INOD INNODATA INC

NEUTRAL Impact: 5/10 Insider Cluster (4 insiders)
Horizon weeks Filed May 18, 2026 Processed 22d 6h ago
Insider cluster: 4 insiders, $26.2M total
Latest settled — T+5d
INOD ▲ +2.69% at T+5d
NEUTRAL call ✓ call won +2.69% · α vs SPY +0.45% · entry $88.19 → $90.57
Next anchor: T+20d in 6d
Currently $98.77 · +12.00% from $88.19 entry
Entry anchored
May 18, 03:59 PM ET
via Databento tick
T+1d
+7.39%
call +7.39% · α +6.35%
$94.71
settled 22d ago
T+5d
+2.69%
call +2.69% · α +0.45%
$90.57
settled 15d ago
T+20d
call — · α —
in 6d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Four INOD insiders, including CEO Jack Abuhoff and COO Ashok Mishra, sold a total of $26.23M in open-market shares over the week following the company's record Q1 2026 earnings report (revenue +54% YoY, EBITDA +96%). The selling is primarily profit-taking after a massive stock run-up, with option exercises at low strike prices converted into sales near $90. Despite the insider sales, the company's strong operational performance and raised guidance suggest the selling does not signal fundamental deterioration.

Key Financial Metrics

Direction
selling
Total Value
$26.2M
Insiders
4

Actionable Insight

The selling is likely profit-taking after a strong earnings beat and near-all-time-high stock price. While the cluster size is notable, the fundamental story remains intact. Monitor for any follow-on sales in the next 30 days; if selling continues at this pace, it could weigh on sentiment. The strong revenue and EBITDA momentum supports the current valuation.

Key Facts

  • Total insider open-market sales: $26.23M (0.85% of $3.1B market cap)
  • CEO Jack Abuhoff sold $2.03M on May 14 after exercising options
  • COO Ashok Mishra sold $21.06M on May 12 after exercising options
  • Directors Louise Forlenza and Stewart Massey sold $2.17M and $960K respectively
  • Sales occurred within 11 days of record Q1 earnings: revenue $90.1M (+54% YoY), adjusted EBITDA $25.0M (+96% YoY), raised FY2026 guidance to ~40% revenue growth
  • Most sales were preceded by derivative exercises, indicating pre-planned liquidity events

Financial Impact

Insiders sold $26.23M in open-market shares, representing 0.85% of market cap

insider ownershipfree float

Risk Factors

  • Continuation of insider selling could signal peak confidence
  • Stock may be overvalued after 50%+ run in 2026
  • Customer concentration remains a risk despite diversification progress

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Processing & Data Preparation
Analyst Consensus
90% bullish (10 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-INOD-1779135399147
11 reports for INOD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for INOD — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$112.52 awaiting T+1awaiting T+1$98.77 (−12.22%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$112.52 awaiting T+1awaiting T+1$98.77 (−12.22%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$108.27 $121.50▲ +12.22%▲ +11.82%$98.77 (−8.77%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 4/10
$89.00 $99.35▲ +11.63%▲ +11.08%$98.77 (+10.98%)
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 3/10
$95.48 $95.91▲ +0.45%▼ −0.14%$98.77 (+3.45%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 4/10
$98.53 $95.48▼ −3.10%▼ −3.54%$98.77 (+0.24%)
May 18, 2026
22d ago
Insider Cluster
BEARISH ★ 6/10
$88.19 $94.71▼ −7.39%▼ −6.35%$98.77 (−12.00%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 5/10
$88.19 $94.71▲ +7.39%▲ +6.35%$98.77 (+12.00%)
May 12, 2026
29d ago
Insider Cluster
NEUTRAL ★ 5/10
$92.09 $89.95▼ −2.32%▼ −2.90%$98.77 (+7.25%)
May 12, 2026
29d ago
Insider Cluster
NEUTRAL ★ 5/10
$92.09 $89.95▼ −2.32%▼ −2.90%$98.77 (+7.25%)
Showing 10 of 11

US Market Status

Market Closed — Opens Thu (11h)

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