Insiders Are Buying the Dip in These 2 Stocks — and Morgan Stanley Is Backing the Move

Investors are always looking for a signal pointing to the stocks that could outperform, and insider moves are one of the most reliable ones available. By insiders we mean high-level corporate officers – the company directors and C-suite executives – with responsibility to Boards and shareholders for ensuring profits and returns. Their roles give them a closer view of their companies’ trajectory, and when they choose to step in and buy shares on a dip, it often reflects confidence in the outlook.

Furthermore, when a major investment bank like Morgan Stanley reinforces that view with ‘Buy’ ratings, it adds another layer of conviction. Those are the names investors may want to revisit.

We’ve gotten a start on this, using the Insiders’ Hot Stocks tool from TipRanks to spot shares where insiders have been taking advantage of recent pullbacks, and where Morgan Stanley’s analysts are also on board. Here’s a closer look at two of them.

Blackstone (BX)

We’ll start in the world of asset management, with a look at Blackstone Group. Blackstone is a giant in its field; since its founding in 1985, it has grown to become the world’s largest alternative asset management company, and currently has approximately $1.24 trillion in total assets under management. These assets include more than 250 portfolio companies and over 12,500 real estate investments. The company uses the income from these investments to fuel further ventures into dynamic business sectors with potential for long-term growth.

Blackstone is a champion of investment diversification, working with institutional and individual clients, as well as financial advisers, family offices, endowments, and foundations. The company’s institutional positions have realized $417 billion in gains for its clients – a client base that includes retirement systems representing more than 100 million pensioners.

On the individual side, Blackstone’s private wealth channel manages some $288 billion. Through its partnerships with top-tier financial advisors, Blackstone provides its individual clients with access to private markets and institutional-quality investment opportunities. The company’s Private Capital Group deals with the elite of the world’s wealthy – ultra-high-net-worth individuals, along with their endowments, foundations, multi-family offices, and other diverse holdings.

All of this is big business, and through it, Blackstone generated over $13 billion in revenues last year. The company’s stock has been on something of a roller coaster in 2025, with the shares ultimately down 20% for the year-to-date, and 14% for the past month. Even with those recent losses, Blackstone still boasts a market cap of $172 billion.

Looking at Blackstone’s more immediate results, we see that the company’s top line in the last reported quarter, 3Q25, came to $3.09 billion. This was down more than 15% year-over-year, and missed the forecast by $20 million. On a more positive note, the company’s distributable earnings per share (DEPS) came to $1.52 for the quarter, which was 29 cents per share better than had been expected. The DEPS directly and fully supported the company’s dividend, which was set at $1.29 per common share, with a payment date of November 10. The dividend annualizes to $5.16 per common share and gives a forward yield of 3.7%.

The most recent informative insider stock purchase here was made by James Breyer, a member of Blackstone’s Board of Directors. On November 4, Breyer purchased 13,900 shares for nearly $2 million. This purchase brought his total stake in the company to $9.75 million.

Morgan Stanley analyst Michael Cyprys covers this asset management giant and takes an upbeat view. He sees Blackstone’s positions in real estate as advantageous, as well as the overall high quality of its portfolio.

“We see BX as a best-in-class private markets brand that’s attractively positioned to benefit from improving real estate sentiment and quality & diversified franchise to weather the NT credit concerns and benefit from increasing capital markets activity… We see the cap mkts recovery building and see BX as among the best placed alts asset mgrs as the private mkts flywheel spins faster, boosting EPS outlook. We also see BX among the best positioned for growth in the private wealth channel and emerging opportunities in retirement/401(k).”

“Further,” the analyst added, “we see another stool to support real assets growth, that’s fueled by the AI revolution and data center buildout globally, which will require massive capital funding. BX is also poised to benefit from a cyclical recovery, particularly as real estate sentiment improves and transactions accelerate.

These comments support the Morgan Stanely analyst’s Overweight (i.e., Buy) rating, while his $215 price target implies a one-year upside potential of 55%. (To watch Cyprys’s track record, click here)

Looking at the ratings breakdown, analysts are split right down the middle when it comes to BX. 6 Buys vs 6 Holds coalesce to a ‘Moderate Buy’ consensus view. The stock is currently priced at $138.42, and its $182.50 average target price points toward an upside of 32% on the one-year horizon. (See BX stock forecast)

Cheniere Energy (LNG)

For the next stock on our list, we’ll move over to the energy sector. Cheniere Energy specializes in preparing liquefied natural gas (LNG) for the export market. This puts the Houston, Texas-based company at the center of a major segment in the global energy market. Cheniere has been in the energy business since 1996 and, in 2016, became the first US company to export LNG to the global market.

Today, Cheniere is the largest US liquefied natural gas exporter and the second-largest producer of LNG globally. The company generated $15.7 billion in revenue from its business last year, and even after recent share price losses – the stock currently sits 16.5% below its 52-week peak – it still has a market cap of ~$46 billion.

Cheniere’s business is centered on the Gulf Coast of the United States, particularly around Sabine Pass, Louisiana, and Corpus Christi, Texas. The company purchases natural gas from producers in the US and converts it to LNG at its liquefaction facilities, dubbed trains. Cheniere has 12 such trains in operation and exports LNG to 45 markets and regions around the world. The company employs 1,700 people, and since it began exporting LNG in 2016, it has shipped out 4,370 cargoes. Looking ahead, Cheniere management has stated that they expect the company will reach a major milestone next year by exporting more than 50 million metric tons of LNG.

Cheniere’s 3Q25 report, released at the end of October, showed revenues of $4.44 billion. While up 18% year-over-year, this figure came in below the forecast, missing by $43.15 million. The company’s bottom line, reported as a diluted net income per share attributable to common stockholders, was up year-over-year from $3.93 to $4.75 – and it beat the forecast by $1.86 per share. The company generated $1.6 billion in distributable cash flow for the third quarter and, as of September 30 this year, had available cash and other liquid assets totaling $1.075 billion.

This stock’s recent insider buy came from Board of Directors member Benjamin Moreland, who picked up 5,000 shares for ~$1.04 million on November 4. Moreland currently holds $2.12 million worth of LNG stock.

When we turn to the Morgan Stanley take on Cheniere, we find that 5-star analyst Devin McDermott is upbeat on the company’s future prospects. He writes of the LNG firm, “Cheniere remains the dominant US LNG player and is structurally advantaged compared to peers given its scale, low-cost expansion opportunities, and existing platform of stable cash flows backed by long-term contracts. Over the next several years, rising FCF supports growing dividends and share repurchases. Cheniere’s strong cash flow (12% run-rate yield on the existing platform, including CCL Stage 3 and Trains 8-9), downside protection from existing contracts, and attractive growth all underpin our Overweight rating.”

Along with his stated Overweight (i.e., Buy) rating, McDermott puts a $258 price target on Cheniere’s stock, implying a gain of 20% for the year ahead. (To watch McDermott’s track record, click here)

Overall, all 13 of the analyst reviews here are positive, for a unanimous Strong Buy consensus rating. The shares are trading at $215.21, and their average target price of $271 suggests a 26% upside by this time next year. (See LNG stock forecast)

To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.

Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.