Constellation Energy Corporation (CEG): A Bull Case Theory
We came across a bullish thesis on Constellation Energy Corporation on Crack The Market’s Substack by Ozeco and The Black Line.
Insider Monkey Blog
The Vita Coco Company, Inc. (COCO): A Bull Case Theory
We came across a bullish thesis on The Vita Coco Company, Inc. on Kroker Equity Research’s Substack. In this article, we will summarize the bulls’ thesis on COCO.
Corpay, Inc. (CPAY): A Bull Case Theory
We came across a bullish thesis on Corpay, Inc. on Outsized Returns’s Substack.
Robinhood Markets, Inc. (HOOD): A Bull Case Theory
We came across a bullish thesis on Robinhood Markets, Inc. on The AI Architect’s Substack.
TD Cowen Keeps Buy on Microsoft (MSFT) Despite Softer Azure Growth
On January 29, TD Cowen trimmed its price recommendation on Microsoft Corporation (NASDAQ:MSFT) to $610 from $625. It kept a Buy rating on the stock.
RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
On February 3, RBC Capital raised its price target on Johnson & Johnson (NYSE:JNJ) to $255 from $240 and reiterated an Outperform rating.
Union Pacific, Wabtec Strike Landmark $1.2B Locomotive Modernization Deal
On February 4, Union Pacific Corporation (NYSE:UNP) and Wabtec reached a $1.2 billion agreement to overhaul Union Pacific’s AC4400 locomotive fleet.
Scotiabank Lifts Merck (MRK) Target as Execution Continues to Impress
On February 4, Scotiabank raised its price target on Merck & Co., Inc. (NYSE:MRK) to $136 from $120 and maintained an Outperform rating.
Citi Jumps Applied Materials (AMAT) Target Ahead of Earnings
On February 4, Citi analyst Atif Malik raised his price target on Applied Materials, Inc.
Mizuho Raises Costco (COST) Target as Membership Trends Rebound
On February 3, Mizuho lifted its price target on Costco Wholesale Corporation (NASDAQ:COST) to $1,065 from $1,000 and kept its Outperform rating in place.
Deutsche Bank Lifts Coca-Cola (KO) Target Ahead of Q4 Earnings
Deutsche Bank lifted its price recommendation on The Coca-Cola Company (NYSE:KO) to $83 from $82 on January 29.
UBS Lifts PepsiCo (PEP) Target After Solid Q4 Execution
On February 4, UBS analyst Peter Grom raised his price recommendation on PepsiCo, Inc. (NASDAQ:PEP) to $190 from $170. The analyst also reiterated a Buy rating on the stock.
RBC Lifts Amgen (AMGN) Target After Strong Q4, Cites Key Drug Momentum
On February 4, RBC Capital raised its price recommendation on Amgen Inc. (NASDAQ:AMGN) to $360 from $335.
UBS Makes a Modest Target Increase on Medtronic (MDT), Keeps Neutral Rating
A day earlier, Medtronic announced plans to acquire privately held CathWorks in a deal valued at up to $585 million.
Barclays Lifts Colgate (CL) Target as 2026 Growth Outlook Improves
On February 3, Barclays analyst Lauren Lieberman raised the price recommendation on Colgate-Palmolive Company (NYSE:CL) to $88 from $83. The firm kept an Equal Weight rating.
UBS Nudges U.S. Bancorp (USB) Target Higher while Holding a Neutral View
On February 4, UBS lifted its price recommendation on U.S. Bancorp (NYSE:USB) to $60 from $57. The firm maintained a Neutral rating on the stock.
TD Cowen Raises Mondelez (MDLZ) Target While North America Volumes Remain Weak
On February 4, TD Cowen lifted its price target on Mondelez International, Inc. (NASDAQ:MDLZ) to $65 from $62 and maintained a Buy rating.
Deutsche Bank Lifts Hershey (HSY) Target but Stays on the Sidelines Ahead of Q4
On January 29, Deutsche Bank raised its price recommendation on The Hershey Company (NYSE:HSY) to $188 from $180.
BofA Flags Margin Uncertainty for Clorox (CLX) After Q2 Earnings Miss
On February 4, BofA analyst Anna Lizzul raised the firm’s price target on The Clorox Company (NYSE:CLX) to $112 from $110 and kept a Neutral rating on the stock.
Hedge Fund and Insider Trading News: Chris Rokos, Michael Burry, Stanley Druckenmiller, Scott Bessent, Jain Global, D E Shaw, Kinder Morgan Inc (KMI), Micron Technology Inc (MU), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
Abitibi Metals Delivers Significant Increase in B26 Mineral Resource, Advancing to 13.0 Mt Indicated at 2.1% CuEq and 12.3 Mt Inferred at 2.2% CuEq
Indicated Resources Expand to a meaningful 13 Mt (+14% vs.
Knightscope Retains Lake Street to Support Growth Through Acquisitions
SUNNYVALE, Calif.–February 5,2026–Knightscope, Inc.
13 High Growth Cloud Stocks to Buy
Investing in cloud computing stocks offers exposure to one of the most important and fastest-growing pillars of the modern digital economy.
Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer briefly commented on gold and silver prices.
10 Best Affordable Housing Stocks to Buy
Housing stocks offer investors a liquid, accessible way to gain exposure to the residential real estate market without the capital intensity or operational complexity of owning...
11 Best Pipeline and MLP Stocks to Buy in 2026
Pipeline and Master Limited Partnership (MLP) stocks represent the midstream energy companies that operate natural-gas and petroleum transport, storage, and processing networks...
KeyBanc Turns Bullish on Revolve Group, Inc. (RVLV) as Tariff Risks Ease and Profitability Improves Growth-Focused
On January 22, KeyBanc raised its price target on Revolve Group to $35 from $25 while maintaining an Overweight rating on the shares.
Why Jefferies Still Sees Alibaba Group Holding Limited (BABA) as a Compelling Buy for 2026
Jefferies analyst Thomas Chong lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) to $225 from $231 while maintaining a Buy rating on the shares as...
Oppenheimer Raises Amazon.com, Inc. (AMZN) Target as AWS Momentum and Margin Expansion Accelerate
Oppenheimer analyst Jason Helfstein raised the firm’s price target on Amazon.com, Inc.
Chewy, Inc. (CHWY) Strengthens Long-Term Value Case Amid Shifting Internet Sector Dynamics
On January 13, Morgan Stanley raised its price target on Chewy to $51 from $48 while maintaining an Overweight rating on the shares.
Coupang, Inc. (CPNG)’s Growth Engine Remains Intact Despite Temporary Uncertainty
On January 12, Nomura downgraded Coupang, Inc.
PDD Holdings Inc. (PDD)’s Global Expansion Supports Its Long-Term Growth Story
On January 28, Citi analyst Alicia Yap lowered the firm’s price target on PDD Holdings Inc.
DoorDash, Inc. (DASH)’s Buy Rating Upheld as Investments Signal Long-Term Growth Potential
On January 29, Guggenheim lowered its price target on DoorDash, Inc.
Piper Sandler Maintains Overweight on Global-E Online Ltd. (GLBE) Amid Software Sector Reset
On February 3, Piper Sandler analyst Billy Fitzsimmons maintained an Overweight rating on Global-E Online Ltd.
Baird Signals Continued Confidence in Maplebear Inc. (CART)’s Long-Term Growth Potential
Baird analyst Colin Sebastian lowered the firm’s price target on Maplebear Inc.
BofA Adjusts Sea Limited (SE) EPS Forecast, Confirms Buy Rating
On January 15, Bank of America lowered its price target on Sea Limited (NYSE:SE) to $182 from $200 while maintaining a Buy rating on the shares.
Stifel Maintains Hold on Etsy, Inc. (ETSY), Lowers Price Target Amid Near-Term Consumer Pressure
Stifel analyst Mark Kelley lowered the firm’s price target on Etsy, Inc. (NYSE:ETSY) to $62 from $65 while maintaining a Hold rating on the shares on January 27.
Beyond Meat (BYND) Returned 350% in a Few Days. Here’s How
Deep Sail Capital, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here.
Deep Sail Capital Partners’ Investment Thesis for Sanuwave Health (SNWV)
Deep Sail Capital, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here.
Deep Sail Capital Partners’ Q4 2025 Investor Letter
Deep Sail Capital Partners, an investment management company, released its third-quarter investor letter.
Hyatt Hotels Corporation (H) Rose 13.1% Amid Macro Economic Uncertainty
Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.
IDEXX Laboratories (IDXX) Positioned to Benefit from Growing Aging Pet Market
Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.
Baron Focused Growth Fund’s Q4 2025 Investor Letter
Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Focused Growth Fund”.
Fidelity Growth Strategies Fund Avoids IDEXX Laboratories (IDXX) Due to Questionable Growth Durability
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter ...
Weaker-Than-Expected Margin Hurt Axon Enterprise (AXON) in Q4
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter ...
What Makes Lumentum Holdings (LITE) a High-Growth Business?
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter ...
ATI (ATI) Surged on Increased Sales of Aerospace Products
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter ...
Better-Than-Expected Results Lifted Coherent (COHR) in Q4
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter ...
Fidelity Growth Strategies Fund’s Q4 2025 Investor Letter
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter.
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