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Insider Monkey Blog

Keefe Bruyette Refreshes Fifth Third (FITB) Outlook Following Recent Meetings

On December 17, Keefe Bruyette raised its price target on Fifth Third Bancorp (NASDAQ:FITB) to $53 from $50 and kept a Market Perform rating on the shares.

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January 2 - News

Piper Sandler Maintains Neutral View on Sysco (SYY) Despite Demand Pressures

On December 12, Piper Sandler lowered its price target on Sysco Corporation (NYSE:SYY) to $80 from $81 and kept a Neutral rating on the shares.

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January 2 - News

Utilities Enter ‘Execution and Defense’ Phase as Barclays Lowers AWK Target

On December 17, Barclays analyst Nicholas Campanella lowered the firm’s price target on American Water Works Company, Inc.

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January 2 - News

RBC Sees Durable Growth Profile at Becton Dickinson (BDX), Raises Target

On December 17, RBC Capital raised its price target on Becton, Dickinson and Company (NYSE:BDX) to $210 from $202 and kept a Sector Perform rating on the shares.

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January 2 - News

Stanley Black & Decker (SWK) Target Lifted as Baird Revises Model Post-Divestiture

On December 23, Baird analyst Timothy Wojs raised the firm’s price target on Stanley Black & Decker, Inc. (NYSE:SWK) to $85 from $75 and kept a Neutral rating on the shares.

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January 2 - News

Regulatory Delays and Weakening Margins Weigh on Morgan Stanley’s ADM Outlook

On December 16, Morgan Stanley analyst Steven Haynes downgraded Archer-Daniels-Midland Company (NYSE:ADM) to Underweight from Equal Weight and cut the price target to $50 from...

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January 2 - News

Natural Gas Demand Shift Supports JPMorgan’s Higher Target for National Fuel Gas (NFG)

On December 8, JPMorgan analyst Zach Parham raised the firm’s price target on National Fuel Gas Company (NYSE:NFG) to $96 from $95 and kept a Neutral rating on the shares.

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January 2 - News

Morgan Stanley Lifts Realty Income (O) Price Target on Revised AFFO Outlook

On December 24, Morgan Stanley raised its price target on Realty Income Corporation (NYSE:O) to $65 from $62 and kept an Equal Weight rating on the shares.

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January 2 - News

Goldman Sees Growth Catalyst for Altria Group, Inc. (MO) After FDA Approval of on! PLUS

TheFly reported on December 22 that Goldman Sachs analyst Bonnie Herzog highlighted a key positive catalyst for MO following regulatory progress in its modern oral nicotine portfolio...

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January 2 - News

Kite Realty Group Trust (KRG)’s Board Approves Special Dividend for January 2026

TheFly reported that on December 29, KRG announced that its Board of Trustees declared a special cash dividend of $0.145 per share of common stock.

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January 2 - News

SLB N.V. (SLB) Wins Landmark Aramco Contract for Saudi Unconventional Gas Development

TheFly reported on December 18 that Piper Sandler analyst Derek Podhaizer maintained an Overweight rating on SLB and raised the price target to $45 from $42.

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January 2 - News

Cisco Systems, Inc. (CSCO) Draws Mixed Trading Sentiment as Options Activity Remains Balanced

TheFly reported on December 22 that shares of CSCO declined 26 cents to $78.16, reflecting mixed sentiment in the options market.

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January 2 - News

Reinsurance Group of America, Incorporated (RGA) Sees Upward Target Revisions From Analysts

TheFly reported on December 23 that Piper Sandler analyst John Barnidge maintained an Overweight rating on RGA and raised the price target to $230 from $220.

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January 2 - News

Assurant, Inc. (AIZ) Shares Get Analyst Boost After Dividend Hike

The price target update follows Assurant, Inc.

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January 2 - News

Radian Group Inc. (RDN) Shares Get Price Target Lift Following Strategic Expansion Move

TheFly reported on December 18 that Keefe, Bruyette & Woods (KBW) analyst Bose George raised the price target on RDN to $41 from $40 while maintaining a Market Perform rating ...

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January 2 - News

Analog Devices, Inc. (ADI) Balances Analyst Optimism With Insider Share Sale

TheFly reported on December 19 that Truist Securities analyst William Stein maintained a Hold rating on ADI while raising the price target to $291 from $258.

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January 2 - News

8 Most Profitable Utility Stocks to Buy Right Now

According to Deloitte's 2026 Power and Utilities Industry Outlook, US electricity demand went up in 2025, mainly due to industrial electrification, AI workloads, and transportation...

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January 2 - Hedge Funds, News

TD SYNNEX Corporation (SNX) Earnings in Focus as Analysts Stay Bullish on AI-Driven Demand

TheFly reported on December 17 that Morgan Stanley analyst Erik Woodring maintained an Overweight rating on SNX while lowering the firm’s price target to $177 from $181.

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January 2 - News

TE Connectivity plc (TEL) Strengthens Long-Term Appeal With AI Expansion and Dividend Boost

TheFly reported on December 19 that Truist Securities analyst William Stein maintained a Hold rating on TEL and raised the price target to $240 from $239.

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January 2 - News

VinFast Auto Ltd. (VFS) Delivers 23,186 Electric Vehicles in November 2025 In Vietnam

On December 10, 2025, VinFast Auto Ltd. (NASDAQ:VFS) announced that preliminary domestic deliveries of 23,186 electric vehicles were made in Vietnam in November 2025.

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January 2 - News

Lucid Group, Inc. (LCID)’s SUV Arrives With High Hopes And Significant Risks

CNBC reported on December 20, 2025, that Lucid Group, Inc. (NASDAQ:LCID) is expanding the manufacturing of its Gravity three-row SUV.

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January 2 - News

BRP Inc. (DOO) Recognizes The ACCC’s Ruling Against Selling Its Telwater Division

On December 18, 2025, theFly reported that BRP Inc.

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January 2 - News

XPeng Inc. (XPEV) Signs A Distributor For Mauritius And Declares Its Formal Entry In Qatar

According to CnEVPost, on December 26, 2025, Xpeng announced its official debut in Qatar during a brand launch event in Doha, marking a new stage in its Middle East and Africa...

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January 2 - News

Stellantis N.V. (STLA) Reaches 1,000 Hires For Windsor, Ontario Plant

Stellantis N.V.

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January 2 - News

Morgan Stanley Initiates Coverage Of Visteon Corporation (VC)

The Fly reported on December 8, 2025, that Morgan Stanley has taken on coverage of Visteon Corporation (NASDAQ:VC) with a $114 price target and an Equal Weight rating.

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January 2 - News

NIO Inc. (NIO) Announces The Outcomes Of Its November Deliveries

NIO Inc. (NYSE:NIO) announced the outcomes of its November deliveries on December 1.

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January 2 - News

Morgan Stanley Raises Its Price Target On BorgWarner Inc. (BWA)

According to TheFly, on December 8, 2025, Morgan Stanley reduced BorgWarner Inc.

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January 2 - News

Berenberg Maintains A Buy Rating On Ferrari N.V. (RACE)

Before this, on December 11, 2025, BNPP upgraded Ferrari N.V.

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January 2 - News

Hedge Fund and Insider Trading News: Ken Griffin, Warren Buffett, Bridgewater Associates, AQR Capital Management, Schonfeld Strategic Advisors, D.E. Shaw, Millennium Management, Elliott Management, Discovery Capital Management, Opus Genetics Inc (IRD), Burcon NutraScience Corp (BU), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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January 2 - Hedge Funds, Insider Trading

UBS Boosts Ciena (CIEN) Price Target After Blowout Earnings

Ciena Corporation (NYSE:CIEN) ranks among the best AI stocks to buy according to analysts.

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January 2 - News

Salesforce (CRM) Earnings Beat Highlights Expanding AI Adoption

Salesforce, Inc. (NYSE:CRM) ranks among the best AI stocks to buy according to analysts.

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January 2 - News

Meta Platforms (META) Positioned for Strong Ad Market Growth Through 2026

Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI stocks to buy according to analysts.

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January 2 - News

Adobe (ADBE) Reaffirms AI Leadership With Strong Revenue and Cash Flow, Piper Sandler Reaffirms Outperform Rating

Adobe Inc. (NASDAQ:ADBE) ranks among the best AI stocks to buy according to analysts. Piper Sandler reaffirmed its Overweight rating and $470 price target for Adobe Inc.

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January 2 - News

Baidu (BIDU) Gains Catalyst Watch at Citi as AI Strategy Accelerates

Baidu, Inc. (NASDAQ:BIDU) ranks among the best AI stocks to buy according to analysts. On December 15, Citi opened a 90-day upside catalyst watch on Baidu, Inc.

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January 2 - News

Microsoft (MSFT) Named Top Large-Cap Software Pick by Morgan Stanley

Microsoft Corporation (NASDAQ:MSFT) ranks among the best AI stocks to buy according to analysts.

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January 2 - News

Amazon (AMZN) AWS AI Momentum Supports Higher Price Target at BMO Capital

Amazon.com, Inc. (NASDAQ:AMZN) ranks among the best AI stocks to buy according to analysts. On December 16, BMO Capital retained its Outperform rating on Amazon.com, Inc.

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January 2 - News

Here is Why New Fortress Energy (NFE) Fell This Week

The share price of New Fortress Energy Inc.

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January 2 - News

FuelCell Energy (FCEL) Falls After Amending Open Market Sales Agreement

The share price of FuelCell Energy, Inc.

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January 2 - News

NuScale Power (SMR) Price Target Trimmed by $14

The share price of NuScale Power Corporation (NYSE:SMR) fell by 10.39% between December 23 and December 30, 2025, putting it among the Energy Stocks that Lost the Most This Week...

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January 2 - News

OKLO – Among the Energy Stocks that Fell This Week

Backed by OpenAI’s Sam Altman, Oklo Inc.

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January 2 - News

PermRock Royalty Trust (PRT) Fell by 13% This Week. Here is Why

PermRock Royalty Trust (NYSE:PRT) has been on a downward trajectory since December 19, when the company declared its monthly cash distribution of $199,572.97, or $0.016404 per...

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January 2 - News

Director Continues to Trim Stake in NextNRG (NXXT)

NextNRG Inc. (NASDAQ:NXXT) engages in mobile fueling operations in the United States.

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January 2 - News

PU Prime Launches “Champion in You” Campaign with the Argentine Football Association (AFA)

PU Prime has announced the launch of “Champion in You,” a three-phase global brand campaign that places human experience at the center of trading, highlighting the personal...

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January 2 - Press Releases

Bloom Energy (BE) Continued its Decline This Week

Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally...

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January 2 - News

16 Most Favored Financial Pure Plays Under $100 According to Hedge Funds

Conventional financial stocks, such as banks, asset management companies, insurance companies, and capital market firms, offer distinct advantages to investors.

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January 2 - Hedge Funds, News

Energy Transfer LP (ET) Positioned for LNG Export Growth Despite Short-Term NGL Headwinds, RBC Capital Maintains Outperform

Energy Transfer LP (NYSE:ET) ranks among the best stocks under $25 to buy now.

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January 2 - News

Rivian Automotive (RIVN) Unveils Custom AI Chips and Autonomy Strategy, Needham Boosts Price Target

Rivian Automotive, Inc. (NASDAQ:RIVN) ranks among the best stocks under $25 to buy now. On December 12, Needham analyst Chris Pierce boosted Rivian Automotive, Inc.

Keep Reading →

January 2 - News

Vale S.A. (VALE) Upgraded to Outperform Amid Simandou Project Disruption Impact

Vale S.A. (NYSE:VALE) ranks among the best stocks under $25 to buy now. On December 10, RBC Capital raised Vale S.A.

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January 2 - News

Wave Life Sciences (WVE) Emerges as Obesity Treatment Contender, Oppenheimer Boosts Price Target

Wave Life Sciences Ltd. (NASDAQ:WVE) ranks among the best stocks under $25 to buy now. On December 16, Oppenheimer boosted its price target for Wave Life Sciences Ltd.

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January 2 - News

Citizens Sees Remitly Global (RELY) as a Premier Digital Remittance Platform

Remitly Global, Inc. (NASDAQ:RELY) ranks among the best stocks under $25 to buy now.

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January 2 - News

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