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.

Wells Fargo Raises Its Price Target on State Street (STT)
NewsMay 31, 2026

Wells Fargo Raises Its Price Target on State Street (STT)

State Street Corp reported Q1 2026 earnings of $2.84 per share and revenue of $3.8 billion, both beating analyst expectations. Wells Fargo raised its price target to $171 from $162 and kept an Overweight rating, while Citi lifted its target to...

By Insider Monkey Blog
Arthur J. Gallagher (AJG) Acquires Twin Elms
NewsMay 31, 2026

Arthur J. Gallagher (AJG) Acquires Twin Elms

On May 26, 2026 Arthur J. Gallagher & Co. announced the acquisition of Twin Elms, a West Palm Beach‑based broker that specializes in environmental insurance for U.S. clients. The deal follows a May 20 purchase of McKee Risk Management, a...

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Susquehanna Bullish on Woodward (WWD) as Aerospace Demand Supports Long-Term Growth
NewsMay 30, 2026

Susquehanna Bullish on Woodward (WWD) as Aerospace Demand Supports Long-Term Growth

Susquehanna Securities began coverage of Woodward Inc. (WWD) with a Positive rating and a $423 price target, citing robust aerospace demand. The firm projects 12% annual revenue growth and 24% annual free cash flow expansion through fiscal 2028, driven by...

By Insider Monkey Blog
Jamie Dimon Says JPMorgan (JPM) Could Spend Up to $20 Billion on an Acquisition
NewsMay 30, 2026

Jamie Dimon Says JPMorgan (JPM) Could Spend Up to $20 Billion on an Acquisition

JPMorgan CEO Jamie Dimon said the bank could deploy up to $20 billion for an acquisition in the next few years, the largest deal of his two‑decade tenure. He stressed that M&A is a fallback, not a core growth strategy, noting...

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Barclays Lowers RadNet (RDNT) Price Target, Says Imaging Business Continues to Outperform
NewsMay 30, 2026

Barclays Lowers RadNet (RDNT) Price Target, Says Imaging Business Continues to Outperform

Barclays analyst Andrew Mok lowered RadNet Inc.'s price target to $65 from $70 on May 20, while keeping an Overweight rating. The firm highlighted that RadNet's imaging business continues to outpace competitor Lumexa in volume growth and pricing power. In...

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Northland Trims Salesforce (CRM) Valuation Following Earnings Report
NewsMay 30, 2026

Northland Trims Salesforce (CRM) Valuation Following Earnings Report

Northland analyst Nehal Chokshi lowered Salesforce's price target to $202, down from $229, while maintaining a Market Perform rating after the company's first‑quarter earnings. BMO Capital also trimmed its target to $215 from $225, keeping an Outperform stance. Both firms...

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Argus Maintains Buy Rating on Intuit (INTU)
NewsMay 29, 2026

Argus Maintains Buy Rating on Intuit (INTU)

Intuit reported fiscal Q3 revenue of $8.56 billion and EPS of $12.80, beating consensus estimates and showing double‑digit growth in TurboTax, Credit Karma and its Global Business Solutions. Argus lowered its price target to $480 from $580, while TD Cowen cut...

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Citi Raises Its Price Target on Howmet Aerospace (HWM)
NewsMay 29, 2026

Citi Raises Its Price Target on Howmet Aerospace (HWM)

Howmet Aerospace reported a strong Q1, posting $1.22 EPS and $2.31 billion revenue, both above consensus, with 19% year‑over‑year revenue growth and EBITDA margin expanding to 32%. Citi raised its price target to $303 from $271, while Jefferies lifted its target...

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Raymond James Raises Its Price Target on Analog Devices (ADI)
NewsMay 29, 2026

Raymond James Raises Its Price Target on Analog Devices (ADI)

Raymond James raised its price target for Analog Devices (ADI) to $430, up from $385, while maintaining an Outperform rating. TD Cowen also lifted its target to $450, citing strong AI‑driven data‑center demand and the recent Empower Semiconductor acquisition. ADI...

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10 Safe Stocks to Buy for the Long Term in 2026
NewsMay 27, 2026

10 Safe Stocks to Buy for the Long Term in 2026

JPMorgan’s equity strategists flag low‑volatility stocks as a fresh buying opportunity, noting their recent 6% dip amid rising bond yields. The bank expects yields to moderate, which could let low‑vol equities outperform across macro scenarios. The article lists ten hedge‑fund‑favored...

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Is S&P Global (SPGI) One of the Top Picks for a Dividend Stock Portfolio For Retirement?
NewsMay 26, 2026

Is S&P Global (SPGI) One of the Top Picks for a Dividend Stock Portfolio For Retirement?

S&P Global Inc. announced that its Board approved the separation of its Mobility division into a new publicly traded entity, Mobility Global. The spin‑off will be executed via a pro‑rata distribution, giving shareholders one Mobility Global share for each S&P...

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Barclays Reaffirms Bullish View on The Coca-Cola Company (KO) with Higher Price Target
NewsMay 26, 2026

Barclays Reaffirms Bullish View on The Coca-Cola Company (KO) with Higher Price Target

Barclays upgraded its recommendation on The Coca‑Cola Company, raising the price target to $89 from $85 while keeping an Overweight rating. In its Q1 2026 earnings call, Coca‑Cola projected 4%‑5% organic revenue growth and 6%‑7% currency‑neutral EPS growth, with comparable...

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Bernstein Says “This Is the Moment” To Buy American Tower Corporation (AMT)
NewsMay 26, 2026

Bernstein Says “This Is the Moment” To Buy American Tower Corporation (AMT)

Bernstein upgraded American Tower Corp. (AMT) to Outperform on May 19, maintaining a $207 price target and noting the stock trades at a five‑year low multiple. The firm argued the market overstates risks and undervalues upside, calling the moment ripe for...

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15 High Growth Stocks to Buy and Hold for the Next Decade
NewsMay 25, 2026

15 High Growth Stocks to Buy and Hold for the Next Decade

Investors are shifting focus from the first wave of AI mega‑caps to a broader set of high‑growth companies that can sustain 30%+ earnings growth over the next decade. BlackRock, Capital Group and T. Rowe Price all note a widening opportunity...

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10 Best Residential REITs to Buy in 2026
NewsMay 25, 2026

10 Best Residential REITs to Buy in 2026

Residential REITs are gaining traction as high home prices and limited new construction keep renters in place, creating a supply‑demand tailwind. Analysts at Principal, Nuveen and Janus Henderson cite improving fundamentals, moderate new‑supply growth, and multi‑decade‑low valuations as catalysts for...

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10 High Yield Stocks For Lasting Retirement Income
NewsMay 24, 2026

10 High Yield Stocks For Lasting Retirement Income

The article spotlights ten high‑yield dividend stocks positioned to deliver lasting retirement income, emphasizing that dividend growers have outperformed the broader market with a 9.6% annualized return over 38 years. Research shows dividends contributed about 50% of total market returns...

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Xponential Fitness (XPOF) Appoints Danielle Porto Parra as President
NewsMay 22, 2026

Xponential Fitness (XPOF) Appoints Danielle Porto Parra as President

On May 18, 2026 Xponential Fitness (NYSE:XPOF) appointed Danielle Porto Parra, former President and Chief Brand Officer of McAlister’s Deli, as its new President. The company reported Q1 revenue of $60.7 million, below the $63.75 million consensus, while North America same‑store sales slipped 6%...

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UBS Maintains Buy Rating on Deckers Outdoor (DECK)
NewsMay 22, 2026

UBS Maintains Buy Rating on Deckers Outdoor (DECK)

UBS kept a Buy rating on Deckers Outdoor (DECK) but lowered its price target to $145 from $161, citing an expected modest fiscal Q4 earnings beat of about 10 cents per share driven by HOKA momentum. Piper Sandler upgraded the...

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Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides
NewsMay 21, 2026

Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides

On May 13 Amazon introduced Alexa for Shopping, an AI‑powered assistant embedded in its main search bar that can answer product queries, compare specifications, and build personalized buying guides. The tool works on both the Amazon website and app without...

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How Micron (MU) Is Targeting AI Data Centers With Higher-Capacity Server Memory
NewsMay 19, 2026

How Micron (MU) Is Targeting AI Data Centers With Higher-Capacity Server Memory

Micron Technology announced on May 12 that it has sampled a 256GB DDR5 registered DIMM built on its 1‑gamma DRAM process, delivering speeds up to 9,200 MT/s—about 40% faster than existing volume‑produced modules. The memory uses advanced 3D stacking and...

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How AMD (AMD) Is Bringing AI Acceleration Into Existing Data Center Racks
NewsMay 19, 2026

How AMD (AMD) Is Bringing AI Acceleration Into Existing Data Center Racks

Advanced Micro Devices unveiled its Instinct MI350P PCIe GPU on May 7, a dual‑slot accelerator designed to run AI inference in existing air‑cooled data‑center racks without major power or cooling upgrades. The cards target generative and agentic AI workloads, allowing enterprises...

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ACM Research Is One of the Best Small Cap AI Stocks As Per Wall Street, Here’s Why
NewsMay 16, 2026

ACM Research Is One of the Best Small Cap AI Stocks As Per Wall Street, Here’s Why

ACM Research (NASDAQ:ACMR) posted strong Q1 2026 results, reporting $231 million in revenue, a 34% year‑over‑year increase, and $241 million in shipments, up 54% YoY. Gross margins reached 46.5%, above the company’s long‑term range, while the ECP segment revenue tripled on growing...

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Demand For Pony AI Inc (PONY)’s Robotaxi Surged on China Labor Day
NewsMay 16, 2026

Demand For Pony AI Inc (PONY)’s Robotaxi Surged on China Labor Day

Pony AI reported a dramatic surge in robotaxi demand during China’s Labor Day holiday, with average daily orders up 544% year‑over‑year. Paid orders also climbed 155% compared with the recent New Year holidays, reflecting rapid customer adoption. The growth is...

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Spotify Technology S.A. (SPOT)’s Growth Story Faces Ad Monetization Test
NewsMay 16, 2026

Spotify Technology S.A. (SPOT)’s Growth Story Faces Ad Monetization Test

Benchmark cut Spotify's price target to $695 from $760, citing a cost‑structure gap and weak ad‑revenue outlook. The firm highlighted three concerns: lagging ad monetization despite rising user engagement, an undefined commercial plan for AI‑generated music, and vague payback timelines...

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9 Stocks Big Short’s Michael Burry Is Betting On
NewsMay 12, 2026

9 Stocks Big Short’s Michael Burry Is Betting On

Michael Burry’s Scion Management, though no longer filing SEC reports, continues to attract attention as he builds a nine‑stock portfolio that includes Federal Home Loan Mortgage Corp (FMCC) and China’s JD.com. Burry remains bearish on the broader AI and semiconductor...

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5 Stocks Big Short’s Michael Burry Is Betting On
NewsMay 12, 2026

5 Stocks Big Short’s Michael Burry Is Betting On

Hedge fund manager Michael Burry has taken a position in Lululemon Athletica (NASDAQ:LULU) despite the stock’s recent downtrend. The company currently has 78 hedge fund holders and analysts have kept a neutral Hold rating with no upside target revisions. Lululemon...

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Vistra Corp. (VST) – Among the 10 Best Robinhood Stocks to Buy According to Billionaires
NewsMay 12, 2026

Vistra Corp. (VST) – Among the 10 Best Robinhood Stocks to Buy According to Billionaires

Vistra Corp. (VST) posted a quarterly profit in Q1, reporting net income of $980 million after a $317 million loss a year earlier, as higher electricity prices and AI‑driven demand boosted earnings. The company’s shares jumped 4.2% in pre‑market trading following the...

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Tigress Financial Partners Reaffirms Buy Rating on QUALCOMM (QCOM) Amid AI Expansion
NewsMay 12, 2026

Tigress Financial Partners Reaffirms Buy Rating on QUALCOMM (QCOM) Amid AI Expansion

Tigress Financial Partners raised its price target for Qualcomm (NASDAQ:QCOM) to $280, up from $270, while maintaining a Buy rating. The firm highlighted Qualcomm’s transition from a wireless pioneer to a central player in intelligent connectivity and AI across devices,...

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Citigroup Keeps Neutral Rating on Ford Motor (F) After Target Cut
NewsMay 12, 2026

Citigroup Keeps Neutral Rating on Ford Motor (F) After Target Cut

Citi lowered its price target for Ford Motor Co. to $13 from $13.50 on May 4, while keeping a neutral rating on the stock. The adjustment follows a 14.4% year‑over‑year drop in U.S. sales for April, with electrified‑vehicle volumes plunging 31.1%...

By Insider Monkey Blog
Stifel Reaffirms Bullish View on Starbucks Corporation (SBUX)
NewsMay 12, 2026

Stifel Reaffirms Bullish View on Starbucks Corporation (SBUX)

Stifel analyst Chris O’Cull raised Starbucks' price target to $117 from $115 and kept a Buy rating. The coffee giant reported its first quarterly revenue and earnings growth in over two years, with Q2 2026 revenue climbing 9% to $9.5 billion...

By Insider Monkey Blog
Entergy (ETR) Price Target Raised Following Q1 Earnings Beat
NewsMay 11, 2026

Entergy (ETR) Price Target Raised Following Q1 Earnings Beat

Entergy Corp (NYSE:ETR) posted Q1 2026 earnings that beat analyst forecasts, prompting Citi to raise its price target from $116 to $121 while maintaining a neutral rating. The new target implies an 8% upside over the current share price. Entergy...

By Insider Monkey Blog
The Southern Company (SO) Price Target Raised Following Better-than-Expected Q1 Report
NewsMay 11, 2026

The Southern Company (SO) Price Target Raised Following Better-than-Expected Q1 Report

Southern Company (SO) posted a stronger‑than‑expected first‑quarter report, with adjusted earnings of $1.32 per share and revenue of $8.4 billion, both topping Wall Street forecasts. The utility’s earnings beat came on the back of an 8% year‑over‑year revenue rise driven by...

By Insider Monkey Blog
Duke Energy (DUK) Exceeds Estimates in Q1 Report
NewsMay 11, 2026

Duke Energy (DUK) Exceeds Estimates in Q1 Report

Duke Energy reported first‑quarter 2026 results that beat expectations, posting adjusted earnings of $1.93 per share, $0.13 above forecasts, and revenue of $9.18 billion, up 11% year‑over‑year and $690 million beyond estimates. The outperformance was driven by recovering rate‑based infrastructure investments and...

By Insider Monkey Blog
Analyst Raises Xcel Energy (XEL) Price Target Despite Mixed Q1 Report
NewsMay 11, 2026

Analyst Raises Xcel Energy (XEL) Price Target Despite Mixed Q1 Report

Evercore ISI raised its price target on Xcel Energy (XEL) to $96, up from $93, maintaining an Outperform rating. The upgrade reflects about a 19% upside from current levels and highlights the utility’s role in the growing data‑center power demand....

By Insider Monkey Blog
NRG Energy (NRG) Reports Mixed Q1 Results, Reaffirms FY 2026 Guidance
NewsMay 11, 2026

NRG Energy (NRG) Reports Mixed Q1 Results, Reaffirms FY 2026 Guidance

NRG Energy posted mixed Q1 2026 results, with revenue jumping 19% YoY to $10.26 billion and beating forecasts, while adjusted earnings fell to $1.48 per share, missing estimates by $0.25. Operating costs surged 33% to nearly $10 billion and interest expense rose...

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NextEra Energy (NEE) Price Target Raised by Analysts
NewsMay 11, 2026

NextEra Energy (NEE) Price Target Raised by Analysts

NextEra Energy (NEE) saw its price targets raised by Evercore ISI to $107 and by BMO Capital to $102, both maintaining an Outperform rating. The utility posted a Q1 2026 profit of $2.18 billion, a 162% year‑over‑year increase, driven by a...

By Insider Monkey Blog
Gevo (GEVO) Withdraws From DOE Loan Program to Pursue Strategic Project Financing
NewsMay 10, 2026

Gevo (GEVO) Withdraws From DOE Loan Program to Pursue Strategic Project Financing

Gevo announced on April 15 that it is withdrawing from the U.S. Department of Energy’s loan‑guarantee process for its Alcohol‑to‑Jet (ATJ‑30) plant after the DOE’s enhanced‑oil‑recovery requirement proved commercially unviable. The company will instead seek private financing that better fits...

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TriSalus (TLSI) Initiates Patient Enrollment for PREDICTT Liver Tumor Clinical Trial
NewsMay 10, 2026

TriSalus (TLSI) Initiates Patient Enrollment for PREDICTT Liver Tumor Clinical Trial

TriSalus Life Sciences announced on May 4 that patient enrollment has begun for the PREDICTT trial, a prospective study of its Pressure‑Enabled Drug Delivery (PEDD) platform in liver tumors. The investigator‑led trial at MD Anderson Cancer Center will enroll about 20...

By Insider Monkey Blog
Autolus Therapeutics (AUTL) to Cut Workforce by 13% While Doubling 2026 Manufacturing Capacity
NewsMay 10, 2026

Autolus Therapeutics (AUTL) to Cut Workforce by 13% While Doubling 2026 Manufacturing Capacity

Autolus Therapeutics announced a strategic restructuring that will trim its workforce by about 13%, generating $15 million in annual cost savings starting in 2027. Despite the cuts, the company will double its manufacturing capacity in 2026 to support growing commercial and...

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Here Is Why Ovid Therapeutics (OVID) Is One of the Best Fast Growing Penny Stocks
NewsMay 10, 2026

Here Is Why Ovid Therapeutics (OVID) Is One of the Best Fast Growing Penny Stocks

Ovid Therapeutics saw its price target raised by H.C. Wainwright to $4 from $2, reflecting confidence in its advancing pipeline. The company reported clean safety data for a 7 mg dose of its GABA‑aminotransferase inhibitor OV329, with no serious adverse events....

By Insider Monkey Blog
Lexicon (LXRX) Reports $21.1M Q1 Revenue Driven by Novo Nordisk Milestones
NewsMay 10, 2026

Lexicon (LXRX) Reports $21.1M Q1 Revenue Driven by Novo Nordisk Milestones

Lexicon Pharmaceuticals reported Q1 2026 revenue of $21.1 million, up sharply from $1.3 million a year earlier, largely due to $20 million in development milestones from its LX9851 partnership with Novo Nordisk. Net loss narrowed dramatically to $1.0 million from $25.3 million in Q1 2025, aided...

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AtaiBeckley (ATAI) Reports Positive Phase 2a Results for Social Anxiety Treatment EMP-01
NewsMay 10, 2026

AtaiBeckley (ATAI) Reports Positive Phase 2a Results for Social Anxiety Treatment EMP-01

AtaiBeckley announced expanded Phase 2a results for EMP‑01, an oral R‑MDMA formulation targeting Social Anxiety Disorder. The study showed a 38% reduction in patient‑reported symptoms and a 32% drop in real‑world avoidance behaviors by Day 43, with 49% of participants classified as...

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EVgo (EVGO): 8 Best Fast Growing Penny Stocks to Buy Right Now
NewsMay 10, 2026

EVgo (EVGO): 8 Best Fast Growing Penny Stocks to Buy Right Now

EVgo reported a record Q1 2026 revenue of $110 million, a 45% year‑over‑year increase, driven by double‑digit growth in its charging‑network sales. The company expanded its footprint to 5,280 operational stalls, adding more than 200 new DC fast‑charging locations and serving...

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Is Gold Royalty Corp. (GROY) One of the Best Fast Growing Penny Stocks to Buy?
NewsMay 10, 2026

Is Gold Royalty Corp. (GROY) One of the Best Fast Growing Penny Stocks to Buy?

Gold Royalty Corp. (GROY) posted record Q1 2026 results, generating $7.2 million in revenue and $9.4 million in total proceeds from royalties and land agreements. Adjusted EBITDA surged 318% year‑over‑year to $7.0 million, and the balance sheet now holds $13.6 million in cash with...

By Insider Monkey Blog
Is First Solar (FSLR) One of the Best Solar Energy Stocks to Buy Right Now?
NewsMay 10, 2026

Is First Solar (FSLR) One of the Best Solar Energy Stocks to Buy Right Now?

First Solar reported Q1 2026 net sales of $1.04 billion, a 24% year‑over‑year increase, driven by record shipments to India and higher module volumes to third‑party developers. Net income surged 65% to $347 million, or $3.22 per diluted share, while adjusted EBITDA...

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Magnite Inc. (MGNI) CTV Momentum Strengthens Its Small-Cap Value Case
NewsMay 8, 2026

Magnite Inc. (MGNI) CTV Momentum Strengthens Its Small-Cap Value Case

Magnite Inc., the world’s largest independent sell‑side advertising platform, received a reiterated Buy rating from Benchmark on April 28, accompanied by a $30 price target. The firm is leveraging its relationships with Walmart, Amazon and over ten commerce‑media partners to...

By Insider Monkey Blog
Innoviva, Inc. (INVA) Draws Bullish View From Cantor on Recurring Royalty Strength
NewsMay 8, 2026

Innoviva, Inc. (INVA) Draws Bullish View From Cantor on Recurring Royalty Strength

Cantor Fitzgerald reaffirmed an Overweight rating on Innoviva (INVA) with a $32 price target, citing the stability of its recurring royalty stream that produced roughly $250 million in 2025. The firm highlighted growth in the Specialty Therapeutics segment, which posted $175 million...

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Globant S.A. (GLOB) A Small Cap Value Stock Capitalizing on Soaring IT Spending
NewsMay 8, 2026

Globant S.A. (GLOB) A Small Cap Value Stock Capitalizing on Soaring IT Spending

Wedbush initiated coverage of Globant (NYSE:GLOB) with an Outperform rating and a $61 price target, citing the company's strong position in AI‑driven IT services. The firm expects Globant to benefit from a rebound in corporate IT spending and the growing...

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What Does H.C. Wainwright See in Electrovaya (ELVA) Despite Its Near-Term Revenue Cut?
NewsMay 8, 2026

What Does H.C. Wainwright See in Electrovaya (ELVA) Despite Its Near-Term Revenue Cut?

Electrovaya Inc., a Canadian lithium‑ion battery maker, received a reiterated Buy rating from H.C. Wainwright on April 29, with the price target held at $10. Analyst Amit Dayal lifted the FY2028 EPS estimate to $0.62 per share while cutting the FY2026...

By Insider Monkey Blog