JPMorgan Sees Regulatory Upside, Keeps $43 Target on Toast (TOST)
On December 4, JPMorgan analyst Tien-tsin Huang upgraded Toast, Inc. (NYSE:TOST) to Overweight from Neutral and kept the price target at $43.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Analyst Reiterates 'Buy' Rating on Flowco (FLOC)
On December 9, Piper Sandler reiterated its ‘Buy’ rating on Flowco Holdings Inc. (NYSE:FLOC) and assigned the stock a price target of $28, representing an upside potential of just over 50%.
JPMorgan Raises Price Target on NorthWestern Energy Group (NWE)
On December 12, JPMorgan raised its price target on NorthWestern Energy Group, Inc. (NASDAQ:NWE) from $60 to $61, while maintaining its ‘Neutral’ rating on the shares.
Centuri Holdings (CTRI) Surges Following New Customer Awards
[caption id="attachment_978996" align="aligncenter" width="1214"] High-voltage power lines. Electricity distribution station. high voltage electric transmission tower.
Analyst Increases Price Target on Weatherford International (WFRD)
Weatherford International plc (NASDAQ:WFRD) received a lift on December 11 when Citi raised its price target on the stock from $77 to $93, while keeping a ‘Buy’ rating on its shares.
Here is Why Enerflex (EFXT) Gained This Week
On December 9, Raymond James upgraded Enerflex Ltd. (NYSE:EFXT) from ‘Outperform’ to ‘Strong Buy’, while also raising its price target from C$24.5 to C$25.
Jefferies Cuts General Mills (GIS) Target to $47 as Volumes Begin to Improve
On December 11, Jefferies analyst Scott Marks cut his price target on General Mills, Inc. (NYSE:GIS) to $47 from $50 and maintained a Hold rating.
Hallador Energy (HNRG) - Among the Energy Stocks that Gained This Week
Hallador Energy Company (NASDAQ:HNRG), through its subsidiaries, engages in the production of steam coal for the electric power generation industry in Indiana.
Energy Vault Holdings (NRGV) Continues to Rally Following Entry into Swiss Market
Energy Vault Holdings, Inc.
NextNRG (NXXT) Gained Over 36% This Week. Here is Why
NextNRG Inc. (NASDAQ:NXXT) engages in mobile fueling operations in the United States.
Morgan Stanley Starts Ford (F) Coverage With $14 Target Amid Prolonged EV Slowdown
On December 8, Morgan Stanley began coverage of Ford Motor Company (NYSE:F) with an Equal Weight rating and $14 price target.
Piper Sandler Adjusts Huntington (HBAN) Target After Strategy Refresh
On December 10, Piper Sandler raised its price target on Huntington Bancshares Incorporated (NASDAQ:HBAN) to $16 from $15, while keeping an Underweight rating.
JPMorgan Lifts Alcoa (AA) Target to $45 in 2026 Metals Outlook
On December 5, JPMorgan raised its price target on Alcoa Corporation (NYSE:AA) to $45 from $35 as part of the firm’s broader 2026 outlook for North American metals and mining companies.
Rivian (RIVN) Faces Downgrade With $12 Target Intact at Morgan Stanley
On December 8, Morgan Stanley analyst Andrew Percoco downgraded Rivian Automotive, Inc. (NASDAQ:RIVN) to Underweight from Equal Weight while keeping the price target at $12.
Hormel (HRL) Featured in Barclays’ Forward Look at Agriculture and Protein Demand
On December 9, Barclays cut its price target on Hormel Foods Corporation (NYSE:HRL) to $31 from $30 as it outlined its view for the Americas agribusiness sector.
Seaport Research Reworks its View on Weyerhaeuser (WY) After Q3
On December 10, Seaport Research lowered its price target on Weyerhaeuser Company (NYSE:WY) to $33 from $35 while maintaining a Buy rating.
Morgan Stanley Updates Rogers Communications (RCI) Outlook Amid Shifting Telecom Dynamics
Morgan Stanley, on December 10, lifted its price target on Rogers Communications Inc. (NYSE:RCI) to C$50 from C$46 and maintained an Underweight rating on the shares.
Intuit (INTU) Fell as Guidance Fell Short of Expectations
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here.
Chipotle Mexican Grill (CMG) Slid on Broad-Based Decline in Consumer Spending
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here.
SAP SE (SAP) Slid On Market Concerns Over the Disruptive Potential of AI
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here.
Magellan Global Fund’s Q3 2025 Investor Letter
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”.
Do You Believe in the Growth Potential of Shake Shack (SHAK)?
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.
What Makes Fabrinet (FN) a Worthy Investment?
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.
Will Nova Ltd. (NVMI) Benefit from Increasing Use of AI?
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.
Medpace Holdings (MEDP) Surged Following the Strong Results
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.
Inspire Medical Systems (INSP) Fell Following Reduced Full-Year Guidance
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.
Here’s Why BellRing Brands (BRBR) Slid in Q3
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.
Wasatch Global Investors Small Cap Growth Fund’s Q3 2025 Investor Letter
Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter.
Wells Fargo Analyst Upgrades Evaluation of NVIDIA Corporation (NVDA)
On December 9, 2025, The Fly reported that Wells Fargo analyst Aaron Rakers upgraded his evaluation of NVIDIA Corporation (NASDAQ:NVDA).
Morgan Stanley Analyst Keeps A Buy Rating On Microsoft Corporation (MSFT)
Further developments followed on December 9 from theFly, where Jefferies stated that OpenAI’s hiring of Denise Dresser, the CEO of Slack, as its new CRO positions the company for a major enterprise ...
The Coca-Cola Company (NYSE:KO) Sees More Innovation Potential For Bolt-on M&A
Henrique Braun will succeed James Quincey as CEO of The Coca-Cola Company (NYSE:KO) on March 31, 2026, according to a December 10 CNBC report.
Barclays Analyst A Buy Rating On McDonald’s Corporation (MCD)
According to a December 8 CNBC report, starting on January 1, 2026, McDonald’s Corporation (NYSE:MCD) will evaluate franchisees worldwide based on how well their prices provide value in accordance with...
Nvidia (NVDA): Giverny Capital Asset Management’s Cautious Optimism on AI and Comparisons to the Dot-Com Era
Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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