Stacy J Smith

Director Stacy J Smith buys 3,435 shares at avg $231.17; stock now -29.7% from 52-week high.

Stacy J Smith, a director at Autodesk, executed 2 separate purchases totaling 3,435 shares for $794,054.34 on 2026-05-29, increasing her holdings by 14.9% to 26,517 shares. The timing of this acquisition is notable: at $231.17 blended average, she bought within 1.9% of the current price ($231.31), yet the stock has declined 5.9% over the past 90 days and sits 29.7% below its 52-week high of $329.09. Across her cross-ticker track record, Smith's prior 2 buys averaged a 90-day return of 4.5% with a 100% win rate; however, at ADSK specifically, her 5 prior trades from late 2023 to early 2024 were all sells, with no measurable 90-day outcomes available. The company's fundamentals remain solid—revenue growth of 17.5% annually and a net income of $491.0M on $1.9B quarterly revenue—though the P/E of 33.38 suggests elevated valuation relative to recent equity performance.

Director Stacy J Smith buys 30,376 shares of WOLF at $6.43; stock down 86.2% from 52-week high amid operating losses.

Smith purchased 30,376 shares at $6.43 on 2024-11-20, increasing his holdings by 132.2% to 53,357 shares total. The transaction occurs as the stock trades at $6.44 current price, having declined 86.2% from its 52-week high of $46.84 and fallen 58.2% over the past 30 days. Wolfspeed's fundamentals show a negative net income of $-282.2M and annual revenue decline of -12.4%, indicating the company is unprofitable. Smith's own track record at this ticker shows 0 of 1 prior buy was well-timed at the 90-day mark, with his previous buy on 2024-02-02 resulting in -10.6% return over 90 days. While a cluster of 3 other insider buys within the past 14 days suggests some coordination, the combination of deep valuation decline, operational losses, and the insider's poor prior timing at this ticker raise questions about the conviction or strategic merit underlying this accumulation.