Insider & Cluster Buy Highlights – February 02, 2026
📅 Published: February 02, 2026 at 01:32 PM UTC
5 Insider Purchases
On February 02, 2026, this newsletter featured 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – February 02, 2026
Here are some of the most interesting insider and cluster buying signals from the last 7 days.
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 About Fair Value:
The Fair Value shown for each company is calculated using a Levered Discounted Cash Flow (DCF) model. This method estimates the intrinsic value of a stock by projecting future cash flows and discounting them back to present value, accounting for the company's debt structure. A positive percentage difference indicates the stock may be undervalued relative to this model, while a negative percentage suggests it may be overvalued. Fair value calculations are estimates and should be considered alongside other factors.
🔥 Notable Cluster Buys (≥ $500,000)
No new qualifying cluster buys in the last 7 days.
💼 Notable Individual Insider Buys (≥ $100,000)
$4.91
Current Price
Transaction Date: Jan 30, 2026
Shares: 114,447
Purchase Price: $4.82
Purchase Value: $552,150
📈
P&L: 1.8% ($9,785 gain)
📊 Valuation & Analyst Info:
Analyst Rating: C+
📰 Recent News (Last 7 Days):
Defense World • Jan 28, 2026
Volcon (NASDAQ: EMPD - Get Free Report) and Bollinger Innovations (NASDAQ: BINI - Get Free Report) are both small-cap auto/tires/trucks companies, but which is the superior stock? We will compare the ...
$306.70
Current Price
$472.94
Fair Value
Transaction Date: Jan 30, 2026
Shares: 1,000
Purchase Price: $304.00
Purchase Value: $304,000
📈
P&L: 0.9% ($2,700 gain)
📊 Valuation & Analyst Info:
Fair Value: $472.94 (54.2% undervalued vs current price)
Analyst Rating: B
Avg Price Target: $339.59 (+10.7% vs current)
📰 Recent News (Last 7 Days):
IBM exec says Trump's Fed pick will 'overhaul' central bank policies while bringing crisis expertise
Fox Business • Feb 01, 2026
IBM's Gary Cohn praised President Trump's Fed nominee Kevin Warsh, citing his 2008 financial crisis role and plans to return central bank to traditional policy.
Benzinga • Feb 01, 2026
IBM Vice Chair Gary Cohn praised President Trump's nomination of Kevin Warsh as Fed chair as a market-friendly, inflation-focused choice, while Sen. Elizabeth Warren warned the move threatens the cent...
The Motley Fool • Feb 01, 2026
IBM is seeing solid revenue growth come from AI. Recent acquisitions set it up to be a leader in agentic AI.
Schwab Network • Feb 01, 2026
“Things look pretty good” for 2026, says Andrew Arons, anticipating falling rates and continued strength in earnings. He sees “extreme growth” down the road but says we're “stuck in the second or thir...
Defense World • Feb 01, 2026
Donaldson Capital Management LLC raised its position in shares of International Business Machines Corporation (NYSE: IBM) by 1,510.3% in the third quarter, according to its most recent filing with the...
PRNewsWire • Jan 30, 2026
ARMONK, N.Y., Jan. 30, 2026 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors has elected Ramon L.
Defense World • Jan 30, 2026
Federated Hermes Inc. grew its position in shares of International Business Machines Corporation (NYSE: IBM) by 24.1% in the undefined quarter, according to the company in its most recent Form 13F fil...
Defense World • Jan 30, 2026
International Business Machines (NYSE: IBM) executives highlighted a year of accelerating growth and record cash generation during the company's fourth-quarter 2025 earnings call, pointing to strong p...
Defense World • Jan 30, 2026
Alpha Cubed Investments LLC increased its stake in International Business Machines Corporation (NYSE: IBM) by 27.9% during the undefined quarter, according to its most recent disclosure with the Secur...
Defense World • Jan 30, 2026
International Business Machines Corporation (NYSE: IBM - Get Free Report)'s share price gapped up prior to trading on Thursday following a stronger than expected earnings report. The stock had previou...
The Motley Fool • Jan 29, 2026
Rigetti Computing is one of the foremost pure-play quantum computing stocks. Because Rigetti is so small and quantum computing is so new, the company is likely to struggle in the coming years.
Investopedia • Jan 29, 2026
Microsoft shares plunged and Meta Platforms stock surged after the companies released quarterly results. A flurry of Big Tech earnings has been released in recent days, and more is on the way.
GuruFocus • Jan 29, 2026
IBM (IBM) shares rose 5% following a robust Q4 earnings report. The company reported a 12.2% year-over-year revenue increase, reaching $19.69 billion, surpassin
Zacks Investment Research • Jan 29, 2026
International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.
Schwab Network • Jan 29, 2026
It's not just Mag 7 earnings moving markets Thursday morning. Diane King Hall points to IBM Corp. (IBM) rallying toward all-time highs after its strong report.
Investopedia • Jan 29, 2026
Major equities indexes opened little changed Thursday, a day after the Federal Reserve held interest rates steady, as investors mulled a slew of corporate earnings reports, including from a trio of Ma...
247 Wallst • Jan 29, 2026
Live Updates Bank of America Just Reiterated a Buy Rating on IBM 2 hours ago Live Analysts at Bank of America just reiterated a buy rating on IBM (NYSE: IBM), with a price target of $340. The firm not...
Forbes • Jan 29, 2026
IBM (NYSE: IBM) exceeded earnings expectations and demonstrated that its AI strategy is effective. Q4 revenue reached $19.69 billion compared to the anticipated $19.21 billion—a 12.1% increase from th...
Market Watch • Jan 29, 2026
IBM's stock IBM+0.10% rose 9% to $321 — moving above its 50-day average of $302 — as the company's adjusted earnings per share of $4.52 on sales of $19.69 billion topped Wall Street estimates of $4.30...
Seeking Alpha • Jan 29, 2026
IBM reported solid Q4 results, but 2026 guidance remains uninspiring with only 5% sales growth projected. The tech company has a strong GenAI order book, but most of the $12.5 billion order book is co...
📊 Recent Earnings: Jan 28, 2026
EPS: $4.52 (est: $4.31)
Revenue: $19,686,000,000M (est: $19,190,244,553M)
🏛️ House Trading Activity (Past 2 Months):
David Taylor (OH02) - Purchase
Date: Jan 08, 2026 | Amount: $1,001 - $15,000 | Owner:
David Taylor (OH02) - Purchase
Date: Jan 08, 2026 | Amount: $15,001 - $50,000 | Owner:
Gilbert Cisneros (CA31) - Purchase
Date: Dec 19, 2025 | Amount: $1,001 - $15,000 | Owner:
Julie Johnson (TX32) - Sale
Date: Dec 18, 2025 | Amount: $1,001 - $15,000 | Owner: Joint
Lloyd Doggett (TX37) - Purchase
Date: Dec 12, 2025 | Amount: $1,001 - $15,000 | Owner:
$13.25
Current Price
$14.56
Fair Value
Transaction Date: Nov 07, 2025
Shares: 15,898
Purchase Price: $13.20
Purchase Value: $209,854
📈
P&L: 0.4% ($795 gain)
📊 Valuation & Analyst Info:
Fair Value: $14.56 (9.9% undervalued vs current price)
Analyst Rating: C
$21.72
Current Price
$71.84
Fair Value
Transaction Date: Jan 24, 2025
Shares: 10,000
Purchase Price: $18.72
Purchase Value: $187,200
📈
P&L: 16.0% ($30,000 gain)
📊 Valuation & Analyst Info:
Fair Value: $71.84 (230.8% undervalued vs current price)
Analyst Rating: B-
Avg Price Target: $23.00 (+5.9% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Jan 26, 2026
NB Bancorp, Inc. (NBBK) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
$4.12
Current Price
Transaction Date: Jan 28, 2026
Shares: 40,000
Purchase Price: $4.57
Purchase Value: $182,800
📉
P&L: 9.8% ($18,000 loss)
📊 Valuation & Analyst Info:
Analyst Rating: C+
📰 Recent News (Last 7 Days):
Defense World • Jan 29, 2026
Vertiv (NYSE: VRT - Get Free Report) and Mawson Infrastructure Group (NASDAQ: MIGI - Get Free Report) are both computer and technology companies, but which is the superior stock? We will compare the t...
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