Director Sarowitz put in $1.36M on Aug 12, doubling his stake (+107% ΔOwn) — genuinely large absolute size, and fundamentals support the thesis with revenue up 27.5% YoY and healthy 57.9% gross margin. But it's director-only (no C-suite, capped below A), the stock is already 78% off its 52w high in a sector lagging SPY by ~9%, and the buy is 14% above where it now sits offering little edge. Recent coverage flagged internal-control weaknesses and an ongoing adjusted EBITDA loss, so keep this a small B-size swing to +10% (~$4.81).
Watch: Director-only, no C-suite. Unprofitable; flagged internal control weaknesses and royalty-backed guarantee risk. Sector lagging SPY by 8.6%; buy price already 14% above current. Prior equity raises = dilution history.