--- title: "Insiders Are Buying the Dip in These 2 Stocks — and Analysts Are Backing the Move" type: "News" locale: "en" url: "https://longbridge.com/en/news/295183394.md" description: "Carvana (CVNA) stock has dropped 19% YTD due to profitability concerns, prompting insider buying by board member Michael Maroone. Analysts at Needham back this move, citing Carvana's unique online model and market leadership. Analyst Chris Pierce maintains a Buy rating with a $120 price target, predicting ~76% upside based on durable growth despite short-term fluctuations." datetime: "2026-08-07T05:11:26.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295183394.md) - [en](https://longbridge.com/en/news/295183394.md) - [zh-HK](https://longbridge.com/zh-HK/news/295183394.md) generator: "portal-rs" --- # Insiders Are Buying the Dip in These 2 Stocks — and Analysts Are Backing the Move Investors have had plenty to consider this year. The broader bull market remains intact, but bouts of volatility have created meaningful pullbacks in individual stocks, leaving investors searching for opportunities where weakness could prove temporary rather than a sign of deeper trouble. ### Claim 55% Off TipRanks - Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions - Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks One way to narrow the field is to combine two well-known approaches: buying the dip and following corporate insiders. Either can provide useful clues on its own, but when insiders put their own money to work after a stock has fallen, the combination can carry greater weight. Corporate insiders, including senior executives and directors, have an unusually close understanding of their companies' operations and long-term prospects. Insider selling can occur for many reasons, ranging from diversification to personal financial planning. Insider buying tends to attract more interest, since insiders generally have one overriding reason to purchase shares with their own money – they believe the stock offers value at its current price. Buying the dip follows a similarly simple principle. A falling share price can create an attractive entry point when the underlying business remains healthy and the longer-term outlook has not materially deteriorated. The challenge is separating stocks that have become genuinely undervalued from those falling for good reason. That brings the two approaches together. We used the TipRanks' Insiders' Hot Stocks tool to look for stocks that have recently pulled back while attracting meaningful insider buying, then examined what Wall Street analysts expect from each name. Here are two stocks where insiders appear to be taking advantage of the dip. **Carvana Company** **(CVNA)** Up first is Carvana, the Arizona-based company that has helped transform how Americans shop for used cars. Founded in 2013, Carvana built its business around moving the traditionally dealership-heavy buying process online, allowing customers to browse, finance, purchase, and arrange delivery without setting foot on a dealer lot. Yet, the company's most recognizable feature is decidedly physical: its towering, glass-walled car vending machines, where customers can pick up vehicles purchased online. In short, Carvana has brought e-commerce to the second-hand car business. Customers – over 4 million cumulatively since the company got going – can shop for and finance their purchase, and even engage in selling and trading vehicles. Everything is handled online, and the purchased car can even be delivered to the customer's home. For customers who don't want home delivery, the car can be picked up from one of Carvana's vending machines. These machines are unique to the company. Essentially glass towers, the company has some 39 in operation in the US. Several of these are operating in Texas; others are located in the NYC and LA metro areas and other important metropolitan areas. The towers are staffed and are 'keyed' to the customer's online sale records. The combination of vending machine pick-up and/or home delivery means that car buyers can have their vehicle almost as soon as the online sale is completed. For the year-to-date, Carvana stock is down about 19%. Pressure on the shares has come largely from concerns over near-term profitability, particularly after the company's 2026 adjusted EBITDA outlook fell short of elevated Wall Street expectations. Investors have also focused on weaker gross profit per unit in parts of the business and whether Carvana can maintain its recent pace of earnings growth as it continues expanding retail volumes. However, the weakness has created an opportunity in the eyes of at least one company insider. Michael Maroone, a member of Carvana's Board of Directors, bought 25,000 shares last week for more than $1.5 million. That confidence extends to Wall Street, where Needham analyst Chris Pierce sees Carvana's differentiated business model and sustained, profitable growth as the keys to the story. "CVNA continues to screen as a compelling large cap growth story trading at an untaxing multiple against durable share gains driving unit and earnings growth in the face of investors overly focused on short term profitability fluctuations, with Retail GPU as a concern moving to the backburner and Other GPU concerns and FY26 guidance winning far too much investor mindshare vs durable, profitable growth… CVNA's online storefront/offsite reconditioning model has no peer, with CVNA taking 40%+ industry share as consumers increasingly preference digital transactions for ease of purchase, with CVNA's offsite reconditioning model growing inventory faster and cheaper on a per unit of reconditioned inventory basis vs brick and mortar peers," Pierce noted. Pierce backs that view with a Buy rating on Carvana stock and a $120 price target, implying upside of ~76% from current levels. (To watch Pierce's track record, click here) Pierce's bullish stance finds plenty of support elsewhere on Wall Street. Carvana has received 13 Buy ratings and 4 Holds, giving the stock a Strong Buy consensus rating. With shares at $68.34, the $85.21 average target implies upside of ~25%. (See **CVNA stock forecast**) ### Related Stocks - [CVNA.US](https://longbridge.com/en/quote/CVNA.US.md) - [CVNX.US](https://longbridge.com/en/quote/CVNX.US.md) - [CVNY.US](https://longbridge.com/en/quote/CVNY.US.md) ## Related News & Research - [Carvana Stock Pops as Mark Walter Share Sale Concerns Fade](https://longbridge.com/en/news/296398191.md) - [Do Wall Street Analysts Like Carvana Stock?](https://longbridge.com/en/news/295813023.md) - [T-REX Rebrands as Rexy, a Consumer App That Rewards People for Their Proven Online Activity](https://longbridge.com/en/news/296780534.md) - [pmwconnect.com Introduces New Updates Across Its Online Investment Platform](https://longbridge.com/en/news/296500006.md) - [Carvana director J. Danforth Quayle sells 14,525 shares for $1.09 million](https://longbridge.com/en/news/296151143.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**