Research Feed
QuidelOrtho: Insiders Buy the Crash, FCF Trough in Sight
QuidelOrtho crashed 33% in a month after guiding FY2026 free cash flow to $120-160M versus Street expectations of $441M. Two days after the earnings crash, the CEO, CFO, and a board member collectively purchased $568K of stock in open-market transactions at 10-year lows. The CFO bought $80K the same
Street ignoring 100% EPS beats while CEO buys $9M — but credit quality is deteriorating
Lesaka Technologies (LSAK, $4.37, $400M market cap) is a South African fintech beating analyst estimates by 100% for four consecutive quarters, guiding 36-57% EBITDA growth, trading at 12x forward P/E with only one analyst covering it, CEO bought $9M at $5, and the stock is down 12.8% over the past