Sharemaestro Newsreel

TSA Wealth Managment LLC Invests $744,000 in Advanced Micro Devices, Inc. $AMD

Oppenheimer Asset Management Inc. Has $46.21 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Oppenheimer Asset Management Inc. Buys Shares of 74,195 Paychex, Inc. $PAYX

Oppenheimer Asset Management Inc. acquired a new position in Paychex, Inc. (NASDAQ:PAYX) during the second quarter, purchasing 74,195 shares valued at approximately $7.296 million. Other hedge funds also adjusted their holdings in Paychex, and institutional investors collectively own 83.47% of the company's stock. Paychex …

FICO Is Down 34% Since January. Its $2 Billion Buyback Suggests Management Thinks Shares Got Too Cheap

Smith Group Asset Management LLC Has $91.79 Million Stake in Advanced Micro Devices, Inc. $AMD

Penn Capital Management Company LLC Makes New Investment in Aehr Test Systems $AEHR

Penn Capital Management Company LLC has made a new investment in Aehr Test Systems (NASDAQ:AEHR), acquiring 150,547 shares worth approximately $14.5 million, giving it a 0.46% stake. Institutional investors now own 69.69% of the company, which has an average "Buy" rating and a $136.67 …

Summit Global Investments Invests $1.23 Million in Sanmina Corporation $SANM

Summit Global Investments recently acquired a new stake in Sanmina Corporation, purchasing 4,840 shares valued at approximately $1.23 million during the second quarter. This move is part of broader institutional investor activity, with Sanmina reporting strong quarterly results including adjusted EPS of $3.31 and …

Oppenheimer Asset Management Inc. Makes New $7.27 Million Investment in Sanmina Corporation $SANM

Oppenheimer Asset Management Inc. recently invested $7.27 million in Sanmina Corporation (NASDAQ:SANM) by acquiring 28,721 shares. This comes as institutional investors now hold 92.71% of the company's stock, and Sanmina reported strong quarterly earnings, exceeding revenue and EPS estimates. Analyst sentiment remains largely positive, …

CoreWeave (CRWV): Magnetar funds enter call options on 1,000,000 shares

Magnetar-related entities have reported 22 derivative transactions involving call options on 1,000,000 shares of CoreWeave, Inc. Class A Common Stock. These options, with exercise prices of $135 and $140 per share, are exercisable and expire on March 19, 2027, creating an obligation for Magnetar …

Arista Networks, Inc. $ANET Stock Position Boosted by Smith Group Asset Management LLC

Smith Group Asset Management LLC increased its stake in Arista Networks (ANET) by 7.6% during the second quarter, making it their 9th largest holding. The article also details other institutional investor activity, recent insider stock sales, Arista Networks' financial performance, and current analyst ratings. …

Local Pensions Partnership Investment Ltd Reduces Stake in Autodesk, Inc. $ADSK

Local Pensions Partnership Investment Ltd has reduced its stake in Autodesk, Inc. (NASDAQ:ADSK) by 9.8%, selling 74,121 shares to now own 680,379 shares valued at $132.22 million. Despite this reduction, Autodesk remains the 16th largest position in the firm's portfolio. Other hedge funds have …

Sumitomo Mitsui Trust Group Inc. Boosts Stock Holdings in Autodesk, Inc. $ADSK

Sumitomo Mitsui Trust Group Inc. increased its stake in Autodesk, Inc. by 4.6% in the second quarter, acquiring an additional 47,993 shares. This brings their total holdings to 1.08 million shares, valued at approximately $210.1 million. Other institutional investors like Vanguard, State Street, and …

Oppenheimer Asset Management Inc. Makes New $11.55 Million Investment in Entegris, Inc. $ENTG

Oppenheimer Asset Management Inc. has initiated a new position in Entegris, Inc. (NASDAQ:ENTG), purchasing 64,212 shares valued at approximately $11.55 million. Several other institutional investors also significantly increased their holdings in Entegris. The company reported strong Q2 earnings, surpassing analyst estimates, and analysts maintain …

SiTime (NASDAQ:SITM) Upgraded at Zacks Research

Zacks Research upgraded SiTime (NASDAQ:SITM) from a "hold" to a "strong-buy" rating, with the consensus average price target at $688.75. The company recently surpassed quarterly earnings estimates, reporting $2.34 EPS against a $1.95 estimate and revenues of $157.43 million. Despite insider share sales totaling …

Oppenheimer & Co. Inc. Purchases 3,370 Shares of Advanced Micro Devices, Inc. $AMD

180,912 Shares in SPS Commerce, Inc. $SPSC Bought by Long Path Partners LP

Long Path Partners LP has acquired 180,912 shares of SPS Commerce, Inc. (NASDAQ:SPSC), valued at approximately $10.3 million, making it their 6th largest holding and representing 0.49% of the company. Despite a consensus "Hold" rating from analysts with an average price target of $74.60, …

Summit Global Investments Invests $1.65 Million in Rogers Corporation $ROG

Summit Global Investments acquired a new stake of 10,066 shares in Rogers Corporation (NYSE:ROG) worth approximately $1.65 million during the second quarter, bringing its total ownership to 0.06% of the company. Institutional investors collectively hold 96.02% of Rogers. The company reported Q2 EPS of …

Northstar Group Inc. Invests $860,000 in Salesforce Inc. $CRM

Northstar Group Inc. has invested $860,000 in Salesforce Inc., acquiring 5,492 shares of the CRM provider's stock. This move comes as Salesforce reported strong quarterly earnings, exceeding analyst estimates, and maintains a "Moderate Buy" consensus rating from analysts. Despite positive sentiment regarding its financial …

208,278 Shares in ADTRAN Holdings, Inc. $ADTN Acquired by Walleye Trading LLC

Walleye Trading LLC recently acquired 208,278 shares of ADTRAN Holdings, Inc. (NASDAQ:ADTN), valued at approximately $2.9 million, giving them a 0.26% stake in the company. Institutional investors now collectively own 80.56% of ADTRAN. Despite mixed analyst ratings and a consensus "Hold" with a $14.67 …

Oppenheimer Asset Management Inc. Buys Shares of 400,910 Cognex Corporation $CGNX

Oppenheimer Asset Management Inc. recently acquired 400,910 shares of Cognex Corporation (NASDAQ:CGNX) worth approximately $29 million, with institutional investors now owning 88.12% of the company. Cognex reported strong quarterly earnings, beating estimates with $0.45 EPS and a 16.9% year-over-year revenue increase, while analysts maintain …

Milford Funds Ltd. Invests $3.54 Million in Autodesk, Inc. $ADSK

Milford Funds Ltd. recently acquired a new stake worth approximately $3.54 million in Autodesk, Inc. (NASDAQ:ADSK) during the second quarter. This investment, comprising 18,192 shares, highlights institutional interest in the software company. Other institutional investors have also adjusted their positions, and analysts have issued …

Monolithic Power Systems, Inc. $MPWR Shares Purchased by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS increased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 19.9% in the second quarter, bringing its total holdings to 5,010 shares valued at $6,926,000. Other institutional investors also adjusted their positions in the semiconductor company. Wall Street analysts have …

State of Michigan Retirement System Sells 1,159 Shares of Monolithic Power Systems, Inc. $MPWR

The State of Michigan Retirement System decreased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 8.3% in the second quarter, selling 1,159 shares and retaining 12,811 shares valued at $17.71 million. Several other institutional investors also adjusted their positions in MPWR. Analyst ratings for …

Pictet Asset Management Holding SA Has $139.23 Million Stock Position in Monolithic Power Systems, Inc. $MPWR

Mitchell Capital Management Co. Sells 1,424 Shares of Monolithic Power Systems, Inc. $MPWR

Mirabella Financial Services LLP Sells 2,798 Shares of Monolithic Power Systems, Inc. $MPWR

NOW - The Platform Turning Enterprise Chaos into Autonomous Workflows

ServiceNow (NOW) is positioned as a critical platform for turning enterprise chaos into autonomous AI-driven workflows, with its intrinsic value potentially underestimated by the market. The company is evolving from IT service management to an enterprise AI operating system, connecting data, workflows, governance, and …

NewSquare Capital LLC Invests $720,000 in Intel Corporation $INTC

NewSquare Capital LLC has invested $720,000 in Intel Corporation by purchasing 5,158 shares in the second quarter. This move is part of broader institutional interest, with hedge funds and other investors making changes to their positions in INTC. Analyst sentiment is mixed, with a …

Mill Capital Management LLC Acquires New Shares in Salesforce Inc. $CRM

Mill Capital Management LLC has acquired 59,846 shares of Salesforce Inc. (NYSE:CRM) valued at approximately $9.4 million in the second quarter. Institutional investors now own 80.43% of Salesforce's stock. Salesforce reported strong quarterly EPS and revenue, exceeding consensus estimates, and analysts maintain a "Moderate …

Jennison Associates LLC Has $45.43 Million Stake in Arista Networks, Inc. $ANET

Jennison Associates LLC decreased its stake in Arista Networks (NYSE:ANET) by 4.2% in the second quarter, holding 267,450 shares valued at $45.43 million. Despite this, institutional investors collectively own 82.47% of the company. Arista Networks reported strong quarterly results, with earnings and revenue exceeding …

Pictet Asset Management Holding SA Acquires 10,866 Shares of Aehr Test Systems $AEHR

Analog Devices (ADI) Sees Growth Projections Climb, Is The Valuation Too Pricey?

Analog Devices (ADI) has seen its growth projections climb due to industrial and data center demand, with analysts expecting sharp increases in quarterly earnings and revenue. The stock has experienced significant positive momentum, returning 42.25% year-to-date and 70.37% over the past year, reflecting investor …

US Stock Futures Flat After S&P500, Dow End At Record Highs On Strong Earnings, Easing Geopolitical Concerns — PLTR, AZN, CMG, MRNA In Focus

PAYO Stock At Near One-Year High — Payments Firm Nuvei To Acquire Payoneer Global For $2.75B

Monolithic Power Systems (NASDAQ:MPWR): Strong Growth with a Technical Setup

Sumitomo Mitsui Trust Group Inc. Decreases Stake in Monolithic Power Systems, Inc. $MPWR