This is a clear post-earnings conviction buy from a director. The GAAP EPS miss was entirely due to one-time spin-off costs, and the core business (revenue +7%, EBITDA +7%) is steady. The 100% historical win rate on MBGL reports and the actuarial amplifier verdicts suggest this insider activity is a genuine signal. Traders should consider accumulating MBGL on any weakness, with a target of re-testing pre-earnings levels above $20. Monitor for additional insider buys or a share buyback announcement as further confirmation.
Price Chart
Executive Summary
Director Mark S. Peek purchased $682K of MBGL stock in two open-market transactions on August 11-12, 2026, at ~$19.50/share. This conviction buy follows the company's Q2 earnings report (revenue +7% YoY, GAAP EPS miss due to one-time spin-off costs) and is amplified by the strong historical win rate on prior MBGL reports and the cross-filing actuarial verdicts confirming insider-trade amplifiers. The purchase represents ~0.01% of the $5.8B market cap, but as a lone director's open-market buy post-earnings, it signals confidence in the core business trajectory despite the GAAP earnings noise.
Key Financial Metrics
Key Facts
- Director Mark S. Peek purchased 35,000 MBGL shares for $682K on Aug 11-12, 2026, at ~$19.50/share.
- Purchase follows Q2 2026 earnings: revenue $468M (+7% YoY), adjusted EBITDA $202M (+7%), but GAAP EPS $0.18 missed consensus of $0.46 due to $36M spin-off costs.
- Prior MBGL reports have a 100% win rate at T+20 with avg alpha +3.85% vs SPY, supporting the bullish read.
- Cross-filing actuarial verdicts confirm insider-trade amplifiers are statistically significant for this context.
- Market cap is $5.8B; the $682K purchase is ~0.01% of market cap, modest in absolute terms but meaningful as a post-earnings conviction buy.
Financial Impact
Director purchased $682K of MBGL stock at ~$19.50/share; no direct financial impact on the company.
Risk Factors
- The purchase is only ~0.01% of market cap, which is modest; a single director's buy may not reflect broader insider sentiment.
- The GAAP EPS miss of 61% could spook momentum traders despite being one-time; stock may remain range-bound until next quarter's clean results.
- No other insiders (C-suite) have bought alongside Peek, reducing the cluster signal strength.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001184754-26-000010 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 7w ago | Insider Buy | $20.34 $20.26 | ▼ −0.39% | ▲ +1.60% | $17.09 (−15.95%) |
Aug 7, 2026 8w ago | 8-K | $19.70 $20.58 | ▲ +4.47% | ▲ +4.86% | $17.09 (−13.22%) |
Jul 2, 2026 13w ago | 8-K | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jul 1, 2026 13w ago | 3 | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jul 1, 2026 13w ago | 3 | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jul 1, 2026 13w ago | 3 | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jul 1, 2026 13w ago | 3 | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jul 1, 2026 13w ago | 3 | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jul 1, 2026 13w ago | 3 | $19.80 $20.48 | ▲ +3.43% | ▲ +3.85% | $17.09 (−13.66%) |
Jun 4, 2026 17w ago | 3 | — | awaiting T+20 | — | — |
US Market Status
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