Insider & Cluster Buy Highlights – February 04, 2026
📅 Published: February 04, 2026 at 01:50 PM UTC
1 Cluster Buys5 Insider Purchases
On February 04, 2026, this newsletter featured 1 cluster buy and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – February 04, 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)
York Space Systems, Inc.View ChartFinancials
Ticker: YSS
$26.52
Current Price
52W: Low: $23.50 | High: $36.69
Participants: 3 insiders
Total Shares: 756,911
Total Value: $25,734,974
Timeframe: 0 days
Date Range: Jan 30, 2026 to Jan 30, 2026
👥 Participant Details:
BlackRock Portfolio Management LLC
Date: Jan 30, 2026
752,500 shares
$25,585,000
@ $34.00/share
P&L: -22.0% ($5,628,700)
Erwin Tami A.
Date: Jan 30, 2026
2,941 shares
$99,994
@ $34.00/share
P&L: -22.0% ($21,999)
Letarte Tyler
Date: Jan 30, 2026
1,470 shares
$49,980
@ $34.00/share
P&L: -22.0% ($10,996)
📉 Average P&L: -22.0% (-1,887,231)
Current Price: $26.52
📊 Valuation & Analyst Info:
Analyst Rating: D+
📰 Recent News (Last 7 Days):
The Motley Fool • Feb 04, 2026
York Space Systems went public Thursday -- and now trades below its offering price. This brand new space stock isn't cheap, though, costing more than 11 times annual sales.
Seeking Alpha • Jan 30, 2026
U.S. IPO Weekly Recap: Trio Of Sizable Listings Underwhelm To Close Out January
Seeking Alpha • Jan 30, 2026
York Space Systems targets evolving national security space needs with vertically integrated, mission-critical solutions, benefiting from shifting procurement trends. York´s IPO priced at $34 per shar...
Benzinga • Jan 30, 2026
York Space Systems (NYSE: YSS) stock fell 4.20% in Friday's pre-market session. The company debuted on NYSE on Thursday, with shares jumping 11.7% to $38 from the $34 IPO price, valuing the Denver-bas...
CNBC • Jan 29, 2026
York Space Systems opened on the New York Stock Exchange at $38 on Thursday, up 11.7% from its $34 IPO price. CEO Dirk Wallinger said the space and defense company's integrated systems will help space...
Barrons • Jan 29, 2026
York is going public at a time where there is a lot of hope and hype about space stocks.
Reuters • Jan 29, 2026
York Space Systems shares rose 11.8% in their New York Stock Exchange debut on Thursday, valuing the satellite company at $4.75 billion.
CNBC Television • Jan 29, 2026
York Space Systems Founder and CEO Dirk Wallinger speaks first with CNBC's Morgan Brennan about his company's IPO, his work with the Defense Department, and more.
Market Watch • Jan 28, 2026
Ahead of an expected SpaceX IPO later this year, a much smaller satellite company is headed for the public markets.
Business Wire • Jan 28, 2026
DENVER--(BUSINESS WIRE)--York announced the pricing of its upsized IPO of 18,500,000 shares of its common stock at a public offering price of $34 per share.
💼 Notable Individual Insider Buys (≥ $100,000)
Harrison Street Real Assets Fund LLCView ChartFinancials
10% Owner
Transamerica Bond Active ETF ($TABD)
$25.12
Current Price
Transaction Date: Feb 02, 2026
Shares: 399,520
Purchase Price: $25.03
Purchase Value: $9,999,986
📈
P&L: 0.4% ($37,755 gain)
$19.72
Current Price
$7.56
Fair Value
Transaction Date: Feb 02, 2026
Shares: 57,000
Purchase Price: $17.96
Purchase Value: $1,023,720
📈
P&L: 9.8% ($100,320 gain)
📊 Valuation & Analyst Info:
Fair Value: $7.56 (61.6% overvalued vs current price)
Analyst Rating: C+
Avg Price Target: $33.50 (+69.9% vs current)
📰 Recent News (Last 7 Days):
GlobeNewsWire • Feb 04, 2026
WALTHAM, Mass., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Zenas BioPharma, Inc. (“Zenas” or the “Company”) (Nasdaq: ZBIO), a clinical-stage global biopharmaceutical company committed to being a leader in the ...
GuruFocus • Feb 03, 2026
Guru Stock PicksT Rowe Price Equity Income Fund has made the following transactions:Reduce in MET by 1.04%Sold out in ADBEAdd in REXR by 1.73%New position in CO
GlobeNewsWire • Feb 03, 2026
NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Zenas BioPharma, Inc. (“Zenas” or the “Company”) (NASDAQ: ZBIO). Such investors are advised ...
Defense World • Feb 02, 2026
Zenas BioPharma, Inc. (NASDAQ: ZBIO - Get Free Report) saw a significant growth in short interest in January. As of January 15th, there was short interest totaling 6,086,840 shares, a growth of 27.4% ...
PRNewsWire • Jan 29, 2026
NEW YORK, Jan. 29, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Zenas BioPharma, Inc. ("Zenas" or the "Company") (NASDAQ: ZBIO). Such investors are advised to c...
📅 Upcoming Earnings: Feb 11, 2026
EPS Estimate: $-1.22
$12.18
Current Price
Transaction Date: Feb 02, 2026
Shares: 58,289
Purchase Price: $12.19
Purchase Value: $710,543
📉
P&L: 0.1% ($583 loss)
📊 Valuation & Analyst Info:
Analyst Rating: A
Saba Capital Management, L.P.View ChartFinancials
10% Owner
ASA Gold and Precious Metals Limited ($ASA)
$67.31
Current Price
Transaction Date: Feb 02, 2026
Shares: 8,466
Purchase Price: $64.27
Purchase Value: $544,110
📈
P&L: 4.7% ($25,737 gain)
📊 Valuation & Analyst Info:
Analyst Rating: A-
📰 Recent News (Last 7 Days):
Seeking Alpha • Feb 04, 2026
Borregaard ASA (BRGAY) Q4 2025 Earnings Call Transcript
GlobeNewsWire • Feb 04, 2026
Key information relating to the proposed cash dividend to be paid by Equinor (OSE: EQNR, NYSE: EQNR) for fourth quarter 2025. Cash dividend amount: 0.39 Announced currency: USD Last day including righ...
GlobeNewsWire • Feb 03, 2026
Hexagon Purus ASA's fourth quarter results 2025 will be released on 10 February 2026, 07:00 CET. Morten Holum (CEO) and Salman Alam (CFO) will present the results at 08:30 CET and the presentation wil...
Seeking Alpha • Jan 29, 2026
Protector Forsikring ASA (PSKRF) Q4 2025 Earnings Call Transcript
📊 Recent Earnings: Jan 28, 2026
$13.50
Current Price
$60.79
Fair Value
Transaction Date: Feb 02, 2026
Shares: 16,446
Purchase Price: $15.24
Purchase Value: $250,706
📉
P&L: 11.4% ($28,685 loss)
📊 Valuation & Analyst Info:
Fair Value: $60.79 (350.3% undervalued vs current price)
Analyst Rating: A
Avg Price Target: $13.00 (-3.7% vs current)
📰 Recent News (Last 7 Days):
PRNewsWire • Feb 03, 2026
/PRNewswire/ -- DXC Technology (NYSE: DXC), l'un des principaux partenaires de technologie et d'innovation des entreprises, a confirmé son statut de
PRNewsWire • Feb 03, 2026
/PRNewswire/ -- DXC Technology (NYSE: DXC), socio líder en tecnología e innovación empresarial, ha confirmado su posición como proveedor líder de servicios de
PRNewsWire • Feb 03, 2026
/PRNewswire/ -- DXC Technology(NYSE: DXC), ein führender Partner für Unternehmenstechnologie und Innovation, hat seinen Status als führender IT-Dienstleister
PRNewsWire • Feb 03, 2026
/PRNewswire/ -- DXC Technology (NYSE: DXC), a leading enterprise technology and innovation partner, has affirmed its status as a leading IT service provider in
Seeking Alpha • Feb 02, 2026
I raise DXC Technology's rating from Hold to Buy based on my assessment of its 3QFY26 results and the outlook for the next fiscal year. Its 3rd quarter outperformance was driven by cost discipline, de...
PRNewsWire • Feb 02, 2026
/PRNewswire/ -- DXC Technology (NYSE: DXC), ein führender Technologie- und Innovationspartner für Unternehmen, gab heute die Ernennung von Rob Le Busque zum
PRNewsWire • Feb 01, 2026
/PRNewswire/ -- DXC Technology (NYSE: DXC), a leading enterprise technology and innovation partner, today announced the appointment of Rob Le Busque as
PRNewsWire • Feb 01, 2026
ASHBURN, Va., Feb. 1, 2026 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading enterprise technology and innovation partner, today announced the appointment of Rob Le Busque as President of Asia Paci...
Zacks Investment Research • Jan 30, 2026
DXC's Q3 earnings beat forecasts, but shares fall as revenues miss estimates and decline year over year.
Seeking Alpha • Jan 29, 2026
DXC Technology Company (DXC) Q3 2026 Earnings Call Transcript
Zacks Investment Research • Jan 29, 2026
The headline numbers for DXC Technology (DXC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street...
Zacks Investment Research • Jan 29, 2026
DXC Technology Company. (DXC) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.85 per share.
PRNewsWire • Jan 29, 2026
Total revenue of $3.19 billion, down 1.0% YoY (down 4.3% on an organic basis ) (1) Bookings of $3.6 billion, book to bill ratio of 1.12x EBIT margin of 5.6%, and adjusted EBIT(2) margin of 8.2% Dilute...
📊 Recent Earnings: Jan 29, 2026
EPS: $0.96 (est: $0.83)
Revenue: $3,194,000,000M (est: $3,175,314,290M)
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