Insider Monkey Blog

Insider Monkey Blog

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Independent site tracking insider trades and hedge fund holdings/performance via 13F data, with commentary on managers and stocks.

American Tower (AMT) Reports Q1 AFFO and Revenue Above Estimates
NewsApr 29, 2026

American Tower (AMT) Reports Q1 AFFO and Revenue Above Estimates

American Tower Corp. posted first‑quarter 2026 AFFO of $2.84 per share, topping the $2.50 consensus, while revenue rose to $2.74 billion versus $2.65 billion expected. CEO Steve Vondran highlighted robust demand from mobile data, cloud adoption, and AI workloads as catalysts for...

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NRC Renews License for Duke Energy (DUK)’s Robinson Nuclear Plant
NewsApr 29, 2026

NRC Renews License for Duke Energy (DUK)’s Robinson Nuclear Plant

On April 23, 2026 the U.S. Nuclear Regulatory Commission renewed the operating license for Duke Energy’s H.B. Robinson Nuclear Plant, extending its life by 20 years through 2050. The plant provides enough power for roughly 570,000 homes, reinforcing Duke’s generation...

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BTIG Raises Its Price Target on NextEra Energy (NEE) to $112
NewsApr 29, 2026

BTIG Raises Its Price Target on NextEra Energy (NEE) to $112

BTIG analyst Alex Kania raised his price target on NextEra Energy (NEE) to $112, up from $103, while keeping a Buy rating. Wells Fargo also lifted its target to $102, maintaining an Overweight stance. The utility reported first‑quarter adjusted EPS...

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Morgan Stanley Names Targa Resources (TRGP) a Top Pick
NewsApr 29, 2026

Morgan Stanley Names Targa Resources (TRGP) a Top Pick

Morgan Stanley named Targa Resources (TRGP) its top pick in the midstream energy infrastructure space on April 22, 2026, citing faster‑than‑expected gas production in the Permian Basin as new pipelines come online. The firm kept an Overweight rating and set...

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ONEOK (OKE) Reports First-Quarter EPS of $1.23
NewsApr 29, 2026

ONEOK (OKE) Reports First-Quarter EPS of $1.23

ONEOK reported first‑quarter earnings per share of $1.23, falling short of the $1.32 consensus estimate. Adjusted EBITDA climbed to $1.997 billion, a year‑over‑year increase driven by higher volumes across its integrated midstream platform. The company lifted its 2026 net‑income guidance to...

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Goldman Sachs Upgrades Williams Companies (WMB) to Buy
NewsApr 29, 2026

Goldman Sachs Upgrades Williams Companies (WMB) to Buy

Goldman Sachs upgraded Williams Companies (WMB) to Buy on April 19, 2026, raising its price target to $82. The firm highlighted the Transcontinental Gas Pipeline as a strategically positioned asset stretching from the Northeast to the Gulf Coast. Jefferies and...

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Avino Silver & Gold Mines (ASM) Reports Q1 Production
NewsApr 29, 2026

Avino Silver & Gold Mines (ASM) Reports Q1 Production

Avino Silver & Gold Mines reported first‑quarter output of 263,057 silver ounces, 1,851 gold ounces and 1.34 million pounds of copper, equating to 568,112 silver‑equivalent ounces. CEO David Wolfin highlighted stronger‑than‑expected mill throughput and elevated silver prices as drivers of momentum....

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12 Best Growth Stocks to Buy and Hold in 2026
NewsApr 28, 2026

12 Best Growth Stocks to Buy and Hold in 2026

The S&P 500 and Nasdaq closed at record levels in late April as 81% of S&P 500 earnings beat forecasts, prompting analysts to lift 2026 earnings growth expectations to nearly 20%. A wave of AI‑driven IPOs—SpaceX, OpenAI and Anthropic—could command a combined...

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5 Best Growth Stocks to Buy and Hold in 2026
NewsApr 28, 2026

5 Best Growth Stocks to Buy and Hold in 2026

Shopify (NASDAQ:SHOP) is highlighted as a top growth stock for 2026, backed by projected EPS growth of 26.37% and revenue growth of 23.24% over the next year. As of April 23, 2026, 76% of analysts rate the company a Buy, with...

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RBC Maintains an Outperform Rating on Air Products and Chemicals (APD)
NewsApr 28, 2026

RBC Maintains an Outperform Rating on Air Products and Chemicals (APD)

RBC Capital raised its price target for Air Products and Chemicals (APD) to $338 from $325 while maintaining an Outperform rating. The broker highlighted company‑specific accelerators that should strengthen the specialty chemicals sector in 2026, especially with limited exposure to...

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Truist Is Bullish on Cummins Inc. (CMI)
NewsApr 28, 2026

Truist Is Bullish on Cummins Inc. (CMI)

Truist analyst Jamie Cook raised Cummins Inc.'s price objective to $730, up from $703, while keeping a Buy rating. A week earlier, Wells Fargo lifted its target to $693 from $630 and maintained an Overweight stance. Both firms cite a...

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Bloom Energy (BE) to Deliver up to 2.8 GW of Fuel Cells Under Expanded Oracle Deal
NewsApr 28, 2026

Bloom Energy (BE) to Deliver up to 2.8 GW of Fuel Cells Under Expanded Oracle Deal

Bloom Energy Corp. announced an expanded agreement with Oracle to supply up to 2.8 GW of solid‑oxide fuel cell capacity, up from an initial 1.2 GW commitment. Deployment will start in 2026 and continue into 2027, targeting the growing power needs of...

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Mizuho Maintains an Outperform Rating on New Jersey Resources Corporation (NJR)
NewsApr 28, 2026

Mizuho Maintains an Outperform Rating on New Jersey Resources Corporation (NJR)

Mizuho analyst Gabriel Moreen raised New Jersey Resources Corp.'s (NJR) price objective to $61 from $54 on April 21, 2026, while keeping an Outperform rating. The firm upgraded 2026 profit expectations to the high end of guidance, citing strong Energy...

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Is Plug Power Inc. (PLUG) Among the Best Hydrogen and Fuel Cell Stocks to Buy Now?
NewsApr 28, 2026

Is Plug Power Inc. (PLUG) Among the Best Hydrogen and Fuel Cell Stocks to Buy Now?

Plug Power announced on April 2, 2026 that it won a Front‑End Engineering Design contract to supply a 275‑megawatt GenEco PEM electrolyzer for Hy2gen’s Courant project in Quebec. The system will enable low‑carbon ammonia production, which will be converted into renewable ammonium...

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