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Today's Bonus Story
AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesBy Leo Miller. Posted: 4/13/2026. 
Key Points
- The world's biggest name in chip-making just saw an insider purchase
- After shooting to the moon, insiders are taking some gains in this satellite stock
- Insiders are picking up the slack in a slumping food maker
- Special Report: Elon Musk already made me a “wealthy man”
Insiders are sending signals across top stocks in the artificial intelligence (AI) space and the consumer staples sector. These include purchases at one of the world’s best-known semiconductor companies and activity at an up-and-down food giant. Meanwhile, insiders have been increasing sales at a skyrocketing satellite stock that is seeing strong demand from governments. TSMC Sees Small But Meaningful Insider BuyTaiwan Semiconductor Manufacturing (NYSE: TSM) dominates the AI chip-making space, making it a difficult AI stock to bet against. Even as chip-design names like NVIDIA (NASDAQ: NVDA) have stalled in 2026, TSMC continues to climb. Its shares are up more than 20% year-to-date, while NVIDIA is essentially flat.
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TSMC doesn’t need bullish insider signals to attract investor interest, but a recent purchase is notable. In late March, Vice President Tien Bor‑Zen bought 1,000 of TSMC’s Taiwan-registered shares, worth roughly $56,000. That is small relative to TSMC’s market capitalization of more than $1.6 trillion. For Bor‑Zen, though, the buy is meaningful: it raises his direct holding in those Taiwan shares from 8,051 to 9,051, roughly a 12% increase. While the purchase is modest in dollar terms, insider buying is generally a positive signal. This move is incrementally bullish, but not one investors should overweight. Insiders Sell as Planet Labs CatapultsOne of the market’s hottest names is satellite and geospatial-imaging company Planet Labs PBC (NYSE: PL). The stock has surged — up nearly 1,000% over the past 52 weeks and more than 70% in 2025 — as the firm sees strong demand from government defense and intelligence organizations that use its imagery and software to track activity and movements. Given the stock’s massive run-up, questions about how long gains can continue are reasonable. Those concerns gain traction when insiders sell, which occurred in April. MarketBeat tracked approximately $9.6 million in insider sales since the start of the month, compared with $5.9 million in sales during all of Q1 2026. About $2.6 million of the April sales were executed under Robert H. Schinlinger’s predetermined 10b5-1 plan; transactions under such plans are often not viewed as bearish because they are set up well in advance. By contrast, Chief Financial Officer Ashley F. Johnson sold $7.02 million of shares not under a 10b5-1 plan. Given Planet Labs’ extensive gains, that sale is a moderately bearish signal. Lamb Weston Retreats Again After Rebound; Insiders Step InInsiders at potato-product maker Lamb Weston (NYSE: LW) are showing confidence by buying shares. The stock plunged nearly 26% to below $44 after releasing its fiscal Q2 2026 earnings report, in part because the company did not raise guidance despite beating estimates. (Lamb Weston’s fiscal year runs several quarters ahead of the calendar year.) The shares recovered above $50 before sliding back under $44. Insiders appear to have taken advantage of that dip, purchasing just under $10 million of stock in April at prices between $39 and $41, only modestly below recent levels. For those insiders, the purchases were fairly significant. Peter J. Benson increased his holdings from roughly 32,700 shares to about 37,700 — an approximate 15% rise. Jana Investment Partners added about 5% to its position, though that increase came off a base of more than 5 million shares. Overall, these buys are a bullish signal for the consumer staples name, suggesting insiders view the pullback as a buying opportunity. Updated Targets Continue to Point to Gains in Planet LabsAmong the stocks discussed, Planet Labs is the most interesting to watch given its role in the rapidly growing satellite industry. The MarketBeat consensus price target of about $30 implies more than 10% downside from current levels. However, price targets jumped after the company’s latest earnings report; updated targets average around $38, suggesting roughly 10% upside over the next 12 months. Given the stock’s volatility, actual gains or losses could be much larger than those targets imply. |
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