#insider-selling

#insider-selling

The Turnaround Thesis: What Analysts See The bull case rests on Q3 2025's surprise beat. Unity Software ( NYSE:U) posted $0.20 earnings per share against expectations of a $0.23 loss, a 187% beat marking the first profitable quarter in recent memory. Revenue hit $471 million with 5.4% growth, while adjusted EBITDA margins expanded 200 basis points to 23%. CEO Matthew Bromberg called it an inflection point:

Palantir ( Nasdaq: PLTR) stock has lost 10% in the last 5 days after fading AI enthusiasm and negativity surrounding insider sales have caught up with a premium valuation. There is a noticeable shift in retail investor sentiment on Reddit, X, and elsewhere as users shift from cautiously optimistic, to exhausted. It's not just Palantir. Other AI wunderkinds like Oracle (Nasdaq: ORCL) and Corweave (Nasdaq: CRWV) have fallen 25%, and 45% respectively in just the last month.

Nomura boosted its Tesla holdings by 4.2%, adding 47,674 shares and bringing its total position to more than 1.17 million shares valued at roughly $373.6 million. The move makes Tesla Nomura's 10th-largest holding at about 1% of its entire portfolio. Nomura's filing was released alongside several other fund updates. Brighton Jones LLC boosted its holdings by 11.8%, as noted in a MarketBeat report, and Revolve Wealth Partners lifted its TSLA position by 21.2%.