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Insider Monkey Blog

Root, Inc. (ROOT): A Bull Case Theory 

We came across a bullish thesis on Root, Inc. on Rose’s Substack by Rose Celine Investments. In this article, we will summarize the bulls’ thesis on ROOT.

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October 23 - News, Stock Analysis

Atlassian Corporation (TEAM): A Bull Case Theory 

We came across a bullish thesis on Atlassian Corporation on Darius Dark Investing’s Substack.

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October 23 - News, Stock Analysis

American Eagle Outfitters, Inc. (AEO): A Bull Case Theory 

We came across a bullish thesis on American Eagle Outfitters, Inc. on Arya’s Substack. In this article, we will summarize the bulls’ thesis on AEO.

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October 23 - News, Stock Analysis

Marvell Technology, Inc. (MRVL): A Bull Case Theory 

We came across a bullish thesis on Marvell Technology, Inc. on Value investing subreddit by Himothy8. In this article, we will summarize the bulls’ thesis on MRVL.

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October 23 - News, Stock Analysis

Crocs, Inc. (CROX): A Bull Case Theory 

We came across a bullish thesis on Crocs, Inc. on RM Capital Partnership’s Substack. In this article, we will summarize the bulls’ thesis on CROX.

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October 23 - News, Stock Analysis

Brookfield Corporation (BN): A Bull Case Theory 

We came across a bullish thesis on Brookfield Corporation on Rijnberk InvestInsights’s Substack by Daan. In this article, we will summarize the bulls’ thesis on BN.

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October 23 - News, Stock Analysis

Fluor Corporation (FLR): A Bull Case Theory 

We came across a bullish thesis on Fluor Corporation on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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October 23 - News, Stock Analysis

Samsara Inc. (IOT): A Bull Case Theory 

We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey.

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October 23 - News, Stock Analysis

GXO Logistics, Inc. (GXO): A Bull Case Theory 

We came across a bullish thesis on GXO Logistics, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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October 23 - News, Stock Analysis

Euronet Worldwide, Inc. (EEFT): A Bull Case Theory 

We came across a bullish thesis on Euronet Worldwide, Inc. on The Catholic Capitalist’s Substack by Logan Shearer.

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October 23 - News, Stock Analysis

IREN Limited (IREN): A Bull Case Theory 

We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares.

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October 23 - News, Stock Analysis

Analyst Says Intel (INTC) Doesn’t Have AI Strategy ‘As Visible’ As Top Rivals

Ben Reitzes, Melius Research’s head of technology research, said in a recent program on CNBC that while he likes Intel’s leadership, he cannot recommend the stock.

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October 23 - News

Josh Brown on Bearish Call on Shake Shack(SHAK): ‘This Type of Thing Come and Go’

Josh Brown recently commented on JPMorgan adding fast casual dining chain Shake Shack Inc (NYSE:SHAK) to its top short ideas list.

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October 23 - News

FBS: The Market Learns to Move Without the Fed

FBS, a leading global broker, has released a new market analysis highlighting how financial markets are adapting to the ongoing US government shutdown that began in early October...

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October 23 - Press Releases

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q3 2025 Earnings Call Transcript

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q3 2025 Earnings Call Transcript October 22, 2025Westinghouse Air Brake Technologies Corporation beats earnings expectations...

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October 23 - News, Transcripts

BankUnited, Inc. (NYSE:BKU) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the BankUnited, Inc. Third Quarter 2025 Earnings Conference Call.

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October 23 - News, Transcripts

Tesla, Inc. (NASDAQ:TSLA) Q3 2025 Earnings Call Transcript

Travis Axelrod: Good afternoon, everyone, and welcome to Tesla's third quarter 2025 Q&A Webcast. My name is Travis Axelrod, Head of Investor Relations.

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October 23 - News, Transcripts

Old National Bancorp (NASDAQ:ONB) Q3 2025 Earnings Call Transcript

Old National Bancorp (NASDAQ:ONB) Q3 2025 Earnings Call Transcript October 22, 2025Old National Bancorp misses on earnings expectations.

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October 23 - News, Transcripts

United Community Banks, Inc. (NYSE:UCB) Q3 2025 Earnings Call Transcript

United Community Banks, Inc. (NYSE:UCB) Q3 2025 Earnings Call Transcript October 22, 2025United Community Banks, Inc. beats earnings expectations.

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October 23 - News, Transcripts

Amphenol Corporation (NYSE:APH) Q3 2025 Earnings Call Transcript

Amphenol Corporation (NYSE:APH) Q3 2025 Earnings Call Transcript October 22, 2025Amphenol Corporation beats earnings expectations.

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October 23 - News, Transcripts

UniFirst Corporation (NYSE:UNF) Q4 2025 Earnings Call Transcript

UniFirst Corporation (NYSE:UNF) Q4 2025 Earnings Call Transcript October 22, 2025UniFirst Corporation beats earnings expectations.

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October 23 - News, Transcripts

M/I Homes, Inc. (NYSE:MHO) Q3 2025 Earnings Call Transcript

M/I Homes, Inc. (NYSE:MHO) Q3 2025 Earnings Call Transcript October 22, 2025M/I Homes, Inc. misses on earnings expectations.

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October 23 - News, Transcripts

Northern Trust Corporation (NASDAQ:NTRS) Q3 2025 Earnings Call Transcript

Northern Trust Corporation (NASDAQ:NTRS) Q3 2025 Earnings Call Transcript October 22, 2025Northern Trust Corporation beats earnings expectations.

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October 23 - News, Transcripts

Lithia Motors, Inc. (NYSE:LAD) Q3 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Lithia Motors, Inc.'s 2025 third quarter Earnings Call. At this time, all participants are in a listen-only mode.

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October 23 - News, Transcripts

Lam Research Corporation (NASDAQ:LRCX) Q1 2026 Earnings Call Transcript

Lam Research Corporation (NASDAQ:LRCX) Q1 2026 Earnings Call Transcript October 22, 2025Lam Research Corporation beats earnings expectations.

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October 23 - News, Transcripts

Crown Castle Inc. (NYSE:CCI) Q3 2025 Earnings Call Transcript

Crown Castle Inc. (NYSE:CCI) Q3 2025 Earnings Call Transcript October 22, 2025Crown Castle Inc. misses on earnings expectations.

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October 23 - News, Transcripts

SEI Investments Company (NASDAQ:SEIC) Q3 2025 Earnings Call Transcript

SEI Investments Company (NASDAQ:SEIC) Q3 2025 Earnings Call Transcript October 22, 2025SEI Investments Company beats earnings expectations.

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October 23 - News, Transcripts

Winnebago Industries, Inc. (NYSE:WGO) Q4 2025 Earnings Call Transcript

Winnebago Industries, Inc. (NYSE:WGO) Q4 2025 Earnings Call Transcript October 22, 2025Winnebago Industries, Inc. beats earnings expectations.

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October 23 - News, Transcripts

Teck Resources Limited (NYSE:TECK) Q3 2025 Earnings Call Transcript

Teck Resources Limited (NYSE:TECK) Q3 2025 Earnings Call Transcript October 22, 2025Teck Resources Limited beats earnings expectations.

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October 23 - News, Transcripts

Lennox International Inc. (NYSE:LII) Q3 2025 Earnings Call Transcript

Lennox International Inc. (NYSE:LII) Q3 2025 Earnings Call Transcript October 22, 2025Lennox International Inc. beats earnings expectations.

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October 23 - News, Transcripts

QuantumScape Corporation (NYSE:QS) Q3 2025 Earnings Call Transcript

QuantumScape Corporation (NYSE:QS) Q3 2025 Earnings Call Transcript October 22, 2025QuantumScape Corporation reports earnings inline with expectations.

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October 23 - News, Transcripts

Thermo Fisher Scientific Inc. (NYSE:TMO) Q3 2025 Earnings Call Transcript

Thermo Fisher Scientific Inc. (NYSE:TMO) Q3 2025 Earnings Call Transcript October 22, 2025Thermo Fisher Scientific Inc. beats earnings expectations.

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October 23 - News, Transcripts

International Business Machines Corporation (NYSE:IBM) Q3 2025 Earnings Call Transcript

International Business Machines Corporation (NYSE:IBM) Q3 2025 Earnings Call Transcript October 22, 2025International Business Machines Corporation beats earnings expectations...

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October 23 - News, Transcripts

AT&T Inc. (NYSE:T) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to AT&T Inc.'s Third Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.

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October 23 - News, Transcripts

Hilton Worldwide Holdings Inc. (NYSE:HLT) Q3 2025 Earnings Call Transcript

Hilton Worldwide Holdings Inc. (NYSE:HLT) Q3 2025 Earnings Call Transcript October 22, 2025Hilton Worldwide Holdings Inc. beats earnings expectations.

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October 23 - News, Transcripts

Century Communities, Inc. (NYSE:CCS) Q3 2025 Earnings Call Transcript

Century Communities, Inc. (NYSE:CCS) Q3 2025 Earnings Call Transcript October 22, 2025Century Communities, Inc. beats earnings expectations.

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October 23 - News, Transcripts

Alcoa Corporation (NYSE:AA) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Alcoa Corporation Third Quarter 2025 Earnings Presentation and Conference Call. Participants will be in a listen-only mode.

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October 23 - News, Transcripts

AT&T Inc. 5.35% GLB NTS 66 (NYSE:TBB) Q3 2025 Earnings Call Transcript

AT&T Inc. 5.35% GLB NTS 66 (NYSE:TBB) Q3 2025 Earnings Call Transcript October 22, 2025AT&T Inc. 5.35% GLB NTS 66 beats earnings expectations.

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October 23 - News, Transcripts

LendingClub Corporation (NYSE:LC) Q3 2025 Earnings Call Transcript

LendingClub Corporation (NYSE:LC) Q3 2025 Earnings Call Transcript October 22, 2025LendingClub Corporation beats earnings expectations.

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October 23 - News, Transcripts

OFG Bancorp (NYSE:OFG) Q3 2025 Earnings Call Transcript

OFG Bancorp (NYSE:OFG) Q3 2025 Earnings Call Transcript October 22, 2025OFG Bancorp reports earnings inline with expectations.

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October 23 - News, Transcripts

Moody’s Corporation (NYSE:MCO) Q3 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Moody's Corporation third quarter 2025 Earnings Call.

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October 23 - News, Transcripts

ASGN Incorporated (NYSE:ASGN) Q3 2025 Earnings Call Transcript

ASGN Incorporated (NYSE:ASGN) Q3 2025 Earnings Call Transcript October 22, 2025ASGN Incorporated misses on earnings expectations.

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October 23 - News, Transcripts

WD-40 Company (NASDAQ:WDFC) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Good day, and welcome to the WD-40 Company Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call.

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October 23 - News, Transcripts

Vertiv Holdings Co (NYSE:VRT) Q3 2025 Earnings Call Transcript

Operator: Thank you all for standing by. The Vertiv Third Quarter 2025 Earnings Conference Call is going to be starting in about four minutes' time. Good morning.

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October 23 - News, Transcripts

PROG Holdings, Inc. (NYSE:PRG) Q3 2025 Earnings Call Transcript

PROG Holdings, Inc. (NYSE:PRG) Q3 2025 Earnings Call Transcript October 22, 2025PROG Holdings, Inc. beats earnings expectations.

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October 23 - News, Transcripts

Taylor Morrison Home Corporation (NYSE:TMHC) Q3 2025 Earnings Call Transcript

Taylor Morrison Home Corporation (NYSE:TMHC) Q3 2025 Earnings Call Transcript October 22, 2025Taylor Morrison Home Corporation beats earnings expectations.

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October 23 - News, Transcripts

Avery Dennison Corporation (NYSE:AVY) Q3 2025 Earnings Call Transcript

Avery Dennison Corporation (NYSE:AVY) Q3 2025 Earnings Call Transcript October 22, 2025Avery Dennison Corporation beats earnings expectations.

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October 23 - News, Transcripts

Intuitive Surgical, Inc. (NASDAQ:ISRG) Q3 2025 Earnings Call Transcript

Intuitive Surgical, Inc. (NASDAQ:ISRG) Q3 2025 Earnings Call Transcript October 21, 2025Intuitive Surgical, Inc. beats earnings expectations.

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October 23 - News, Transcripts

Omnicom Group Inc. (NYSE:OMC) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Omnicom Group Inc.

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October 23 - News, Transcripts

Vicor Corporation (NASDAQ:VICR) Q3 2025 Earnings Call Transcript

Vicor Corporation (NASDAQ:VICR) Q3 2025 Earnings Call Transcript October 21, 2025Vicor Corporation beats earnings expectations.

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October 23 - News, Transcripts

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