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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.

Citi, Stifel Bullish on Olema (OLMA) Despite COO Departure
News•Feb 27, 2026

Citi, Stifel Bullish on Olema (OLMA) Despite COO Departure

Citi reaffirmed its Buy rating on Olema Pharmaceuticals, setting a $60 price target, while Stifel initiated coverage with a Buy rating and a $48 target, modeling peak 2035 sales of $3.1 billion for the lead asset palazestrant. The bullish outlook follows the departure of COO/CFO Shane Kovacs, who will stay on as a consultant, with CEO Sean Bohen temporarily assuming CFO duties. Olema focuses on next‑generation oral therapies for women’s cancers, including the dual‑action candidate OP‑1250. Hedge‑fund holdings rose sharply in Q4 2025, underscoring market interest.

By Insider Monkey Blog
Coherent (COHR) Gets Higher Price Target From Morgan Stanley on Bullish Optical Markets Forecast
News•Feb 27, 2026

Coherent (COHR) Gets Higher Price Target From Morgan Stanley on Bullish Optical Markets Forecast

Morgan Stanley raised Coherent Corp.'s price target to $250, up from $200, while maintaining an Equal Weight rating. Bank of America also lifted its target to $250, shifting from $230 and keeping a Neutral stance. Analysts cite a looming shift...

By Insider Monkey Blog
Here’s Why Wedbush Is Bullish on ServiceNow, Inc. (NOW) Again
News•Feb 22, 2026

Here’s Why Wedbush Is Bullish on ServiceNow, Inc. (NOW) Again

Wedbush reinstated ServiceNow (NOW) on its IVES AI 30 list on February 9, reversing a December drop. The firm argues that the recent software‑stock sell‑off is exaggerated and that large SaaS players remain beneficiaries of the AI revolution. Analysts led by...

By Insider Monkey Blog

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