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.

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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Ballard Power (BLDP) Names Ralph Robinett as COO
NewsApr 28, 2026

Ballard Power (BLDP) Names Ralph Robinett as COO

Ballard Power Systems appointed Ralph Robinett as senior vice president and chief operating officer, succeeding Lee Sweetland. Robinett comes from GAF Energy, where he led production, supply‑chain and factory‑automation for its solar‑roof business. The hire follows Ballard's strong Q4 2025 results, with...

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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...

By Insider Monkey Blog
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...

By Insider Monkey Blog
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....

By Insider Monkey Blog
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...

By Insider Monkey Blog
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...

By Insider Monkey Blog
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...

By Insider Monkey Blog
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...

By Insider Monkey Blog
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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