Eli Lilly (LLY) Gains Support From Daiwa and Goldman Sachs in Back-to-Back Calls
Momentum around Eli Lilly and Company (NYSE:LLY) weight-loss pipeline continues to build.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Latest Insider Purchases
Peek bought 40,000 Sentinelone Inc. shares at $14.89
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Russell bought 20,000 374Water Inc. shares at $0.22
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BTIG Initiates ServiceNow (NOW) with Buy Rating on Expanding AI Platform
The firm points to how far the platform has come since the launch of Now Assist two years ago.
Phillip Maintains Buy on Adobe (ADBE), Sees Steady Growth Into FY26
On December 15, Phillip Securities lowered its price target on Adobe Inc. (NASDAQ:ADBE) to $487 from $560.The firm kept a Buy rating. The change is more about valuation than doubt.
Workday (WDAY) Earns Buy Rating as BTIG Calls Outlook “De-Risked”
On December 17, BTIG started coverage of Workday, Inc. (NASDAQ:WDAY) with a Buy rating and a $285 price target.
Goldman, Barclays Lower Roper (ROP) Price Targets Amid Muted End-Market Expectations
A few days earlier, on December 4, Barclays also lowered its target on ROP, bringing it down to $475 from $506, while maintaining an Underweight rating.
BofA Adjusts Elevance Health (ELV) Target to Reflect Higher Sector Valuations
On December 16, BofA lifted its price target on Elevance Health, Inc. (NYSE:ELV) to $385 from $370 and kept a Neutral rating.
BofA Raises Analog Devices (ADI) Target, Sees Long AI-Driven Upgrade Cycle Ahead
On December 16, BofA raised its price target on Analog Devices, Inc. (NASDAQ:ADI) to $320 from $290 and kept a Buy rating.
Goldman, Barclays Lower Roper (ROP) Price Targets Amid Muted End-Market Expectations
A few days earlier, on December 4, Barclays also lowered its target on ROP, bringing it down to $475 from $506, while maintaining an Underweight rating.
BTIG Starts Coverage on Twilio (TWLO), Sees Path to Sustainable Double-Digit Growth
On December 17, BTIG analyst Nick Altmann initiated coverage of Twilio Inc. (NYSE:TWLO) with a Buy rating and a $165 price target.
Jefferies Initiates Badger Meter (BMI) with Buy Rating as Smart Water Demand Stays Intact
On December 12, Jefferies initiated coverage of Badger Meter, Inc. (NYSE:BMI) with a Buy rating and a $220 price target.
Hedge Fund and Insider Trading News: Bill Ackman, Warren Buffett, Steve Cohen, Citadel Investment Group, Elliott Management, Altai Capital, Elanco Animal Health Inc (ELAN), NVIDIA Corp (NVDA), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
Capricor Therapeutics, Inc. (CAPR): A Bear Case Theory
We came across a bearish thesis on Capricor Therapeutics, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research.
McDonald's Corporation (MCD): A Bull Case Theory
We came across a bullish thesis on McDonald’s Corporation on wallstreetbets subreddit by nskidder.
Moderna, Inc. (MRNA): A Bull Case Theory
We came across a bullish thesis on Moderna, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research.
Sarepta Therapeutics, Inc. (SRPT): A Bull Case Theory
We came across a bullish thesis on Sarepta Therapeutics, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research.
Viavi Solutions Inc. (VIAV): A Bull Case Theory
We came across a bullish thesis on Viavi Solutions Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Viking Therapeutics, Inc. (VKTX): A Bull Case Theory
We came across a bullish thesis on Viking Therapeutics, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research.
Xeris Biopharma Holdings, Inc. (XERS): A Bull Case Theory
We came across a bullish thesis on Xeris Biopharma Holdings, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research and Rudy Does Research.
Ciena Corporation (CIEN): A Bull Case Theory
We came across a bullish thesis on Ciena Corporation on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
CommScope Holding Company, Inc. (COMM): A Bull Case Theory
We came across a bullish thesis on CommScope Holding Company, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Fabrinet (FN): A Bull Case Theory
We came across a bullish thesis on Fabrinet on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Levi Strauss & Co. (LEVI): A Bull Case Theory
We came across a bullish thesis on Levi Strauss & Co. on Paradox’s Substack by Paradox Intelligence.
MACOM Technology Solutions Holdings, Inc. (MTSI): A Bull Case Theory
We came across a bullish thesis on MACOM Technology Solutions Holdings, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Norwegian Cruise Line Holdings Ltd. (NCLH): A Bull Case Theory
We came across a bullish thesis on Norwegian Cruise Line Holdings Ltd. on Guardian Research’s Substack.
RadNet, Inc. (RDNT): A Bear Case Theory
We came across a bearish thesis on RadNet, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on RDNT.
TransAlta Corporation (TAC): A Bull Case Theory
We came across a bullish thesis on TransAlta Corporation on Stockdrifts Research’s Substack.
BWX Technologies, Inc. (BWXT): A Bull Case Theory
We came across a bullish thesis on BWX Technologies, Inc. on X.com by @TheValueist.
Constellation Energy Corporation (CEG): A Bull Case Theory
We came across a bullish thesis on Constellation Energy Corporation on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on CEG.
Kulicke and Soffa Industries, Inc. (KLIC): A Bull Case Theory
We came across a bullish thesis on Kulicke and Soffa Industries, Inc. on X.com by @ContrarianCurse. In this article, we will summarize the bulls’ thesis on KLIC.
Harley-Davidson, Inc. (HOG): A Bull Case Theory
We came across a bullish thesis on Harley-Davidson, Inc. on Levered Longhorn substack.
T1 Energy Inc. (TE): A Bull Case Theory
We came across a bullish thesis on T1 Energy Inc. on Stockdrifts Research’s Substack.
10 Best Performing Electrical Infrastructure Stocks in 2025
The fundamental goal of dozens of electrical utility companies is to produce and provide electricity to customers.
Our Favorite CBD Gummies for 2026 (Joy Organics)
CBD gummies have quickly evolved from a niche wellness item to one of the most talked-about supplement categories going into 2026.
Rigetti Computing, Inc. (RGTI): A Bear Case Theory
We came across a bearish thesis on Rigetti Computing, Inc. on wallstreetbets subreddit by dnr41418.
Vertiv Holdings Co (VRT): A Bull Case Theory
We came across a bullish thesis on Vertiv Holdings Co on X.com by @TheValueist.
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