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Insider Monkey Blog

BofA Maintains Neutral Stance on KB Home (KBH) Amid 2026 Industry Pressures

On January 16, BofA analyst Rafe Jadrosich raised the firm’s price target on KB Home (NYSE:KBH) to $63 from $58 while maintaining a Neutral rating on the shares.

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February 7 - News

Citizens Sees Improving Visibility for LGI Homes, Inc. (LGIH) Ahead of Q4 Results

On January 7, Citizens analyst James McCanless raised the firm’s price target on LGI Homes, Inc.

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February 7 - News

RBC Capital Turns More Cautious on Tri Pointe Homes, Inc. (TPH) Amid Challenging Housing Backdrop

On January 9, RBC Capital lowered its price target on Tri Pointe Homes, Inc.

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February 7 - News

Citizens Initiates M/I Homes, Inc. (MHO) With Outperform, Citing Affordability Advantage

M/I Homes, Inc. (NYSE:MHO) is among the best affordable housing stocks to buy.

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February 7 - News

BofA Downgrades Taylor Morrison Home Corporation (TMHC) to Neutral, Flags EPS and Delivery Risks Despite Valuation Appeal

With a forward P/E ratio of 9.97, Taylor Morrison Home Corporation falls 4th on the list of best affordable housing stocks to buy.

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February 7 - News

Keefe Bruyette Stays Market Perform on Meritage Homes Corporation (MTH), Citing Near-Term Pressures

As of February 3, Keefe Bruyette analyst Jade Rahmani lowered the firm’s price target on Meritage Homes Corporation (NYSE:MTH) to $76 from $78 while maintaining a Market Perform...

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February 7 - News

Raymond James Stays Outperform on PulteGroup, Inc. (PHM) Amid Challenging Housing Backdrop

On February 4, Raymond James raised its price target on PulteGroup, Inc.

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February 7 - News

BofA Maintains Buy on Toll Brothers, Inc. (TOL) While Warning of 2026 “Reset Year” for Homebuilders

Toll Brothers is among the best affordable housing stocks to buy. On January 16, BofA raised the firm’s price target on Toll Brothers, Inc.

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February 7 - News

Keefe Bruyette Maintains Market Perform on D.R. Horton, Inc. (DHI) While Trimming Price Target Amid Affordability and Incentive Pressures

On January 27, Keefe Bruyette lowered the firm’s price target on D.R. Horton, Inc.

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February 7 - News

Goldman Sachs Maintains Neutral on Lennar Corporation (LEN) as Incentives and Demand Uncertainty Cloud 2026 Outlook

On January 13, Goldman Sachs raised its price target on Lennar Corporation (NYSE:LEN) to $125 from $120 while maintaining a Neutral rating, citing mixed housing signals toward...

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February 7 - News

10 Best Financial Stocks to Buy for the Long Term

At the beginning of 2026, Donald Trump announced plans to cap credit card interest rates at 10%.

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February 7 - Hedge Funds, News

Texas Capital Initiates Coverage of NuScale Power Corporation (SMR) with a Buy Rating

On January 28, 2026, Texas Capital initiated coverage of NuScale Power Corporation (NYSE:SMR) with a Buy rating and a $23 price target.

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February 7 - News

Tennessee State Officials Announced a Major Expansion Involving Centrus Energy Corp. in East Tennessee

On January 24, 2026, Tennessee state officials announced a major expansion involving Centrus Energy Corp.

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February 7 - News

Texas Capital Initiated Coverage of Oklo Inc. (OKLO) with a Buy Rating

On January 28, 2026, Texas Capital initiated coverage of Oklo Inc. (NYSE:OKLO) with a Buy rating and a $138 price target.

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February 7 - News

Roth Capital Upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell

On January 28, 2026, Roth Capital analyst Joe Reagor upgraded Energy Fuels Inc. (NYSE:UUUU) to Neutral from Sell and raised the firm’s price target to $15.50 from $13.

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February 7 - News

Raymond James raised its price target on Denison Mines Corp. (DNN) to C$5.05

On January 15, 2026, Raymond James raised its price target on Denison Mines Corp. (NYSE:DNN) to C$5.05 from C$4.30 and maintained an Outperform rating.

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February 7 - News

Goldman Sachs Lifts its Price Target on Uranium Energy Corp. (UEC) to $18 and Reiterates its Buy Rating

On February 4, Goldman Sachs lifted its price target on Uranium Energy Corp. (NYSE:UEC) to $18 from $16 and reiterated its Buy rating.

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February 7 - News

Morgan Stanley Raises its Price Target on Public Service Enterprise Group Inc. (PEG) to $92 and Kept an Overweight Rating

On January 21, 2026, Morgan Stanley raised its price target on Public Service Enterprise Group Inc. (NYSE:PEG) to $92 from $89 and kept an Overweight rating.

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February 7 - News

Raymond James Raises its Price Target on Nexgen Energy Ltd (NXE) to C$17 While Maintaining an Outperform Rating

On January 15, 2026, Raymond James raised its price target on Nexgen Energy Ltd (NYSE:NXE) to C$17 from C$14 while maintaining an Outperform rating.

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February 7 - News

BWX Technologies Inc. Announces the Opening of its Centrifuge Manufacturing Development Facility in Tennessee

On January 26, 2026, BWX Technologies Inc. (NYSE:BWXT) announced the opening of its Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee.

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February 7 - News

Raymond James Raises its Price Target on Cameco Corporation (CCJ) to C$165 While Keeping an Outperform Rating

On January 15, 2026, Raymond James analyst Brian MacArthur raised the firm’s price target on Cameco Corporation (NYSE:CCJ) to C$165 from C$150 while keeping an Outperform rating...

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February 7 - News

Lumentum (LITE) Climbs 41%, Hits All-Time High on Swing to Profits

Lumentum Holdings skyrocketed by 40.87 percent week-on-week, to hit a new all-time high, as investors digested its swing to profitability in the second quarter of fiscal year ...

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February 7 - News

PG&E Corporation, Lockheed Martin, Salesforce, and Wells Fargo Announce the Launch of EMBERPOINT LLC

On January 27, 2026, PG&E Corporation (NYSE:PCG), alongside Lockheed Martin, Salesforce, and Wells Fargo, announced the launch of EMBERPOINT LLC, a joint venture focused on wildfire...

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February 7 - News

Wells Fargo Maintains Overweight Rating on Constellation Energy Corp. (CEG)

On January 20, 2026, Wells Fargo analyst Shahriar Pourreza lowered the firm’s price target on Constellation Energy Corp.

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February 7 - News

Enphase Energy (ENPH) Climbs 35% as Earnings Soar

In an updated report, Enphase Energy Inc.

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February 7 - News

JetBlue (JBLU) Climbs 30.6% on Lower Losses, Upbeat Outlook

In an updated report, JetBlue Airways Corp.

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February 7 - News

Teradyne (TER) Rockets 24% as 11 Analysts Hike PT After Strong Earnings

Last week, the company reported a 2.2 percent jump in its full-year net income to $554 million versus $542 million in 2024.

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February 7 - News

Huntsman Corporation (HUN) Soars 24% Ahead of Earnings

Huntsman Corp.

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February 7 - News

Envista (NVST) Climbs 23% on Swing to Profit

In the fourth quarter alone, net profit soared by 2,642 percent to $32.9 million from only $1.2 million in the same period a year earlier.

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February 7 - News

Under Armour (UAA) Soars 22% as 2 Analysts Hike PT

Under Armour surged by 22.5 percent week-on-week, as investors took path from higher price targets from two investment companies, despite the sports apparel maker’s disappointing...

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February 7 - News

Roivant Sciences (ROIV) Soars 19.4% as Pipeline Drugs Progress

Roivant saw its share prices jump by 19.4 percent week-on-week, hitting a new all-time high, as investors snapped up shares following encouraging results from its pipeline projects...

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February 7 - News

Corning (GLW) Jumps 18.3%, Hits All-Time High on Stellar Earnings, New Billion-Dollar Deal

Corning grew its share prices by 18.3 percent week-on-week to hit a new all-time high, as investors cheered its stellar earnings performance and new billion-dollar partnership...

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February 7 - News

Super Micro (SMCI) Jumps 18% on ‘More-Than-Double’ Sales Target

Super Micro grew its share prices by 18.10 percent week-on-week, with investor sentiment primarily bolstered by its target to grow its sales further by more than double, encouraged...

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February 7 - News

10 Best 52-Week Low Blue Chip Stocks to Buy Right Now

The S&P 500 has performed exceedingly well over the past two years, powering to all-time highs amid easing inflation and the artificial intelligence boom.

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February 7 - Hedge Funds, News

Strategy Inc.’s (MSTR) Bitcoin Stockpile Now at 713,502

Strategy, according to an SEC filing, acquired an additional 855 bitcoin (BTC) for $75.3 million (implying an average acquisition price of $87,974) between January 26 and February...

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February 7 - News

Goldman Sachs Raises Target Price on The Gap Inc. (GAP) to $32

On January 30, Goldman Sachs raised its target price on GAP by 10.3% (from $29 to $32). At the same time, they also reiterated their “Buy” rating on the company.

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February 7 - News

Hartford Insurance Group’s (HIG) Delivered Strong Earnings Growth in Q4-2025

Hartford Insurance released its Q4-2025 results on January 30, which showed the company beating analyst consensus by posting a fourth-quarter EPS of $4.06 (vs.

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February 7 - News

Strong Q2-FY2026 Results for Brinker International (EAT) Leads to Higher FY2026 Guidance from Management

Brinker International released its Q2-FY2026 results on January 28, which showed the company’s revenue growing 6.9% YoY (from $1.35 billion to $1.44 billion) and operating income...

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February 7 - News

Acquisition Plans to Fuel BioMarin Pharmaceutical (BMRN), According to Barclays

Barclays initiated coverage of BioMarin on January 28, assigning it an “Overweight” rating and a target price of $80.

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February 7 - News

Verizon (VZ) Added 1.1 Million Net Subscribers in Q4-2025

Verizon released its Q4-2025 results on January 30, which showed that the company added 1.1 million net new subscribers and expanded its fiber coverage to 30 million homes.

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February 7 - News

Wix.com’s (WIX) Board Approves 2-Year $2 Billion Buyback Plan

On January 28, Wix’s Board of Directors authorized a $2 billion securities buyback plan.

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February 7 - News

General Motors Company (GM) Raises Its Dividend Rate by 20%

As part of GM’s Q4-2025 earnings press release on January 27, the company announced a $0.03 per share increase in its quarterly dividend rate.

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February 7 - News

American Airlines Group (AAL) Is Positioned For Significant Upside in 2026, According to CEO Robert Isom

American Airlines released its Q4-2025 results last January 27, which showed record fourth-quarter and full-year revenue of $14 billion and $54.6 billion, respectively.

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February 7 - News

Analysts See 14% Upside in AT&T (T) After Q4 results

AT&T beat street consensus in the fourth quarter of 2025, both in terms of revenue ($33.5 billion actual vs.

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February 7 - News

Coterra Energy (CTRA) and Devon Energy (DVN) to Merge in an All-Stock Deal Worth $58 Billion

Coterra Energy and Devon Energy announced on February 2 a $58 billion all-stock merger, which would make the combined company one of the largest shale producers in the Permian...

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February 7 - News

JP Morgan Thinks Soft Macroeconomic Conditions Could Affect Natural Gas Player ONEOK (OKE)

From January 22 to 28, several firms updated their target prices on ONEOK.

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February 7 - News

Ultragenyx Pharmaceutical (RARE) Resubmits Biologics License Application for Gene Therapy Treatment

On January 30, Ultragenyx Pharmaceutical Inc. (Nasdaq:RARE) resubmitted its Biologics License Application (BLA) to the U.S.

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February 7 - News

Legend Biotech (LEGN) Shakes Up Board

In a board shakeup last month, Legend Biotech Corp (NASDAQ:LEGN) appointed chairman and executive director of a major shareholder, GenScript, Robin Meng, as a Class III director...

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February 7 - News

Atlassian’s (TEAM) Maintained at Buy by Canaccord Genuity

Zeroing in on a disconnect between Atlassian’s current valuation and its fundamentals, the analyst said the company’s stock price is down due to sector-wide multiple compression...

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February 7 - News

Trade Desk (TTD) Sees Major Divestment from ETF

Earlier in the month, Wells Fargo maintained an Equal Weight rating on the stock with a price target of $42.

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February 7 - News

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