Insider & Cluster Buy Highlights – February 07, 2026
📅 Published: February 07, 2026 at 01:53 PM UTC
2 Cluster Buys5 Insider Purchases
On February 07, 2026, this newsletter featured 2 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – February 07, 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)
Bob's Discount Furniture, Inc.View ChartFinancials
Ticker: BOBS
$16.95
Current Price
52W: Low: $16.66 | High: $18.88
$17.65
Fair Value
Participants: 5 insiders
Total Shares: 31,295
Total Value: $532,015
Timeframe: 0 days
Date Range: Feb 06, 2026 to Feb 06, 2026
👥 Participant Details:
Schaffer Ryan Gregory
Officer
Date: Feb 06, 2026
1,250 shares
$21,250
@ $17.00/share
P&L: -0.3% ($63)
Williams Scott K
Director
Date: Feb 06, 2026
12,000 shares
$204,000
@ $17.00/share
P&L: -0.3% ($600)
Moeller Stephen
Officer
Date: Feb 06, 2026
15,000 shares
$255,000
@ $17.00/share
P&L: -0.3% ($750)
Lang Trevor
Director
Date: Feb 06, 2026
1,845 shares
$31,365
@ $17.00/share
P&L: -0.3% ($92)
Carbone Barbara
Director
Date: Feb 06, 2026
1,200 shares
$20,400
@ $17.00/share
P&L: -0.3% ($60)
📉 Average P&L: -0.3% (-313)
Current Price: $16.95
📊 Valuation & Analyst Info:
Fair Value: $17.65 (4.1% undervalued vs current price)
📰 Recent News (Last 7 Days):
Seeking Alpha • Feb 06, 2026
Seven IPOs and six SPACs priced this week. Five IPOs and five SPACs submitted filings. Five IPOs are currently scheduled in the week ahead, and some smaller issuers may join the calendar throughout th...
Seeking Alpha • Feb 06, 2026
Bob's Discount Furniture priced its IPO at the low end, trading flat as investors remain cautious on valuation and growth prospects. Bob's targets over 500 stores by 2035, leveraging value pricing, ef...
GuruFocus • Feb 05, 2026
Stock News Amazon lifts 2026 capex to ~$200B: Amazon (AMZN) posted a Q4 EPS miss but revenue beat and guided 2026 capital expenditures to about $200 billion, pr
WSJ • Feb 05, 2026
The furniture chain, is betting its low-price model can carry it through economic uncertainty and fuel its next phase of growth, following a volatile period for the home-furnishings industry marked by...
Fast Company • Feb 05, 2026
Bob's Discount Furniture, a Connecticut-based furniture retailer backed by Bain Capital, is putting it all on the table.
Reuters • Feb 05, 2026
Shares of Bob's Discount Furniture , backed by private equity firm Bain Capital, opened flat in their New York Stock Exchange debut on Thursday, valuing the home furnishings retailer at $2.22 billion.
Business Wire • Feb 04, 2026
MANCHESTER, Conn.--(BUSINESS WIRE)--Bob's Discount Furniture, Inc. (“Bob's” or “Bob's Discount Furniture”) today announced the pricing of its initial public offering of 19,450,000 shares of its common...
Eikon Therapeutics, Inc. Common StockView ChartFinancials
Ticker: EIKN
$14.50
Current Price
52W: Low: $13.75 | High: $17.40
Participants: 4 insiders
Total Shares: 722,218
Total Value: $12,999,924
Timeframe: 0 days
Date Range: Feb 04, 2026 to Feb 04, 2026
👥 Participant Details:
Wolfe Josh
Date: Feb 04, 2026
138,888 shares
$2,499,984
@ $18.00/share
P&L: -19.4% ($486,108)
Lux Venture Partners V, LLC
Date: Feb 04, 2026
138,888 shares
$2,499,984
@ $18.00/share
P&L: -19.4% ($486,108)
Lux Venture Partners V, LLC
Date: Feb 04, 2026
138,888 shares
$2,499,984
@ $18.00/share
P&L: -19.4% ($486,108)
Wolfe Josh
Date: Feb 04, 2026
138,888 shares
$2,499,984
@ $18.00/share
P&L: -19.4% ($486,108)
Foresite Capital Management IV, LLC
10% Owner
Date: Feb 04, 2026
55,555 shares
$999,990
@ $18.00/share
P&L: -19.4% ($194,442)
FRAZIER KENNETH C
Date: Feb 04, 2026
111,111 shares
$1,999,998
@ $18.00/share
P&L: -19.4% ($388,888)
📉 Average P&L: -19.4% (-421,294)
Current Price: $14.50
📰 Recent News (Last 7 Days):
Seeking Alpha • Feb 06, 2026
Seven IPOs and six SPACs priced this week. Five IPOs and five SPACs submitted filings. Five IPOs are currently scheduled in the week ahead, and some smaller issuers may join the calendar throughout th...
GuruFocus • Feb 05, 2026
Stock News Amazon lifts 2026 capex to ~$200B: Amazon (AMZN) posted a Q4 EPS miss but revenue beat and guided 2026 capital expenditures to about $200 billion, pr
Reuters • Feb 05, 2026
Shares of drug developer Eikon Therapeutics opened 5.28% below their offer price in their Nasdaq debut on Thursday, valuing the company at about $860.3 million.
Reuters • Feb 04, 2026
Drug developer Eikon Therapeutics said on Wednesday it had raised $381.2 million in its U.S. initial public offering, selling about 21.2 million shares priced at $18 apiece.
💼 Notable Individual Insider Buys (≥ $100,000)
$10.71
Current Price
Transaction Date: Feb 05, 2026
Shares: 737,691
Purchase Price: $10.80
Purchase Value: $7,966,546
📉
P&L: 0.8% ($65,876 loss)
📊 Valuation & Analyst Info:
Analyst Rating: D+
$17.08
Current Price
$6.18
Fair Value
Transaction Date: Feb 04, 2026
Shares: 494,719
Purchase Price: $15.50
Purchase Value: $7,668,144
📈
P&L: 10.2% ($781,656 gain)
📊 Valuation & Analyst Info:
Fair Value: $6.18 (63.8% overvalued vs current price)
Analyst Rating: C
Avg Price Target: $19.50 (+14.2% vs current)
📰 Recent News (Last 7 Days):
The Motley Fool • Feb 04, 2026
Sonos beat on sales and earnings last night, and reported tremendous free cash flow in Q1. One point of concern: Sonos dramatically slashed its R&D budget.
Seeking Alpha • Feb 04, 2026
Sonos is positioned for a rebound, with new products, strong profitability, and an undemanding valuation after a challenging year. SONO's cost-cutting initiatives have driven a 45% y/y surge in adjust...
Zacks Investment Research • Feb 04, 2026
SONO beats Q1 earnings estimates as margins expand and cash flow surges, signaling progress toward a return to growth despite flat revenue.
Seeking Alpha • Feb 03, 2026
Sonos, Inc. (SONO) Q1 2026 Earnings Call Transcript
Zacks Investment Research • Feb 03, 2026
Sonos (SONO) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.64 per share a year ago.
Business Wire • Feb 03, 2026
SANTA BARBARA, Calif.--(BUSINESS WIRE)---- $SONO--Sonos, Inc. (Nasdaq: SONO) today reported First Quarter Fiscal 2026 results. “Fiscal 2026 is off to a good start for Sonos as we make progress toward ...
Zacks Investment Research • Feb 02, 2026
Sonos, Inc. SONO is scheduled to report first-quarter fiscal 2026 results on Feb. 3, after market close.
📊 Recent Earnings: Feb 03, 2026
EPS: $0.93 (est: $0.81)
Revenue: $545,662,000M (est: $267,716,000M)
$17.08
Current Price
$6.18
Fair Value
Transaction Date: Feb 05, 2026
Shares: 211,530
Purchase Price: $16.29
Purchase Value: $3,445,824
📈
P&L: 4.8% ($167,109 gain)
📊 Valuation & Analyst Info:
Fair Value: $6.18 (63.8% overvalued vs current price)
Analyst Rating: C
Avg Price Target: $19.50 (+14.2% vs current)
📰 Recent News (Last 7 Days):
The Motley Fool • Feb 04, 2026
Sonos beat on sales and earnings last night, and reported tremendous free cash flow in Q1. One point of concern: Sonos dramatically slashed its R&D budget.
Seeking Alpha • Feb 04, 2026
Sonos is positioned for a rebound, with new products, strong profitability, and an undemanding valuation after a challenging year. SONO's cost-cutting initiatives have driven a 45% y/y surge in adjust...
Zacks Investment Research • Feb 04, 2026
SONO beats Q1 earnings estimates as margins expand and cash flow surges, signaling progress toward a return to growth despite flat revenue.
Seeking Alpha • Feb 03, 2026
Sonos, Inc. (SONO) Q1 2026 Earnings Call Transcript
Zacks Investment Research • Feb 03, 2026
Sonos (SONO) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.64 per share a year ago.
Business Wire • Feb 03, 2026
SANTA BARBARA, Calif.--(BUSINESS WIRE)---- $SONO--Sonos, Inc. (Nasdaq: SONO) today reported First Quarter Fiscal 2026 results. “Fiscal 2026 is off to a good start for Sonos as we make progress toward ...
Zacks Investment Research • Feb 02, 2026
Sonos, Inc. SONO is scheduled to report first-quarter fiscal 2026 results on Feb. 3, after market close.
📊 Recent Earnings: Feb 03, 2026
EPS: $0.93 (est: $0.81)
Revenue: $545,662,000M (est: $267,716,000M)
Tether Global Investments Fund, S.I.C.A.F., S.A.View ChartFinancials
10% Owner
CF Acquisition Corp. VI ($CFVI)
$12.04
Current Price
Transaction Date: Feb 05, 2026
Shares: 538,955
Purchase Price: $5.41
Purchase Value: $2,913,752
📈
P&L: 122.7% ($3,575,266 gain)
📊 Valuation & Analyst Info:
Avg Price Target: $15.00 (+24.6% vs current)
$10.71
Current Price
Transaction Date: Feb 04, 2026
Shares: 187,309
Purchase Price: $10.63
Purchase Value: $1,992,031
📈
P&L: 0.7% ($14,048 gain)
📊 Valuation & Analyst Info:
Analyst Rating: D+
This newsletter is generated automatically. Please verify all information independently before making investment decisions.
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