPAs) to supply Meta’s data centers with 650 MW of solar energy from...

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May 21 - News

Chermours, DataVolt Sign Agreement to Boost Liquid Cooling Solution for AI Data Centers

On May 19, The Chemours Company (NYSE:CC) announced its partnership with DataVolt, an operator of data management platforms with supercomputing capabilities, to develop advanced...

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May 21 - News

Samsara Partners WasteVision AI to Enhance Waste Management Capabilities

On May 19, Samsara Inc. (NYSE:IOT) announced a partnership with WasteVision AI to enhance waste management capabilities.

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May 21 - News

Harmonic Expands Partnership with Cignal TV to Offer Cloud-Native Solution

On May 20, Harmonic Inc. (NASDAQ:HLIT) expanded its partnership with Cignal TV to offer its cloud-native VOS360 Medis SaaS technology.

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May 21 - News

Ford to Share Battery Plant With Nissan as Part of EV Shift

Ford Motor Company (NYSE:F) appears to be scaling back its once-bold electric vehicle (EV) ambitions, with recent developments pointing to a more cautious and cost-conscious strategy...

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May 21 - News

Wolfe Research Keeps Outperform Rating on UnitedHealth (UNH), Cuts PT

Analyst Justin Lake cut the price target after the company announced guidance suspension.

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May 21 - News

Oppenheimer Reiterates Buy Rating on Ulta Beauty (ULTA) Ahead of Earnings

Rupesh Parikh from Oppenheimer has raised the price target as he expects Ulta Beauty to meet financial targets ahead of its earnings on May 29.

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May 21 - News

Loop Drops MongoDB (MDB) Rating Over Sluggish AI Adoption

We recently published a list of 12 AI Stocks Making Waves on Wall Street Today. In this article, we are going to take a look at where MongoDB, Inc.

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May 21 - News

Evercore Reiterates Outperform on Dell Technologies Inc. (DELL), Lowers Target to $120

We recently published a list of 12 AI Stocks Making Waves on Wall Street Today. In this article, we are going to take a look at where Dell Technologies Inc.

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May 21 - News

Fortinet (FTNT) Reiterated Overweight by KeyBanc on Growth and Refresh Cycle

We recently published a list of 12 AI Stocks Making Waves on Wall Street Today. In this article, we are going to take a look at where Fortinet, Inc.

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May 21 - News

Sapphire 2025: SAP SE (SAP) Expands Joule AI, Teams Up With Palantir and Perplexity

We recently published a list of 12 AI Stocks Making Waves on Wall Street Today.

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May 21 - News

Bernstein Reaffirms Pfizer Rating After $6B Cancer Treatment Deal

Bernstein analysts reaffirmed their Market Perform rating and $30 price target for Pfizer Inc.

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May 21 - News

RBC Lowers NIKE (NKE) Price Target to $65, Cites Inventory Concerns

On May 20, RBC Capital analyst Piral Dadhania lowered his price target for NIKE, Inc.

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May 21 - News

Jim Cramer on Zoetis (ZTS): “It Does Seem to Be Dead Money”

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where Zoetis Inc.

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May 21 - News

Jim Cramer on The Mosaic Company (MOS): “It’s Up Too Much”

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently.

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May 21 - News

Jim Cramer on ZIM Integrated Shipping Services (ZIM): “I Don’t Like That“

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where ZIM Integrated Shipping Services Ltd.

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May 21 - News

Jim Cramer on Dollar General (DG): “It’s Got the Zeitgeist”

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently.

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May 21 - News

Jim Cramer on Builders FirstSource (BLDR): “Consider Me Intrigued”

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where Builders FirstSource, Inc.

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May 21 - News

Jim Cramer on Home Depot (HD): “I’m Willing to Stick With It

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where The Home Depot, Inc.

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May 21 - News

Jim Cramer Notes Wendy’s (WEN) “Last Quarter Was Not So Good”

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently.

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May 21 - News

Jim Cramer Recommends Peer Broadcom over Arm Holdings (ARM)

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently.

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May 21 - News

Jim Cramer Mentions He Likes Tesla, Inc. (TSLA)’s Stock Here

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently.

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May 21 - News

Jim Cramer Says GE Vernova (GEV) Has “Four Secular Trends Going for It”

We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where GE Vernova Inc.

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May 21 - News

Comcast Corporation (CMCSA) Declares Quarterly Dividend

Comcast Corporation (NASDAQ:CMCSA) is an American mass media company that offers a wide range of mobile phone and cable TV services.

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May 21 - News

MediaTek Taps Taiwan Semiconductor Manufacturing Company for 2nm Chip Tape-Out

On May 20, Taiwanese chip designer, MediaTek announced plans to start the tape-out process for its 2-nanometer chip at Taiwan Semiconductor Manufacturing Company Limited (NYSE...

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May 21 - News

Qifu Technology Delivers Strong Q1 Results, Citi Hikes Price Target

Qifu Technology, Inc. (NASDAQ:QFIN) sentiments have received a significant boost on first-quarter 2025 results coming in better than expected on May 20.

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May 21 - News

Yalla Group Posts Strong Revenue Growth in Q1

On May 20, Yalla Group Limited (NYSE:YALA) reported its first quarter results for fiscal 2025 and posted strong revenue growth, with revenue reaching $84 million, exceeding guidance...

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May 21 - News

BTIG Keeps Buy Rating on Booking Holdings (BKNG), Maintains PT

[caption id="attachment_1232073" align="aligncenter" width="1456"] An analyst studying charts and graphs in her office, pouring over details of the company's portfolio performance...

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May 21 - News

Citizens JMP Reiterates Market Perform Rating on NICE Ltd. (NICE)

On May 16, Patrick Walravens from Citizens JMP maintained a Market Perform rating on NICE Ltd.

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May 21 - News

Hedge Fund and Insider Trading News: Daniel Loeb, Bill Ackman, Ray Dalio, Elliott Investment Management, Catalio Capital Management, Better Home & Finance Holding Co (BETR), Evgo Inc (EVGO), and More

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

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May 21 - Hedge Funds, Insider Trading

Bernstein Maintains Outperform Rating on Boeing (BA), Lifts PT

Analyst Douglas Harned raised the price target following the company’s recent developments. The major move was China resuming airline delivery of Boeing planes.

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May 21 - News

Canaccord Maintains Buy Rating on Spotify (SPOT), Lifts PT

Maria Ripps from Canaccord increased the price target after reviewing the Q1 FY2025 quarterly results of the music giant.

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May 21 - News

Company Formation in 2025: Best Countries for Tax Benefits and Growth

Establishing a business necessitates laying a foundation that maximizes profitability, reduces risk, and aligns with your long-term growth objectives.

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May 21 - Business, News

TD Cowen Maintains Buy Rating on Trip.com (TCOM), Lifts PT

On May 20, TD Cowen Kevin Kopelman raised the price target on Trip.com Group Limited (NASDAQ:TCOM) from $67 to $75 and maintained a Buy rating after the company logged strong...

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May 21 - News

Bank of America Upgrades AutoZone Inc. (AZO) to Buy Amid Strong Industry Tailwinds

Pointing to indicators of sustained growth in both the consumer-driven DIY segment and the company’s professional business operations, Bank of America has revised its stance...

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May 21 - News

BofA Reiterates Hold Rating on Novavax (NVAX) Stock

The approval of Nuvaxovid for use in older and high-risk adults will generate around $175 million in milestone payments from Sanofi during Q3 and an additional $50 million in ...

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May 21 - News

Barclays Reiterates Buy Rating on Adobe (ADBE)

On May 16, Barclays analyst Saket Kalia reiterated a Buy rating on Adobe Inc.

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May 21 - News

Benchmark Maintains Buy Rating on Alibaba (BABA) Stock, Cuts PT

Analyst Fawne Jiang adjusted the price target as Alibaba Group Holding Limited (NYSE:BABA) missed both earnings and revenue estimates during Q4 FY2025.

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May 21 - News

New Street Downgrades Cisco Systems (CSCO) to Neutral, Cuts PT

Ferragu mentioned that Cisco's gross margin has taken a hit, with a slight decline in the April 2025 quarter.

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May 21 - News

Magnite, Inc. (MGNI) Teams Up with Amazon Publisher Services (APS) to Unlock New Streaming TV Opportunities

Magnite, Inc. (NASDAQ:MGNI) and Amazon Publisher Services (APS) announced on Monday that they will begin a deeper streaming TV collaboration through APS' Transparent Ad Marketplace...

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May 21 - News

Qualcomm Collaborates with UAE-based Telecom Company e& to Develop 5G, AI Technologies

Qualcomm Incorporated (NASDAQ:QCOM) has partnered with e&, a UAE-based telecom company.

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May 21 - News

Wells Fargo Keeps Buy Rating on Micron Technology (MU), Keeps $130 PT

On May 17, Aaron Rakers from Wells Fargo reiterated a Buy rating on Micron Technology, Inc. (NASDAQ:MU), keeping the price target at $130 per share.

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May 21 - News

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