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Insider Monkey Blog

FPA Crescent Fund’s Q4 2025 Investor Letter

Investment management company First Pacific Advisors recently released its fourth-quarter 2025 investor letter for “The FPA Crescent Fund”. The company primarily avoids ...

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February 2 - Hedge Fund Investor Letters, News

Advanced Micro Devices (AMD): An Enduring Growth Path Via Execution

Ashva Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 2 - Hedge Fund Investor Letters, News

STARTRADER Unveils UAE National Team Jersey for ICC T20 World Cup 2026

After being announced as the official sponsor of the UAE National Cricket Team for the ICC T20 World Cup 2026, the ECB holds an event to reveal the official team jersey featuring...

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February 2 - Press Releases

What Makes Micron Technology (MU) Ashva Capital Management’s Largest Holding?

Ashva Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 2 - Hedge Fund Investor Letters, News

Understanding The Walt Disney Company (DIS): A Closer Look at Long-Term Cash Flow Potential

Ashva Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 2 - Hedge Fund Investor Letters, News

Ashva Capital Management’s Q4 2025 Investor Letter

Ashva Capital Management, an investment management company, released its Q4 2025 investor letter.

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February 2 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management’s Investment Thesis for Watsco (WSO)

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management Bets on TWFG (TWFG), an Independent Distribution Platform

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

What Makes Kinsale Capital Group (KNSL) a Strong Investment?

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management Trimmed Ametek (AME) on Valuation

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

What Makes Hawkins (HWKN) an Investment Bet?

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management Sold Credit Acceptance Corporation (CACC) Amid Competitive Challenges

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Installed Building Products (IBP) Held Steady Despite Weak Housing Market

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Charles Schwab (SCHW): Expecting Continued Earnings Momentum in 2026

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Arista Networks (ANET) Surged as Multiple Tailwinds Aligned

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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February 2 - Hedge Fund Investor Letters, News

Eli Lilly and Company (LLY) Forms Strategic Collaboration with Repertoire Immune Medicines

According to a January 29 report by Reuters, Eli Lilly and Company (NYSE:LLY) is teaming up with Repertoire Immune Medicines in a partnership that could be worth as much as $1...

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February 2 - News

Analyst Raises Diamondback Energy (FANG) Price Target to $218

Diamondback Energy, Inc.

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February 2 - News

Brown & Brown (BRO) Price Target Reduced by $7

Brown & Brown, Inc. (NYSE:BRO) operates as an insurance broker, linking clients with insurers across a broad range of coverage.

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February 2 - News

Analyst Raises HF Sinclair (DINO) Price Target to $61

On January 27, Morgan Stanley analyst Joe Laetsch raised his price target on HF Sinclair Corporation (NYSE:DINO) to $61 from $60 and kept an Overweight rating.

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February 2 - News

Badger Meter (BMI) Price Target Reduced by $35 at Seaport Research

Badger Meter, Inc.

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February 2 - News

Huntington Bancshares (HBAN) Price Target Raised by $1

Huntington Bancshares Incorporated (NASDAQ:HBAN) operates as a regional bank holding company.

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February 2 - News

Truist Trims Price Target on Arthur J. Gallagher & Co. (AJG)

On January 30, Truist trimmed its price target on Arthur J. Gallagher & Co. (NYSE:AJG) to $271 from $280.

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February 2 - News

NorthWestern Energy Group (NWE) Price Target Increased to $62

NorthWestern Energy Group, Inc. (NASDAQ:NWE) provides electricity and natural gas services across Montana, South Dakota, Nebraska, and Yellowstone National Park.

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February 2 - News

Analyst Raises Price Target on Kimberly-Clark (KMB) by $3

On January 28, UBS analyst Peter Grom raised his price target on Kimberly-Clark Corporation (NASDAQ:KMB) to $110 from $107 and kept a Neutral rating.

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February 2 - News

Prudential Financial (PRU) Price Target Raised by $2, ‘Hold’ Rating Maintained

Prudential Financial, Inc.

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February 2 - News

Stifel Cuts Altria Group (MO) Price Target by $4

Altria Group, Inc. (NYSE:MO) focuses on tobacco products for U.S.

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February 2 - News

Comcast (CMCSA) Price Target Reduced at Scotiabank

Comcast Corporation (NASDAQ:CMCSA) operates as a global media and technology company, offering broadband, wireless, and video services across its portfolio of consumer and business...

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February 2 - News

UnitedHealth Group (UNH) Price Target Cut by $30 at Wells Fargo

UnitedHealth Group Incorporated (NYSE:UNH) operates across multiple healthcare and services platforms.

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February 2 - News

Open Text (OTEX) Price Target Reduced by $3

Open Text Corporation (NASDAQ:OTEX) develops software that helps large organizations manage information securely and put it to work across cloud, security, and AI workflows.

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February 2 - News

10 Hottest Stocks to Buy in 2026

After reaching a record high on January 27, the S&P 500 index fell for three consecutive sessions, closing at 6,939.03 on Friday.

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February 2 - Hedge Funds, News

New Gold (NGD) Shareholders Approve Previously Announced Plan of Arrangement to Advance Coeur Mining Deal

On January 27, 2026, New Gold Inc.

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February 2 - News

Viasat (VSAT) Hits 52-Week High Following Strong 2025

As of January 28, 2026, Viasat, Inc. (NASDAQ:VSAT) is enjoying solid investor confidence and accelerating momentum.

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February 2 - News

D-Wave Quantum (QBTS) Hits Defense Milestone With 10x Faster Quantum Solutions, Announces Enterprise and Academic Deals

Alongside its partners, Anduril Industries and Davidson Technologies, D-Wave Quantum, the only dual-platform quantum computing company, tested its Stride hybrid solver on complex...

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February 2 - News

Cogent Biosciences (COGT) Advances Bezuclastinib-Sunitinib Combination With Breakthrough Therapy Designation (BTD)

On January 26, 2026, Cogent Biosciences, Inc. (NASDAQ:COGT) announced a major milestone, receiving a Breakthrough Therapy Designation (BTD) by the U.S.

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February 2 - News

Astronics (ATRO) Strengthens Aerospace Diagnostics with FaultFinder ETS Launch

On January 21, 2026, Astronics Corporation (NASDAQ:ATRO) launched its latest diagnostics tool, the FaultFinder Electronic Troubleshooting System.

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February 2 - News

Mizuho Initiates Erasca (ERAS) With ‘Outperform’ Rating and $16 PT

On January 27, 2026, Mizuho initiated coverage of Erasca, Inc. (NASDAQ:ERAS) with an ‘Outperform’ rating and a $16 price target.

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February 2 - News

Ondas (ONDS)’s Optimus Drone Wins Blue List Status from the DCMA

On January 28, 2026, Ondas Inc.

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February 2 - News

Terns Pharmaceuticals (TERN) Eyes Expansion Beyond China Amid Strong Analyst Sentiment

On January 16, 2026, Terns Pharmaceuticals, Inc.

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February 2 - News

ABIVAX Société Anonyme (ABVX) Share Momentum Builds Amid Takeover Speculation and Advancing Therapeutic Programs

For the past couple of months, speculation has arisen that Eli Lilly, an American multinational pharmaceutical company, is pursuing a potential acquisition of ABIVAX Société ...

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February 2 - News

Roth Capital Upgrades Energy Fuels (UUUU) to ‘Neutral’; Raises PT to $15.00

On January 28, 2026, Energy Fuels Inc. (NYSE:UUUU) saw Roth Capital upgrade the stock from ‘Sell’ to ‘Neutral’, while raising its price target from $13.00 to $15.00.

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February 2 - News

15 Best Long Term Low Volatility Stocks to Invest In

On January 26, Sherry Paul, Morgan Stanley senior portfolio manager, appeared on CNBC’s ‘Closing Bell’ to talk about the state of equity markets and whether more volatility...

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February 2 - Hedge Funds, News

15 Best Cheap Stocks to Buy for 2026

Investors might feel like they have been overwhelmed by the news over the past year. But the stock market keeps reaching for new peaks every trading week.

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February 2 - Hedge Funds, News

Jim Cramer Discusses Kimberly-Clark (KMB) & Dividends

Kimberly-Clark Corporation (NASDAQ:KMB) is one of the largest consumer goods companies in America. Its shares are down by 23% over the past year and by 1.4% year-to-date.

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February 1 - News

Jim Cramer Wonders How High GE Vernova (GEV) Could Have Gone

GE Vernova Inc. (NYSE:GEV) is a nuclear power company that provides reactors. The firm also makes and sells gas turbines, wind turbines, and other heavy equipment.

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February 1 - News

Jim Cramer Believes International Business Machines (IBM) Is Undervalued

International Business Machines Corporation (NYSE:IBM) is one of the largest enterprise computing hardware and software providers in the world.

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February 1 - News

Piper Sandler Raises Bristol Myers (BMY) PT to $66 Citing Pipeline Visibility

Bristol Myers Squibb Company (NYSE:BMY) is one of the most undervalued large cap stocks to invest in now.

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February 1 - News

Morgan Stanley Updates Five9 (FIVN) Outlook as AI Fears Ease for SaaS Sector

Five9 Inc. (NASDAQ:FIVN) is one of the best small cap tech stocks to invest in now.

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February 1 - News

Truist Trims Capital One (COF) PT to $275 Following Brex Acquisition, Expense Surge

Capital One Financial Corporation (NYSE:COF) is one of the most undervalued large cap stocks to invest in now.

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February 1 - News

Baird Slashes Adobe (ADB) PT to $350 Amid AI Competition, Growth Hurdles

Adobe Inc. (NASDAQ:ADBE) is one of the most undervalued large cap stocks to invest in now.

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February 1 - News

Bernstein Doubles Down on ASML Holding (ASML) as Memory and EUV Momentum Builds

ASML Holding N.V.

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February 1 - News

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