In this article, we will look at the 10 High PE Stocks Insiders Are Buying.
High PE stocks are usually harder to defend in a market that has become more selective. When valuations are already elevated, investors tend to ask tougher questions about whether growth can hold up, whether expectations have run too far ahead, and whether momentum alone is carrying the stock. That is part of what makes insider buying more interesting in this corner of the market. Executives and directors are not buying because a stock looks statistically cheap. They are often buying because they believe the business can keep growing into a valuation that outside investors may view as stretched.
That helps explain why insider activity can still matter even when a stock does not screen as a traditional value name. 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,” along with “attractive fundamentals.” While that framework is often associated with inexpensive stocks, the broader point still applies that insider buying can signal conviction that the market is misreading the company, even if the debate is about how much future growth is worth paying for. Franklin Templeton’s Value Balanced Portfolios fact sheet indicates managers may “Re-examine a current holding” when “there is unusual insider buying/selling.” Both firms suggest that insider transactions are worth watching because they can offer a clue about whether the market’s current pricing, even if it’s already expensive, is fully capturing the company’s underlying prospects.
With that in mind, 10 High PE Stocks Insiders Are Buying.
Our Methodology
We used the Finviz screener to identify stocks with PE ratios over 30x 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. Borr Drilling Limited (NYSE:BORR)
On March 23, 2026, Borr Drilling Limited (NYSE:BORR) announced it entered into agreements to acquire five premium jack-up rigs from Fontis Finance for $287M through a newly formed 50/50 joint venture with its well construction partner in Mexico. The rigs, consisting of two Friede & Goldman JU-2000E units and three LeTourneau Super 116-C units, are currently located in Mexico. The deal will be financed with a $237M non-recourse seller’s credit and $25M cash contributions from each partner, with closing expected in Q3, subject to customary conditions.
On March 11, 2026, SEB Equities analyst Kim Andre Uggedal downgraded Borr Drilling Limited (NYSE:BORR) to Hold from Buy with a $5.45 price target, citing valuation as the market recovery is reflected in the share price.
On March 9, 2026, the company provided an operational update following hostilities in the Arabian Gulf, noting that three rigs in Qatar and the UAE were down-manned and one rig was shut down after an incident, with all personnel “safe and accounted for,” according to CEO Bruno Morand, as operations remain on standby while conditions stabilize.
Borr Drilling Limited (NYSE:BORR) provides offshore shallow-water drilling services to the oil and gas industry globally.
9. Carrier Global Corporation (NYSE:CARR)
On March 17, 2026, Carrier Global Corporation (NYSE:CARR) announced that its venture arm, Carrier Ventures, made a strategic investment in Heat Geek, a UK-based startup focused on accelerating residential heat pump adoption across Europe. The company said Heat Geek’s platform connects homeowners with certified installers and uses AI-powered tools to design and install heat pump systems, supporting the process from system design and quoting to financing and installation.
Earlier in March, CEO David Gitlin said in an interview that Carrier is positioned to benefit as macro conditions improve, noting the company has been gaining share through new product innovation and highlighting opportunities tied to heat pump adoption in Europe.
Last month, Carrier Global Corporation (NYSE:CARR) reported Q4 adjusted EPS of 34c, below the 36c consensus estimate, with revenue of $4.84B compared to $5.02B consensus. Gitlin said the company delivered strong commercial HVAC performance, with orders up nearly 50%, and pointed to continued growth in aftermarket services and efforts to manage costs and build backlog to offset residential market weakness.
Carrier Global Corporation (NYSE:CARR) provides climate and energy solutions across global markets.
8. Coupang, Inc. (NYSE:CPNG)
On March 17, 2026, Coupang, Inc. (NYSE:CPNG) announced at the NVIDIA AI Conference & Expo that its collaboration with Nvidia (NVDA) has enabled the creation of an “AI factory” to support innovation across its e-commerce logistics and delivery operations. The company said the system combines its Coupang Intelligent Cloud with Nvidia DGX SuperPOD to create a self-service AI environment, allowing teams to build and test models across its global operations. Coupang also said it is supporting Nvidia as a launch partner for Dynamo, with Ashish Suryavanshi noting the partnership helps advance its “Rocket Delivery” promise through continued innovation.
Earlier in March, Morgan Stanley lowered its price target on Coupang, Inc. (NYSE:CPNG) to $29 from $31 previously and maintained an Overweight rating, citing improving operating metrics in Korea and progress in Taiwan, while noting that regulatory risks tied to a prior data breach appear to be easing.
Meanwhile, Barclays raised its price target on Coupang, Inc. (NYSE:CPNG) to $24 from $23 previously and maintained an Overweight rating following fourth-quarter results.
Last month, Coupang, Inc. (NYSE:CPNG) reported Q4 EPS of (1c) compared with the 4c consensus estimate, with revenue of $8.835B compared to $9.09B consensus.
Coupang, Inc. (NYSE:CPNG) operates an e-commerce platform through mobile applications and websites across South Korea and international markets.
7. Centuri Holdings, Inc. (NYSE:CTRI)
On March 25, 2026, Cantor Fitzgerald raised the price target on Centuri Holdings, Inc. (NYSE:CTRI) to $37.40 from $35.25 and maintained an Overweight rating. Cantor Fitzgerald said its updated Q1 EBITDA estimate of $32M reflects modest winter weather benefits and a less severe gas headwind than previously expected.
Last month, Centuri Holdings, Inc. (NYSE:CTRI) reported fourth-quarter adjusted EPS of 17c, compared to the 19c consensus estimate, with revenue of $858.6M compared to the $740.62M consensus. Revenue growth was led by Canadian operations at 37%, followed by Union Electric at 22%, non-union electric at 17%, and U.S. gas at 16%. CEO Christian Brown said 2025 was a “remarkable year,” highlighting expansion in Canada, margin improvement, and a strengthened balance sheet, while pointing to a $13B opportunity pipeline and $5.9B backlog supporting future growth.
Centuri Holdings, Inc. (NYSE:CTRI) expects FY26 revenue of $3.24B-$3.54B compared to the $3.14B consensus.
Centuri Holdings, Inc. (NYSE:CTRI) provides utility infrastructure services across North America.
6. Fidelity National Information Services, Inc. (NYSE:FIS)
On March 24, 2026, Fidelity National Information Services, Inc. (NYSE:FIS) announced the launch of FIS CD Prediction Clearing, a solution designed to provide 24/7 post-trade clearing for regulated prediction markets. The company said the platform replaces batch-based processes with real-time processing and leverages a cloud-native architecture to support middle- and back-office functions while improving scalability and reducing infrastructure costs.
In a regulatory filing, Fidelity National Information Services, Inc. (NYSE:FIS) disclosed that CEO Stephanie Ferris purchased 19.8K shares of common stock on March 5 in a transaction valued at $1.0M.
On March 9, 2026, Goldman Sachs reinstated coverage on Fidelity National Information Services, Inc. (NYSE:FIS) with a Buy rating and a $70 price target, noting the company is now a pure play on bank software and infrastructure following prior transactions, and expects mid-single-digit annual recurring revenue growth.
Fidelity National Information Services, Inc. (NYSE:FIS) provides financial technology solutions to institutions and businesses globally.
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