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.

Is Zscaler, Inc. (ZS) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Zscaler, Inc. (ZS) A Good Stock To Buy Now?

Zscaler Inc. (ZS) is highlighted in a bullish Substack thesis, trading at $134.68 with a forward P/E of 28.99. The company posted Q2 FY2026 revenue of $816 million, a 26% year‑over‑year increase, and its annual recurring revenue climbed to $3.4 billion, up...

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Is Veeva Systems Inc. (VEEV) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Veeva Systems Inc. (VEEV) A Good Stock To Buy Now?

Veeva Systems (VEEV) is trading near $168 per share, with a forward price‑to‑earnings multiple of about 19. The life‑sciences SaaS provider posted 16.2% revenue growth for FY2025, driven by a subscription base that now represents roughly 84% of total sales....

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Is SoFi Technologies, Inc. (SOFI) A Good Stock To Buy Now?
NewsApr 26, 2026

Is SoFi Technologies, Inc. (SOFI) A Good Stock To Buy Now?

SoFi Technologies has shifted from a student‑loan niche to a full‑stack financial super‑app, integrating banking, investing, and insurance under one digital platform. The recent bank charter lets SoFi fund loans with low‑cost deposits, improving margins and supporting a flywheel of...

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Is Penguin Solutions, Inc. (PENG) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Penguin Solutions, Inc. (PENG) A Good Stock To Buy Now?

Penguin Solutions (PENG) traded at $26.74 on April 17, posting a trailing P/E of 38.2 and a forward P/E of 8.1. In Q2 2026 the company’s revenue slipped 6% YoY to $343 million while non‑GAAP EPS held steady at $0.52. Management is shifting...

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Is Argan, Inc. (AGX) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Argan, Inc. (AGX) A Good Stock To Buy Now?

Argan Inc. (AGX), an engineering‑procurement‑construction firm focused on gas‑fired power plants, is gaining attention for its exposure to AI‑driven data‑center demand. The stock trades around $598 per share with a trailing P/E of 61.4, while construction costs have climbed to...

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Is nLIGHT, Inc. (LASR) A Good Stock To Buy Now?
NewsApr 26, 2026

Is nLIGHT, Inc. (LASR) A Good Stock To Buy Now?

nLIGHT, Inc. (LASR) posted a 31.6% revenue jump in 2025 to $261.3 million, driven by a surge in aerospace and defense sales that now represent 67% of its top line. The company’s gross margin expanded to 29.8% and Adjusted EBITDA turned...

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Is Limbach Holdings, Inc. (LMB) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Limbach Holdings, Inc. (LMB) A Good Stock To Buy Now?

Limbach Holdings (LMB) is trading at $93.56 with a trailing P/E of 28.97 and a forward P/E of 21.60. In Q4 2025 the company posted revenue of $186.9 million, up 30% year‑over‑year, and adjusted EPS rose to $1.40. Management is pivoting toward...

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Is eBay Inc. (EBAY) A Good Stock To Buy Now?
NewsApr 26, 2026

Is eBay Inc. (EBAY) A Good Stock To Buy Now?

A bullish thesis highlights eBay’s (EBAY) resilience as a global resale platform, processing over $80 billion in annual GMV. Q4 FY25 showed an 8% GMV rise to $21.2 billion, revenue up 13% to $2.96 billion and EPS climbing 13% to $1.41. The recent...

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Is Floor & Decor Holdings, Inc. (FND) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Floor & Decor Holdings, Inc. (FND) A Good Stock To Buy Now?

Floor & Decor Holdings (FND) is trading at $54.59, roughly 45% below its recent peak, as the housing market’s slowdown pressures specialty flooring demand. The company’s trailing and forward P/E ratios have compressed to 28.4 and 25.7, reflecting valuation discounts...

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Is Lattice Semiconductor Corporation (LSCC) A Good Stock To Buy Now?
NewsApr 26, 2026

Is Lattice Semiconductor Corporation (LSCC) A Good Stock To Buy Now?

Lattice Semiconductor (LSCC) trades around $118.83 and dominates the low‑power FPGA niche that fuels Edge AI deployments. The company’s reprogrammable chips let customers update hardware post‑deployment, a key advantage for robotics, autonomous vehicles and ultra‑low‑power applications. While current revenue growth...

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Is Micron Technology, Inc. (MU) Among the Best AI Stocks to Buy According to Billionaire Ken Griffin?
NewsApr 25, 2026

Is Micron Technology, Inc. (MU) Among the Best AI Stocks to Buy According to Billionaire Ken Griffin?

Micron Technology is lobbying Congress to tighten export controls on chipmaking equipment used by Chinese memory rivals, citing national‑security concerns. The effort backs the MATCH Act, which would close regulatory gaps and force foreign toolmakers to comply with U.S. restrictions...

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Is Broadcom Inc. (AVGO) Among the Best AI Stocks to Buy According to Billionaire Ken Griffin?
NewsApr 25, 2026

Is Broadcom Inc. (AVGO) Among the Best AI Stocks to Buy According to Billionaire Ken Griffin?

Broadcom (AVGO) was highlighted by billionaire Ken Griffin as one of his eight best AI stocks, underscoring its relevance in the fast‑growing chip sector. On April 20, 2026, the shares slipped about 2% despite the AI buzz, while rival Marvell surged...

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Microsoft (MSFT) Must Face a UK Lawsuit Over Cloud Computing Licenses
NewsApr 25, 2026

Microsoft (MSFT) Must Face a UK Lawsuit Over Cloud Computing Licenses

Microsoft faces a UK class‑action lawsuit alleging it overcharged roughly 60,000 businesses for Windows Server licenses on rival cloud platforms such as Amazon, Google and Alibaba. The Competition Appeal Tribunal has allowed the case to proceed, with potential damages estimated...

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8 Best Small Cap EV Stocks to Buy Right Now
NewsApr 25, 2026

8 Best Small Cap EV Stocks to Buy Right Now

The article spotlights eight small‑cap electric‑vehicle (EV) stocks, arguing that the most compelling opportunities now lie with supply‑chain enablers rather than headline automakers. It highlights Polestar Automotive, which posted a 34% year‑over‑year sales jump to 60,119 units and bolstered its...

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5 Best Small Cap EV Stocks to Buy Right Now
NewsApr 25, 2026

5 Best Small Cap EV Stocks to Buy Right Now

Wolfspeed, Inc. announced the appointment of Yasuhisa Harita as regional president for Asia‑Pacific, effective June 1, 2026, to drive its commercial strategy across Japan, Korea and ASEAN. The company also completed a private placement that raised $379 million in convertible notes and...

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Guggenheim Adjusts Amgen Inc. (AMGN) PT to $351, Cites Updated Model Ahead of Earnings
NewsApr 23, 2026

Guggenheim Adjusts Amgen Inc. (AMGN) PT to $351, Cites Updated Model Ahead of Earnings

Guggenheim Securities raised its price target for Amgen Inc. (AMGN) from $347 to $351 while keeping a Neutral rating, citing an updated financial model ahead of the company’s Q1 earnings release on April 30. The adjustment comes as Amgen reported...

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BofA Flags Investor Caution on The Goldman Sachs Group, Inc. (GS) Despite Solid Quarterly Performance
NewsApr 23, 2026

BofA Flags Investor Caution on The Goldman Sachs Group, Inc. (GS) Despite Solid Quarterly Performance

Bank of America Securities trimmed its price target on Goldman Sachs (GS) to $1,050 from $1,100 while keeping a Buy rating, citing strong first‑quarter results but elevated market expectations. The firm also cut its earnings forecasts for the next several...

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American Express Company (AXP) PT Slashed by JPMorgan on Uncertain Macro Outlook
NewsApr 23, 2026

American Express Company (AXP) PT Slashed by JPMorgan on Uncertain Macro Outlook

JPMorgan trimmed its price target on American Express (AXP) from $375 to $325, maintaining a Neutral rating as macroeconomic uncertainty rattles the consumer‑finance sector. The downgrade precedes Amex’s first‑quarter earnings and reflects heightened volatility in consumer spending and credit demand....

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UnitedHealth Group Incorporated (UNH) Launches Broad Rural Health Initiative to Strengthen Underserved Communities
NewsApr 23, 2026

UnitedHealth Group Incorporated (UNH) Launches Broad Rural Health Initiative to Strengthen Underserved Communities

UnitedHealth Group announced a nationwide expansion of its rural health initiative on April 20, aiming to improve access and lower costs for underserved communities. The program will accelerate reimbursement for roughly 1,500 rural and Critical Access Hospitals by up to...

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Jefferies Sees International Business Machines Corporation (IBM) Upside, Trims Price Target on Valuation Ahead of Earnings
NewsApr 23, 2026

Jefferies Sees International Business Machines Corporation (IBM) Upside, Trims Price Target on Valuation Ahead of Earnings

Jefferies trimmed its IBM price target from $370 to $320 while maintaining a Buy rating, citing expectations of an 11% year‑over‑year software revenue surge in the first quarter. The brokerage sees upside potential despite the lower valuation. Separately, the U.S....

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Merck & Co., Inc. (MRK) Gains FDA Priority Review for KEYTRUDA Regimen in Muscle-Invasive Bladder Cancer
NewsApr 23, 2026

Merck & Co., Inc. (MRK) Gains FDA Priority Review for KEYTRUDA Regimen in Muscle-Invasive Bladder Cancer

Merck announced that the U.S. FDA has granted Priority Review to two supplemental Biologics License Applications for KEYTRUDA and KEYTRUDA QLEX, each combined with Padcev, targeting muscle‑invasive bladder cancer patients eligible for cisplatin chemotherapy. The agency set an action date...

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The Procter & Gamble Company (PG) Price Target Reduced to $167 by BofA Amid Higher Resin Cost Expectations
NewsApr 23, 2026

The Procter & Gamble Company (PG) Price Target Reduced to $167 by BofA Amid Higher Resin Cost Expectations

Bank of America Securities lowered its price target for Procter & Gamble (PG) to $167 from $171, citing higher resin input costs, while keeping its buy rating and a Q3 earnings‑per‑share estimate of $1.55. The firm also trimmed its fiscal...

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The Walt Disney Company (DIS) PT Reduced to $130 as Barclays Reassesses Media Sector Outlook
NewsApr 23, 2026

The Walt Disney Company (DIS) PT Reduced to $130 as Barclays Reassesses Media Sector Outlook

Barclays lowered its price target for The Walt Disney Company to $130 from $140, while keeping an Overweight rating, as it reassesses earnings visibility across the media sector. The revision reflects broader cyclical pressures and a more cautious growth outlook...

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Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software
NewsApr 23, 2026

Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software

Piper Sandler cut Salesforce’s price target to $215 from $250, warning that a surge in AI‑driven enterprise software will tighten competition through 2026. The firm kept an Overweight rating but flagged valuation pressure as investors reassess long‑term earnings multiples. In...

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10 Oversold Tech Stocks to Buy According to Analysts
NewsApr 21, 2026

10 Oversold Tech Stocks to Buy According to Analysts

Analysts have identified ten oversold tech stocks that have dropped at least 35% in the last three months but show an average upside of 35% or more. The article spotlights Klarna Group’s new buy‑now‑pay‑later integration with Aven Hospitality and Yext’s...

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9 Must-Buy Penny Stocks to Invest In Now
NewsApr 21, 2026

9 Must-Buy Penny Stocks to Invest In Now

A tentative cease‑fire in the US‑Israel‑Iran conflict sparked a three‑week rally that lifted the Dow 1.8% and pushed the S&P 500 and Nasdaq to record highs, reviving optimism for small‑cap equities. Despite lingering geopolitical risk, analysts see the Russell 2000...

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Intellia Therapeutics, Inc. (NTLA) Sees Moderate Buy Rating From Analysts
NewsApr 21, 2026

Intellia Therapeutics, Inc. (NTLA) Sees Moderate Buy Rating From Analysts

Intellia Therapeutics (NASDAQ:NTLA) earned a moderate buy rating from Wall Street analysts, who set an average price target of $21.25. The gene‑editing firm’s stock has climbed 88.76% over the past year and is up 62.32% year‑to‑date. In an SEC filing,...

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Compass Therapeutics, Inc. (CMPX) Up 200% Year-on-Year
NewsApr 21, 2026

Compass Therapeutics, Inc. (CMPX) Up 200% Year-on-Year

Compass Therapeutics (CMPX) has delivered a spectacular rally, climbing 237% over the past year and gaining 16% year‑to‑date. Analyst John Newman of Cannaccord Genuity reaffirmed a Buy rating with a $13 price target on April 7. CEO Thomas Schuetz highlighted that the...

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Annexon Biosciences (ANNX) Buy Rating Retained
NewsApr 21, 2026

Annexon Biosciences (ANNX) Buy Rating Retained

Annexon Biosciences (NASDAQ:ANNX) retained a Buy rating from Needham analyst Joseph Stringer, who set a new price target of $11. The small‑cap biotech has rallied 289.3% over the past year and is up 39.5% year‑to‑date. CEO Douglas Love highlighted progress...

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Why Indie Semiconductor (INDI) Just Made A Move Beyond Automotive
NewsApr 21, 2026

Why Indie Semiconductor (INDI) Just Made A Move Beyond Automotive

Indie Semiconductor announced on March 23 its first 399 nm ultraviolet‑visible distributed feedback (DFB) laser diode, a single‑frequency device tailored for quantum‑computing systems that use cooled ytterbium atoms. The UV laser adds to the company’s existing LXM‑U and narrow‑linewidth visible DFB lines,...

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Petrobras (PBR) Upgraded at BofA Amid Higher Oil Prices
NewsApr 20, 2026

Petrobras (PBR) Upgraded at BofA Amid Higher Oil Prices

Bank of America upgraded Petrobras (NYSE:PBR) from Neutral to Buy on April 17, raising its price target from $18.70 to $24.80 – a upside of more than 21% at current levels. The move reflects BofA’s higher oil‑price assumptions amid the...

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AT&T (T) – Among the 10 Best Affordable Blue Chip Stocks to Buy Now
NewsApr 20, 2026

AT&T (T) – Among the 10 Best Affordable Blue Chip Stocks to Buy Now

AT&T (NYSE:T) was highlighted as one of the 10 Best Affordable Blue Chip Stocks to buy now. Morgan Stanley initiated coverage on April 16, rating the stock Overweight with a $30 price target that implies roughly 13% upside. The firm praised...

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BP Price Target Lowered by $2 at TD Cowen
NewsApr 20, 2026

BP Price Target Lowered by $2 at TD Cowen

TD Cowen lowered BP plc’s 12‑month price target from $46 to $44 on April 16, keeping a Hold rating after the oil major posted unusually strong oil‑trading results in Q1. The firm expects the trading gains to partially offset flat upstream...

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Analyst Upgrades Ford Motor (F) to ‘Buy’, Cites Strong Earnings Potential
NewsApr 20, 2026

Analyst Upgrades Ford Motor (F) to ‘Buy’, Cites Strong Earnings Potential

UBS analyst Joseph Spak upgraded Ford Motor Co. (NYSE:F) to "Buy" on April 14, maintaining a $15 price target that suggests more than 16% upside. The firm sees Ford’s earnings power as undervalued, forecasting earnings per share above $2 by...

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Taiwan Semi’s (TSM) Impressive Quarter Sets The Tone For 2026
NewsApr 20, 2026

Taiwan Semi’s (TSM) Impressive Quarter Sets The Tone For 2026

Taiwan Semiconductor Manufacturing Co. (TSM) reported a stellar first‑quarter 2026, posting NT$1.13 trillion (≈$36.3 billion) in revenue, a 35.1% year‑over‑year increase. March alone saw NT$415.19 billion (≈$13.3 billion), up 45.2% YoY and 30.7% sequentially, underscoring robust demand for AI‑related chips. Wall Street analysts...

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Here’s How Apple (AAPL) Plans to Compete with Meta (META) In Smart Glasses
NewsApr 20, 2026

Here’s How Apple (AAPL) Plans to Compete with Meta (META) In Smart Glasses

Apple is testing four AI‑powered smart‑glass designs, from Wayfarer‑style rectangular frames to slimmer and oval variants, under the internal code N50. The glasses will feature Siri integration and deep iPhone connectivity, aiming to deliver a premium AR experience. Apple plans...

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Amazon (AMZN) Price Target Lowered As CapEx Expected To Peak
NewsApr 20, 2026

Amazon (AMZN) Price Target Lowered As CapEx Expected To Peak

Stifel Nicolaus lowered its price target for Amazon.com Inc. (AMZN) from $300 to $294 on April 13 but maintained a Buy rating, suggesting roughly 17.4% upside from current levels. William Blair kept its Outperform rating and added Amazon to its...

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AbbVie (ABBV) Is One Of The Major Stock To Buy According To Wall Street
NewsApr 20, 2026

AbbVie (ABBV) Is One Of The Major Stock To Buy According To Wall Street

AbbVie (NYSE:ABBV) was highlighted as one of Wall Street’s ten best major stocks, with RBC Capital’s Trung Huynh keeping a Buy rating and a $260 price target that sits just above the analyst median of $259. The consensus of 33 analysts...

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Visa’s (V) Strong Moat To Bring Further Upside In The Stock
NewsApr 20, 2026

Visa’s (V) Strong Moat To Bring Further Upside In The Stock

Visa (NYSE:V) received a reiterated Buy rating from Bank of America Securities on April 9, with a $410 price target that implies roughly 32.5% upside from current levels. The stock is trading below the lowest analyst target of $340, highlighting a...

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Analysts Positive On Mastercard’s (MA) Future Prospects
NewsApr 20, 2026

Analysts Positive On Mastercard’s (MA) Future Prospects

Analysts remain broadly bullish on Mastercard (MA), with Bank of America maintaining a Buy rating and a $700 price target that implies roughly 34% upside. UBS trimmed its target to $650 but still issued a positive note, citing strong pricing...

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Jim Cramer Explains How PepsiCo (PEP)’s CEO Ramon Laguarta Is “Winning With Innovation”
NewsApr 18, 2026

Jim Cramer Explains How PepsiCo (PEP)’s CEO Ramon Laguarta Is “Winning With Innovation”

Jim Cramer praised PepsiCo CEO Ramon Laguarta for reviving earnings growth in the consumer packaged goods sector. Laguarta’s playbook centers on smaller, price‑friendly snack packs, a fast‑hydration Gatorade formula, and the acquisition of natural‑drink brand Poppi. He also reinforced cost...

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Jim Cramer on ARMOUR Residential (ARR): “I Don’t Understand Why the Yield’s so High”
NewsApr 18, 2026

Jim Cramer on ARMOUR Residential (ARR): “I Don’t Understand Why the Yield’s so High”

Jim Cramer highlighted ARMOUR Residential REIT (ARR) during a lightning‑round call, questioning why the stock’s dividend yield is unusually high. ARR invests primarily in mortgage‑backed securities and government‑guaranteed bonds, a niche that can be sensitive to interest‑rate shifts. Cramer admitted...

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RBC Flags Seasonal Pressures Impacting Karyopharm Therapeutics Inc. (KPTI) Short-Term Performance
NewsApr 17, 2026

RBC Flags Seasonal Pressures Impacting Karyopharm Therapeutics Inc. (KPTI) Short-Term Performance

RBC Capital trimmed its price target for Karyopharm Therapeutics (KPTI) to $16 from $23, citing short‑term seasonal pressures such as reimbursement resets, fewer selling days and weather‑related disruptions that could weigh on newly launched, clinic‑administered products. The brokerage kept an...

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Evercore Maintains Positive Stance on MeiraGTx Holdings Plc (MGTX) Amid Sector Revisions
NewsApr 17, 2026

Evercore Maintains Positive Stance on MeiraGTx Holdings Plc (MGTX) Amid Sector Revisions

Evercore ISI analyst Gavin Clark‑Gartner lowered his price target for MeiraGTx Holdings (MGTX) from $20 to $18 while maintaining an Outperform rating, part of a sector‑wide revision of small‑ and mid‑cap biotech firms. The adjustment follows the FDA’s recent Breakthrough...

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Morgan Stanley Updates Bicycle Therapeutics Plc (BCYC) Outlook Amid Pipeline Refocus
NewsApr 17, 2026

Morgan Stanley Updates Bicycle Therapeutics Plc (BCYC) Outlook Amid Pipeline Refocus

Morgan Stanley lowered its price target for Bicycle Therapeutics plc (BCYC) to $12 from $13, while maintaining an Equal Weight rating, reflecting a revised valuation after the company refocused its pipeline on BT5528 and next‑generation Bicycle conjugate programs. The shift...

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Jefferies Sees Reduced Upside for Arbutus Biopharma Corporation (ABUS) on Higher Appeal Probability
NewsApr 17, 2026

Jefferies Sees Reduced Upside for Arbutus Biopharma Corporation (ABUS) on Higher Appeal Probability

Jefferies lowered its price target for Arbutus Biopharma (ABUS) from $7.00 to $5.50 while keeping a Buy rating, citing a higher probability that Moderna will win its appeal in a patent dispute. The appeal outcome affects a potential $1.3 billion contingent...

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Mizuho Sees Strong Risk-Reward in Corbus Pharmaceuticals Holdings, Inc. (CRBP) Near Cash Value
NewsApr 17, 2026

Mizuho Sees Strong Risk-Reward in Corbus Pharmaceuticals Holdings, Inc. (CRBP) Near Cash Value

Mizuho Securities raised its price target on Corbus Pharmaceuticals (CRBP) to $40, maintaining an Outperform rating after the company’s fourth‑quarter results. The firm highlighted that CRBP is trading near its cash balance, which it says caps downside risk. Mizuho expects...

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Northland Highlights ARS Pharmaceuticals, Inc. (SPRY) Needle-Free Therapy as Major Innovation Driver
NewsApr 17, 2026

Northland Highlights ARS Pharmaceuticals, Inc. (SPRY) Needle-Free Therapy as Major Innovation Driver

Northland Research initiated coverage of ARS Pharmaceuticals (NASDAQ:SPRY) with an Outperform rating and a $25 price target, spotlighting its needle‑free epinephrine spray, Neffy, as a growth catalyst. The U.S. FDA recently revised Neffy’s labeling, removing the previous age restriction and...

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Jefferies Sees Reduced Visibility for Replimune Group, Inc. (REPL) Following FDA Decision
NewsApr 17, 2026

Jefferies Sees Reduced Visibility for Replimune Group, Inc. (REPL) Following FDA Decision

Jefferies downgraded Replimune Group (NASDAQ:REPL) from Buy to Hold and slashed its price target to $2 after the FDA issued a complete response letter on the RP1 oncolytic therapy. The FDA’s feedback diverged from earlier Type A meeting guidance, raising...

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