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Thursday's Bonus News
AI Insider Selling: Sales Hit Photronics, Credo & CoreWeave as Shares SpikeAuthored by Leo Miller. Publication Date: 4/27/2026. 
Key Points
- AI stocks Photronics, Credo, and CoreWeave have put up big-time gains in 2026.
- However, as these stocks spike, insiders are making significant sales.
- Top CoreWeave insiders continue to dump the stock, an overhang on shares.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Insiders are making moves in three soaring artificial intelligence (AI) stocks, selling millions' worth of shares. However, determining which of these sales clearly signal negative indicators for investors—and which do not—requires careful analysis. Here’s what recent insider trades are signaling. Photronics’ Insider Sales Soar Alongside SharesFirst up is a name that garnered significant attention near the end of 2025, Photronics (NASDAQ: PLAB). Photronics sells photomasks, key components in the semiconductor manufacturing process. The stock saw an over 45% single-day spike in December following an impressive earnings report and the announcement of significant capital expenditures, indicating strong demand going forward. Photronics has continued to climb in 2026, already up more than 50% for the year.
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As shares have risen, Photronics has also seen a fair amount of insider selling in Q2. MarketBeat tracked $14 million worth of sales during the quarter, up sharply from about $3.44 million in Q1. Notably, none of these sales were executed under a predetermined 10b5-1 plan, indicating the transactions were discretionary. Several sales represented a meaningful portion of individual insider holdings; for example, insiders Hsueh-Chun Wang and Rui Zhang each reduced their positions by 20% or more. Given the substantial appreciation in Photronics shares, this selling is a moderately bearish sign. Still, most insiders continue to hold large stakes, suggesting they retain confidence in the company’s prospects. Credo Insiders Sell as Shares Hit New HighsNext is Credo Technology Group (NASDAQ: CRDO), an AI-related stock that has been volatile recently. The shares rose to nearly $190 in early December 2025, fell to under $100 by early March 2026, then recovered to trade above $190. In late April, Credo moved to all-time highs near $195. Much of the enthusiasm follows Credo’s agreement to acquire DustPhotonics, broadening its optical networking offerings beyond a primarily copper-based lineup. As Credo shares reached new highs, insiders sold roughly $21 million in Q2. Less than a month into the quarter the pace appeared comparable to Q1, and over the full three months sales totaled about $53 million. Importantly, most Q2 sales were executed under 10b5-1 plans or were small relative to individual holdings, which reduces the negative signal. For example, despite multiple transactions, Chi Fung Cheng lowered total shares held by under 2% and still holds more than 6 million Credo shares. Given these mitigating factors, Credo’s Q2 sales do not appear to be a strong negative indicator. CoreWeave’s Insider Sales Rise More Than 3X in Q2Finally, consider neo-cloud company CoreWeave (NASDAQ: CRWV), one of the AI trade’s most prominent newcomers. Since going public in March 2025, CoreWeave has been highly volatile — climbing above $180 in June 2025, finishing the year near $70, then recovering sharply in 2026 to about $107 per share. CoreWeave has experienced a very large amount of insider selling — totaling about $6.55 billion since IPO. After a notable decline in selling during Q1, insider sales accelerated again in Q2. In April alone, MarketBeat tracked more than $1.3 billion of sales, more than three times the $396 million sold during all of Q1. Many of these transactions were executed under 10b5-1 plans or had other mitigating circumstances. However, one notable exception is hedge fund Magnetar Financial, one of CoreWeave’s largest insider holders; Magnetar sold hundreds of millions of dollars’ worth of CoreWeave shares in Q2. Despite significant sales, Magnetar continues to hold — directly or indirectly — a multibillion-dollar position in CoreWeave. Still, the uptick in insider selling as the stock has risen is a negative signal. CoreWeave: Insiders Sell, Analysts DisagreeAmong the three names discussed, CoreWeave’s insider activity is the most notable. The sheer scale of insider transactions represents a technical overhang on the stock. Magnetar’s repeated sales and its remaining large exposure to CoreWeave suggest the overhang may persist. That said, Wall Street analysts remain generally bullish. The MarketBeat consensus price target near $125 implies roughly 15% upside. Analyst targets updated in April range from about $67 up to $175, implying downside of more than 35% at the low end and upside of over 60% at the high end — underscoring the wide uncertainty around this name. |
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