Insider Monkey Blog

Insider Monkey Blog

Publication
0 followers

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

Why Aardvark Therapeutics (AARD) Paused Late-Stage ARD-101 Trials After Cardiac Findings
NewsMar 29, 2026

Why Aardvark Therapeutics (AARD) Paused Late-Stage ARD-101 Trials After Cardiac Findings

Aardvark Therapeutics announced on March 23, 2026 that it is voluntarily pausing its Phase 3 HERO trial of ARD‑101 for Prader‑Willi syndrome and the ARD‑201 obesity program while it consults the FDA. The decision follows cardiac findings in healthy‑volunteer studies, where...

By Insider Monkey Blog
ACM Research (ACMR) Shanghai Unit Outlines Profit Distribution Plan For Fiscal 2025
NewsMar 29, 2026

ACM Research (ACMR) Shanghai Unit Outlines Profit Distribution Plan For Fiscal 2025

ACM Research’s Shanghai unit announced a cash dividend of RMB 6.233 per 10 shares (approximately $0.87) for fiscal 2025, the first dividend ever for the US‑listed company. The board has approved the payout, pending shareholder ratification at the 2026 AGM. Analyst...

By Insider Monkey Blog
Hedge Fund and Insider Trading News: Paul Singer, Seth Klarman, Crispin Odey, Bill Ackman, Ray Dalio, Millennium Management, Saba Capital...
NewsMar 27, 2026

Hedge Fund and Insider Trading News: Paul Singer, Seth Klarman, Crispin Odey, Bill Ackman, Ray Dalio, Millennium Management, Saba Capital...

Prominent hedge fund figures disclosed divergent strategies as Paul Singer dismissed the notion of a talent war, citing a robust market and higher fees. Meanwhile, billionaire investor Seth Klarman redirected $600 million into three new positions while shedding a large Alphabet...

By Insider Monkey Blog
Best Social Casinos 2026
NewsMar 26, 2026

Best Social Casinos 2026

Social casinos are booming in 2026, but the market has become fiercely competitive as dozens of platforms vie for player attention. MegaBonanza emerges as the clear leader, outshining Chumba Casino, Pulsz, WOW Vegas and LuckyLand Slots with a more balanced, polished...

By Insider Monkey Blog
5 Most Undervalued Cloud Stocks to Buy According to Analysts
NewsMar 26, 2026

5 Most Undervalued Cloud Stocks to Buy According to Analysts

BlackLine (NASDAQ:BL) is highlighted as one of the five most undervalued cloud stocks by analysts. Approximately 44% of analysts remain bullish while 50% are cautious, and the consensus price target of $50 suggests about 28% upside from current levels. BMO...

By Insider Monkey Blog
Is Cellebrite DI Ltd. (CLBT) One of the Tech Stocks to Sell Right Now According to Cathie Wood?
NewsMar 26, 2026

Is Cellebrite DI Ltd. (CLBT) One of the Tech Stocks to Sell Right Now According to Cathie Wood?

Cellebrite DI Ltd. (CLBT) has been flagged by Cathie Wood’s ARK Investment Management as a tech stock to sell, after the firm cut its stake by 15% in the fourth quarter, reducing holdings to 114,066 shares worth roughly $2.06 million. The...

By Insider Monkey Blog
Adecco Group Taps Salesforce, Inc. (CRM) for Agentforce  Following Nvidia Pact
NewsMar 26, 2026

Adecco Group Taps Salesforce, Inc. (CRM) for Agentforce Following Nvidia Pact

Adecco Group signed a multi‑year agreement with Salesforce to obtain unlimited global access to the Agentforce 360 platform, a suite that powers agentic AI across enterprise workflows. The deal enables Adecco to accelerate AI‑driven service delivery, boosting speed, quality and reliability...

By Insider Monkey Blog
Gitlab Inc. (GTLB) Enhances Agentic AI Access at Low Cost with GitLab 18.10
NewsMar 26, 2026

Gitlab Inc. (GTLB) Enhances Agentic AI Access at Low Cost with GitLab 18.10

GitLab unveiled version 18.10, introducing the GitLab Duo Agent platform that lets customers tap into agentic AI capabilities at a low cost, even on the free tier through a monthly GitLab Credits commitment. The new model gives development teams visibility...

By Insider Monkey Blog
BTIG Cuts Nexxen International Ltd. (NEXN) Price Target But Asserts Buy Stance
NewsMar 26, 2026

BTIG Cuts Nexxen International Ltd. (NEXN) Price Target But Asserts Buy Stance

BTIG reaffirmed a Buy rating on Nexxen International Ltd. but lowered its price target to $9 from $10. The ad‑tech firm posted Q4 FY2025 revenue of $101 million, slightly beating estimates, and forecast ex‑TAC revenue of $375‑$390 million, indicating about 8% YoY...

By Insider Monkey Blog
Huntington Bancshares (HBAN) Balances Expansion With Execution Risks
NewsMar 25, 2026

Huntington Bancshares (HBAN) Balances Expansion With Execution Risks

Huntington Bancshares completed its merger with Cadence Bank, adding 390 branches and expanding its footprint into Texas and the Southeast. The combined institution now holds roughly $279 billion in assets, $221 billion in deposits and $187 billion in loans across 21 states. DA...

By Insider Monkey Blog
Analysts Reaffirm Buy as Capital One Financial Corporation (COF) Normalizes Credit
NewsMar 25, 2026

Analysts Reaffirm Buy as Capital One Financial Corporation (COF) Normalizes Credit

Capital One (NYSE:COF) posted mixed February credit‑card data that analysts interpreted as a sign of credit normalization. Delinquencies fell month‑over‑month while net charge‑offs rose at a slower pace than historical norms, and loan balances declined 1.3% MoM but grew 2.5%...

By Insider Monkey Blog
Delta Air Lines (DAL) Raises Revenue Outlook Amid Strong Demand and Rising Fuel Costs
NewsMar 25, 2026

Delta Air Lines (DAL) Raises Revenue Outlook Amid Strong Demand and Rising Fuel Costs

Delta Air Lines raised its Q1 2026 revenue outlook, citing robust demand and record corporate travel bookings. The airline reported a 25% year‑over‑year sales increase, $4.5 billion free cash flow and the lowest debt level since 2019, while premium revenues have...

By Insider Monkey Blog
CVS Health (CVS) Strengthens Market Position Amid Analyst Confidence and Industry Shifts
NewsMar 25, 2026

CVS Health (CVS) Strengthens Market Position Amid Analyst Confidence and Industry Shifts

TD Cowen reaffirmed a Buy rating on CVS Health and lifted its price target to $105 after a proprietary consumer pharmacy survey showed CVS as the most preferred retailer with above‑market loyalty. The analyst highlighted an organic growth opportunity as rival...

By Insider Monkey Blog
Adobe (ADBE)-NVIDIA Alliance Targets Next Wave of AI Content Creation
NewsMar 25, 2026

Adobe (ADBE)-NVIDIA Alliance Targets Next Wave of AI Content Creation

Adobe announced a strategic partnership with NVIDIA on March 16 at the GPU Technology Conference, aiming to supercharge AI‑driven content creation and marketing automation. The deal centers on next‑generation Adobe Firefly models that will run on NVIDIA’s CUDA‑X, NeMo, Cosmos...

By Insider Monkey Blog
Wells Fargo (WFC)’s 2026 Outlook: Analyst Revisions and Investor Guidance
NewsMar 25, 2026

Wells Fargo (WFC)’s 2026 Outlook: Analyst Revisions and Investor Guidance

Truist Securities analyst John McDonald lowered his price target on Wells Fargo (WFC) to $94 from $98, citing a softer net interest income (NII) outlook. The bank’s FY2026 guidance projects roughly $50 billion in NII, prompting Truist to adjust its margin assumptions....

By Insider Monkey Blog
Cybin Inc (HELP) Reports Positive Phase 2 Anxiety Study Data
NewsMar 25, 2026

Cybin Inc (HELP) Reports Positive Phase 2 Anxiety Study Data

Cybin Inc. announced topline results from a Phase 2 trial of its anxiety drug candidate HLP004, showing a 10‑point reduction on a standard anxiety rating scale. The study involved 36 patients already on antidepressants, and the benefit persisted for at least...

By Insider Monkey Blog
Fastly (FSLY) Climbs to 4-Year High on Products Showcase
NewsMar 24, 2026

Fastly (FSLY) Climbs to 4-Year High on Products Showcase

Fastly Inc. surged to a four‑year high of $28.78, up 14% intraday, after announcing its participation in the RSA Conference 2026 to showcase new security solutions. The stock closed at $28.75, reflecting strong investor enthusiasm. On the same day, Fastly...

By Insider Monkey Blog
15 Best Stocks to Buy According to Billionaire Seth Klarman
NewsMar 22, 2026

15 Best Stocks to Buy According to Billionaire Seth Klarman

Billionaire investor Seth Klarman, who runs Baupost Group’s $5.2 billion 13F portfolio, reiterated his value‑focused philosophy in a May 2025 interview with Goldman Sachs’ John Waldron. He emphasized a strict margin‑of‑safety discipline, the need for differentiation, and a portfolio structure that...

By Insider Monkey Blog
5 Best Stocks to Buy According to Billionaire Seth Klarman
NewsMar 22, 2026

5 Best Stocks to Buy According to Billionaire Seth Klarman

Billionaire investor Seth Klarman’s Baupost Group has added Union Pacific (UNP) to its 13F portfolio, now representing roughly 7% of its holdings. The railroad giant announced a $3.3 billion capital‑improvement plan for 2026, aiming to tighten its operating ratio despite macro‑economic...

By Insider Monkey Blog
The Boeing Company (BA) Eyes Strong Recovery as Backlog Surges and Margins Stabilize
NewsMar 22, 2026

The Boeing Company (BA) Eyes Strong Recovery as Backlog Surges and Margins Stabilize

Boeing’s CFO Jay Malave said the company’s recovery is gaining momentum, highlighted by a $682 billion backlog and the delivery of 600 aircraft—the most since 2018. The firm’s recent acquisition of Spirit Aerosystems is expected to boost long‑term value, though it may...

By Insider Monkey Blog
Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit
NewsMar 22, 2026

Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit

UBS Group AG reported a strong 2025 performance, with invested assets climbing 15% to over $7 trillion, reinforcing its status among the world’s largest wealth managers. Net profit rose to $7.7 billion, driven by a 56% jump in fourth‑quarter earnings to $1.2 billion...

By Insider Monkey Blog
Eli Lilly and Company (LLY) Expands Zepbound Access as Pricing Reforms Boost Long-Term Growth Outlook
NewsMar 22, 2026

Eli Lilly and Company (LLY) Expands Zepbound Access as Pricing Reforms Boost Long-Term Growth Outlook

Eli Lilly announced on March 16 that its obesity treatment Zepbound will be sold directly to consumers for $299 a month for the 2.5 mg dose through LillyDirect and major pharmacy chains. A new savings card locks that price nationwide for the KwikPen...

By Insider Monkey Blog
Is MercadoLibre, Inc. (MELI) A Good Stock To Buy Now?
NewsMar 21, 2026

Is MercadoLibre, Inc. (MELI) A Good Stock To Buy Now?

MercadoLibre (MELI) traded at $1,732.33 on March 16, with trailing and forward P/E ratios of 43.97 and 25.77 respectively. The company posted 39% year‑over‑year revenue growth in Q3 2025, marking its 27th straight quarter above 30% growth, and operating income rose 30%...

By Insider Monkey Blog
Is Intuitive Surgical, Inc. (ISRG) A Good Stock To Buy Now?
NewsMar 21, 2026

Is Intuitive Surgical, Inc. (ISRG) A Good Stock To Buy Now?

Intuitive Surgical dominates robotic surgery with about 70% market share and roughly 12,000 da Vinci systems installed worldwide. The company generates nearly 85% recurring revenue and performed over three million procedures last year. Its latest da Vinci 5 platform adds...

By Insider Monkey Blog
Is PayPal Holdings, Inc. (PYPL) A Good Stock To Buy Now?
NewsMar 21, 2026

Is PayPal Holdings, Inc. (PYPL) A Good Stock To Buy Now?

PayPal (PYPL) traded at $44.90 on March 13, reflecting a trailing P/E of 8.3 and forward P/E of 8.5. The company posted Q4 2025 revenue of $8.68 billion (+4%) and full‑year 2025 revenue of $33.17 billion (+4%) with $5.6 billion free cash flow. A surprise...

By Insider Monkey Blog
Duke Energy Corporation (DUK) A Good Stock To Buy Now?
NewsMar 21, 2026

Duke Energy Corporation (DUK) A Good Stock To Buy Now?

Duke Energy (DUK) trades around $133 with a trailing P/E of 21 and a PEGY of 2.08. The utility serves 8.6 million electricity customers and 1.7 million gas customers across six states, and is executing a $103 billion five‑year capital plan focused on...

By Insider Monkey Blog
Is Parsons Corporation (PSN) A Good Stock To Buy Now?
NewsMar 21, 2026

Is Parsons Corporation (PSN) A Good Stock To Buy Now?

Parsons Corporation (PSN) trades around $55 with a trailing P/E of 24.98. While the firm recently lost an air‑traffic control contract, it quickly replaced the revenue with new billion‑dollar defense and intelligence deals, underscoring its shift toward high‑margin, technology‑integrated solutions....

By Insider Monkey Blog
AXT Inc. (AXTI) Soars to All-Time High Firm Upbeat as Q1 Ends
NewsMar 20, 2026

AXT Inc. (AXTI) Soars to All-Time High Firm Upbeat as Q1 Ends

AXT Inc. (NASDAQ:AXTI) surged to a record $58.13, closing up 19.13% as the first quarter ended. The rally was driven by the company’s upbeat Q1 outlook, anchored by strong demand for indium phosphide in AI infrastructure and progress on export...

By Insider Monkey Blog
Vermilion (VET) Hits 2-Year High on LNG Price Spike
NewsMar 20, 2026

Vermilion (VET) Hits 2-Year High on LNG Price Spike

Vermilion Energy Inc. (NYSE:VET) surged to a two‑year high after a missile attack on Qatar’s Ras Laffan LNG hub triggered a 1.72% jump in global LNG prices to $3.12/MMBtu. The stock peaked at $14.69 and closed up 14.35% at $14.42. The...

By Insider Monkey Blog
Erasca (ERAS) Adds 13%; Soars 310% YTD
NewsMar 20, 2026

Erasca (ERAS) Adds 13%; Soars 310% YTD

Erasca Inc. (NASDAQ:ERAS) surged 13.04% on Thursday, closing at $15.26, propelling its year‑to‑date gain to 310%. The rally follows upbeat analyst coverage and early clinical optimism for its pan‑RAS molecular‑glue degrader, ERAS‑0015. Early trial data revealed two confirmed and one...

By Insider Monkey Blog
BioCryst (BCRX) Rallies 7.10% on Acquisition Buzz
NewsMar 20, 2026

BioCryst (BCRX) Rallies 7.10% on Acquisition Buzz

BioCryst Pharmaceuticals (BCRX) surged 7.10% to $9.81 after rumors of a takeover by a large‑cap U.S. biopharma surfaced. The company has not confirmed the speculation, but the market reacted strongly. BioCryst recently reported a dramatic earnings turnaround, posting $263.86 million net...

By Insider Monkey Blog
USA₮ Turns Times Square Green With St. Patrick’s Day Brand Activation Introducing Digital Dollar Payments
NewsMar 17, 2026

USA₮ Turns Times Square Green With St. Patrick’s Day Brand Activation Introducing Digital Dollar Payments

USA₮, a digital dollar stablecoin issued by Anchorage Digital Bank, launched a high‑visibility brand activation in Times Square on St. Patrick’s Day. The campaign synchronized multiple digital billboards and distributed 25,000 QR‑coded postcards, giving each scanner $10 in USA₮ via the Rumble...

By Insider Monkey Blog
ZenaTech Develops Low-Cost, Single-Use Autonomous Interceptor Drone for ZenaDrone’s Counter-UAS System for US Defense, Middle East, and Ukraine Use
NewsMar 17, 2026

ZenaTech Develops Low-Cost, Single-Use Autonomous Interceptor Drone for ZenaDrone’s Counter-UAS System for US Defense, Middle East, and Ukraine Use

ZenaTech announced that its ZenaDrone unit is developing Interceptor‑P1, a low‑cost, single‑use autonomous VTOL drone designed to physically intercept hostile UAVs. The expendable interceptor targets the cost asymmetry in modern warfare, offering a cheaper alternative to missiles and laser systems....

By Insider Monkey Blog
Jim Cramer’s Bullish AI Investment Thesis Amid Iran Conflict: 6 Stocks in Focus
NewsMar 17, 2026

Jim Cramer’s Bullish AI Investment Thesis Amid Iran Conflict: 6 Stocks in Focus

Jim Cramer warned that the Iran‑Israel oil clash has lifted energy prices but urged investors to look beyond the war and focus on artificial‑intelligence opportunities. He highlighted NVIDIA’s upcoming Vera Rubin chip as a catalyst for next‑generation AI agents that could...

By Insider Monkey Blog
Is Cintas Corporation (CTAS) A Good Stock To Buy Now?
NewsMar 16, 2026

Is Cintas Corporation (CTAS) A Good Stock To Buy Now?

Cintas Corp (CTAS) trades around $204 per share, with trailing and forward P/E ratios of 43.3 and 37.2 respectively. Its route‑based uniform and facility‑services model generates recurring revenue and enables highly profitable cross‑selling during a single delivery. Earnings have consistently...

By Insider Monkey Blog
Is General Mills, Inc. (GIS) A Good Stock To Buy Now?
NewsMar 16, 2026

Is General Mills, Inc. (GIS) A Good Stock To Buy Now?

General Mills (GIS) shares were $43.57 on March 5, with a trailing P/E of 9.37 and forward P/E of 11.86, suggesting a low valuation relative to peers. The company commands leading market share in cereals, snacks, baking and pet food, leveraging...

By Insider Monkey Blog
Is Lumentum Holdings Inc. (LITE) A Good Stock To Buy Now?
NewsMar 16, 2026

Is Lumentum Holdings Inc. (LITE) A Good Stock To Buy Now?

Lumentum Holdings (LITE) is being pitched as a high‑growth optical‑hardware play, with analysts forecasting at least 50% year‑over‑year revenue growth and a forward sales multiple of roughly 13 times. The company’s operating leverage has delivered expanding margins and strong cash‑flow conversion,...

By Insider Monkey Blog
Is LyondellBasell Industries N.V. (LYB) A Good Stock To Buy Now?
NewsMar 16, 2026

Is LyondellBasell Industries N.V. (LYB) A Good Stock To Buy Now?

LyondellBasell Industries (LYB) trades at $65.88, with a trailing P/E of 98.77 and forward P/E of 20.83, highlighting a steep valuation discount. The company leverages low‑cost U.S. natural‑gas feedstock to dominate polypropylene and polyethylene markets, sustaining strong margins. An 11.2%...

By Insider Monkey Blog
12 Most Undervalued Financial Stocks to Buy Now
NewsMar 15, 2026

12 Most Undervalued Financial Stocks to Buy Now

The article spotlights twelve financial stocks that appear undervalued relative to historic multiples, citing resilient credit conditions and higher net interest margins driven by elevated rates. It references McKinsey’s view that operational precision will outweigh sheer balance‑sheet size in generating...

By Insider Monkey Blog
5 Most Undervalued Financial Stocks to Buy Now
NewsMar 15, 2026

5 Most Undervalued Financial Stocks to Buy Now

Lazard (NYSE:LAZ) slipped 0.37% as UBS and Goldman Sachs trimmed price targets to $48 and $46 respectively, shifting to neutral and sell ratings. The firm reported $277.7 billion in assets under management, buoyed by $8.9 billion of market appreciation and $4.2 billion of...

By Insider Monkey Blog
10 Best Oil Stocks to Buy Right Now
NewsMar 15, 2026

10 Best Oil Stocks to Buy Right Now

The article lists the ten best oil stocks to buy, using a Finviz screen and hedge‑fund sentiment data through Q3 2025. It highlights how the Iran‑related supply shock is driving oil prices higher, a theme echoed by analysts on CNBC. Recent...

By Insider Monkey Blog
12 Most Profitable Blue Chip Stocks to Invest In Now
NewsMar 15, 2026

12 Most Profitable Blue Chip Stocks to Invest In Now

The article lists the 12 most profitable blue‑chip stocks, selected by net income, margins and hedge‑fund ownership as of Q3 2025. It highlights JPMorgan Private Bank’s Stephen Parker urging diversification, volatility‑focused option strategies, and building a “shopping list” amid short‑term market...

By Insider Monkey Blog
10 Best Non-Tech Stocks to Buy and Hold for 5 Years
NewsMar 13, 2026

10 Best Non-Tech Stocks to Buy and Hold for 5 Years

The article spotlights ten non‑tech stocks deemed optimal for a five‑year hold, positioning them as the core of the emerging HALO (Heavy Assets, Low Obsolescence) investment trend. It argues that investors are rotating out of AI‑centric Mag 7 names toward sectors...

By Insider Monkey Blog
Pan American Silver (PAAS) Discovers 4 New Silver Veins at La Colorada Mine
NewsMar 13, 2026

Pan American Silver (PAAS) Discovers 4 New Silver Veins at La Colorada Mine

Pan American Silver announced discovery of four new high‑grade silver veins—Filomena, Nicolasa, Bernardina and Josefina—at its La Colorada mine in Zacatecas, Mexico. Drill hole S‑161‑25 intersected 1.03 m of ore grading 9,730 g/t silver and 6.19 g/t gold, and all holes returned silver...

By Insider Monkey Blog
Wheaton Precious Metals Corp. (WPM): Silver Production Growth and Sustainable Mining Investment
NewsMar 13, 2026

Wheaton Precious Metals Corp. (WPM): Silver Production Growth and Sustainable Mining Investment

Wheaton Precious Metals Corp. (WPM) granted a $1 million award to Cetos Water for a solvent‑based technology that turns mining wastewater into reusable water. The company reported fourth‑quarter silver production of 22,434 ounces, hitting the top of its guidance range, and...

By Insider Monkey Blog
Is Fortuna Mining Corp. (FSM) One of the Best Silver Stocks to Watch for in 2026?
NewsMar 13, 2026

Is Fortuna Mining Corp. (FSM) One of the Best Silver Stocks to Watch for in 2026?

Fortuna Mining Corp. (FSM) is highlighted as a top silver stock to watch in 2026, with analysts estimating a 22% upside. The company posted record Q4 cash flow of $132.3 million and a 40% revenue jump to $947.1 million for the full...

By Insider Monkey Blog
Critical Infrastructure Technologies Signs Share Sale Agreement to Acquire Western Australian Engineering Business
NewsMar 11, 2026

Critical Infrastructure Technologies Signs Share Sale Agreement to Acquire Western Australian Engineering Business

Critical Infrastructure Technologies (CiTech) signed a Share Sale Agreement to acquire 100% of a Western Australian precision‑engineering firm for AUD 7.7 million, adding sovereign manufacturing capability and vertical integration for its Nexus communications platform. The target reported FY2025 revenue of about AUD 7.5 million...

By Insider Monkey Blog
9 Best Aluminum and Aluminum Mining Stocks to Invest In
NewsMar 11, 2026

9 Best Aluminum and Aluminum Mining Stocks to Invest In

Aluminum prices surged to a four‑year high of $3,418 per metric ton after Middle East supply shocks, prompting analysts to flag the sector as volatile. A new ranking of nine aluminum and mining stocks, compiled by counting hedge‑fund holdings in...

By Insider Monkey Blog
UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
NewsMar 11, 2026

UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China

UBS analyst David Vogt kept a Hold rating on Apple (AAPL) with a $280 price target, citing a sharp slowdown in Chinese iPhone shipments. In January 2026, iPhone shipments in China plunged 37% year‑over‑year to about 2.2 million units, following a...

By Insider Monkey Blog