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Insider Monkey Blog

Nvidia’s (NVDA) Big Earnings Moment: Analysts Expect No Drama as Targets Move Higher

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts are Tracking Closely. On November 18, BNP Paribas Exane raised its price target on the stock to $250.00 from...

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November 19 - News

Hedge Fund Investor Letters Q3 2025

We will be sharing Q3 2025 hedge fund investor letters in this article.

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November 19 - Hedge Fund Investor Letters, News

Oracle (ORCL) Rallied Following a Big Cloud Services Contract

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

What Makes Applied Materials (AMAT) a Good Investment?

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

Here’s What Made SCCM Value Equity Fund Add NextEra Energy (NEE) to Its Portfolio

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

Lowe’s Companies (LOW) Soared Following Strong Results

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

Here’s Why The Walt Disney Company (DIS) Declined in Q3

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

What Makes Becton Dickinson (BDX) a Good Long-Term Investment?

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

Is UnitedHealth Group (UNH) Trading at an Attractive Valuation?

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor...

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November 19 - Hedge Fund Investor Letters, News

Schafer Cullen Capital Management Value Equity Strategy’s Q3 2025 Investor Letter

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc.

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November 19 - Hedge Fund Investor Letters, News

What Makes Journey Medical Corporation (DERM) a Good Investment?

Summers Value Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 19 - Hedge Fund Investor Letters, News

Summers Value Partners Established a Position in UniQure N.V. (QURE) in Q3

Summers Value Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 19 - Hedge Fund Investor Letters, News

Here’s Why Summers Value Partners Sold Inspire Medical Systems (INSP)

Summers Value Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 19 - Hedge Fund Investor Letters, News

What Makes Ligand Pharmaceuticals (LGND) an Investment Choice?

Summers Value Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 19 - Hedge Fund Investor Letters, News

Eltek Ltd. (NASDAQ:ELTK) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Eltek Ltd. 2025 Third Quarter Financial Results Conference Call.

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November 19 - News, Transcripts

Amer Sports, Inc. (NYSE:AS) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the Amer Sports Third Quarter Fiscal 2025 Earnings Conference Call.

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November 19 - News, Transcripts

BellRing Brands, Inc. (NYSE:BRBR) Q4 2025 Earnings Call Transcript

BellRing Brands, Inc. (NYSE:BRBR) Q4 2025 Earnings Call Transcript November 18, 2025BellRing Brands, Inc. misses on earnings expectations.

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November 19 - News, Transcripts

PDD Holdings Inc. (NASDAQ:PDD) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the PDD Holdings, Inc.

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November 19 - News, Transcripts

Euroseas Ltd. (NASDAQ:ESEA) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by, ladies and gentlemen, and welcome to Euroseas Conference Call on the Third Quarter 2025 Financial Results. We have with us today Mr.

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November 19 - News, Transcripts

Ituran Location and Control Ltd. (NASDAQ:ITRN) Q3 2025 Earnings Call Transcript

Ituran Location and Control Ltd. (NASDAQ:ITRN) Q3 2025 Earnings Call Transcript November 18, 2025Ituran Location and Control Ltd. beats earnings expectations.

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November 19 - News, Transcripts

iQIYI, Inc. (NASDAQ:IQ) Q3 2025 Earnings Call Transcript

iQIYI, Inc. (NASDAQ:IQ) Q3 2025 Earnings Call Transcript November 18, 2025iQIYI, Inc. reports earnings inline with expectations.

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November 19 - News, Transcripts

Futu Holdings Limited (NASDAQ:FUTU) Q3 2025 Earnings Call Transcript

Futu Holdings Limited (NASDAQ:FUTU) Q3 2025 Earnings Call Transcript November 18, 2025Futu Holdings Limited beats earnings expectations.

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November 19 - News, Transcripts

Ultralife Corporation (NASDAQ:ULBI) Q3 2025 Earnings Call Transcript

Ultralife Corporation (NASDAQ:ULBI) Q3 2025 Earnings Call Transcript November 18, 2025Ultralife Corporation misses on earnings expectations.

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November 19 - News, Transcripts

Euroseas Ltd. (NASDAQ:ESEA) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by, ladies and gentlemen, and welcome to Euroseas Conference Call on the Third Quarter 2025 Financial Results. We have with us today Mr.

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November 19 - News, Transcripts

Kanzhun Limited (NASDAQ:BZ) Q3 2025 Earnings Call Transcript

Kanzhun Limited (NASDAQ:BZ) Q3 2025 Earnings Call Transcript November 18, 2025Kanzhun Limited reports earnings inline with expectations.

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November 19 - News, Transcripts

Canaan Inc. (NASDAQ:CAN) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to Canaan Inc. Third Quarter 2025 Earnings Conference Call.

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November 19 - News, Transcripts

Navios Maritime Partners L.P. (NYSE:NMM) Q3 2025 Earnings Call Transcript

Navios Maritime Partners L.P. (NYSE:NMM) Q3 2025 Earnings Call Transcript November 18, 2025Navios Maritime Partners L.P. misses on earnings expectations.

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November 19 - News, Transcripts

Varex Imaging Corporation (NASDAQ:VREX) Q4 2025 Earnings Call Transcript

Varex Imaging Corporation (NASDAQ:VREX) Q4 2025 Earnings Call Transcript November 18, 2025Varex Imaging Corporation beats earnings expectations.

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November 19 - News, Transcripts

Energizer Holdings, Inc. (NYSE:ENR) Q4 2025 Earnings Call Transcript

Energizer Holdings, Inc. (NYSE:ENR) Q4 2025 Earnings Call Transcript November 18, 2025Energizer Holdings, Inc. misses on earnings expectations.

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November 19 - News, Transcripts

Medtronic plc (NYSE:MDT) Q2 2026 Earnings Call Transcript

Ryan Weispenning: Hello, everyone. And thanks for joining us today for our fiscal 2026 second quarter video earnings webcast.

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November 19 - News, Transcripts

Solana Company (NASDAQ:HSDT) Q3 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by. Welcome to Solana Company Third Quarter Operating Results Conference Call.

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November 19 - News, Transcripts

Baidu, Inc. (NASDAQ:BIDU) Q3 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by for Baidu's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Today's conference is being recorded.

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November 19 - News, Transcripts

C3is Inc. (NASDAQ:CISS) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the C3is Third Quarter 2025 Financial and Operating Results Conference Call.

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November 19 - News, Transcripts

Dolby Laboratories, Inc. (NYSE:DLB) Q4 2025 Earnings Call Transcript

Dolby Laboratories, Inc. (NYSE:DLB) Q4 2025 Earnings Call Transcript November 18, 2025Dolby Laboratories, Inc. beats earnings expectations.

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November 19 - News, Transcripts

Weibo Corporation (NASDAQ:WB) Q3 2025 Earnings Call Transcript

Weibo Corporation (NASDAQ:WB) Q3 2025 Earnings Call Transcript November 18, 2025Weibo Corporation misses on earnings expectations.

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November 19 - News, Transcripts

The Home Depot, Inc. (NYSE:HD) Q3 2025 Earnings Call Transcript

The Home Depot, Inc. (NYSE:HD) Q3 2025 Earnings Call Transcript November 18, 2025The Home Depot, Inc. misses on earnings expectations.

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November 19 - News, Transcripts

The Home Depot, Inc. (NYSE:HD) Q3 2026 Earnings Call Transcript

The Home Depot, Inc. (NYSE:HD) Q3 2026 Earnings Call Transcript November 18, 2025The Home Depot, Inc. misses on earnings expectations.

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November 19 - News, Transcripts

Elbit Systems Ltd. (NASDAQ:ESLT) Q3 2025 Earnings Call Transcript

Elbit Systems Ltd. (NASDAQ:ESLT) Q3 2025 Earnings Call Transcript November 18, 2025Elbit Systems Ltd. beats earnings expectations.

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November 19 - News, Transcripts

Oaktree Specialty Lending Corporation (NASDAQ:OCSL) Q4 2025 Earnings Call Transcript

Oaktree Specialty Lending Corporation (NASDAQ:OCSL) Q4 2025 Earnings Call Transcript November 18, 2025Oaktree Specialty Lending Corporation beats earnings expectations.

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November 19 - News, Transcripts

Gorilla Technology Group Inc. (NASDAQ:GRRR) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Gorilla Technology Group's Third Quarter 2025 Financial Results Conference Call.

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November 19 - News, Transcripts

Gladstone Capital Corporation (NASDAQ:GLAD) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Gladstone Capital Corporation Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.

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November 19 - News, Transcripts

i3 Verticals, Inc. (NASDAQ:IIIV) Q4 2025 Earnings Call Transcript

Clay M. Whitson: The cadence driven by the cadence of revenue recognition on certain projects in our utilities and transportation markets.

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November 19 - News, Transcripts

James Hardie Industries plc (NYSE:JHX) Q2 2026 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the James Hardie Fiscal Second Quarter 2026 Earnings Conference Call.

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November 19 - News, Transcripts

Zynex, Inc. (NASDAQ:ZYXI) Q3 2025 Earnings Call Transcript

Operator: Excuse me, ladies and gentlemen. This is the operator speaking. Please continue to stand by, and your conference will begin momentarily. Thank you.

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November 19 - News, Transcripts

XP Inc. (NASDAQ:XP) Q3 2025 Earnings Call Transcript

Andre Parize: Good evening, everyone. I'm Andre Parize. Investor Relations Officer at XP. And it's a pleasure to be here with you today.

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November 19 - News, Transcripts

Helmerich & Payne, Inc. (NYSE:HP) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome, everyone joining Helmerich & Payne's Fiscal Fourth Quarter and Full Year Earnings Call.

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November 19 - News, Transcripts

Danaos Corporation (NYSE:DAC) Q3 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Danaos Corporation conference call to discuss the financial results for the 3 months ended September 30, 2025.

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November 19 - News, Transcripts

LifeMD, Inc. (NASDAQ:LFMD) Q3 2025 Earnings Call Transcript

Operator: Good afternoon. Thank you for joining us today to discuss LifeMD's results for the third quarter ended September 30, 2025.

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November 19 - News, Transcripts

Trip.com Group Limited (NASDAQ:TCOM) Q3 2025 Earnings Call Transcript

Trip.com Group Limited (NASDAQ:TCOM) Q3 2025 Earnings Call Transcript November 17, 2025Trip.com Group Limited beats earnings expectations.

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November 19 - News, Transcripts

LATAM Airlines Group S.A. (NYSE:LTM) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Third Quarter 2025 LATAM Airlines Group Earnings Conference Call. [Operator Instructions].

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November 19 - News, Transcripts

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