ALAB Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for ALAB. 2 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 182 sales, a net selling of $457.8M. The largest was Gajendra Sanjay (director, officer: President and COO) selling $39.8M. The stock gained 224% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 26, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 137,294 | $290.21 |
| May 26, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 136,709 | $289.13 |
| May 26, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 47,710 | $292.14 |
| May 26, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 73,300 | $291.28 |
| May 26, 2026 | Mazzara Philipofficer: General Counsel and Secretary | Sell | 796 | $291.03 |
| May 26, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 4,987 | $293.03 |
| May 21, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 102,839 | $248.91 |
| May 21, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 40,000 | $248.62 |
| May 21, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 76,702 | $249.79 |
| May 21, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 2,612 | $251.54 |
| May 21, 2026 | Gajendra Sanjaydirector, officer: President and COO | Sell | 17,847 | $250.75 |
| May 20, 2026 | Mazzara Philipofficer: General Counsel and Secretary | Sell | 170 | $221.01 |
| May 20, 2026 | Mohan Jitendradirector, officer: Chief Executive Officer | Sell | 6,924 | $220.62 |
| May 20, 2026 | Mohan Jitendradirector, officer: Chief Executive Officer | Sell | 9,409 | $218.50 |
| May 20, 2026 | Mohan Jitendradirector, officer: Chief Executive Officer | Sell | 1,629 | $225.27 |
Source: ALAB SEC Form 4 filings, latest May 26, 2026. For informational purposes only — not investment advice.
Research
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The AI infrastructure capex super-cycle is channeling $200B+ in hyperscaler spending into data centers, power, networking, and cooling. Arista Networks and Vertiv lead the ranking with the strongest order book visibility, while Amphenol offers the best growth-to-valuation ratio and Dell provides deep value at 12.8x forward earnings.
ANETVRTAPHWhich picks-and-shovels names have the highest AI revenue concentration heading into 2027?
Astera Labs leads the group with near-100% AI revenue concentration, followed by Arista Networks at ~30% and rising. Vertiv, Coherent, and Modine offer varying degrees of AI exposure at more moderate valuations, with Modine's pending divestiture set to sharpen its data center focus heading into 2027.
ANETVRTCOHR
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