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Insider Monkey Blog

Gambling.com Group Limited (GAMB): A Bull Case Theory

We came across a bullish thesis on Gambling.com Group Limited (GAMB) on Substack by Inflexio Research. In this article, we will summarize the bulls’ thesis on GAMB.

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May 20 - News, Stock Analysis

Forum Energy Technologies, Inc. (FET): A Bull Case Theory

We came across a bullish thesis on Forum Energy Technologies, Inc. (FET) on Substack by Unemployed Value Degen.

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May 20 - News, Stock Analysis

Medical Properties Trust, Inc. (MPW): A Bull Case Theory

We came across a bullish thesis on Medical Properties Trust, Inc. (MPW) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on MPW.

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May 20 - News, Stock Analysis

Parsons Corporation (PSN): A Bull Case Theory

We came across a bullish thesis on Parsons Corporation (PSN) on wallstreetbets Subreddit Page by No_Layer2027. In this article, we will summarize the bulls’ thesis on PSN.

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May 20 - News, Stock Analysis

Celsius Holdings, Inc. (CELH): A Bull Case Theory

We came across a bullish thesis on Celsius Holdings, Inc. (CELH) on wallstreetbets Subreddit Page by One-Hovercraft-1935.

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May 20 - News, Stock Analysis

MGE Energy, Inc. (MGEE): A Bull Case Theory

We came across a bullish thesis on MGE Energy, Inc. (MGEE) on Value Investing Subreddit Page by TickernomicsOfficial.

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May 20 - News, Stock Analysis

Cloudflare, Inc. (NET): A Bull Case Theory

We came across a bullish thesis on Cloudflare, Inc. (NET) on Substack by Northwest Frontier Capital. In this article, we will summarize the bulls’ thesis on NET.

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May 20 - News, Stock Analysis

FCC Greenlights Verizon’s $20 Billion Acquisition of Frontier Communications

On May 16, the Federal Communications Commission's Wireline Competition Bureau approved Verizon Communications Inc.'s (NYSE:VZ) $20 billion acquisition of Frontier Communications...

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May 20 - News

Deutsche Bank Analyst Thinks UnitedHealth Group’s “Issues Are Manageable”

On May 17, Deutsche Bank analyst George Hill joined ‘Closing Bell Overtime’ on CNBC to discuss the sentiment around UnitedHealth Group Incorporated (NYSE:UNH), despite the...

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May 20 - News

Craig Moffett Believes the Charter-Cox Merger is “Mostly About Wireless”

On May 16, Charter Communications Inc.

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May 20 - News

How to Find Crypto Investment Options Early

People who follow the world of cryptocurrencies often feel like they are “behind the curve.” In fact, they seem to notice coins that explode too late.

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May 20 - Bitcoin, Ethereum and Other Cryptocurrencies, News

Bernstein Maintains Buy Rating on Nvidia as ‘Jensanity’ Hits Taiwan

On Monday, NVIDIA Corporation's (NASDAQ:NVDA) CEO Jensen Huang announced a significant shift in the company's data center strategy at the 2025 Computex Technology Exhibition.

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May 20 - News

Wells Fargo Upgrades RxSight (RXST), Sees LAL Technology as Undervalued

Wells Fargo upgraded RxSight Inc.

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May 20 - News

Well-Known Investment Bank Remains Bullish on Tesla, Inc. (TSLA)

Further, CEO Elon Musk has said that he will soon spend more time managing the automaker, and the company should benefit from the launch of its automated driving system in China...

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May 20 - Market Movers, News

Netflix Inc (NFLX) Price Target Hiked by Investment Bank

TD Cowen expects Netflix Inc (NFLX)'s new ad technology to cause the growth of the tier's user base to accelerate.

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May 20 - Market Movers, News

Barclays Upgrades Williams-Sonoma (WSM) to Equal Weight, Lifts PT to $166

Barclays upgraded Williams-Sonoma Inc. (NYSE:WSM) from Underweight to Equal Weight on Monday, while increasing its price target from $131 to $166.

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May 20 - News

Prominent Investor Poised to Sell All of His UnitedHealth Group Incorporated (UNH) Holdings

Weiss reported that he had sold the shares due to the Department of Justice's investigations of the firm, the order by President Donald Trump that seeks to restrict how much drugmakers...

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May 20 - Market Movers, News

Prominent Investor Is Bullish on META Stock

While we acknowledge the potential of META, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter ...

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May 20 - News

TD Cowen Downgrades Shake Shack (SHAK) to Hold, Maintains $105 PT

On Monday, TD Cowen downgraded Shake Shack Inc. (NYSE:SHAK) from Buy to Hold, while maintaining its previous price target of $105.

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May 20 - News

Well-Known Analyst Says Apple Inc. (AAPL) Is Enjoying a “Dream Scenario”

By this fall, the iPhone maker could manufacture 60% to 65% of its smartphones in India, Ives believes.

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May 20 - News

Nvidia Corporation (NVDA) “Appears To Be in All the Right” Sectors, Veteran Investor Says

Nvidia Corporation (NVDA) "appears to be in all the right" sectors, Michael Cuggino, the President and Portfolio Manager of The Permanent Portfolio Family of Funds said on Schwab...

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May 20 - Market Movers, News

BofA Initiates Coverage of Matador (MTDR) With a Buy Rating, Sets $56 Price Target

On Monday, BofA analyst Noah Hungness initiated coverage of Matador Resources Company (NYSE:MTDR) with a Buy rating and a price target of $56.

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May 20 - News

Seaport Research Initiates Coverage of Starz Entertainment (STRZ), Sees Potential for Higher Valuation

On Monday, Seaport Research initiated coverage of Starz Entertainment Corp. (NASDAQ:STRZ) with a Buy rating and a price target of $30.

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May 20 - News

Northland Initiates Coverage of Hallador (HNRG) Stock, Cites Data Center Contract Potential

Northland Capital Markets initiated coverage of Hallador Energy Company (NASDAQ:HNRG) on Monday with an Outperform rating and a price target of $23.

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May 20 - News

Committed to Leading Tesla, Inc. (TSLA) for the Next 5 Years, says Elon Musk

The stock has had a volatile 2025, plunging over 15% year-to-date, with the 53-year-old spending much of his time overseeing The Department of Government Efficiency (DOGE).

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May 20 - News

Citi Raises Its Price Target on MSFT Stock

The bank raised its estimates for Microsoft's cloud unit, Azure, and is upbeat on its AI offerings.

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May 20 - News

AbbVie (ABBV) Soared on Favorable Tailwinds

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Oracle (ORCL) Slid on Investors’ Skepticism

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Hewlett Packard Enterprise Company (HPE) Traded Lower Amid Concerns Over Cancellation of Acquisition Deal

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Eaton Corporation plc (ETN) Dropped Due to Concerns Over Impact on AI Supply Chain from Slower Data Centre Expansion

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Fell on Potential Competition from DeepSeek

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Solid Results Boosted Abbott Laboratories’ (ABT) Performance in Q1

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Chevron Corporation (CVX) Surged with Rising Commodity Prices

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Carillon Eagle Growth & Income Fund’s Q1 2025 Investor Letter

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Slid on Market Rotation

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Here’s Why Clearbridge Large Cap Value Strategy is Holding Broadcom (AVGO)

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

RTX Corporation (RTX) Rose Due to Elevated Geopolitical Worries

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Tragic Wildfires in Southern California Affected Edison International (EIX) in Q1

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Jim Cramer Thinks Rocket Lab (RKLB) is “Actually a Decent Story”

We recently published a list of Jim Cramer Put These 12 Stocks Under the Spotlight. In this article, we are going to take a look at where Rocket Lab USA, Inc.

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May 20 - News

Sempra (SRE) Prioritizes Long-Term Growth Over Short-Term Challenges

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Jim Cramer Posits That Universal Technical Institute (UTI) “Can Continue to Go Higher”

We recently published a list of Jim Cramer Put These 12 Stocks Under the Spotlight. In this article, we are going to take a look at where Universal Technical Institute, Inc.

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May 20 - News

What Makes Novo Nordisk (NVO) a Lucrative Investment?

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Northrop Grumman (NOC) Surged in Q1. Here’s Why

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Jim Cramer on Archer Aviation (ACHR): “Bridge Too Far for Me”

We recently published a list of Jim Cramer Put These 12 Stocks Under the Spotlight. In this article, we are going to take a look at where Archer Aviation Inc.

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May 20 - News

O’Reilly (ORLY) Benefited from Tariff on Auto Imports

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.

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May 20 - Hedge Fund Investor Letters, News

Palatin Technologies, Inc. (AMEX:PTN) Q3 2025 Earnings Call Transcript

Operator: Greetings. Welcome to Palatin's Third Quarter Fiscal Year 2025 Operating Results Conference Call. At this time, all participants are in a listen-only mode.

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May 20 - News, Transcripts

Sadot Group Inc. (NASDAQ:SDOT) Q1 2025 Earnings Call Transcript

Operator: Welcome to Sadot Group Inc. Q1 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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May 20 - News, Transcripts

Sow Good Inc. (PNK:SOWG) Q1 2025 Earnings Call Transcript

Operator: Good morning, everyone, and thank you for participating in today's conference call to discuss Sow Good Financial Results for First Quarter ended March 31, 2025.

Keep Reading →

May 20 - News, Transcripts

Algorhythm Holdings, Inc. (NASDAQ:RIME) Q1 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to Algorhythm Holdings First Quarter 2025 Financial Results Earnings Call. My name is Paul, and I will be your operator.

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May 20 - News, Transcripts

Target Hospitality Corp. (NASDAQ:TH) Q1 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the Target Hospitality First Quarter 2025 Earnings Call Conference Call.

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May 20 - News, Transcripts

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