Three AI Names the Insider Ownership Screen Is Flagging

A June 2026 stock screen for fast-growing stocks with high insider ownership flags three US names that otherwise share little: Nebius Group, Tesla, and Super Micro Computer. The screen reads them as one cluster on the combination of analyst growth expectations and meaningful insider equity. The three companies’ balance sheets, contracts, and capital structures tell three separate stories.

Each name sits at a different point on the AI infrastructure buildout. Nebius runs GPU clusters and AI cloud platforms for Microsoft and Meta. Tesla pushes autonomous driving software and the Optimus humanoid alongside its automotive and energy storage businesses. Super Micro assembles the modular AI servers that the other two depend on. The screen treats insider ownership plus analyst optimism as a single signal, and reading the three at the same time shows what that signal does and doesn’t catch.

Why the Filter Picks These Three

The Simply Wall St Fast Growing Stocks With High Insider Ownership screener runs against US equities and filters for two combined traits. Companies that pass carry strong analyst growth expectations, and insiders hold meaningful equity stakes. The June 2026 cut surfaces 1,251 companies that meet both filters, with Tesla, Nebius, and Super Micro as the three the companion article highlights from that broader pool.

What ties the three selected names together is exposure to the AI infrastructure buildout, not a shared business model. Nebius is a startup-scale AI cloud company at $73.4 billion market cap. Tesla is a $1,504.1 billion auto and energy conglomerate. Super Micro is a $19.8 billion server vendor. Where they match is growth expectations plus material insider equity. Where they don’t match is in revenue mix, margin profile, and how their capital is funded.

The screen’s logic is straightforward: management with skin in the game aligns with shareholders when growth is the prize. The filter does not ask what kind of growth, what the balance sheet looks like, or what the company’s insider behavior has been recently. It treats insider ownership plus growth as one signal worth rewarding. Three different businesses get that reward for three different reasons.

Nebius Group’s $46 Billion in Long-Term Commitments

Nebius, headquartered in Amsterdam and listed on Nasdaq as NBIS, runs an AI cloud business that pulled roughly $828.6 million in segment revenue in its last reported period. Smaller contributions come from its education and robotics units. The bulk of analyst attention sits on the AI infrastructure segment, which has accumulated about $46 billion in long-term commitments, anchored by a March 16, 2026 announcement of a five-year deal with Meta worth up to $27 billion.

The structure of the Meta deal is unusual. Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of NVIDIA’s Vera Rubin platform. Deliveries start in early 2027. Meta separately committed to purchase additional compute capacity from upcoming Nebius clusters up to a total of $15 billion over the same five-year window. The full contract value sums to approximately $27 billion, per the company’s March 16, 2026 release.

We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business.

Arkady Volozh, founder and CEO of Nebius, said the deal in the company’s release. Nebius also announced a separate multi-year AI infrastructure agreement with Microsoft on September 8, 2025, with Nebius delivering dedicated capacity from a new data center in Vineland, New Jersey, per the company’s Microsoft infrastructure agreement from September 8, 2025. The company’s 2026 guidance remained unchanged after the Meta announcement. Nebius joined the Nasdaq 100 in mid-2026, giving index funds a structural reason to buy.

The company holds roughly $9.3 billion in cash to fund the data centre buildout. It carries a very high P/E ratio. Its own forecasts point to potential future losses rather than near-term earnings. The screen’s combination of insider ownership plus growth expectations lands here as a bet on contracted demand converting into revenue. Insider holdings and the founder’s continued involvement in deal-making are what the screen is rewarding.

Tesla’s $1.5 Trillion Market Cap Sits on a 3.9% Margin

Tesla is the largest name on the list by a wide margin. Its market cap of $1,504.1 billion runs against automotive revenue of about $85.4 billion and energy generation and storage revenue of roughly $12.4 billion. Net margin is 3.9%. Recent earnings have declined 36.8%. The stock trades at a price-to-sales ratio of 15.2x.

The screen’s filter sees Tesla as a fast-growing business where insiders have meaningful stakes. The growth thesis leans on Full Self-Driving, robotaxi deployment, the Optimus humanoid robot, and energy storage scaling. The financial picture is mixed: operating margin sits well below the double-digit levels Tesla once posted, and regulators in Europe are reviewing Full Self Driving while Texas and Denmark have moved to widen deployment. Tesla is on the screen because insiders own a slice and analysts forecast growth. It is on the screen with thinner margins than the typical large-cap, against a market cap that has priced in significant future success in autonomy and robotics.

Super Micro’s $39 Billion Backlog, $7 Billion in New Equity

Super Micro Computer generated about $33.7 billion in revenue from high-performance server solutions. Market cap is $19.8 billion. Net margin is 3.7%. The reason the screen pulls it in is the AI server backlog. Super Micro has tied roughly $39 billion in AI server orders to more than 20 customers, with partnerships across Nvidia, AMD, and Arm platforms.

Funding that backlog is the active story. Earlier in June 2026, Super Micro closed a $1.25 billion common stock follow-on offering and a $3.75 billion mandatory convertible preferred share issue, completing about $5 billion of a broader plan to raise up to $7 billion. The mandatory convertible carries a 7.00% coupon. The package is meant to fund component purchases for the AI server commitments without leaning on traditional bank debt, which has been harder to access amid an unresolved auditor departure and Department of Justice investigation, per Super Micro’s June 10, 2026 prospectus supplement.

The June 2026 Simply Wall St analysis, the equity-raise deep dive on Super Micro, described the near-term catalyst as the conversion of that $39 billion backlog into profitable, on-time deliveries. The financing package adds dilution on top of an unresolved DOJ investigation and an ongoing export control review. The trade-off the screen is pricing in: management has material insider equity in the business, the company is building aggressively into AI demand, and the capital structure is being rebuilt in the open. Customer concentration in a handful of very large buyers is the single largest risk factor the screen flags for this name.

How Insider Behavior Differs Across the Three

At Tesla, the insider ownership signal comes mostly from Elon Musk’s stake, supplemented by holdings from other named executives. Recent public filings show executive sales under Rule 10b5-1 plans, which are scheduled in advance. The signal the screen reads is the size of the insider stake, not the direction of recent transactions.

The screen doesn’t penalise insider selling because insider sales under 10b5-1 plans are scheduled in advance, not reactive. That dynamic played out elsewhere in the AI infrastructure complex, including a recent quarter in which Cloudflare beat estimates and raised guidance while insiders kept selling, as covered in Oton Technology’s write-up of Cloudflare’s AI bet. At Nebius, the insider signal is tied to founder and CEO Arkady Volozh, who remains in operational control and personally announces the largest customer deals. The signal is closer to founder-led execution: the insider is the same person signing the $27 billion Meta contract.

At Super Micro, the insider signal is harder to read against the active dilution. Management is raising equity from the market to fund growth, which by definition transfers some of the future upside to outside shareholders. Insiders still hold material equity, and the screen still rewards that. The market is being asked to share the ride.

The three insider profiles look like the same signal from a screen’s perspective. From a holder’s perspective, they are three different bets. Musk’s stake anchors the Tesla story; Volozh’s stake sits at the centre of Nebius’s deal pipeline; Super Micro’s insider equity is being diluted by the very financing that funds the company’s growth story.

Where the Screen Quietly Falls Short

The insider ownership filter is a positive screen. It picks companies where management has skin in the game. It does not, by construction, screen out thin margins, customer concentration, regulatory exposure, or capital structure stress. All three names here sit on net margins between 3.7% and 3.9%, and on balance sheets that are either rich with cash (Nebius), being rebuilt with new equity (Super Micro), or carrying thin margins against a trillion-dollar market cap (Tesla).

What the screen does not flag, by design:

• Thin operating margins across all three names, ranging from 3.7% to forecasts of future losses
• Customer concentration at Super Micro, where a handful of large buyers make up the bulk of the $39 billion backlog
• Regulatory review of Tesla’s Full Self-Driving software in Europe, alongside an unresolved DOJ investigation and export control review at Super Micro
• Active equity dilution at Super Micro, where the company is selling new shares to fund its own backlog
• A high P/S ratio at Tesla (15.2x) and a very high P/E ratio at Nebius, both of which assume successful execution of large forward bets

Insider ownership and growth expectations are useful inputs, not a complete picture. Each company on the screen still requires the same fundamentals work a filter was supposed to skip. For a parallel insider-ownership growth story outside the AI infrastructure space, see Oton Technology’s coverage of Dynamic Services & Security’s 152% revenue surge. The screen surfaces candidates. It does not validate them.

Frequently Asked Questions

What is the Fast Growing Stocks With High Insider Ownership screener?

It is a Simply Wall St screen that filters US equities for two combined traits: companies with strong analyst growth expectations, and companies where insiders hold meaningful equity stakes. The current June 2026 cut surfaces 1,251 companies meeting both filters. The companion article highlights three picks: Tesla, Nebius Group, and Super Micro Computer.

Are Nebius, Tesla, and Super Micro really comparable?

They share exposure to the AI infrastructure buildout and they all pass the combined insider-ownership-plus-growth filter. They don’t share a business model. Nebius is a $73.4 billion AI cloud company with about $46 billion in long-term commitments. Tesla is a $1,504.1 billion auto and energy conglomerate. Super Micro is a $19.8 billion server vendor with about a $39 billion AI backlog. The screen pulls them in on a shared signal, not a shared business.

What is the biggest risk the screen understates?

The screen is a positive filter. It identifies companies with strong analyst expectations and meaningful insider holdings. It does not screen out thin net margins, customer concentration, regulatory exposure, or capital structure stress. All three names on the current cut run net margins between 3.7% and 3.9%, and each carries a separate execution risk the screen does not address.

Why is Tesla included despite a 3.9% net margin?

The screen ranks companies on growth expectations and insider holdings, not on margin profile. Tesla’s market cap, P/S ratio of 15.2x, and analyst forecasts tied to Full Self-Driving, robotaxis, and Optimus robotics keep it in the growth bucket even as net margin compresses to 3.9% and earnings decline 36.8%. Margin isn’t a disqualifier in this filter.

Does insider ownership guarantee outperformance?

No. Insider ownership aligns management incentives with shareholders but does not protect against thin margins, regulatory setbacks, customer concentration, or dilution from new equity raises. The screen treats insider ownership as one input alongside growth expectations. Investors still need to evaluate each company’s underlying financials, capital structure, and competitive position separately.

Disclaimer: This article is informational and does not constitute financial advice. The figures cited are accurate as of publication in June 2026 and may have changed. Always consult a qualified financial professional before making investment decisions.