Insider selling is minimal and routine following earnings. Monitor for any acceleration in selling volume or change in pattern; no immediate action warranted.
Price Chart
Executive Summary
Multiple insiders sold shares totaling $1.58M within a week after Q1 2026 earnings, but the amount is trivial (0.03% of $5B market cap). The selling follows mixed earnings (revenue up slightly, EPS down sharply) and is likely routine post-earnings liquidity or 10b5-1 plan activity. No significant directional signal.
Key Financial Metrics
Key Facts
- 5 insiders (3 EVPs, 1 VP, 1 Director) sold open-market shares totaling $1.58M over May 12-14, 2026.
- Sales represent ~0.03% of $5.0B market cap — immaterial.
- Cluster occurred 5-7 days after Q1 2026 earnings (May 7) which showed revenue growth but GAAP EPS decline.
- Guidance for Q2 2026: revenue ~$205M, non-GAAP EPS ~$0.90.
Financial Impact
Total insider sales of $1.58M, negligible relative to market cap.
Risk Factors
- No material risk from this cluster; company fundamentals and merger with Veeco (expected H2 2026) are the primary drivers.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ACLS-1778879157420 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 9, 2026 7w ago | Institutional Cluster | $132.65 $119.57 | ▼ −9.86% | ▼ −8.95% | $147.77 (+11.40%) |
Jun 15, 2026 15w ago | Institutional Cluster | $191.60 $136.56 | ▼ −28.73% | ▼ −27.98% | $147.77 (−22.88%) |
Jun 4, 2026 17w ago | Insider Cluster | $147.16 $139.97 | ▼ −4.89% | ▼ −6.75% | $147.77 (+0.41%) |
May 28, 2026 18w ago | Insider Cluster | $150.41 $176.13 | ▲ +17.10% | ▲ +18.89% | $147.77 (−1.76%) |
May 26, 2026 18w ago | Insider Cluster | $157.91 $180.70 | ▲ +14.43% | ▲ +16.33% | $147.77 (−6.42%) |
May 22, 2026 19w ago | Insider Cluster | $164.27 $167.14 | ▲ +1.75% | ▲ +3.70% | $147.77 (−10.04%) |
May 21, 2026 19w ago | Insider Cluster | $156.94 $172.13 | ▲ +9.68% | ▲ +11.09% | $147.77 (−5.84%) |
May 15, 2026 20w ago | Insider Cluster | $149.56 $187.53 | ▲ +25.39% | ▲ +24.65% | $147.77 (−1.20%) |
May 15, 2026 20w ago | Insider Cluster | $146.24 $176.85 | ▲ +20.93% | ▲ +19.35% | $147.77 (+1.05%) |
May 15, 2026 20w ago | Insider Cluster | $146.24 $176.85 | ▲ +20.93% | ▲ +19.35% | $147.77 (+1.05%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access