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Dear Fellow Investor,
When it comes to making smart investing decisions, few indicators carry as much weight as insider buying. After all, who knows a company’s true value better than the people running it?
While not every insider trade guarantees upside, large, open-market purchases—especially after long periods of inactivity—can be a powerful signal of confidence in a company’s future.
And right now, that’s exactly what we’re seeing.
In the last few days, multiple insiders have stepped up with big buys, suggesting they believe their respective companies are poised to bounce back — or even surge. Here’s a closer look at three names catching the attention of savvy investors.
Company: Applied Materials (SYM: AMAT)
CEO Just Made His First Purchase Since 2015
One of the most striking insider trades recently came from Applied Materials, a global leader in materials engineering for semiconductors and displays. After a steep decline brought on by trade war fears and broader market volatility, the company’s CEO, Gary Dickerson, made a rare move: he bought stock.
And not just a few shares.
Recently, Dickerson purchased 50,000 shares for a total of $6.9 million, at an average price of $137.30. This marked his first insider buy in nearly a decade — the last one was back in 2015 when he picked up 30,000 shares for just over $430,000.
The timing is notable.
AMAT shares had recently dipped to levels not seen since late 2023. Rather than selling or standing by, Dickerson stepped in with a massive vote of confidence — signaling that he sees substantial upside at current prices.
There’s more to like here, too.
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Buybacks and Dividends: Applied Materials recently increased its share buyback program and raised its dividend — always a bullish sign for investors.
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Analyst Upgrades: Jefferies upgraded AMAT to a “Buy,” citing improving macro conditions and renewed demand for DRAM and NAND memory chips.
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AI Momentum: Jefferies analysts noted that strong growth in artificial intelligence is helping boost capital expenditures from cloud computing companies — a trend that directly benefits AMAT’s business.
Taken together, these factors suggest AMAT may be undervalued — and insiders like Dickerson clearly agree.
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Company: Salesforce (SYM: CRM)
Director Makes a $1 Million Bet on a Rebound
Salesforce has been under pressure recently, dragged down in part by the same global headwinds hitting the broader tech sector — tariffs, slowing international sales, and investor skittishness around big-cap software names.
But insiders are showing signs of renewed confidence.
On a recent dip, Salesforce director Oscar Munoz stepped in, buying 3,882 shares at an average price of $257.28, totaling just under $1 million. The purchase came as CRM shares found technical support near the $230 level, from which they’ve since rebounded to $250+.
Now, investors are watching to see if the stock can retest the $270 range in the near term.
There are several catalysts working in Salesforce’s favor:
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Dividend Boost: CRM increased its dividend to $0.42/share, payable on April 24 to shareholders of record as of April 10. This marks another signal of strength and shareholder-friendly capital allocation.
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Strong Fundamentals: Despite market turbulence, Salesforce continues to post solid revenue growth and maintain healthy margins.
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Cloud and AI Tailwinds: The company is well-positioned in the cloud space and is integrating more AI tools into its product suite — both long-term growth levers.
Oscar Munoz’s insider buy suggests he believes the current pullback is a temporary dip — and that better days may be ahead for CRM shareholders.
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Company: Home Depot (SYM: HD)
Director Buys $1M in Stock Near 2024 Lows
Home improvement giant Home Depot may not be the flashiest name in tech or AI, but it remains a rock-solid stock with a track record of bouncing back from short-term dips — and insiders are betting it will do just that.
After dropping to around $330, HD shares have begun to recover, recently trading near $350.51. From here, a retest of the $375 level looks entirely possible — especially with warm weather boosting seasonal demand.
Helping that case, Home Depot director Gregory Brenneman recently purchased 2,884 shares at an average price of $346.66, for a total investment of $1 million.
It’s a strong signal that management believes the worst may be behind them.
Why the renewed confidence?
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Spring/Summer Seasonality: Warmer weather typically brings a boost in home improvement spending — good news for HD’s bottom line.
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Resilient Consumer Spending: Despite inflation concerns, homeowners are still investing in repairs, remodels, and DIY projects.
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Dividend Strength: Home Depot has a history of delivering strong dividend growth and shareholder returns — helping make it a defensive play during uncertain times.
With technical support in place and insiders buying, HD could be poised for a solid rebound through the second quarter.
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Do you have your eye on any other stocks with recent insider buys? What sectors of the market do you think are particularly interesting right now? Hit "reply" to this email and let us know your thoughts!
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