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This Month's Exclusive Article Insiders Step in to Buy These 3 Tanking StocksSubmitted by Leo Miller. Article Published: 3/10/2026. 
Key Points - Insiders are buying KKR after the stock has lost over a third of its value as investors assess the risks of the firm's investment portfolio from multiple angles.
- After surging 250% on its IPO day, Figma is trading below its opening price and has seen over $30 million in insider buying.
- Reddit is down almost 50% from its highs, and one insider is buying as the company's financials improve.
- Special Report: Elon's "Hidden" Company
Amid precipitous falls in their share prices, several notable stocks are flashing bullish signals through a key indicator: insider buying. That group includes a leading financial services company, a creative design disruptor and a discussion-platform social media name whose shares have climbed more than 300% since their IPO. KKR Sees Big Insider Buying as Markets Rock Shares KKR & Co. (NYSE: KKR) is the world's fifth-largest alternative asset manager, overseeing more than $700 billion in assets. The stock is down more than 35% from its all-time high as artificial intelligence (AI) disruption fears ripple through the market. San Francisco is the strangest city in America right now—you can hop into a self-driving car and be chauffeured by a robot, but out the window you see addicts slumped in doorways, open-air drug markets, the mentally ill screaming at the sky, and entire city blocks consumed by homeless encampments. It's ground-zero for the most disruptive technological forces of our age, and Erez lives in the Bay Area plugged into the capital, the connections, and the companies reshaping the world—the advancements in AI, blockchain, computing, and biosciences are unlike anything the world has seen before, and a tsunami of disruption is coming for everything all at once. During our most recent broadcast, we exposed what we're calling the most asymmetric opportunity of our careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn't priced in—it's one of those rare situations Warren Buffett would describe as raining gold when all you have to do is step outside if you want to get rich. Watch the broadcast before the window closes now Investors worry AI could hurt the businesses KKR has invested in or loaned to, potentially damaging returns—particularly in software investments given the rise of new AI tools and development frameworks. Against that backdrop, KKR insiders have been aggressively buying the company's stock. In 2026, insiders have purchased roughly $40 million worth of shares, and MarketBeat has not tracked insider selling over the same period. KKR notes its $740 billion in assets under management has only about 7% exposure to software, well below industry peers and broader equity and credit indexes. Part of that underexposure reflects the company's caution in 2021 when many competitors overinvested in software businesses. That said, there are other notable risks beyond software exposure—most prominently concerns around the so‑called "Bermuda Triangle" private-credit strategies used by some firms, which investors should consider. FIG Insider Piles in After Fall from Grace Next up is Figma (NYSE: FIG), the digital design company that has challenged Adobe (NASDAQ: ADBE). The stock rocketed 250% on its first day of trading in mid‑2025 but has since given back those gains and more. FIG now trades near $29 per share, below its $33 IPO price. Fears about AI disruption have weighed heavily on the shares. Still, insider Reed Andrew Phillips has been stepping in, buying more than $36 million of Figma shares in February. Phillips purchased these shares at an average price near $25—roughly 15% below the stock's current level—making the purchases a potentially bullish signal. Investors should note that insider selling in 2026 is approaching $50 million, exceeding Phillips' purchases. However, nearly all of those sales occurred under predetermined 10b5‑1 plans or involved other mitigating circumstances, which limits the bearish interpretation of that selling. As a recently public company, many insiders may also be seeking liquidity, which can create an overhang on the shares. RDDT: Revenue, Margins, Buybacks, and Insider Buying Are Up Discussion platform Reddit (NYSE: RDDT) has experienced a volatile ride since going public in early 2024. The stock jumped 48% on its first trading day from an IPO price of $34 and climbed as high as $270 in the second half of 2025. It has since fallen roughly 50% from that peak and currently trades near $140—still more than 300% above its IPO price. AI fears have likely contributed to some big down days, often in sync with weakness among software stocks. Nevertheless, Reddit has produced rapid revenue growth—between 68% and 78% over the last three quarters—driven by advertising momentum, and it posted a record adjusted EBITDA margin of 45% last quarter. The company signaled confidence by authorizing a new $1 billion buyback, and insider activity adds to the bullish case. In February, director Sarah Farrell purchased about $7.6 million of stock at an average price near $148, modestly above the current level. Reddit has also seen insider selling in 2026, but, like the other names above, most occurred under 10b5‑1 plans. Evaluating Insider Activity Alongside Broader Fundamental Analysis Insider purchases at KKR, FIG and RDDT are constructive signals for stocks that have suffered steep declines. However, investors should remember that insider buying is only one indicator. It is most useful when considered alongside fundamentals, valuation, competitive dynamics, liquidity events, and company‑specific risks—along with an understanding of whether recent sales were driven by automatic 10b5‑1 plans or other non‑informational factors. |
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