Insider Monkey

Insider Monkey

Publication
0 followers

Hedge fund movements, stock ideas, and earnings-driven catalysts including SMID-cap coverage.

Oppenheimer Initiates Coverage of Palantir (PLTR) with Outperform
NewsMay 5, 2026

Oppenheimer Initiates Coverage of Palantir (PLTR) with Outperform

On April 30, 2026, Oppenheimer initiated coverage of Palantir Technologies with an Outperform rating and a $200 price target. The brokerage highlighted Palantir’s Ontology‑based platform, noting its high switching costs and positioning as a “best‑in‑class” solution for both defense and...

By Insider Monkey
DA Davidson Upgrades Symbotic (SYM) to Buy
NewsMay 5, 2026

DA Davidson Upgrades Symbotic (SYM) to Buy

DA Davidson upgraded Symbotic Inc. (NASDAQ:SYM) to a Buy on April 15, raising its price target to $70 from $57, citing an "unparalleled AI‑enabled technology moat" and a cash‑rich balance sheet. The firm highlighted the recent strategic agreement with Associated...

By Insider Monkey
BofA Maintains Buy Rating on Snowflake (SNOW)
NewsMay 5, 2026

BofA Maintains Buy Rating on Snowflake (SNOW)

Bank of America (BofA) reduced its Snowflake price target to $195 from $275 on April 22, 2026, while keeping a Buy rating. UBS followed a day earlier, trimming its target to $210 from $235, also maintaining a Buy stance. The cuts...

By Insider Monkey
SentinelOne (S) Partners with Silverfort on AI and Identity Security
NewsMay 5, 2026

SentinelOne (S) Partners with Silverfort on AI and Identity Security

On April 21, 2026 SentinelOne announced a strategic partnership with Silverfort to secure human, AI‑agent and other non‑human identities. The joint solution blends SentinelOne’s AI‑driven detection platform with Silverfort’s runtime identity protection across endpoints, cloud workloads and AI applications. By...

By Insider Monkey
8 Best Quantum Computing Stocks to Buy and Hold for 10 Years
NewsMay 4, 2026

8 Best Quantum Computing Stocks to Buy and Hold for 10 Years

Research and Markets’ April 29 report signals that quantum computing is shifting from experimental R&D to early commercialization, with 2026‑2030 identified as a pivotal growth window. The sector is moving from quantum‑as‑a‑service toward enterprise‑level hardware deployments despite challenges like error...

By Insider Monkey
5 Best Quantum Computing Stocks to Buy and Hold for 10 Years
NewsMay 4, 2026

5 Best Quantum Computing Stocks to Buy and Hold for 10 Years

IonQ (NYSE: IONQ) announced a Master Service Agreement with Florida LambdaRail to construct a 100‑mile quantum‑safe network across Florida, leveraging its quantum key distribution technology. The initiative aims to protect regional research and education institutions from future quantum‑enabled cyber threats....

By Insider Monkey
Here Is Why TTM Technologies (TTMI) Is Among the 10 Under-the-Radar Stocks That Are On Fire Right Now
NewsMay 3, 2026

Here Is Why TTM Technologies (TTMI) Is Among the 10 Under-the-Radar Stocks That Are On Fire Right Now

TTM Technologies (NASDAQ:TTMI) has surged 123.16% year‑to‑date through April 30, 2026, positioning it among the top under‑the‑radar winners. B. Riley lifted its price target to $165 from $162, while Stifel jumped its target to $175 from $135, both retaining Buy ratings. The upgrades...

By Insider Monkey
Is Powell Industries (POWL) Among the Under-the-Radar Stocks That Are On Fire Right Now?
NewsMay 3, 2026

Is Powell Industries (POWL) Among the Under-the-Radar Stocks That Are On Fire Right Now?

Powell Industries (NASDAQ:POWL) has surged 134.27% year‑to‑date, positioning it among the hottest under‑the‑radar stocks. Roth Capital raised its price target to $285 from $195, while JPMorgan initiated coverage with an Overweight rating and a $310 target, citing a $1.6 billion backlog....

By Insider Monkey
Viavi Solutions Inc. (VIAV): 10 Under-the-Radar Stocks That Are On Fire Right Now
NewsMay 3, 2026

Viavi Solutions Inc. (VIAV): 10 Under-the-Radar Stocks That Are On Fire Right Now

Viavi Solutions Inc. (NASDAQ:VIAV) has surged 188.6% year‑to‑date, positioning it among the hottest under‑the‑radar stocks. Rosenblatt lifted its price target to $70 from $42, while Susquehanna raised its target to $65 from $25, both citing a clean Q3 beat and...

By Insider Monkey
FORM Raised To $155 As Semiconductor Tailwinds Build
NewsMay 3, 2026

FORM Raised To $155 As Semiconductor Tailwinds Build

FormFactor (NASDAQ:FORM) saw its price targets lifted as Evercore ISI raised its target to $155 and Citi to $165, both maintaining bullish ratings. The moves come as the company’s shares have rallied 122.6% year‑to‑date, reflecting strong investor confidence. FormFactor supplies...

By Insider Monkey
Darling Ingredients Beats Expectations — But The Bigger Story Is Underneath
NewsMay 3, 2026

Darling Ingredients Beats Expectations — But The Bigger Story Is Underneath

Darling Ingredients (NYSE:DAR) posted first‑quarter revenue of $1.6 billion, topping the $1.55 billion consensus, and highlighted an inflection point in earnings across its core businesses and the Diamond Green Diesel joint venture. The company’s YTD share price has surged 67.9%, driven by...

By Insider Monkey
Why Element Solutions (ESI) Is Riding A Powerful Industry Wave
NewsMay 3, 2026

Why Element Solutions (ESI) Is Riding A Powerful Industry Wave

Element Solutions Inc. (NYSE:ESI) has rallied 65.92% year‑to‑date through April 30, 2026, after reporting double‑digit organic growth across all electronics segments in its first‑quarter results. Truist boosted its price target to $47 from $38 and UBS lifted theirs to $52...

By Insider Monkey
AUR Stock In Focus After Massive Driverless Truck Expansion Plan
NewsMay 3, 2026

AUR Stock In Focus After Massive Driverless Truck Expansion Plan

Aurora Innovation announced an expanded partnership with Hirschbach Motor Lines that could see the carrier own 500 Aurora Driver‑powered trucks, delivering roughly 500 million driverless miles. The memorandum of understanding sets the stage for a multi‑year revenue stream once commercial terms...

By Insider Monkey
CAVA Group: This Price Target Hike Signals Growing Confidence
NewsMay 3, 2026

CAVA Group: This Price Target Hike Signals Growing Confidence

CAVA Group, the fast‑casual Mediterranean chain, saw its shares climb 54.14% year‑to‑date as of April 30, 2026. Bank of America lifted its price target to $108 from $95, while JPMorgan raised its target to $90 from $80, both maintaining bullish ratings. The...

By Insider Monkey
10 Stocks With Remarkable Gains
NewsMay 2, 2026

10 Stocks With Remarkable Gains

Ten mid‑cap stocks posted double‑digit gains on Friday, outpacing a modestly positive Nasdaq (+0.89%) and S&P 500 (+0.29%) while the Dow slipped. The rally was driven by strong earnings and forward‑looking guidance from companies such as nVent Electric, Newell Brands, Applied...

By Insider Monkey
10 Best Low-Risk Investments in May 2026
NewsMay 1, 2026

10 Best Low-Risk Investments in May 2026

Tom Lee told CNBC that easing geopolitical tensions, a softer private‑credit market and clearer Federal Reserve leadership are reducing risk, allowing the S&P 500 to target above 7,700. He highlighted AI‑driven productivity as a new engine for earnings growth in...

By Insider Monkey
Selkirk Copper Announces Closing of Upsized $35 Million Bought Deal Private Placement
NewsApr 30, 2026

Selkirk Copper Announces Closing of Upsized $35 Million Bought Deal Private Placement

Selkirk Copper Mines Inc. closed an upsized bought‑deal private placement, issuing 23.9 million common shares at C$1.15 and 4.4 million flow‑through shares at C$1.70, generating C$35 million (≈$26 million USD). The proceeds will fund the restart of the Minto copper‑gold‑silver mine, engineering work for...

By Insider Monkey
Noble Plains Uranium (NOBL) Reports Maiden Resource Estimate at Duck Creek Project
NewsApr 30, 2026

Noble Plains Uranium (NOBL) Reports Maiden Resource Estimate at Duck Creek Project

U.S. junior miner Noble Plains Uranium Corp. announced its first NI 43‑101 compliant mineral resource estimate for the Duck Creek Project in Wyoming’s Powder River Basin. The estimate reports approximately 5.32 million pounds of indicated uranium and 1.04 million pounds of inferred resources....

By Insider Monkey
Globus Medical Inc. (GMED): Bares Capital Is Buying This Stock
NewsApr 30, 2026

Globus Medical Inc. (GMED): Bares Capital Is Buying This Stock

Globus Medical (GMED) entered Bares Capital’s 13F portfolio, holding over 520,000 shares as of Q3 2025. The company is transitioning from a merger integration phase after its NuVasive acquisition to a high‑growth surgical platform. Management expects to capture $170 million in cost...

By Insider Monkey
Medpace Holdings Inc. (MEDP): Bares Capital Trims Stake
NewsApr 30, 2026

Medpace Holdings Inc. (MEDP): Bares Capital Trims Stake

Bares Capital, a value‑focused hedge fund, disclosed that it trimmed its Medpace Holdings (NASDAQ:MEDP) position by roughly 30% in the third quarter of 2025, falling to about 111,000 shares after a rapid buildup earlier in the year. Medpace, a global...

By Insider Monkey
Wayfair Inc. (W): Bares Capital Trims Position
NewsApr 30, 2026

Wayfair Inc. (W): Bares Capital Trims Position

Wayfair (NYSE:W) remains a long‑term holding for Bares Capital, but the fund has been steadily reducing its position. After peaking at roughly 5 million shares in early 2022, the hedge fund trimmed the stake to 672,000 shares in the third quarter...

By Insider Monkey
Align Technology Inc. (ALGN): One of the Best Stocks to Buy According to Bares Capital
NewsApr 30, 2026

Align Technology Inc. (ALGN): One of the Best Stocks to Buy According to Bares Capital

Align Technology (NASDAQ:ALGN) ranks fourth among Bares Capital’s top small‑cap value picks, with the fund now holding roughly 609,000 shares—a 20% increase from the prior quarter. The fund’s stake has fluctuated since 2018, peaking at over 1.5 million shares in early...

By Insider Monkey
Etsy Inc. (ETSY): One of the Premier Stocks to Buy According to Bares Capital
NewsApr 30, 2026

Etsy Inc. (ETSY): One of the Premier Stocks to Buy According to Bares Capital

Etsy (NYSE:ETSY) ranks third among Bares Capital’s top small‑cap value picks, reflecting the fund’s long‑term confidence. Bares Capital built its stake to over 4 million shares by the end of 2023 before trimming to about 1.4 million shares in Q3 2025. The recent...

By Insider Monkey
CoStar Group Inc. (CSGP): Bares Capital Is Bullish on This Stock
NewsApr 30, 2026

CoStar Group Inc. (CSGP): Bares Capital Is Bullish on This Stock

CoStar Group Inc. (CSGP) ranks second on Bares Capital’s 10 Best Small‑Cap Value Stocks list, highlighting the hedge fund’s long‑term confidence. Bares Capital built a 67 million‑share position by 2018, trimmed it to under 650,000 shares by 2024, and now holds...

By Insider Monkey
Ormat (ORA): The Best Geothermal Stock to Buy Now
NewsApr 29, 2026

Ormat (ORA): The Best Geothermal Stock to Buy Now

Ormat Technologies (NYSE:ORA) remains a leading geothermal power developer, operating assets across the United States and abroad. On April 16, JPMorgan trimmed its price target to $106 from $108 while keeping a Neutral stance, citing a catalyst‑rich environment that includes...

By Insider Monkey
Piper Sandler Raises Its Price Target on Helmerich & Payne (HP) to $41
NewsApr 29, 2026

Piper Sandler Raises Its Price Target on Helmerich & Payne (HP) to $41

Piper Sandler raised its price target on Helmerich & Payne (HP) to $41, up from $40, and kept an Overweight rating. The upgrade follows Susquehanna’s earlier lift to $42 and reflects optimism that oilfield‑service stocks will benefit from oil price...

By Insider Monkey
Morgan Stanley Raises Its Price Target on Nabors Industries (NBR) to $100
NewsApr 29, 2026

Morgan Stanley Raises Its Price Target on Nabors Industries (NBR) to $100

On April 15, 2026, Morgan Stanley increased its price target for Nabors Industries (NBR) to $100, up from $80, and kept an Overweight rating. The upgrade reflects expectations that higher oil prices, driven by Middle East disruptions, will spur upstream...

By Insider Monkey
Jefferies Raises Its Price Target on Baker Hughes (BKR) to $80 From $67
NewsApr 29, 2026

Jefferies Raises Its Price Target on Baker Hughes (BKR) to $80 From $67

Jefferies raised its price target on Baker Hughes (BKR) to $80 from $67 after the company posted a strong Q1. The oilfield‑services firm delivered adjusted EPS of 58 cents, beating the 49‑cent consensus, and generated $6.59 billion in revenue versus the...

By Insider Monkey
BofA Maintains Buy Rating on Eversource Energy (ES)
NewsApr 29, 2026

BofA Maintains Buy Rating on Eversource Energy (ES)

Bank of America kept a Buy rating on Eversource Energy (NYSE:ES) while lowering its price target to $72, down from $73. The firm forecasts first‑quarter adjusted earnings of $1.58 per share, slightly below consensus but higher year‑over‑year, driven by natural‑gas...

By Insider Monkey
Here Is Why Weatherford (WFRD) Is Among the 7 Best Geothermal Stocks to Buy Now
NewsApr 29, 2026

Here Is Why Weatherford (WFRD) Is Among the 7 Best Geothermal Stocks to Buy Now

Weatherford International (WFRD) was highlighted among the seven best geothermal stocks, and Piper Sandler raised its price target to $118 while keeping an Overweight rating. The company posted Q1 earnings of $1.49 per share and $1.15 billion in revenue, beating consensus...

By Insider Monkey
Morgan Stanley Maintains Overweight Rating on Constellation Energy (CEG)
NewsApr 29, 2026

Morgan Stanley Maintains Overweight Rating on Constellation Energy (CEG)

Morgan Stanley maintained an Overweight rating on Constellation Energy (CEG) but lowered its price target to $360 from $385. Evercore ISI resumed coverage with an Outperform rating and a $380 target after Constellation completed a $26.6 billion acquisition of Calpine, creating...

By Insider Monkey
Is Akamai (AKAM) the Best Edge Computing Stock to Buy Right Now?
NewsApr 29, 2026

Is Akamai (AKAM) the Best Edge Computing Stock to Buy Right Now?

Akamai Technologies (NASDAQ:AKAM) was upgraded by Oppenheimer, which raised its price target to $130 from $115 and kept an Outperform rating ahead of earnings, citing expected revenue at the high end of guidance and mid‑single‑digit growth in average contract size....

By Insider Monkey
Applied Optoelectronics (AAOI) Expands Houston-Area Manufacturing Footprint
NewsApr 29, 2026

Applied Optoelectronics (AAOI) Expands Houston-Area Manufacturing Footprint

Applied Optoelectronics (AAOI) announced on April 17, 2026 that it will add two adjacent buildings in Pearland, Texas, expanding its Houston‑area manufacturing capacity by roughly 388,000 square feet. The new space joins a 210,000‑square‑foot plant under development near its Sugar...

By Insider Monkey
Northland Raises Its Price Target on Lumentum (LITE) to $1,000
NewsApr 29, 2026

Northland Raises Its Price Target on Lumentum (LITE) to $1,000

On April 20, 2026 Northland analyst Tim Savageaux raised Lumentum Holdings’ price target to $1,000, up from $775, while keeping an Outperform rating. Morgan Stanley followed with a target of $710, up from $595, and an Equal Weight stance, citing...

By Insider Monkey
Is Walmart (WMT) One of the Best Quality Dividend Stocks to Buy According to Reddit?
NewsApr 28, 2026

Is Walmart (WMT) One of the Best Quality Dividend Stocks to Buy According to Reddit?

Walmart (WMT) was highlighted as one of Reddit’s ten best quality dividend stocks, underscoring its appeal to income‑focused investors. The retailer posted $6.4 billion in global advertising revenue for fiscal 2026, a 46% jump year‑over‑year, while total net sales reached $713.2 billion....

By Insider Monkey
Johnson & Johnson (JNJ) – Among the 10 Best Quality Dividend Stocks to Buy According to Reddit
NewsApr 28, 2026

Johnson & Johnson (JNJ) – Among the 10 Best Quality Dividend Stocks to Buy According to Reddit

Johnson & Johnson (JNJ) was highlighted as one of Reddit’s ten best quality dividend stocks. The healthcare giant’s growth is now anchored in its Innovative Medicine segment, with drugs like Tremfya and Darzalex delivering strong Q1 2026 sales. While the...

By Insider Monkey
Exxon Mobil (XOM) Leans on High-Quality Assets to Support Growth and Dividends
NewsApr 27, 2026

Exxon Mobil (XOM) Leans on High-Quality Assets to Support Growth and Dividends

Exxon Mobil’s shares have risen more than 22.5% so far in 2026, driven by strong cash generation and a disciplined cost‑cutting program. The energy giant maintains a 2.7% dividend yield—well above the S&P 500 average—and has increased its payout for...

By Insider Monkey
The Coca-Cola Company (KO) Stands Out for Reliability as Long-Term Returns Fall Behind
NewsApr 27, 2026

The Coca-Cola Company (KO) Stands Out for Reliability as Long-Term Returns Fall Behind

Coca‑Cola (KO) remains a textbook defensive stock, leveraging a simple concentrate‑to‑bottler model and a globally recognized brand. The company has sustained a five‑year average net profit margin of roughly 27% and has raised its dividend for 64 straight years. While...

By Insider Monkey
Caterpillar (CAT) Positioned for Long-Term Growth as Power Demand From Data Centers Surges
NewsApr 27, 2026

Caterpillar (CAT) Positioned for Long-Term Growth as Power Demand From Data Centers Surges

Caterpillar Inc. (CAT) is seeing rapid growth in its Power & Energy segment as data‑center construction accelerates. Revenue in that division rose 23% year‑over‑year in Q4 2025, making it the company’s largest segment. The firm ended the year with a $51 billion...

By Insider Monkey
AbbVie (ABBV) Maintains Dividend Strength as Core Drugs Drive Cash Flow
NewsApr 27, 2026

AbbVie (ABBV) Maintains Dividend Strength as Core Drugs Drive Cash Flow

AbbVie remains a strong dividend payer as its newer immunology drugs, Skyrizi and Rinvoq, now generate more revenue than Humira ever did. In 2025 the pair delivered $25.9 billion in sales, outpacing Humira’s 2022 peak of $21.2 billion. The company raised its...

By Insider Monkey
PepsiCo (PEP) Navigates Consumer Pressure with Stable Sales and Dividend Growth
NewsApr 27, 2026

PepsiCo (PEP) Navigates Consumer Pressure with Stable Sales and Dividend Growth

PepsiCo reported a resilient quarter despite inflation‑driven consumer caution in North America. Volume in its food segment rose 2% and organic revenue grew 2.6% year‑over‑year, while adjusted earnings climbed 5%. International markets showed accelerating momentum, offering a buffer to domestic...

By Insider Monkey
Target Corporation (TGT) Shows Signs of Recovery as Online Sales and Services Expand
NewsApr 27, 2026

Target Corporation (TGT) Shows Signs of Recovery as Online Sales and Services Expand

Target Corp. (TGT) has rebounded, climbing roughly 29% year‑to‑date in 2026 after a five‑year lag. Fiscal 2025 results show its e‑commerce share of total merchandise sales reached a record 20.6% for the full year and rose to 23.7% in the...

By Insider Monkey
Vicor (VICR) Climbs 25% as Profits, Revenues Skyrocket
NewsApr 26, 2026

Vicor (VICR) Climbs 25% as Profits, Revenues Skyrocket

Vicor Corp. (NASDAQ:VICR) surged 25.4% week‑on‑week after reporting a Q1 net income of $20.66 million, a 713% jump from a year earlier. Revenue rose 39% to $112.97 million, driven by an 18% increase in product sales and a 39% rise in royalties....

By Insider Monkey
Power Integrations (POWI) Soars 25% Ahead of Earnings Outcome
NewsApr 26, 2026

Power Integrations (POWI) Soars 25% Ahead of Earnings Outcome

Power Integrations Inc. (NASDAQ:POWI) surged 25.4% week‑on‑week as investors positioned ahead of its Q1 earnings release scheduled for May 7. The company forecast Q1 revenue of $104‑$109 million, a modest 1% decline from the same period last year. Despite the weak outlook,...

By Insider Monkey
American Superconductor (AMSC) Soars 24.6% on Power Demand
NewsApr 26, 2026

American Superconductor (AMSC) Soars 24.6% on Power Demand

American Superconductor Corp. (AMSC) shares jumped 24.6% week‑on‑week as investors chase rising power demand tied to AI‑driven data centers and semiconductor fabs. The company forecasts FY2025 Q4 net income above $3 million, more than double last year’s $1.2 million, and revenue of...

By Insider Monkey
Liberty Energy (LBRT) Climbs 24% This Week on Strong Earnings, Supply Disruptions
NewsApr 26, 2026

Liberty Energy (LBRT) Climbs 24% This Week on Strong Earnings, Supply Disruptions

Liberty Energy (LBRT) jumped 24.5% week‑on‑week, reaching a record $33.15 before closing at $32.74. The company reported Q1 net income of $22.5 million, a 12% increase, and revenue of $1.02 billion, up 4% year‑over‑year. Management credited unprecedented oil‑and‑gas supply disruptions for the...

By Insider Monkey
10 Stocks With Double-, Triple-Digit Returns
NewsApr 26, 2026

10 Stocks With Double-, Triple-Digit Returns

A group of ten $2 billion‑cap stocks posted double‑ to triple‑digit weekly gains, driven by strong earnings and optimism around easing U.S.–Iran tensions. Liberty Energy led the pack with a 24.5% rise after reporting a 12% net‑income increase and revenue surpassing...

By Insider Monkey
Palantir Technologies (PLTR): The Trillion-Dollar Contender Nobody Is Talking About
NewsApr 24, 2026

Palantir Technologies (PLTR): The Trillion-Dollar Contender Nobody Is Talking About

Palantir Technologies’ Artificial Intelligence Platform (AIP) boot camps are reshaping enterprise sales, delivering a roughly 75% conversion rate and slashing sales cycles from months to days. This acceleration helped U.S. commercial revenue surge 137% year‑over‑year in Q4 2025, and the company...

By Insider Monkey
Fiduciary Management, Inc.’s Q1 2026 Investor Letter
NewsApr 24, 2026

Fiduciary Management, Inc.’s Q1 2026 Investor Letter

Fiduciary Management, Inc. (FMI) released its Q1 2026 investor letter, noting that the Iran war triggered a sharp sell‑off in global equities. The S&P 500 fell 4.33% and MSCI World dropped 3.57%, while the Russell 2000 and MSCI EAFE slipped 0.89% and 1.24% respectively....

By Insider Monkey