Blowing Past the Street: 46 Stocks That Crushed Q2 EPS Projections
More than 250 companies announced their earnings performance in the second quarter of the year on Wednesday, July 29, offering a fresh look at how they performed relative to what...
Insider Monkey Blog
Is Hormel Foods (HRL) a Buy After New CEO?
Hormel Foods (NYSE:HRL) is a company in transition. It reported a strong second quarter, it just named a new CEO, and its stock still trades near multi-year lows.
Colgate-Palmolive (CL) Earnings on Deck: What to Watch
Colgate's first quarter showed the split that defines this stock right now. Net sales grew 8.4%. Organic sales, which strip out currency and acquisitions, grew just 2.9%.
Equinor’s (EQNR) Best Quarter in Years Came With an Asterisk Its Own CFO Pointed Out
Growing conflict in the Middle East has significantly altered global energy trading channels in 2026, leading to a steep gap between vulnerable producers and protected operators...
Should You Buy Automatic Data Processing (ADP) On Post-Earnings Dip?
Automatic Data Processing (NASDAQ:ADP) reported fiscal fourth-quarter results on Wednesday. Adjusted earnings per share and revenue beat Wall Street estimates.
Hedge Funds Are Bullish on DXC Technology (DXC)
DXC Technology (NYSE:DXC) shares have fallen 16.41% so far this year as of July 29, 2026.
Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why
Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings...
Tesla’s (TSLA) Margins Broke in a Way Deliveries Can’t Fix
July 22 and 23 proved to be one of the most significant 48-hour periods of 2026's artificial intelligence trade, showing a clear flaw in how public equity markets reward massive...
AMD Fell 8% as China Unveils New Technology — the Real Risk Is the Multiple, Not the Lithography
China's breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc.
Nvidia (NVDA) Could Backstop $250 Billion for OpenAI. Where Does That Leave Microsoft (MSFT)?
Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI’s next infrastructure expansion.
The Market Thinks Texas Instruments (TXN) Is a Boring Analog Chipmaker; AI Data Centers Disagree
Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Micron vs SanDisk: Which Chipmaker Stands Out After the Pullback
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher.
Nvidia (NVDA) Reportedly Anchors Hut 8’s (HUT) $19.6 Billion AI Lease Bet
Nvidia Corporation (NASDAQ:NVDA) is reportedly the previously unnamed customer behind Hut 8 Corp.’s (NASDAQ:HUT) Beacon Point data center leases in Texas.
Hedge Funds Favor Union Pacific Corporation (UNP) Over Canadian Pacific (CP): UNP Beat Earnings and Just Got a Major Win
Union Pacific Corporation (NYSE:UNP)'s Big Boy 4014, the world's largest operating steam locomotive, has been touring the country this summer, and grown adults keep tearing up...
Blackstone Inc. (BX)’s Profit Jumped 26% on AI Bets but the Stock Barely Moved. Here’s Why.
Blackstone Inc. (NYSE:BX) just posted one of its stronger quarters in years.
Strong Demand for Custom Silicon Chips Boosts Teradyne’s (TER) Market Outlook
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Why Investors Are Getting More Bullish on Marvell Technology (MRVL)
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
What Makes MACOM Technology (MTSI) a Resilient Player in High-Growth Markets?
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Meta (META) Could Spend $62 Billion With CoreWeave (CRWV) and Nebius (NBIS), Then Become Their Competitor
Meta Platforms Inc (NASDAQ:META) may spend more than $62 billion with CoreWeave Inc.
Vertiv Holdings (VRT) Sees Robust Growth Ahead as AI Infrastructure Spending Accelerates
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Karman Holdings (KRMN): Temporary Organic Softness Masks Robust Long-Term Program Backlog
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Honeywell Technologies (HON)’s First Earnings as a Standalone Company: Bull vs Bear Analysis
Honeywell Technologies (NASDAQ:HON) used to be one giant company that made everything from thermostats to jet engines. Not anymore.
Insmed Incorporated’s (INSM) Commercial Acceleration Overshadows Q1 Stumble
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Carillon Eagle Mid Cap Growth Fund’s Q2 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Vulcan Value Partners on CarMax’s (KMX) Strong Performance
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Selkirk Copper Announces Updated Mineral Resource Estimate with 182% Increase in Measured & Indicated Copper and 184% Increase in Measured & Indicated Gold
The 2026 Mineral Resource Estimate (2026 MRE) establishes a Measured & Indicated Resource of 47.8 million tonnes, representing a 280% increase in tonnage in these categories...
What Makes Veeva Systems (VEEV) a Mission-Critical Software Firm?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Analyzing ServiceNow’s (NOW) Unique Position in Workflow Automation
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners is Bullish on MillerKnoll (MLKN))
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
PROG Holdings (PRG) Thrives Amid Tough Consumer Landscape
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes TPG (TPG) a Compelling Bet?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Badger Meter (BMI) Looks Attractive on Stable Demand and Advanced Infrastructure
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Investors’ Favour Strengthens Elevance Health’s (ELV) Rebound
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
UnitedHealth Group (UNH) Recovering from Overlooked to Recognized
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
World Cup Cross-Border Acceleration and AI Workforce Pivot Anchor Visa’s Fiscal Q3 Beat
The global payments ecosystem in 2026 is being defined by two merging macro tailwinds: staggering growth in international travel and an aggressive corporate push for AI-driven...
Equifax (EFX) Looks Attractive Defying Mortgage Weakness and AI Fears
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners’ Q2 2026 Investor Letter
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. Vulcan Value Partners prioritizes long-term returns and lower ...
Definium Therapeutics (DFTX) Redefines Depression & Anxiety Treatment
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded...
The Coca-Cola Company: Volume Scale Beats CPG Stagflation as FIFA Activation Drives Guidance Upgrade
The Consumer Packaged Goods (CPG) industry is going through a major shift this year, with broad inflation-driven price hikes having reached their peak.
Hinge Health (HNGE) Rose with Expanding Client Base
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded...
Veracyte (VCYT) Rises with Upward Guidance Revision and Earnings Beat
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded...
Tandem Diabetes Care (TNDM) Slid as Lower Beta Profile Lags in Risk On Market
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded...
Meridian Small Cap Growth Fund’s Q2 2026 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. The U.S.
Investors’ Confidence Boosted Hewlett Packard Enterprise Company (HPE)
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
Margin Compression Hits Wix.com Ltd. (WIX) Amid AI Concerns
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
Fund’s Missed Bet on Micron Technology (MU) Weighs on Performance
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
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