Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Saba bought 4,869 Mexico Fund Inc shares at $21.31
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O'dowd bought 4,450 Dolphin Entertainment Inc. shares at $1.11
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Chin sold 3,958 Abm Industries Inc shares at $45.31
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Here's Why HSBC Doubled The PT on Intel (INTC)
Intel Corporation (NASDAQ:INTC) ranks among the Best Stocks to Buy Now for High Returns. The stock has gained 5.14% over the past month despite the broader semiconductor sector sell-off.
Sandisk (SNKD) To Release F4 2026 Earnings on Aug 5, Here's What You Need to Know
Sandisk Corporation (NASDAQ:SNDK) is one of the Best Stocks to Buy Now for High Returns. The company is set to release its fiscal Q4 2026 earnings on August 5.
TD Cowen Raises PT on Lam Research (LRCX), Keeps a Buy
Lam Research Corporation (NASDAQ:LRCX) has gained more than 9.7% over the past month. The growth has been driven by several analyst upgrades and overall sectoral recovery.
ASML Holding (ASML) Among the Best Stocks to Buy For High Returns
ASML Holding N.V. (NASDAQ:ASML) is one of the Best Stocks to Buy Now for High Returns.
William Blair Initiates Advanced Micro Devices (AMD) With Market Perform Rating
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, William Blair initiated Advanced Micro Devices, Inc.
Mizuho Raises PT on Applied Materials (AMAT)
Applied Materials, Inc. (NASDAQ:AMAT) has gained more than 18% over the past month, mainly due to strong demand commentary.
Micron (MU) To Boost US Investment, Here's What You Should Know
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks to Buy Now for High Returns. On July 9, Micron Technology, Inc.
Apple Plans to Spend $30 Billion in a Deal With Broadcom (AVGO) - Reuters
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Buy Now for High Returns. Broadcom Inc. (NASDAQ:AVGO) maintains its upward trajectory with more than 7.8% gains over the past month.
Nvidia (NVDA) Has an Unprecedented Competitive Edge, Says TD Cowen
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Stocks to Buy Now for High Returns. The stock remained mostly flat over the past month, with only a 1.18% gain.
Craig-Hallum Initiates Quantinuum (QNT) With a Buy
Quantinuum Inc. (NASDAQ:QNT) is one of the Best Quantum Computing Stocks to buy and Hold Forever.
Lake Street Remains a Buy on Quantum Computing (QUBT)
Quantum Computing Inc. (NASDAQ:QUBT) is one of the Best Quantum Computing Stocks to buy and Hold Forever.
Analysts See More Than 90% Upside for D-Wave Quantum (QBTS)
D-Wave Quantum Inc. (NYSE:QBTS) is one of the Best Quantum Computing Stocks to buy and Hold Forever. Analysts project more than 99% upside from the current level over the next 12-months.
Rigetti Computing (RGTI) Declining on Valuation Concerns, Street Remains a Buy Rating
Rigetti Computing, Inc. (NASDAQ:RGTI) has declined more than 21% over the past month, mainly due to share dilution concerns and extreme valuation multiples.
IonQ (IONQ) Among The Best Quantum Computing Stocks to Buy and Hold Forever
IonQ, Inc. (NYSE:IONQ) has declined more than 20% over the past month, but the Street continues to expect more than 60% upside from the current level.
International Business Machines (IBM) Among the Best Quantum Stocks To Buy
International Business Machines Corporation (NYSE:IBM) is one of the Best Quantum Computing Stocks to buy and Hold Forever.
Stifel Raises PT on Intel (INTC)
Intel Corporation (NASDAQ:INTC) ranks 4th among our Best Quantum Computing Stocks to buy and Hold Forever.
Alphabet (GOOGL) Aims to Raise $80 Billion in Equity Offerings - Reuters
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Quantum Computing Stocks to buy and Hold Forever.
Morgan Stanley Reiterates Nvidia (NVDA) As its Top Semiconductor Pick
NVIDIA Corporation (NASDAQ:NVDA) provides GPUs and the CUDA-Q platform for quantum simulation, hybrid quantum-classical workloads and the integration of quantum processors with accelerated computing systems...
Citi Finds Microsoft (MSFT) as One of the Top AI Vendors
Microsoft Corporation (NASDAQ:MSFT) is a key quantum computing stock through its Azure Quantum, which is a cloud platform that gives access to multiple quantum hardware providers.
Forex Expo Dubai Adds New Features for Verified Traders and Introducing Brokers
Confirmed exhibitors include Super Elite sponsors GTCFX, Valetax, Xchief, Funding Pips, and Honor Financial, alongside Elite sponsors EC Markets, TMGM, Metaquotes, JustMarkets, FP Markets, PU Prime, Dprime...
Base Markets Announces Full Launch of Multi-Asset CFD Brokerage Platform
Base Markets today launched a new multi-asset CFD brokerage built on a simple idea: judge a broker on what clients actually pay, how their trades are executed, and whether they can get their money out...
Polen 5Perspectives Small-Mid Growth Strategy’s Q2 2026 Investor Letter
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.
TrustFinance Awards Sets a New Standard for Financial Awards
TrustFinance Awards today announced the launch of its Verified Recognition framework as part of TrustFinance Awards 2026, introducing a transparent, structured, and verifiable recognition system designed...
Gold X2 Announces Proposed Spin-Out of Net Smelter Royalty to Shareholders, Filing of New York Stock Exchange Listing Application and Share Consolidation
Vancouver, British Columbia–(July 15, 2026) – Gold X2 Mining Inc.
West Red Lake Gold Reports Strong Q2 Operating Progress with 73% Increase in Mined Ounces and 51% Higher Gold Production over Q1 at Madsen Mine
VANCOUVER, British Columbia, July 15, 2026 — West Red Lake Gold Mines Ltd.
Here’s What Fuels Littelfuse’s (LFUS) 40% Rally
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for the “Heartland Value Plus Fund”. A copy of the letter can be downloaded here.
Chagee (CHA): The Fastest Growing Consumer Stock to Buy Now
On June 21, 2026, Goldman Sachs initiated coverage of Chagee Holdings Limited (NASDAQ:CHA) with a Neutral rating and $13.60 price target, implying 17% upside potential.
Truist Upgrades Global-E Online (GLBE) to Buy
On June 10, 2026, Truist analyst Matthew Coad upgraded Global-E Online Ltd. (NASDAQ:GLBE) to Buy from Hold with a price target of $39, up from $34.
Hesai (HSAI) Shareholders Approve 8-for-1 Stock Split
On June 30, 2026, Hesai Group (NASDAQ:HSAI) announced in a regulatory filing that shareholders approved all proposed resolutions at its annual general meeting held on June 26.
Deutsche Bank Raises its Price Target on e.l.f. Beauty (ELF)
On June 16, 2026, Deutsche Bank raised the firm’s price target on e.l.f. Beauty, Inc. (NYSE:ELF) to $64 from $62 and kept a Hold rating on the shares.
Here's Why Celsius (CELH) is Among 10 Fastest Growing Consumer Stocks to Buy Now
On July 9, 2026, Needham lowered the firm’s price target on Celsius Holdings, Inc. (NASDAQ:CELH) to $55 from $75 and kept a Buy rating on the shares.
Is Primo Brands (PRMB) the Fastest Growing Consumer Stock to Buy Now?
On July 8, 2026, Primo Brands Corporation (NYSE:PRMB) announced organizational leadership changes aimed at strengthening customer experience, accelerating growth priorities, and creating a more agile ...
XPeng (XPEV) and Autoliv Sign Strategic Cooperation Framework Agreement
On July 7, 2026, Autoliv announced that XPeng Inc.
JPMorgan Resumes Coverage of On Holding (ONON) at Overweight
On July 2, 2026, JPMorgan resumed coverage of On Holding AG (NYSE:ONON) with an Overweight rating and $51 price target.
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