Key Points
- Insiders are buying Hudson Pacific Properties after a major cash investment altered its long-term outlook.
- NeoGenomics insiders bought the stock as it approached long-term lows, signaling confidence in the growth forecasts.
- Carvana insiders are taking profits and will likely continue to be a headwind for this market in 2025.
Insider activity increased in stocks such as Hudson Pacific Properties (NYSE: HPP), NeoGenomics (NASDAQ: NEO), and Carvana (NYSE: CVNA), signaling opportunities for traders and investors alike. The question is what those opportunities are, and what investors might do about them. This article examines who is buying, the forces driving their underlying markets, and what the potential upside may be, if any.
Hudson Pacific Properties: The Bottom Is In
Hudson Pacific Properties is a small, West Coast-oriented REIT focused on the tech and media industry. It owns and operates various properties, including sound stages for the production and development of media projects. In early June, insiders ranging from a handful of directors to the CEO, CIO, COO, and several EVPs and VPs bought direct ownership shares.
The purchases were made simultaneously as a show of faith in the company’s recapitalization efforts. These efforts include a stock offering, of which a single, large investment firm has already claimed half. The purpose of the recapitalization is to reduce and reposition debt, thereby strengthening the balance sheet to focus on growth opportunities. The investment by Cohen & Steers is a sign that institutions, which collectively own about 98% of the floating stock, have confidence in the turnaround effort and growth prospects.
Analysts, likewise, have begun to show renewed confidence in the stock. The Q2 activity tracked by InsiderTrades includes increased coverage, firming sentiment, and positive price target revisions that end the downtrends in place. The takeaway is that this stock is bottoming out on a variety of factors, including its business outlook and sell-side sentiment, as reflected in the views of insiders, institutions, and analysts. The stock price, which is up significantly from its recent lows, can continue to rebound in this scenario and may easily surpass the consensus forecast for a 25% gain.
NeoGenomics: Insiders Buy It at Long-Term Lows
NeoGenomics is a small diagnostics firm that conducts tests for the cancer healthcare industry, as well as a wide range of other services. Its business is growing and profitable, and is expected to accelerate revenue and earnings growth over the next few years. The stock price recently pulled back to long-term lows, aligning with the bottom of a potential trading range, where insiders ranging from the CFO to the CEO started buying. Their activity is slight, but it increases their holdings, demonstrating confidence in the company’s future.
Institutions own the remaining 98% of the shares, presenting a problem for investors. They sold on balance in Q1 and quarter-to-date in Q2, presenting a headwind for the market. If that trend continues, the stock price will struggle to advance and hold its gains. However, the potential for gains is substantial. The analysts lowered their price targets in H1 2025, but the market overcorrected, presenting a deep-value opportunity. It is more than 20% below the analyst's lowest price target and almost 100% below the consensus.
Carvana Insider Take Profits: Gains Capped in 2025
Carvana stock has seen an impressive price gain over the past two years, but the trend is likely to be over. Although the business remains healthy, insiders, including the CEO, CFO, and major investors such as the CEO’s father, are selling and can be expected to continue doing so in 2025. These insiders purchased CVNA stock heavily while it was at its lowest point and have since made quadruple-digit gains. There is no reason for insiders not to sell, other than the fact that their impact is driving the price of the stock too low, and they are a significant force owning nearly 15% of the stock.
Analysts are confident of the company’s future and have been leading the stock higher with their price target revisions. The problem at the end of Q2 2025 is that the stock is trading in the high-end range, well above the consensus estimate, with limited upside potential. In this scenario, the stock price may increase to retest the recent and then the all-time highs, but will likely top out without a new catalyst emerging.
Companies in This Article:
| Company | Current Price | Price Change | Dividend Yield | P/E Ratio | Consensus Rating | Consensus Price Target |
|---|
| Hudson Pacific Properties (HPP) | $2.69 | +0.1% | N/A | -0.99 | Hold | $3.22 |
| NeoGenomics (NEO) | $7.16 | -0.3% | N/A | -11.74 | Hold | $13.83 |
| Carvana (CVNA) | $306.73 | -2.9% | N/A | 107.63 | Moderate Buy | $284.18 |
Experience
Thomas Hughes has been a contributing writer for InsiderTrades.com since 2019.
- Professional Background: Thomas Hughes is the Managing Partner of Passive Market Intelligence LLC, a market research platform he launched in 2023 with the mission: “We watch the market so you don't have to.” He has worked as a blogger, stock market commentator, and independent analyst since 2010 and has been actively involved in trading and investing since 2005.
- Credentials: He holds an Associate of Arts in Culinary Technology—training that honed his discipline, attention to detail, and ability to anticipate outcomes, all of which carry over into his work as a market analyst.
- Finance Experience: Thomas has been writing about finance and investing since 2011, when he discovered it could be more than a personal passion—it could be a profession. He’s been a contributing writer for InsiderTrades.com since 2019.
- Writing Focus: He specializes in the S&P 500, small-cap stocks, dividend and high-yield strategies, consumer staples, retail, technology, oil, and cryptocurrencies. His analysis blends chart-based technical setups with key fundamental insights, helping readers identify actionable trends.
- Investment Approach: Thomas takes a hybrid approach that combines technical analysis with deep fundamental research. He often writes about macroeconomic shifts, earnings trends, and sentiment-based trading signals.
- Inspiration: Thomas first became interested in stocks after attending a seminar on how to buy and sell your own shares. That event opened his eyes to the market's potential and sparked a lifelong interest in investing.
- Fun Fact: Thomas took up model railroading by accident a few years ago—and now he can’t stop running the rails.
- Areas of Expertise: Technical and fundamental analysis, S&P 500, retail and consumer sectors, dividends, market trends
Education
Associate of Arts in Culinary Technology
