Here’s a simple question:
What if you only needed 10 stocks for the next few years — even in markets like this?
With precious metals climbing and global headlines getting louder, many investors are realizing the same thing:
Owning everything isn’t the answer.
Owning the right businesses is.
We recently released a concise report outlining:
- 10 U.S. stocks selected for long-term wealth building
- Exposure to durable trends like AI, digital payments, clean energy, and healthcare
- A balance of growth and stability
- Zero fluff — just the logic behind each pick
This report is designed for investors who want clarity, not constant action.
- View the 10-Stock Buy & Hold Report
- Read the full long-term investment plan
- See the stocks built to hold through uncertainty
- Access the report while it’s still available
It’s currently available—but access won’t remain open indefinitely.
If you want to see how long-term investors are positioning right now, you can start here.
(**By clicking this link you agree to receive emails from StockEarnings and our affiliates. You can opt out at any time. Privacy Policy.**)
Why Are Amphenol, Royal Caribbean, and Freeport Insiders Selling?
Author: Leo Miller. Originally Published: 2/23/2026.
Key Points
- After posting strong gains, insiders are executing multi-million dollar sales in APH, RCL, and FCX.
- However, which of these sales are truly worrisome, and which are not?
- After a huge post-earnings spike, Royal Caribbean's +$150 million of insider sales raises some eyebrows.
- Special Report: [Sponsorship-Ad-6-Format3]
Amphenol (NYSE: APH), Royal Caribbean Cruises (NYSE: RCL) and Freeport McMoRan (NYSE: FCX) each hold powerful positions in their industries and have delivered impressive returns recently. But amid those gains, company insiders have been selling. Let's review these trades and what they may signal for investors.
APH CEO Initiates +$75 Million Sale After Option Exercise
Amphenol manufactures a wide range of connectors, antennas, sensors, cables and other electronic components. The stock was exceptionally strong in 2025, delivering a total return of 96% as the company benefited from robust data-center demand.
Have $500? Invest in Elon's AI Masterplan (Ad)
What if you could claim a stake in what's set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk's SpaceX IPO.
This surge helped Amphenol post 52% revenue growth in 2025 — by far its highest level on record. Its Communications Solutions segment, which includes data-center sales, nearly doubled revenue during the year. Shares have continued to perform well in 2026, up more than 10%.
Following Amphenol's latest earnings report, the company recorded a notable insider sale. Amphenol CEO Adam Norwitt sold nearly $76 million worth of shares. Importantly, the sales were not executed under a predetermined 10b5-1 plan, which means they were discretionary.
The sales followed Norwitt's exercise and sale of over 600,000 stock options. He exercised near $22.37 and sold near $147.26, locking in roughly a $125 gain per option. Given the substantial gains already realized on those options, the decision to sell is understandable.
Norwitt still owns almost 2.8 million Amphenol shares, so his stake in the company remains significant. Taken together, his sales do not appear to be an overly alarming signal for investors.
After RCL's Spike, Key Insiders Are Executing Big Sales
Royal Caribbean produced a total return near 30% over the past 52 weeks — roughly double the S&P 500. Shares rallied sharply after the company's latest earnings report, jumping nearly 19%.
The company's sales and adjusted earnings per share (EPS) were roughly in line with, or slightly below, expectations. What captured the market's attention was the guidance: RCL forecasted double-digit revenue growth, versus analysts' high-single-digit estimates, and provided adjusted EPS guidance that exceeded expectations.
Since that report, numerous Royal Caribbean insiders have taken shares to the market. In total, insiders sold more than $168 million of stock during February. Sellers included the company's CEO, the CEO of its international division, and the CFO.
Seven different executives sold shares, and none of the sales appear to have occurred under 10b5-1 plans. Several insiders materially reduced their positions: one CEO and the CFO trimmed their holdings by more than 50%, while another CEO reduced theirs by more than 25%. These were sizable sales across multiple senior executives, not a single isolated sale.
Given the breadth and magnitude of these transactions, the insider activity at Royal Caribbean looks like a notably bearish signal. Still, insider trades are only one input for investors and should be weighed alongside other fundamental and market factors.
FCX Spikes in Wake of Grasberg, Insiders Sell in February
Freeport-McMoRan is one of the world's largest copper mining companies. The stock plunged in September 2025 after a mudslide at Freeport's Grasberg Mine in Indonesia killed many workers and forced the site's shutdown. The company plans a phased restart in Q2 2026, with about 85% of production expected to be restored in the second half of the year.
Despite that tragedy, Freeport shares have rebounded strongly since late September 2025, rising more than 75%. Higher copper prices have been a major driver, with copper futures up over 20% during the same period.
Amid FCX's rally, several insiders have been selling in 2026. In February, insiders sold just under $34 million of shares, and none disclosed that the sales were executed under 10b5-1 plans.
These transactions included significant reductions in holdings, ranging from about 10% to more than 40%. The largest percentage reductions were by Freeport's Chief Financial Officer and Chief Accounting Officer — executives with deep knowledge of the company's financials and capital-allocation plans.
Overall, insider selling at Freeport is a meaningful bearish indicator that investors should monitor.
Keep an Eye on RCL's Insider Activity
Among the three names, Royal Caribbean's insider selling raises the most questions. While the company's guidance points to strength, management may have thought the market overreacted to the report and drove the stock higher than warranted. Given the scale and number of insiders selling, RCL's activity deserves close attention going forward.
Zillow's 3-Day Rally Could Mean More Than You Think
Author: Sam Quirke. Originally Published: 2/21/2026.
Key Points
- Zillow has fallen back to 2014 price levels after a brutal multi-year slide, erasing nearly two years of gains.
- The stock has just logged three consecutive up days for the first time in weeks, while the RSI is at one of its lowest levels in more than a decade.
- Revenue growth, margin expansion, and a fresh Overweight rating with more than 50% upside suggest pessimism may be overdone.
- Special Report: [Sponsorship-Ad-6-Format3]
After months of relentless selling, shares of Zillow Group Inc (NASDAQ: ZG) have quietly done something they hadn't managed in weeks: ZG stock notched three consecutive days of gains. That may not sound dramatic on its own, but after a near-50% collapse and extreme bearish sentiment, it's worth noting.
Shares trade near $45 — roughly where they were in 2014 — after nearly two years of gains were erased over the past five months. A sluggish housing market driven by elevated mortgage rates and a weak report last week haven't helped. Yet with sentiment as dour as it is and price action showing early signs of stabilization, could this run of green days be the start of something?
The Fundamentals Don't Match the Fear
Have $500? Invest in Elon's AI Masterplan (Ad)
What if you could claim a stake in what's set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk's SpaceX IPO.
The latest earnings report may have accelerated the decline, but it didn't start it — Zillow shares have been under pressure since September. Still, last week's results were far from disastrous: earnings missed by a few cents, but revenue beat expectations and grew 18% year over year.
Adjusted EBITDA increased year over year and margins expanded, helping the company achieve full-year profitability. The chart might not look great, but this was not the report you'd expect from a business in terminal decline.
One standout from the quarter was strength in rentals, particularly multifamily, and management expects that growth to continue next year. Rentals have become a key pillar of Zillow's diversification strategy.
Mortgage revenue also expanded meaningfully, underscoring Zillow's evolution into an integrated ecosystem that spans buying, selling, renting and financing. The strategy increasingly focuses on capturing value across the entire moving journey rather than relying solely on listing fees.
Investor Worries May Be Overblown
Part of the recent plunge reflects anxiety about AI disruption and private listing networks. Many investors fear AI-powered housing portals could erode Zillow's advantage — a concern that extends beyond Zillow to the wider tech space.
But consumer behavior suggests Zillow is likely to remain the default destination for home search for the foreseeable future. Competitors may be spending aggressively to gain share, but so far they've seen limited success.
Housing at a Cyclical Low
Zillow still faces an uphill near-term battle. The broader U.S. housing market remains near a cyclical trough because of elevated mortgage rates and affordability constraints, and transaction volumes are subdued — a tough backdrop for any real-estate-linked platform.
That said, cyclical troughs can create opportunities for investors looking for bargains. When transactions normalize and the market improves, Zillow's diversified revenue base and improved margins should position it well. At current levels, the market appears to be pricing in prolonged stagnation — a stance that may prove overly pessimistic.
Technicals and Analyst Support Align
Technically, the stock is deeply oversold, which supports the case for buying the dip. Zillow's relative strength index (RSI) sits around 24, its lowest reading in more than a decade, signaling extreme selling pressure that rarely persists indefinitely without at least a relief rally.
While this week's three-day run doesn't confirm a full reversal, it suggests selling pressure may be starting to exhaust itself. When multi-year lows coincide with extreme oversold readings and improving price action, contrarian investors take notice.
Analysts are noticing too: Piper Sandler reiterated its Overweight rating last week and set a $70 price target, implying more than 50% upside from current levels.
Is This a Buy Signal?
Any stock emerging from a 50% slide carries substantial risk, and Zillow is no exception. If mortgage rates remain elevated and housing stagnates, earnings could stay pressured. The market's reaction to last week's miss and the guidance warning suggests investors will be especially sensitive to any signs of slowing momentum in upcoming quarters.
But for investors willing to accept that risk, the opportunity may be compelling. Improving price action, extremely oversold technicals, continued revenue growth and analyst upside create a convincing case. Expectations are low, sentiment is washed out, and the stock sits at decade-old price levels.
Three consecutive up days don't prove the bottom is in, but after a 50% slide they may be one sign that the market is starting to look at Zillow with fresh eyes.
This email is a sponsored email sent on behalf of StockEarnings, a third-party advertiser of The Early Bird and MarketBeat.
If you have questions about your newsletter, feel free to contact MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from The Early Bird, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights protected.
345 North Reid Place, Sixth Floor, Sioux Falls, SD 57103-7078. U.S.A..
Comments
Post a Comment