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More Reading from MarketBeat
Insider Trades: Nike Sees More CEO Buys, Aehr Sold on 300% GainBy Leo Miller. First Published: 4/20/2026. 
Key Points
- Gains keep compounding for AEHR in 2026, and insiders are taking advantage.
- CEO insiders at NKE keep buying as the stock craters.
- The company that helped SMR rise to fame has nearly exited the small nuclear stock.
- Special Report: Elon Musk already made me a “wealthy man”
Insiders are making moves in one top-performing artificial intelligence (AI) stock and two high-profile names that have experienced large drawdowns. The activity includes multiple CEOs buying shares in what is arguably the world’s best-known apparel company. Below are the positive and negative signals those trades send to investors. Up Over 300%, Aehr Insiders Increase Sales to $23 MillionAehr Test Systems (NASDAQ: AEHR) has been one of the market's hottest stocks in 2026, delivering massive gains. Shares are up more than 300% year-to-date, making Aehr the third-best performing stock in the Russell 3000 Index. The Russell 3000 tracks roughly 98% of the U.S. public equity market. The stock’s surge coincides with the company raking in orders for its AI semiconductor testing solutions.
However, insider sales have surged alongside the rally. In Q2, insiders sold about $23 million worth of Aehr stock, after insider sales had not exceeded $600,000 in any of the prior three quarters. Importantly, it appears few, if any, of these sales were made under predetermined 10b5-1 plans; a very small number were tied to tax payments on the vesting of restricted stock units. That pattern strongly suggests most of these sales were discretionary, which is a meaningful negative signal for Aehr’s near-term outlook. Still, many sellers retain large positions: Rhea Posedel and Howard Slayen, for example, continue to hold more than 400,000 and about 150,000 shares, respectively. In short, insiders appear to be locking in gains while still keeping significant stakes. Elliot Hill and Tim Cook Spend $2 Million Combined on NikeAs shares of Nike (NYSE: NKE) have fallen, company leaders have been buying the dip. Near the end of 2025, Nike CEO Elliot Hill purchased about $1 million of Nike stock, after the share price had declined roughly 55% since the end of 2023. Apple (NASDAQ: AAPL) CEO Tim Cook — also a member of Nike’s board — bought approximately $2.95 million in Nike shares. Those purchases were made at prices between $59 and $61 per share. Since then, Nike has continued to fall, down more than 25% in 2026. In April, Hill and Cook each spent an additional $1 million on Nike stock, a combined $2 million of purchases. They placed those most recent buys at prices near $42 per share. Insiders John Rogers Jr. and Robert Swan also bought in during April, spending roughly $673,000 combined. Swan joins Hill and Cook in adding to his position since December 2025. These insider purchases are generally positive signals: Hill, Cook and Swan are showing conviction in Nike’s long-term prospects by increasing their stakes despite recent losses. Still, their earlier buys underscore that following insider purchases can carry substantial short-term risk. Fluor’s Position in NuScale Nears Its EndSmall modular reactor company NuScale Power (NYSE: SMR) has taken a severe hit in recent months, dropping more than 65% since the end of October 2025. In its November earnings report, NuScale posted a loss of $1.85 per share versus analysts’ expectations for an 11-cent loss. The company said the result was driven in part by a $148.5 million payment to ENTRA1 under their Partnership Milestone Agreement (PMA). NuScale made the payment to fund development of the 6-gigawatt reactor project it signed with the Tennessee Valley Authority. The stock subsequently fell for eight consecutive days, dropping more than 40%. Fluor (NYSE: FLR) has been reducing its stake in NuScale under a predetermined agreement; Fluor was NuScale’s primary financial backer in the company’s early stages. In April, Fluor sold roughly $312 million worth of NuScale stock, trimming its position by about 66% from 40 million to 13.5 million shares. Fluor’s remaining 13.5 million shares equal the block it sold on April 9, meaning the company has nearly liquidated its position. A full exit from Fluor would remove a technical overhang that has weighed on SMR, though that alone does not guarantee a significant recovery for the stock. Analysts Remain Somewhat Optimistic on Nike Amid Earnings DropNike’s steep decline makes it an intriguing name for investors. Despite a roughly 15% drop shortly after its latest earnings report, Wall Street analysts retain a generally constructive view. The MarketBeat consensus price target for Nike sits near $62, while the average of targets updated after its April earnings is about $57 — implying meaningful upside from current levels. |
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