RJ Hamster
🦉 The Night Owl Newsletter for November 10th
Unsubscribe These 5 stocks could move before Wall Street catches on (From TradingTips)Insiders Sold Big at These 3 Stocks—Should You Worry?Written by Leo MillerHuge players across streaming, leisure, and data center equipment have seen huge bouts of insider selling recently. Below, we’ll break down these sales and decipher what they mean for investors. Netflix Insiders Dump Over $140 Million in Stock; A Red Flag?Since the beginning of October, video streaming behemoth Netflix (NASDAQ: NFLX) has seen around $141 million worth of insider selling. With shares up around 24% in 2025, this raises questions about whether insiders are looking to exit after a strong run.Adding to this suspicion is that $88 million of these sales came after the company’s Q3 2025 earnings report. Netflix dropped by 10% on Oct. 22 in reaction to the report, the stock’s largest single-day drop since 2022. Do insiders see things turning at Netflix after its disappointing results?Ultimately, there is likely little to worry about regarding Netflix’s recent insider selling. Around 96% or $135 million of these sales came through predetermined 10b5-1 plans. Sales made under these plans are generally not bearish indicators in the near term. Under these plans, insiders determine when they will sell shares well in advance of trade execution. Thus, they don’t signal that insiders are looking to exit a stock due to recent events or potential events on the horizon.Notably, Wall Street sees considerable upside potential in Netflix after the stock’s fall. The MarketBeat consensus price target of around $1,340 suggests shares could rise by over 21%.Las Vegas Sands CEO Sells Nearly $100 Million After Earnings SpikeOn the other side of the equation, recent insider sales at Las Vegas Sands (NYSE: LVS) are a bit more concerning. Las Vegas Sands operates integrated resorts, which include casinos, hotels, and shopping malls in Asia. Between Oct. 27 and Oct. 31, Las Vegas Sands saw insider sales worth more than $94 million.Notably, none of these sales occurred under 10b5-1 plans, significantly raising the possibility that they serve as a bearish indicator. Additionally, all of these sales came from the company’s Chairman and Chief Executive Officer (CEO), Robert Goldstein. This is interesting considering that Las Vegas Sands shares have delivered a total return of 30% in 2025. Furthermore, all of these sales occurred after shares spiked by more than 12% on Oct. 23, following the company’s strong earnings report.The strong rise in shares, combined with the size of Goldstein’s sales, creates a moderately bearish signal for Las Vegas Sands. Still, the market seems to have brushed this off, and the stock continued to gain even as the company revealed these sales. However, Wall Street analysts appear to believe that Las Vegas Sands has reached its peak. The MarketBeat consensus price targetof just over $64 implies more than 1% downside in shares. Recently updated targets are also very close to this level.TE Connectivity: Insider Sales and Updated Price Targets Tell Different StoriesLastly, tech stock TE Connectivity (NYSE: TEL) has seen its shares and insider sales soar. The company makes a variety of connectivity solutions for transmitting power and data. Data centers have been rapidly buying their solutions, with TE’s Digital Data Networks end market growing by 80% last quarter. Overall, the stock has delivered a return of just under 72% in 2025.On Nov. 3, the company saw more than $26 million worth of insider selling. Notably, none of these sales were made through 10b5-1 plans. Additionally, the $20.3 million sale, coming from Chief Financial Officer Heath Mitts, is the largest single sale at TE Connectivity in 2025. Overall, it’s hard not to see these sales as moderately bearish indicators for TE Connectivity.Still, Wall Street analysts are indicating that the stock’s run could continue. The MarketBeat consensus price target of just under $242 doesn’t suggest this. It implies essentially no downside or upside in shares. However, price targets updated after the firm’s Oct. 29 earnings release paint a different picture. Among them, the average target is approximately $266, implying around 10% upside.Why Insider Selling Doesn’t Always Signal WeaknessInsider sales at these stocks lead investors to different conclusions. Overall, Netflix and TE Connectivity stand out due to their upside potential. In particular, TE Connectivity is likely to continue rising.With data center buildouts showing no signs of slowing down, the firm’s equipment is expected to see strong demand over the coming years. Still, growth will need to hold steady or continue accelerating to justify TE’s near all-time high valuation. READ THIS STORY ONLINETrump’s Next Ban – Coming January 19, 2026 (shocking) (Ad)Trump’s Next Export Ban Could Reshape the Global EconomyIt’s not semiconductors, AI chips or quantum computers. But none of those technologies can exist without it. On January 19th, 2026, Trump is expected to ban exports of something every tech company desperately needs—forcing them all to relocate to U.S. soil. SEE WHAT HE’S ABOUT TO BAN HERE…Shares Down, Price Targets Up: 3 Stocks Upgraded After +10% DropsWritten by Leo MillerWhile the market and Wall Street analysts often agree on the implications of earnings reports, this is certainly not always the case. A stock’s price action and changes in Wall Street price targets can also diverge after these events. This can be a signal that the market is reacting too harshly to a firm’s results, providing a potential opportunity for investors.Below, we’ll detail three stocks that fell considerably after their latest earnings but saw significant price target increases.Analysts Eye 50% Upside in EV Chip Stock Allegro MicrosystemsFirst up is mid-cap chip stock Allegro Microsystems (NASDAQ: ALGM). Allegro has strong capabilities in magnetic sensing and power chips, which cater to electric vehicle and industrial markets. Due to the company’s technological prowess, ON Semiconductor (NASDAQ: ON), one of the industry’s leaders, attempted to acquire the firm. ON Semiconductor was willing to pay $35.10 per share for Allegro. This offer is a considerable premium to the stock’s Nov. 7 closing price of around $27.The company reported earnings on Oct. 30, beating estimates on both sales and earnings per share (EPS). Shares sold off anyway, dropping 1.5% the same day. Since the report, shares have declined by more than 12%. None of this stopped analysts from raising their price targets.The MarketBeat consensus price target for Allegro is approximately $38, implying a 41% upside. However, among analysts who issued updates on Oct. 31, the average price target increased by 16%. The average target among these updated forecasts is just under $40, implying 47% upside in shares. This indicates that analysts incorporating the latest data into their forecasts are becoming more bullish on the stock.eBay Posts Fastest Growth Since 2021, Price Action and Targets DivergeeBay (NASDAQ: EBAY) also posted beats when reporting its earnings on Oct. 29. Revenues rose by more than 9% on a non-currency-adjusted basis in Q3. This was the company’s fastest quarterly growth rate since the third quarter of 2021. At that time, many companies saw outsized growth rates. COVID-19 shutdowns in 2020 artificially lowered sales, making for easy comparison periods the following year. This makes eBay’s growth in the latest quarter even more notable. However, shares absolutely tanked on Oct. 30 in reaction to the results, closing down by nearly 16%. Shares remain near that level. The MarketBeat consensus price target of around $94.50 implies 13% upside. Still, analysts’ forecasts updated after the results are more optimistic. Among analysts who changed their price targets between Oct. 30 and Nov. 3, the average target increased by over 7%. Among all analysts who updated or set price targets during that period, the average target comes in just over $96. This figure suggests a moderate upside potential of 15% in eBay shares.Analysts Upgrade Walmart-Linked Chip Stock Impinj Despite 15% Earnings DropLastly, we’ll discuss another mid-cap chip stock, Impinj (NASDAQ: PI). Impinj specializes in radio frequency identification (RFID) chips and sensors. Companies can place these chips on items, enabling them to track their inventory more quickly than by scanning a barcode. Many expect Impinj to benefit from an RFID partnership between Avery Dennison (NYSE: AVY)and Walmart (NYSE: WMT). Avery Dennison uses Impinj’s chips in many of its packaged RFID offerings. Impinj shares spiked over 19% on Oct. 23 in reaction to this news.On Oct. 29, Impinj reported earnings that also exceeded expectations in terms of sales and EPS. Still, shares sold off dramatically the next day, closing down by nearly 15%. Impinj shares are now down approximately 32% since the company reported earnings.The MarketBeat consensus price target for Impinj is approximately $226, implying a 38% upside. However, among all analysts who issued or set a price target on Impinj after the earnings announcement, the average target is just over $239. This figure implies 46% upside potential in shares, solidly more than implied by the consensus. Additionally, among the three analysts who changed their price targets immediately after the results on Oct. 30, the average price target moved up by 19%.Allegro and Impinj: Mid-Cap Chip Stocks With PotentialOverall, Wall Street analysts clearly disagreed with the market’s reaction to the results of Allegro, eBay, and Impinj. The fact that updated targets now see nearly 50% upside potential in Allegro and Impinj is particularly noteworthy. Investors may want to conduct further research on these stocks due to their potential for substantial gains. READ THIS STORY ONLINEThese 5 stocks could move before Wall Street catches on (Ad)Warren Buffett is the greatest value investor of all time. But even the Oracle of Omaha has limits. Because of Berkshire Hathaway’s size, Buffett simply can’t invest in small-cap stocks without taking controlling stakes. That means some of the market’s most promising companies are completely off his radar. But they don’t have to be off yours. We’ve put together a brand-new report profiling 5 small-cap stocks that check all the boxes of Buffett’s investing criteria solid financials, durable business models, strong management, and clear growth catalysts. The only difference? These stocks are flying under Wall Street’s radar and still accessible to individual investors like you.>> CLICK HERE TO GET YOUR FREE COPY OF THIS REPORTNuclear Stocks Are Melting Down—Should Investors Panic?Written by Jordan ChusslerLast week, on the news that Michael Burry, the renowned investor of The Big Short fame, had put options on NVIDIA (NASDAQ: NVDA) and—more significantly—Palantir Technologies (NASDAQ: PLTR), tech stocks sold off amid concerns about record-high valuations and a rapidly expanding AI bubble. As a result, the NASDAQ had its worst week since President Donald Trump’s Liberation Day tariff announcements in April, and the sudden market correction that followed. While Burry’s positions, per his Form 13F filing, include $186.6 million in puts on NVIDIA and $912.1 million in puts on Palantir, are targeting the higher flying AI-leveraged stocks. In fact, Burry’s Palantir position now accounts for more than 66% of Scion Asset Management’s entire $1.381 billion hedge fund. But the market’s selling last week was not isolated solely to AI. Ancillary, pick-and-shovel businesses also took sizable hits, most notably in nuclear stocks. Here’s why, and what investors can expect moving forward.Why Nuclear Stocks Have Been Selling Off By and large, the sell-off in AI stocks adversely impacted a handful of pre-revenue nuclear companies that had been the recipients of what former Federal Reserve Chairman Alan Greenspan might have referred to as irrational exuberance. Look no further than nuclear fuel tech company Lightbridge (NASDAQ: LTBR), which plunged nearly 32% over the past five trading sessions.Preceding the sell-off, shares of LTBR were enjoying a 444% year-to-date (YTD) gain. The company’s proprietary metallic fuel technology has drawn investor attention for its potential to improve reactor efficiency and safety.While still in development, Lightbridge’s partnerships with government labs and its focus on advanced nuclear applications have helped drive speculative interest—even as the fundamentals remain early-stage.Another—Oklo (NYSE: OKLO)— which develops small modular reactors (SMRs), saw its stock give back more than 18% over the past month after running up nearly 700% in 2025 before the sell-off began. Oklo’s flagship product, the Aurora microreactor, is designed to cool via sodium alloy, not water, increasing its applications for nuclear sites situated away from bodies of water. This design allows for more flexible deployment in remote or off-grid areas, expanding its commercial potential beyond traditional reactor sites. While still pre-revenue, the company has attracted investor attention due to early regulatory progress and strategic interest in advanced nuclear solutions. Oklo is expected to provide updates on its licensing roadmap and development pipeline in its upcoming earnings call, which may help stabilize sentiment following the recent sell-off.Meanwhile, Portland-based SMR maker NuScale Power (NYSE: SMR), another enormously popular nuclear stock this year, plummeted more than 30% in just the past five trading sessions.SMR was up more than 200% before the sell-off, followed by shares hitting their YTD high. The company isn’t entirely pre-revenue as it has begun generating income from engineering services, licensing fees, and early-stage projects. But it wasn’t just pre-revenue nuclear companies that took a hit. Investors were also grabbing gains from well-established firms, which further drove the sell-off in otherwise speculative stocks. For example, Cameco (NYSE: CCJ)—the world’s largest publicly traded uranium mining company—saw its shares fall by more than 10% over the past five trading sessions. Preceding last week’s sell-off, shares of CCJ were up around 105%. When looking at those YTD gains, it can be argued that last week’s AI stock fallout caused nuclear stocks to melt down, not because their respective applications aren’t viable, but because investors were locking in returns.Looking ahead, underlying trends remain intact, which should continue to reward shareholders who can see past the short-term noise. Long-Term Tailwinds Remain in Place for NuclearWhile Burry may in some circles be considered prescient, his puts on NVIDIA and Palantir likely have more to do with their runaway valuations that are unsupported by their earnings. However, those positions do not in any way suggest that AI data centers’ projected demand for electricity has been reduced, deterred, or altered in any way. That’s because last week’s sell-off is not an indication that underlying AI infrastructure trends are no longer in place. Currently, AI accounts for 4.4% of all U.S. energy consumption. But by 2030, that figure is expected to balloon to 12% to 20% of total consumption. None of that has fundamentally changed, and with the United States grappling with rapidly aging infrastructure, this all bodes well for nuclear tech companies that are aligning themselves with the goals of hyperscalers and Magnificent Seven companies. According to market consultancy firm Grand View Research, the AI data center industry is expected to grow at a compound annual growth rate (CAGR) of 28.3% from 2025 to 2030. While the CAGR over the same period for the SMR industry is projected to be 3.3%, this doesn’t account for how the gap between current electric power production and the forecasted demand for AI data centers will be filled. Meanwhile, the AI-driven boom in data center construction cannot go unmentioned. Earlier this year, Apollo Chief Economist Torsten Sløk noted that, despite GDP contracting in Q1 this year, data center construction added 1% to GDP growth. Then, in early August, Fortune reported that data centers have surpassed consumer spending as the most significant contributor to the U.S. GDP. READ THIS STORY ONLINEAI Continues to Surge—Here Are 2 Stocks Still Under $15 (Ad)Markets are volatile—but AI keeps rising. A new report reveals two under-the-radar AI stocks under $15 that could thrive in 2025’s uncertain market. These picks are backed by key trends most investors are missing.DOWNLOAD YOUR FREE REPORT: 2 AI STOCKS UNDER $15 FOR 2025More Stories3 Stocks Showing Relative Strength as Markets Pull BackAn Earnings Win With a Stock Slump: What’s Happening With D-Wave?Stopping the Deadliest Animal on Earth (Ad)3 Alternative Energy ETFs That Are Crushing the Market This YearAnalysts Keep Raving Over AppLovin: Targets Rise Post-Earnings2 Reasons to Buy Into Lam’s 185% Rally, 1 Reason to Run AwayIs Airbnb Stock a Buy After Q3 Earnings Miss?The Night Owl is a financial newsletter that provides in-depth market analysis on stocks of interest to individual investors. Published by MarketBeat and Early Bird Publishing, The Night Owl is delivered around 9:00 PM Eastern Sunday through Thursday. If you give a hoot about the market, The Night Owl is the newsletter for you.  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