Insider Hawk

Curated insider & politician trade alerts. 📈 High-conviction: 0-4 alerts/day. 🦅 Not financial advice, DYOR

[Insider Hawk @InsiderHawk]

@Christi60805497 @patientinvestor Hahahaha fair. $ADBE CEO and CFO both leaving so that does remove 2 executives who might buy 🤣

[Insider Hawk @InsiderHawk]

@Mr_Derivatives Interesting that no $ADBE insiders have bought shares, even after the stock is down ~38% YTD.

Other software stocks have seen insider buying:
$ADSK $NOW $MSFT $CRM ... all bought by insiders this year

[Insider Hawk @InsiderHawk]

@MDBBolsa No $ADBE insiders have bought shares in the past year, either...

The stock is down ~37.5% YTD and not a single executive has bought.

Meanwhile other SaaS companies have all seen significant insider buying:

$ADSK
$MSFT
$NOW
$CRM

[Insider Hawk @InsiderHawk]

@StockSavvyShay @FuturumEquities No $ADBE insiders have bought shares in the past year.

The stock is down ~37.5% YTD and not a single executive has bought. It's interesting.

Meanwhile other SaaS companies have all seen significant insider buying:

$ADSK
$MSFT
$NOW
$CRM

[Insider Hawk @InsiderHawk]

@StockSavvyShay Market is scared due to CEO and CFO both stepping down. No $ADBE insiders have bought shares in the past year.

The stock is down ~37.5% YTD and not a single executive has bought.

Meanwhile other SaaS companies have all seen significant insider buying:

$ADSK
$MSFT
$NOW
$CRM

[Insider Hawk @InsiderHawk]

$ADBE is down ~37.5% YTD and not a single executive has bought shares.

Meanwhile other SaaS companies have all seen significant insider buying:

$ADSK
$MSFT
$NOW
$CRM

[Silicon Salvage @SiliconSalvage]

$ADBE just printed $208 after hours, down another 4.75% on top of a 6% regular-session drop. Ugly tape.

But here’s the part the headlines skip: not a single Adobe insider has bought a share on the open market in ~15 months. The last open-market buy was March 2025 — at $391.

The people who run the company haven’t stepped in to catch a stock that’s nearly halved beneath them. They’ve only sold.

Make of that what you will.

[Insider Hawk @InsiderHawk]

@shravanrayhaan @ariaradnia Huh? Insiders buy when they think the stock has gotten too cheap. To the point where it's clearly undervalued. They do give a damn about free money. They don't appear to think it's an obvious buy yet

[Insider Hawk @InsiderHawk]

@meetblossomapp I'm curious if $MSFT or $META will perform better from here. I own both

[Insider Hawk @InsiderHawk]

@joecarlsonshow Capex receiver vs capex spenders 🤷🏼‍♂️

[Insider Hawk @InsiderHawk]

@gurgavin I'll be adding to $QCOM soon. Already got in near the lows. US Rep. Maria Elvira Salazar bought up to $50K in QCOM recently too

[Insider Hawk @InsiderHawk]

@oguzerkan Or just $V and $MA

[Insider Hawk @InsiderHawk]

@PeterBerezinBCA It's a reasonable theory. Who do you think benefits most then, in this case. The suppliers like $NVDA and $AMD? as well as the end-user of course

[Insider Hawk @InsiderHawk]

@WillBiddy_ Okay so you are serious about the question...

[Insider Hawk @InsiderHawk]

@Liathetrader If that's what is happening then it is truly stupid

[Insider Hawk @InsiderHawk]

@WillBiddy_ Even many other SaaS names have better moat than $ADBE when you consider AI threat. I own just 4-5 SaaS companies and $ADBE is probably the most questionable and at-risk. I do own it but they have some questions they need to answer for the market

[Insider Hawk @InsiderHawk]

@joecarlsonshow Well these companies are in uncharted territory in terms of the massive capex / infrastructure buildout. I still own some $META and $GOOGL and $MSFT but I think the clearer play is the companies that receive all this capex money. I'm up 5x on $AMD. $NVDA looks good here now. Etc

[Insider Hawk @InsiderHawk]

@intellivisi0x @EricBalchunas No, they do not. They can also go to zero if the underlying stock loses 33% in a day. (if 3x levered). Don't buy this junk. Just buy stocks or Call options