In this article, we will look at the 10 Beaten Down Stocks Insiders Are Piling Into.
Oversold stocks tend to attract attention when the market starts treating disappointment as permanence. That is usually where insider buying becomes more interesting. Executives often have a clearer view of whether a slump reflects real deterioration or whether the market has simply gone too far. A stock that has sold off hard can stay cheap for good reason, but insider purchases can serve as an early clue that management sees value where the market sees damage.
J.P. Morgan Asset Management says its Undiscovered Managers Behavioral Value Fund seeks to “capitalize on behavioral biases” and looks for “companies with significant insider buying or stock repurchases,” alongside “evidence of overreaction that has caused devaluation” and “attractive fundamentals.” That is a useful framework for battered stocks, where sharp declines often reflect sentiment washing out before the underlying business is fully understood. Franklin Templeton’s Value Balanced Portfolios factsheet takes a similar view from a different angle, focusing on companies with “healthy balance sheets” at “prices that do not accurately reflect cash flows, tangible assets or management skills.” It also notes that managers may “Re-examine a current holding” when “there is unusual insider buying/selling.” Both firms are treating insider activity as one of the signals worth watching when markets may be mispricing a stock after a heavy selloff.
Against this backdrop, we will look at the 10 Beaten Down Stocks Insiders Are Piling Into.
Our Methodology
We used the Finviz screener to identify stocks with an RSI reading of less than 30 and with an increase in insider ownership over the last six months. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Rapid7, Inc. (NASDAQ:RPD)
On March 24, 2026, Citi lowered the price target on Rapid7, Inc. (NASDAQ:RPD) to $7 from $11.50 and maintained a Neutral rating. Citi said discussions with the company’s investor relations team ahead of the quiet period led to a more cautious view on the Q1 and FY26 outlook, citing ongoing go-to-market changes, execution risks, and parts of the business experiencing continued churn, along with limited near-term catalysts.
On March 17, 2026, Rapid7, Inc. announced updates to its 2026 PACT Partner Program aimed at strengthening alignment with its partner ecosystem and supporting growth through the channel. The company said the updates include new partner tier differentiation, simplified deal structures, and improved program economics to enhance collaboration, particularly as demand grows for AI-integrated cybersecurity solutions and partner-led implementation.
Last month, Rapid7, Inc. reported Q4 non-GAAP EPS of 44c, above the 42c consensus estimate, with revenue of $217M compared to the $215.17M consensus. CEO Corey Thomas said the company delivered “outperformance” against guidance and highlighted continued traction in its AI-driven security operations approach, while focusing on execution and innovation entering 2026.
Rapid7, Inc. provides cybersecurity software and services.
9. The Walt Disney Company (NYSE:DIS)
On March 25, 2026, Bloomberg reported that The Walt Disney Company (NYSE:DIS) had seen two technology bets face setbacks within a week of Josh D’Amaro becoming CEO. Epic Games announced layoffs of 1,000 employees following weaker engagement for new versions of “Fortnite,” after Disney invested $1.5B in the company two years ago. Separately, OpenAI said it was shutting down its AI video generator Sora and ending a partnership with Disney tied to a potential $1B investment.
On March 18, 2026, Guggenheim lowered its price target on The Walt Disney Company to $115 from $140 and maintained a Buy rating as it reassessed valuation and leadership transition dynamics following Josh D’Amaro’s appointment as CEO. Guggenheim noted the shares have underperformed the S&P 500 since Bob Iger’s return in 2022 and CFO Hugh Johnston’s appointment in 2023, while pointing to opportunities to rebuild investor confidence.
Earlier in March, Paul Roeder was named Senior Executive Vice President and Chief Communications Officer, reporting directly to Josh D’Amaro and leading global communications strategy, with D’Amaro describing Roeder as an “accomplished” executive with strong relationships across the company.
The Walt Disney Company operates an entertainment business across its Entertainment, Sports, and Experiences segments globally.
8. Aebi Schmidt Holding AG (NASDAQ:AEBI)
On March 20, 2026, Roth Capital lowered the price target on Aebi Schmidt Holding AG (NASDAQ:AEBI) to $15 from $16.50 and maintained a Buy rating, citing pressure on the stock from macro choppiness following in-line Q4 results. Roth Capital noted strong North American order intake driven by a rebound in demand for walk-in vans, which it said supports management’s positive outlook.
On March 19, 2026, Aebi Schmidt Holding AG reported Q4 revenue of $528M, below the $538.03M consensus estimate. CEO Barend Fruithof said the company delivered a “strong finish” to 2025, highlighting order momentum and a record backlog, along with the acquisition of Shyft and its NASDAQ listing.
The company expects FY26 revenue of $1.95B-$2.15B compared to the $2.05B consensus and said the outlook assumes continued recovery in walk-in-van demand and no material geopolitical or inflation impact. Aebi Schmidt added that it expects a slower start to 2026, followed by stronger performance driven by backlog conversion, production ramp-up, and seasonal demand.
Aebi Schmidt Holding AG manufactures specialty vehicles for municipal, commercial, and agricultural use globally.
7. American Homes 4 Rent (NYSE:AMH)
On March 20, 2026, Deutsche Bank lowered the price target on American Homes 4 Rent (NYSE:AMH) to $30 from $34 and maintained a Hold rating. Deutsche Bank described the company’s buyback as “prudent” but said regulatory headwinds remain “hard to overcome.”
On March 13, 2026, Mizuho analyst Haendel St. Juste lowered the price target on American Homes 4 Rent to $29 from $32 and maintained a Neutral rating after updating estimates. Scotiabank also lowered its price target to $31 from $33 and kept a Sector Perform rating, noting occupancy levels across U.S. multifamily markets remain below pre-COVID levels and adding that investors may need to wait for spring leasing trends and signs of improved growth for a clearer catalyst.
Last month, American Homes 4 Rent reported Q4 core FFO of 47c, in line with the 47c consensus estimate, with revenue of $454.99M compared to the $458.98M consensus. CEO Bryan Smith said the company is focused on expanding housing supply, noting affordability pressures and highlighting its development program, which has added over 14,000 homes, while emphasizing efforts to enhance resident experience and long-term value creation.
American Homes 4 Rent owns, operates, and develops single-family rental homes in the United States.
6. NETSTREIT Corp. (NYSE:NTST)
On March 23, 2026, Truist raised the price target on NETSTREIT Corp. (NYSE:NTST) to $21 from $20 previously and maintained a Buy rating as part of a broader REIT research note. Truist said it updated its model following Q4 results, incorporating revenue growth and expense assumptions.
On March 17, 2026, Raymond James downgraded NETSTREIT Corp. to Outperform from Strong Buy with a price target of $22, up from $21, citing valuation after the stock’s 40% gain since the start of 2025.
Last month, NETSTREIT Corp. reported Q4 adjusted FFO of 33c, in line with the 33c consensus estimate. Chief Executive Officer Mark Manheimer said the company delivered “strong 2025 results,” highlighting $245.4M of investments in the fourth quarter at a 7.5% cash yield and capital recycling efforts that supported portfolio diversification, while reaffirming 2026 guidance and increasing the dividend. The company raised its quarterly dividend by 2.3% to 22c per share.
NETSTREIT Corp. is a real estate investment trust focused on single-tenant net lease retail properties in the United States.
5. Molson Coors Beverage Company (NYSE:TAP)
On March 25, 2026, Barclays lowered the price target on Molson Coors Beverage Company (NYSE:TAP) to $40 from $47 and maintained an Underweight rating.
On March 23, 2026, Molson Coors Beverage Company announced it will acquire Atomic Brands, the maker of Monaco Cocktails, with the transaction expected to close in the coming weeks, subject to closing conditions.
Last month, Molson Coors Beverage Company reported Q4 EPS of $1.21, above the $1.15 consensus estimate, with revenue of $2.66B compared to the $2.71B consensus. CEO Rahul Goyal said the company “navigated a tough year,” pointing to macroeconomic challenges and actions taken to support performance, while highlighting its brand portfolio and balance sheet. The company expects FY26 underlying EPS to decline 11%-15% versus 2025 and sees net sales flat, plus or minus 1%. CFO Tracey Joubert said commodity inflation will remain a “meaningful headwind” in 2026, while noting continued financial discipline, cash generation, and shareholder returns.
Molson Coors Beverage Company produces and sells beer and other beverage products globally.
4. Coty Inc. (NYSE:COTY)
On March 25, 2026, BofA lowered the price target on Coty Inc. (NYSE:COTY) to $1.50 from $2.50 and maintained an Underperform rating, reducing FY26 estimates due to sales weakness tied to the Middle East conflict. BofA said the region represents a mid-single digit share of revenue but contributes a higher proportion of profitability given its mix of premium and ultra-premium Prestige products.
In a regulatory filing, Coty Inc. disclosed that the President of Consumer Beauty Von Bretten purchased 83,000 shares of common stock on March 6 in a transaction valued at $200.3K.
Last month, Coty Inc. reported Q2 adjusted EPS of 14c, below the 18c consensus estimate, with revenue of $1.68B compared to the $1.66B consensus. Executive Chairman and Interim CEO Markus Strobel said the company has “outstanding assets and capabilities” but acknowledged performance has been disappointing, noting that results have not met expectations despite strengths in brands, innovation, and its business model.
Coty Inc. produces and sells beauty products globally through its Prestige and Consumer Beauty segments.
3. CoStar Group, Inc. (NASDAQ:CSGP)
On March 19, 2026, Goldman Sachs analyst George Tong lowered the price target on CoStar Group, Inc. (NASDAQ:CSGP) to $63 from $73 and maintained a Buy rating. George Tong said traffic at Homes.com has moderated, with February uniques down 8% year over year, creating pressure on residential revenue, while noting Apartments.com traffic remains stronger. George Tong added that while lower investment spending could support EBITDA margin expansion through 2028, softer bookings trends and potential disclosure changes introduce uncertainty around near-term growth and revenue visibility.
On March 11, 2026, CoStar Group, Inc. issued a statement responding to claims from D. E. Shaw, saying it has “never reported Homes.com results as a separate segment” and that its shift to product-based reporting provides “more transparency” through disclosures of revenue, EBITDA, and margins across Residential and Commercial segments. The company also said investors should expect continued Homes.com disclosures on earnings calls and questioned D. E. Shaw’s intentions, citing its ownership in competitors, while noting the addition of advisory firms, including Clare Locke LLP, Goldman Sachs & Co. LLC, Latham & Watkins LLP, and Joele Frank.
CoStar Group, Inc. provides real estate information, analytics, and online marketplace services globally.
2. Vertex, Inc. (NASDAQ:VERX)
On March 17, 2026, Vertex, Inc. (NASDAQ:VERX) announced that its Vertex O Series Tax Engine and Indirect Tax Accelerator for Oracle ERP offerings are now available on the Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure. The company said the Tax Engine provides centralized tax calculation for complex global requirements, while the Indirect Tax Accelerator helps automate integration and configuration, reducing manual processes and implementation time.
Last month, Vertex, Inc. reported Q4 EPS of 17c, above the 16c consensus estimate, with revenue of $194.7M compared to the $194.33M consensus. CEO Christopher Young said the company delivered “double-digit revenue growth” and improved profitability, while continuing to invest in its platform, highlighting customer growth and expansion in its e-invoicing business.
Vertex, Inc. expects FY26 revenue of $823.5M-$831.5M compared to the $826.36M consensus, with cloud revenue growth of 25% and adjusted EBITDA of $188.0M to $192.0M.
Vertex, Inc. provides enterprise tax technology solutions across multiple industries globally.
1. EquipmentShare.com Inc. (NASDAQ:EQPT)
On March 23, 2026, Goldman Sachs lowered the price target on EquipmentShare.com Inc. (NASDAQ:EQPT) to $44 from $51 and maintained a Buy rating, citing a positive long-term view on the company’s ability to gain share in the construction equipment rental market.
On March 20, 2026, Truist lowered its price target on EquipmentShare.com Inc. to $41 from $43 and maintained a Buy rating, noting Q4 rental revenue grew 35%, driven by customer demand, greenfield expansion, and a larger rental fleet, while reiterating confidence in the company’s ability to outgrow the market in 2026.
On March 18, 2026, EquipmentShare.com Inc. reported Q4 adjusted EBITDA of $559M, up from $418M a year ago, with revenue of $1.57B compared to the $1.55B consensus estimate. CEO Jabbok Schlacks said the company delivered “strong results” in 2025, highlighting rental revenue growth, expansion of operational locations, and continued scaling of the business, while pointing to a supportive industry backdrop and confidence in gaining market share through disciplined growth.
EquipmentShare.com Inc. provides construction equipment rental, sales, and technology solutions.
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