HubSpot, nCino, Rapid7, and Health Catalyst Stocks Trade Down, What You Need To Know

Here’s a summary of the most significant insider transactions disclosed on Thursday, December 4, 2025.

TOP BUYS

Standard Biotools Inc (NASDAQ:LAB) saw substantial insider buying as Casdin Partners Master Fund and related entities purchased shares worth $502,570 between December 2nd and December 4th, 2025. The fund acquired 125,000 shares on December 2nd, 75,000 shares on December 3rd, and 150,000 shares on December 4th at prices ranging from $1.4201 to $1.4468 per share. These purchases come as Standard Biotools, with a market cap of approximately $554 million, has delivered a strong 6-month price return of nearly 45%. The acquisition prices align with assessments that the stock may be slightly undervalued, with the company maintaining a healthy balance sheet featuring more cash than debt.

Alumis Inc (NASDAQ:ALMS) Director Srinivas Akkaraju made a significant investment of $2,039,900 through three separate transactions. According to SEC filings, Akkaraju purchased a total of 262,027 shares between December 2 and December 4, with prices ranging from $7.55 to $8.18 per share. Specifically, he acquired 96,000 shares on December 2, 100,000 shares on December 3, and 66,027 shares on December 4. The purchases come as Alumis has demonstrated remarkable momentum, with a 147% price return over the past six months. The company currently trades at $8.3 with a market capitalization of approximately $818 million, though technical indicators suggest the stock may be in overbought territory.

Rapid7, Inc. (NASDAQ:RPD) ten-percent owner Jana Partners Management, LP increased its stake in the company through a purchase worth approximately $652,671. The firm acquired 41,545 shares at a price of $15.71 on November 28, 2025. Following this transaction, Jana Partners Management now reports ownership of 6,760,149 shares of Rapid7.

Warner Music Group (NASDAQ:WMG) director Valentin Blavatnik purchased 35,810 shares of Class A Common Stock on December 2, 2025, in a transaction totaling $998,382. The shares were acquired at prices ranging from $27.76 to $27.91, with an average price of $27.88 per share. Following the transaction, Blavatnik directly owns 104,074 shares of Warner Music Group.

Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER) Director Jeffrey E. Kelter acquired 300,000 shares of common stock on December 3, 2025, in three separate transactions totaling $540,210. The purchases were executed at a price of $1.8007 per share, with the price range for these shares between $1.70 and $1.85.

TOP SELLS

Axsome Therapeutics (NASDAQ:AXSM) Chief Executive Officer Herriot Tabuteau sold a total of 79,973 shares between December 2 and December 4, 2025, for approximately $11.6 million. The sales were executed under a pre-approved 10b5-1 plan and involved multiple transactions with prices ranging from $144.59 to $148.18 per share. The transactions were related to the exercise of stock options expiring in May 2026. Tabuteau exercised options to acquire shares at $8.02 per share before selling them at market prices, with transactions of 49,252 shares on December 2nd, 20,163 shares on December 3rd, and 10,558 shares on December 4th. The total cost to exercise the options was $641,383.

Carvana Co (NASDAQ:CVNA) President of Special Projects Thomas Taira sold 25,000 shares of Class A Common Stock on December 3, 2025, according to an SEC Form 4 filing. The shares were sold at $400 per share, with the total transaction amounting to $10,000,000. Following the transaction, Taira directly owns 80,832 shares of Carvana. The sale was executed under a Rule 10b5-1 trading plan adopted on August 8, 2025. The transaction comes as Carvana’s stock trades near its 52-week high of $413.33, having delivered a 96% return year-to-date and 53% over the past year, with the stock currently trading at approximately its Fair Value.

Carvana Co (NYSE:CVNA) Director Michael E. Maroone sold a total of 30,928 shares of Class A Common Stock on December 3, 2025, for approximately $12,381,668. The sales included 29,576 shares at prices ranging from $400.00 to $400.99 and 1,352 shares at prices ranging from $401.02 to $401.32. On the same day, Maroone exercised options to acquire 30,928 shares at an exercise price of $15.00, for a total value of $463,920. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 30, 2025.

Datadog (NASDAQ:DDOG) Chief Executive Officer Olivier Pomel sold a total of 48,148 shares of Class A Common Stock on December 2nd and 3rd, 2025, for approximately $7.5 million. The sales occurred in a price range of $153.8138 to $158.5985. On December 2, Pomel sold 15,225 shares at a price of $158.5985, for a total of $2,414,662. On December 3, he sold 32,923 shares in a price range of $153.8138 to $156.23, for a total of $5,090,929. The filing indicates the sales were made under a pre-arranged 10b5-1 trading plan established on September 13, 2024.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) ten percent owner Ocampo Family Trusts sold 100,000 shares of common stock on December 2nd and 3rd, 2025, for approximately $18 million. The sales were executed in two tranches, with 4,171 shares sold on December 2 at $180.00 per share, and 95,829 shares sold on December 3 at a weighted average price of $180.06. The transaction comes as MTSI shares trade near their 52-week high of $183.90, with the stock currently at $188.15 and showing significant momentum with a 9.16% return over the past week and impressive returns of 43.99% over the past six months.

Why Monitor Insider Transactions

Tracking insider buying and selling can provide valuable insights for investors. When corporate insiders purchase shares of their own companies, it often signals confidence in the company’s future prospects. Conversely, insider selling might occur for various reasons, including diversification, tax planning, or personal financial needs, and doesn’t necessarily indicate negative sentiment. By monitoring these transactions, investors can gain additional perspective on potential investment opportunities, though insider activity should be just one factor in a comprehensive investment analysis approach.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- The artificial intelligence sector continues to attract investor attention with companies showing remarkable earnings growth potential. A recent ranking by WarrenAI highlights seven AI stocks with extraordinary EPS growth forecasts, though with varying analyst sentiment regarding their current valuations.

HubSpot, Inc. (NYSE:HUBS) tops the list with an astonishing 10,737.1% EPS growth forecast. The marketing and sales software provider shows solid revenue growth of 19.2% and analysts project a 13.0% upside potential. However, WarrenAI notes the company remains "deep in loss territory" with negative returns on equity and invested capital despite its strong market capitalization.

Recently, HubSpot has faced multiple analyst actions, including a downgrade to Neutral from Rothschild Redburn due to concerns about AI disruption. Other firms also lowered their price targets, citing growth concerns following the company’s third-quarter outlook.

LiveRamp Holdings, Inc. (NYSE:RAMP) ranks second with a 5,842.0% EPS growth forecast. The data connectivity platform company offers one of the highest analyst upside potentials at 21.5%, with revenue growth of 10.1%. WarrenAI highlights its "strong FCF yield" and "improving profit profile" as key strengths.

LiveRamp Holdings reported mixed Q2 2026 results, with revenue of $200 million surpassing forecasts, while its earnings per share of $0.42 fell short of analyst expectations.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) claims the third position with a 4,841.9% EPS growth forecast and the second-highest revenue growth at 22.0%. Despite these impressive metrics, analysts see a -25.9% downside potential, with WarrenAI noting that the "price already surged" following recent growth.

CrowdStrike Holdings reported strong third-quarter fiscal 2026 results, with revenue and earnings per share beating consensus estimates. Following the report, multiple firms, including Goldman Sachs and DA Davidson, reiterated positive ratings, citing strong platform demand and accelerating recurring revenue growth.

BILL Holdings, Inc. (NYSE:BILL) shows a 3,667.5% EPS growth forecast and 11.6% revenue growth. The financial automation software provider has the highest analyst upside in the group at 32.2%, though WarrenAI observes that the "market is punishing recent returns."

In its first-quarter 2026 earnings report, BILL Holdings announced an earnings per share of $0.61, which exceeded analyst forecasts, while revenue also came in slightly ahead of expectations.

GitLab Inc. (NASDAQ:GTLB) boasts the highest revenue growth at 27.4% with a 2,403.9% EPS growth forecast. Analysts project a modest 4.4% upside, with WarrenAI describing the DevOps platform provider as "volatile but compelling."

GitLab Inc. was downgraded to Neutral from Outperform by Macquarie, which cited execution risks. The company’s mixed third-quarter results also led several other firms to lower their price targets, pointing to slowing growth metrics.

Tuya Inc. (NYSE:TUYA) shows a 1,364.6% EPS growth forecast with 13.7% revenue growth. The IoT platform company has a 15.5% analyst upside potential, with WarrenAI characterizing it as a "niche AI play" with "strong cash flow" and a "smaller cap."

Tuya Inc. reported third-quarter 2025 earnings that saw its earnings per share match analyst forecasts, although its revenue of $82.5 million came in slightly below expectations.

CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) rounds out the list with an 811.8% EPS growth forecast and 10.6% revenue growth. With just 0.9% analyst upside potential, WarrenAI describes it as having a "moderate upside, steady EPS growth, stable business model."

These rankings highlight the diverse opportunities within the AI sector, from established players to emerging companies, each with different risk-reward profiles based on their current valuations and growth trajectories.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.