FactSet (FDS) Target Lowered by Wells Fargo Amid AI Concerns in Info Services
On February 4, Wells Fargo cut its price target on FactSet Research Systems Inc. (NYSE:FDS) to $215 from $265 and maintained an Underweight rating.
Insider Monkey Blog
BMO Lifts Chubb (CB) Target After Q4, Flags Reserve and Investment Income Tailwinds
On February 10, BMO Capital’s Michael Zaremski revisited his outlook on Chubb Limited (NYSE:CB) following the company’s Q4 results, raising his price recommendation to $326...
11 Most Promising Low-Cost Stocks to Buy Now
On February 7, Richard Bernstein, CEO of Richard Bernstein Advisors, joined 'The Exchange' on CNBC to discuss the state of equity markets, assessing which stocks are growing fast...
Bank of America Reaffirms Buy on Amcor (AMCR), Raises Target to $56
On February 4, Bank of America lifted its price recommendation on Amcor plc (NYSE:AMCR) to $56 from $48.40. The firm also reiterated its Buy rating on the stock.
Stifel Cuts Essex Property Trust (ESS) PT to $278 After Q4 Review, Keeps Hold
On February 5, Stifel trimmed its price recommendation on Essex Property Trust, Inc. (NYSE:ESS) to $278 from $290.75. It reiterated a Hold rating on the stock.
Citi Raises Becton Dickinson (BDX) PT to $198 after Life Sciences Sale Update
On February 11, Citi analyst Joanne Wuensch lifted her price recommendation on Becton, Dickinson and Company (NYSE:BDX) to $198 from $185.70 and maintained a Buy rating.
Brown & Brown (BRO) Announces Accelerated Share Repurchase, Flags Evolving Market Trends
On February 12, Brown & Brown, Inc. (NYSE:BRO) announced the launch of a $250 million accelerated share repurchase program with Bank of America, N.A.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
Goldman Sachs Raises Stanley Black & Decker (SWK) PT to $84 After Margin-Driven Q4 Beat
On February 6, Goldman Sachs analyst Joe Ritchie raised his price recommendation on Stanley Black & Decker, Inc. (NYSE:SWK) to $84 from $78.
Needham Upgrades Medtronic (MDT) to Buy, Sets $121 PT on Product Launch Momentum
On February 9, Needham & Company upgraded Medtronic plc (NYSE:MDT) to Buy from Hold. It set a $121 price target on the stock.
11 Best Strong Buy Penny Stocks to Invest In
On February 12, Wolfe Research’s Chris Senyek joined CNBC’s ‘Power Lunch’ to discuss the state of equity markets.
Stephens Cuts Hormel (HRL) PT to $25, Sees Near-Term Margin Pressure Despite 2026 Improvement
On February 11, Stephens trimmed its price recommendation on Hormel Foods Corporation (NYSE:HRL) to $25 from $27. It maintained an Equal Weight rating on the stock.
BMO Lifts Archer-Daniels-Midland (ADM) Target After Q4, Says EPS Still Needs to Catch Up
On February 4, BMO Capital’s Andrew Strelzik lifted his price recommendation on Archer-Daniels-Midland Company (NYSE:ADM) to $63 from $57 following the company’s fourth-quarter...
Truist and Evercore Lift Targets on Genuine Parts (GPC) as Momentum Builds
On February 12, Truist raised its price recommendation on Genuine Parts Company (NYSE:GPC) to $162 from $146 and kept a Buy rating in place.
What Makes Nike (NKE) an Investment Bet?
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
11 Undervalued European Stocks to Buy Now
European markets closed at a record high on February 11, with gains in commodity-related companies offsetting declines in technology and financials, while traders digested a solid...
Barclays Cuts Pentair (PNR) Price Target to $102, Warns Pool Margins May Limit Upside
On February 5, Barclays analyst Julian Mitchell cut his price recommendation on Pentair plc (NYSE:PNR) to $102 from $115 after reviewing the company’s latest earnings.
Here’s Why Loomis Sayles Global Growth Fund Believes MercadoLibre (MELI) is Trading at a Discount
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Loomis Sayles Global Growth Fund Maintains Its Structural Investment Thesis for Netflix (NFLX). Here’s Why
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Loomis Sayles Global Growth Fund’s Thoughts on Oracle (ORCL)
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Alphabet (GOOG) Dominates the Search Market with 80% Share
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Does Shopify (SHOP) Offer a Compelling Reward-To-Risk Opportunity?
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
13 Cheapest Dividend Aristocrats to Invest in
Dividend stocks have lagged the broader market recently. However, there are hints that this stretch of underperformance may be losing momentum.
Loomis Sayles Global Growth Fund Picked Ferrari N.V. (RACE) on Strategic Fit
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Loomis Sayles Global Growth Fund’s Q4 2025 Investor Letter
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Scorpio Tankers Inc. (NYSE:STNG) Q4 2025 Earnings Call Transcript
Scorpio Tankers Inc. (NYSE:STNG) Q4 2025 Earnings Call Transcript February 12, 2026Scorpio Tankers Inc. beats earnings expectations.
TriNet Group, Inc. (NYSE:TNET) Q4 2025 Earnings Call Transcript
TriNet Group, Inc. (NYSE:TNET) Q4 2025 Earnings Call Transcript February 12, 2026TriNet Group, Inc. beats earnings expectations.
AVITA Medical, Inc. (NASDAQ:RCEL) Q4 2025 Earnings Call Transcript
AVITA Medical, Inc. (NASDAQ:RCEL) Q4 2025 Earnings Call Transcript February 12, 2026AVITA Medical, Inc. beats earnings expectations.
Optimum Communications, Inc. (NYSE:OPTU) Q4 2025 Earnings Call Transcript
Optimum Communications, Inc. (NYSE:OPTU) Q4 2025 Earnings Call Transcript February 12, 2026Optimum Communications, Inc. misses on earnings expectations.
Sylvamo Corporation (NYSE:SLVM) Q4 2025 Earnings Call Transcript
Sylvamo Corporation (NYSE:SLVM) Q4 2025 Earnings Call Transcript February 12, 2026Sylvamo Corporation misses on earnings expectations.
Genesis Energy, L.P. (NYSE:GEL) Q4 2025 Earnings Call Transcript
Genesis Energy, L.P. (NYSE:GEL) Q4 2025 Earnings Call Transcript February 12, 2026Genesis Energy, L.P. misses on earnings expectations.
Arteris, Inc. (NASDAQ:AIP) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, everyone, and welcome to the Arteris, Inc. fourth quarter and full year 2025 earnings call.
LXP Industrial Trust (NYSE:LXP) Q4 2025 Earnings Call Transcript
LXP Industrial Trust (NYSE:LXP) Q4 2025 Earnings Call Transcript February 12, 2026LXP Industrial Trust misses on earnings expectations.
Arista Networks, Inc. (NYSE:ANET) Q4 2025 Earnings Call Transcript
Operator: Welcome to the Fourth Quarter 2025 Arista Networks, Inc. Financial Results Earnings Conference Call. During the call, all participants will be in a listen-only mode.
Brookfield Corporation (NYSE:BN) Q4 2025 Earnings Call Transcript
Brookfield Corporation (NYSE:BN) Q4 2025 Earnings Call Transcript February 12, 2026Brookfield Corporation beats earnings expectations.
Nebius Group N.V. (NASDAQ:NBIS) Q4 2025 Earnings Call Transcript
Nebius Group N.V. (NASDAQ:NBIS) Q4 2025 Earnings Call Transcript February 12, 2026Nebius Group N.V. misses on earnings expectations.
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Q4 2025 Earnings Call Transcript
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Q4 2025 Earnings Call Transcript February 12, 2026Vertex Pharmaceuticals Incorporated misses on earnings expectations.
Check Point Software Technologies Ltd. (NASDAQ:CHKP) Q4 2025 Earnings Call Transcript
Check Point Software Technologies Ltd. (NASDAQ:CHKP) Q4 2025 Earnings Call Transcript February 12, 2026Check Point Software Technologies Ltd. beats earnings expectations.
Pacific Gas & Electric Co. (NYSE:PCG) Q4 2025 Earnings Call Transcript
Pacific Gas & Electric Co. (NYSE:PCG) Q4 2025 Earnings Call Transcript February 12, 2026Pacific Gas & Electric Co. misses on earnings expectations.
10x Genomics, Inc. (NASDAQ:TXG) Q4 2025 Earnings Call Transcript
10x Genomics, Inc. (NASDAQ:TXG) Q4 2025 Earnings Call Transcript February 12, 202610x Genomics, Inc. beats earnings expectations.
Exelon Corporation (NASDAQ:EXC) Q4 2025 Earnings Call Transcript
Exelon Corporation (NASDAQ:EXC) Q4 2025 Earnings Call Transcript February 12, 2026Exelon Corporation beats earnings expectations.
Via Transportation (VIA) Slid Due to Broadening of Losses
BlackRock, an investment management company, released its fourth-quarter 2025 investor letter for the “BlackRock Technology and Private Equity Term Trust”.
Materion Corporation (NYSE:MTRN) Q4 2025 Earnings Call Transcript
Materion Corporation (NYSE:MTRN) Q4 2025 Earnings Call Transcript February 12, 2026Materion Corporation beats earnings expectations.
Onity Group Inc. (NYSE:ONIT) Q4 2025 Earnings Call Transcript
Operator: Thank you for your continued patience. Your meeting will begin shortly.
Zebra Technologies Corporation (NASDAQ:ZBRA) Q4 2025 Earnings Call Transcript
Zebra Technologies Corporation (NASDAQ:ZBRA) Q4 2025 Earnings Call Transcript February 12, 2026Zebra Technologies Corporation misses on earnings expectations.
Expedia Group, Inc. (NASDAQ:EXPE) Q4 2025 Earnings Call Transcript
Expedia Group, Inc. (NASDAQ:EXPE) Q4 2025 Earnings Call Transcript February 12, 2026Expedia Group, Inc. beats earnings expectations.
Birkenstock Holding plc (NYSE:BIRK) Q1 2026 Earnings Call Transcript
Birkenstock Holding plc (NYSE:BIRK) Q1 2026 Earnings Call Transcript February 12, 2026Birkenstock Holding plc beats earnings expectations.
Forrester Research, Inc. (NASDAQ:FORR) Q4 2025 Earnings Call Transcript
Forrester Research, Inc. (NASDAQ:FORR) Q4 2025 Earnings Call Transcript February 12, 2026Forrester Research, Inc. misses on earnings expectations.
Flux Power Holdings, Inc. (NASDAQ:FLUX) Q2 2026 Earnings Call Transcript
Flux Power Holdings, Inc. (NASDAQ:FLUX) Q2 2026 Earnings Call Transcript February 12, 2026Flux Power Holdings, Inc. beats earnings expectations.
PHINIA Inc. (NYSE:PHIN) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome, everyone, to the PHINIA Inc. Fourth Quarter 2025 Earnings Call. Today’s conference is being recorded.
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