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| Smith Philip AndrewChief Executive Officer | Sell | 45,000 | $2.7M | Thu, Oct 15 |
| OCONNOR SEAN MICHAELExecutive Vice-Chairman-Board | Sell | 76,148 | $4.6M | Mon, Oct 12 |
| Maurer Mark Lowry | Sell | 52,953 | $3.2M | Mon, Oct 12 |
| Smith Philip AndrewChief Executive Officer | Sell | 56,250 | $3.7M | Mon, Sep 28 |
| Rotsztain DiegoChief Governance/Legal Officer | Sell | 20,298 | $1.4M | Wed, Sep 16 |
| Maurer Mark Lowry | Sell | 50,528 | $3.4M | Tue, Sep 15 |
| Maurer Mark Lowry | Sell | 52,564 | $3.6M | Mon, Sep 14 |
| Rotsztain DiegoChief Governance/Legal Officer | Sell | 30,327 | $2.1M | Mon, Sep 14 |
| Perkins Abigail HChief Information Officer | Sell | 8,924 | $614.2K | Mon, Sep 14 |
| Dunaway William JChief Financial Officer | Sell | 96,490 | $6.4M | Fri, Aug 14 |
Key TakeawaysCoherent stock rose 6% and Lumentum rose 8% after StoneX initiated coverage of both with Buy ratings and price targets of $425 and $1,200. Coherent’s selloff hit its valuation, and analysts kept raising its earnings estimates the whole time.
Key TakeawaysLumentum shares rose 3% today after StoneX initiated coverage with a Buy rating and a $1,200 price target. StoneX’s target matches the median Wall Street target, and the recent pullback makes the stock look like a reasonable buy ahead of earnings.
StoneX Group has had a powerful multi year run, and recent share price swings now put a sharper spotlight on whether the current valuation lines up with the earnings behind it.
At its investor day last month, Onsemi laid out an ambitious growth roadmap, projecting that AI data center revenue would more than double in both 2026 and 2027.
HOOD offers stronger long-term growth potential through product expansion, while SNEX boasts a cheaper valuation and diversified business. Which stock wins?
SNEX's Integra deal strengthens its Colombian coffee platform and expands its physical commodities capabilities.