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.

Tigress Financial Lifts PT on McDonald’s Corporation (MCD) to $385 From $360 – Here’s Why
NewsMar 10, 2026

Tigress Financial Lifts PT on McDonald’s Corporation (MCD) to $385 From $360 – Here’s Why

Tigress Financial raised its price target for McDonald’s (NYSE:MCD) to $385 from $360, reaffirming a Buy rating. The firm cited the fast‑food giant’s powerful global brand, AI‑driven operational efficiencies, rapid unit expansion, and asset‑light franchise model. Combined with the stock’s...

By Insider Monkey Blog
Why The Procter & Gamble Company (PG) Is One of the Best Stocks That Will Always Grow
NewsMar 10, 2026

Why The Procter & Gamble Company (PG) Is One of the Best Stocks That Will Always Grow

Procter & Gamble (PG) remains a cornerstone of consumer‑staples investing as Wells Fargo lifted its price target to $177, citing the stock’s strong defensive profile. In fiscal Q2 2026 the company posted $22.2 billion in net sales, a modest 1% year‑over‑year increase, while...

By Insider Monkey Blog
Barclays Retains an Equal Weight Rating on Acadia Healthcare Company, Inc. (ACHC)
NewsMar 10, 2026

Barclays Retains an Equal Weight Rating on Acadia Healthcare Company, Inc. (ACHC)

Barclays analyst Andrew Mok raised Acadia Healthcare’s price target to $20, up from $14, while keeping an Equal Weight rating. The company posted fourth‑quarter 2025 revenue of $821.5 million, a 6.1% year‑over‑year increase, and reported adjusted EBITDA of $99.8 million. A $996.2 million...

By Insider Monkey Blog
Is Solaris Energy Infrastructure, Inc. (SEI) One of the Best Oil Stocks With Highest Upside Potential?
NewsMar 9, 2026

Is Solaris Energy Infrastructure, Inc. (SEI) One of the Best Oil Stocks With Highest Upside Potential?

Solaris Energy Infrastructure (NYSE:SEI) received upgraded price targets from Morgan Stanley and Barclays, both reaffirming Overweight ratings. Morgan Stanley lifted its target to $72, while Barclays raised it to $63, citing strong data‑center contracts and equipment procurement outlook. SEI reported...

By Insider Monkey Blog
What Does the Street Think About National Energy Services Reunited Corp. (NESR) Post Earnings?
NewsMar 9, 2026

What Does the Street Think About National Energy Services Reunited Corp. (NESR) Post Earnings?

National Energy Services Reunited Corp. (NESR) posted fiscal Q4 and full‑year 2025 results that beat expectations, with revenue rising to $398.3 million and operating cash flow increasing 15.2% year‑over‑year. UBS lifted its price target to $31 and kept a Buy rating,...

By Insider Monkey Blog
Here’s What The Street Thinks About Select Water Solutions, Inc. (WTTR)
NewsMar 9, 2026

Here’s What The Street Thinks About Select Water Solutions, Inc. (WTTR)

Select Water Solutions (WTTR) received upbeat analyst upgrades after delivering strong fiscal Q4 results. Piper Sandler raised its price target to $16, maintaining an Overweight stance, while Citi lifted its target to $16.50 and reaffirmed a Buy rating. Both firms...

By Insider Monkey Blog
Citi Lifts PT on Cactus, Inc. (WHD) to $63 From $55 – Here’s Why
NewsMar 9, 2026

Citi Lifts PT on Cactus, Inc. (WHD) to $63 From $55 – Here’s Why

Citi raised its price target on Cactus, Inc. (WHD) to $63 from $55, keeping a Buy rating after a solid fiscal Q4 report. Barclays also lifted its target to $62, calling the recent share sell‑off an overreaction. The company posted...

By Insider Monkey Blog
Flowco Holdings Inc. (FLOC) Completes Acquisition of Valiant Artificial Lift Solutions
NewsMar 9, 2026

Flowco Holdings Inc. (FLOC) Completes Acquisition of Valiant Artificial Lift Solutions

Flowco Holdings Inc. completed its acquisition of Valiant Artificial Lift Solutions on March 3, paying roughly $200 million in total consideration. The deal was funded with $170 million of cash from its ABL facility and about 1.5 million Flowco Class A shares. Analysts responded positively,...

By Insider Monkey Blog
Northland Cuts PT on Vitesse Energy, Inc. (VTS) to $19 From $20 – Here’s Why
NewsMar 9, 2026

Northland Cuts PT on Vitesse Energy, Inc. (VTS) to $19 From $20 – Here’s Why

Northland Investment Management reduced its price target on Vitesse Energy (VTS) to $19 from $20, maintaining a Market Perform rating. The adjustment follows VTS’s fiscal Q4 2025 results, which fell short of expectations, and a 2026 guidance that trims capital...

By Insider Monkey Blog
Bretton Fund Exited Revvity (RVTY) in 2025
NewsMar 5, 2026

Bretton Fund Exited Revvity (RVTY) in 2025

Bretton Capital Management’s Bretton Fund posted an 11.58% return for 2025, lagging the S&P 500’s 17.88% gain. In its Q4 2025 investor letter the fund disclosed a complete exit from Revvity (RVTY), citing disappointing post‑COVID acquisitions and a slowdown in...

By Insider Monkey Blog
10 Most Popular Stocks Among Hedge Funds: December 31, 2025 Rankings
NewsMar 2, 2026

10 Most Popular Stocks Among Hedge Funds: December 31, 2025 Rankings

Insider Monkey’s quarterly analysis of over 1,000 billionaire and hedge‑fund managers reveals the ten most‑owned stocks as of December 31 2025, with Apple (AAPL) ranking tenth. The consensus top‑five hedge‑fund picks generated an 886% total return from 2014‑2025, dwarfing the S&P 500’s 344%...

By Insider Monkey Blog
Citi, Stifel Bullish on Olema (OLMA) Despite COO Departure
NewsFeb 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...

By Insider Monkey Blog
Coherent (COHR) Gets Higher Price Target From Morgan Stanley on Bullish Optical Markets Forecast
NewsFeb 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
NewsFeb 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