LOW
Outperforming without a clear catalyst yet
- LOW +4.34% on the last session vs SPY −0.29%: +4.6 pts of stock-specific move.
- Aftermath, big gain (+4.3% today so far, past its big-gain line of +2.0%): After its 65 big gains in the past 5 years, LOW was higher a week later 35 times out of 65; half the outcomes fell between -2.2% and +2.2%. History, not a forecast.
- 4 Reddit mentions in the past 24 hours, 30% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: Evercore ISI Group maintained In-Line, lowered target $220 → $190.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.7× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Quonta D Vance | EVP | Tax | tax withholding | 848 | $194.61 | $165K | Sep 16 |
| Jun 18, 2026 | Margrethe R Vagell | EVP | Sell | unplanned | 2,500 | $223.83 | $559.6K | Jun 22 |
| Jun 17, 2026 | Juliette Williams Pryor | EVP | Sell | unplanned | 9,330 | $224.80 | $2.1M | Jun 18 |
| Jun 16, 2026 | Janice Dupre | EVP | Sell | unplanned | 14,150 | $221.90 | $3.1M | Jun 17 |
| Jun 15, 2026 | Juliette Williams Pryor | EVP | Tax | tax withholding | 9,768 | $220.19 | $2.2M | Jun 16 |
| Apr 1, 2026 | William P Boltz | EVP | Tax | tax withholding | 2,237 | $235.98 | $527.9K | Apr 2 |
| Apr 1, 2026 | Janice Dupre | EVP | Tax | tax withholding | 959 | $235.98 | $226.3K | Apr 2 |
| Apr 1, 2026 | Marvin R Ellison | CEO | Tax | tax withholding | 7,875 | $235.98 | $1.9M | Apr 2 |
| Apr 1, 2026 | Seemantini Godbole | EVP | Tax | tax withholding | 1,477 | $235.98 | $348.5K | Apr 2 |
| Apr 1, 2026 | Dan Clayton Jr Griggs | SVP | Tax | tax withholding | 214 | $235.98 | $50.5K | Apr 2 |
| Apr 1, 2026 | Joseph Michael McFarland | EVP | Tax | tax withholding | 2,314 | $235.98 | $546.1K | Apr 2 |
| Apr 1, 2026 | Brandon J Sink | CFO | Tax | tax withholding | 1,518 | $235.98 | $358.2K | Apr 2 |
| Apr 1, 2026 | Margrethe R Vagell | EVP | Tax | tax withholding | 214 | $235.98 | $50.5K | Apr 2 |
| Apr 1, 2026 | Quonta D Vance | EVP | Tax | tax withholding | 327 | $235.98 | $77.2K | Apr 2 |
| Mar 4, 2026 | Quonta D Vance | EVP | Sell | unplanned | 10,369 | $257.54 | $2.7M | Mar 5 |
| Jan 9, 2026 | Marvin R Ellison | CEO | Sell | 10b5-1 plan | 18,000 | $261.17 | $4.7M | Jan 12 |
| Dec 15, 2025 | Quonta D Vance | EVP | Tax | tax withholding | 211 | $248.78 | $52.5K | Dec 16 |
| Nov 24, 2025 | Lawrence Simkins | Director | Buy | open-market buy | 1,000 | $231.06 | $231.1K | Nov 25 |
| Sep 15, 2025 | Quonta D Vance | EVP | Tax | tax withholding | 344 | $272.09 | $93.6K | Sep 16 |
| Sep 11, 2025 | Joseph Michael McFarland | EVP | Sell | unplanned | 43,810 | $272.60 | $11.9M | Sep 12 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 17, 2026 | Kevin Hern | House | Sell | $1K–$15K | Oct 13 |
| Sep 2, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 25 |
| Aug 24, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 1 |
| Jul 20, 2026 | Sheldon Whitehouse | Senate | Sell | $1K–$15K | Aug 3 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Jan 14, 2026 | John W Hickenlooper | Senate | Sell | $50K–$100K | Feb 6 |
| Nov 13, 2025 | Shelley M Capito | Senate | Sell | $1K–$15K | Dec 4 |
| Oct 21, 2025 | Shelley M Capito | Senate | Sell | $1K–$15K | Nov 4 |
| Oct 20, 2025 | Shelley M Capito | Senate | Sell | $1K–$15K | Nov 4 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q1 2026 | 912,040 | $219.9M | May 15 | |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q4 2025 | 912,040 | $219.9M | 0.6% | Feb 17 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves