by Ian Cooper

One of the best ways to spot opportunity is by paying attention to insider activity.

After all, it is the insiders who know their company the best – and if they’re buying, pay close attention. Oftentimes, there’s a good reason for their buying spree.

Here are three you may want to keep an eye on now.

Nike

Over the last few months, shares of Nike (NYSE: NKE) have been crushed.

Unfortunately, it’s the company’s high debt, low margins, and a price to earnings ratio of 29, which is somehow higher than competition make the stock a pass for me. Not helping, management just said fourth quarter sales could decline 2% to 4% on an annual basis. That’s causing a problem because if we look back at prior management comments, the company expected to see improvements later this year. The latest guidance now says investors will just have to keep waiting to see if that happens at all.

And Wall Street has apparently lost its patience. When expectations are again delayed, confidence in efforts tend to fade, which we’re now seeing. And unfortunately, analysts and investors exhausted from hope.

When momentum gets exhausted, this pattern pays out. To recognize the signs, click here.

Still, not everyone is stepping away.

Both Apple CEO Tim Cook and Nike CEO and President Elliott Hill have recently shown strong conviction in the name. Cook purchased 25,000 shares at approximately $42.23 per share, totaling just over $1.06 million. Around the same time, Hill acquired more than 23,660 shares at roughly $42.27 per share, also totaling just over $1 million.

While insider buying doesn’t erase the company’s challenges, it does suggest that leadership sees the current weakness as potentially overdone or at least temporary.

Lamb Weston Holdings

American food processing company, Lamb Weston Holdings (NYSE: LW) – one of the world’s largest producers and processors of frozen French fries, waffle fries, and other frozen potato products, saw its stock fall sharply from around $60 in late 2025 to a 2026 low near $38.

All thanks to weaker demand trends, disappointing financial guidance, and intensifying competition in the packaged frozen foods space.

However, activist hedge fund Jana Partners saw an opportunity. On April 7, the fund picked up $9.7 million worth of stock at an average price of about $40.89 a share. It picked up another 100,000 shares on April 8 for $41.41 a share.

Also, on April 7, Norman Prestage, a company director and member of Lamb Weston’s audit and finance committee, bought 2,500 shares for $41.40 each. 

SoFi Technologies

Insiders are also buying SoFi Technologies (NASDAQ: SOFI) after a post-earnings dip. Rob Lavet, general counsel, bought 5,000 shares for about around $21.04 each. Eric Schuppenhauer, the head of borrowing, picked up 5,000 shares at $19.93 per share.

At the moment, SOFI is technically oversold.

The stock was also upgraded by analysts at JPMorgan to overweight. The firm said, “Momentum in the business is undeniable, as SoFi continues to add new members and deposits at a record pace, while other fintechs report deposit outflows or stagnant member growth, and investments in marketing in ‘25 and 1H26 set the stage for continued premium customer acquisition and engagement for the foreseeable future,” as quoted by Seeking Alpha.

Insider buying should never be viewed as a standalone investment signal, but it can be an important piece of the puzzle. When executives and directors commit their own capital – especially during periods of weakness – it often suggests a belief that the market may be mispricing risk or overestimating near-term challenges.