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More Reading from MarketBeat Media
AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesAuthored by Leo Miller. Published: 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: The Biggest IPO Ever: Claim Your Stake Today
Insiders are sending signals across top stocks in the artificial intelligence (AI) space and the consumer staples industry. These include purchases at one of the world’s best-known semiconductor companies and activity at a volatile food giant. Meanwhile, insiders are increasing sales at a skyrocketing satellite stock that is seeing heavy demand from government customers. 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 has continued to climb. Its shares are up more than 20% year to date, while NVIDIA is essentially flat.
The mainstream explanation for the Iran airstrikes may not be the full story. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there's a deeper motive behind the bombing campaign that most coverage is ignoring.
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TSMC isn’t a name that investors need to see insider buying to feel bullish about, given the company’s strong fundamentals and market position. Still, a recent purchase is worth noting. In late March, Vice President Tien Bor-Zen bought 1,000 of TSMC’s Taiwanese shares, worth around $56,000. That is small in absolute dollar terms compared with TSMC’s market capitalization of more than $1.6 trillion. For Bor-Zen, however, the purchase is more meaningful. It increases his direct ownership in TSMC’s Taiwanese shares from 8,051 to 9,051, a roughly 12% rise in his holdings. While the buy is not large, insider purchases generally count as a positive signal. This move is incrementally bullish, but not one that investors should overweight. Insiders Sell as Planet Labs CatapultsNext is one of the market’s hottest names: satellite and geospatial-imagery company Planet Labs PBC (NYSE: PL). The stock has exploded higher—up nearly 1,000% over the past 52 weeks and up more than 70% in 2025—as the firm sees strong demand from government defense and intelligence organizations that use Planet’s imagery and software to monitor projects and movements. Given the stock’s extraordinary run, it’s reasonable to question how much further the rally can go. Those concerns are heightened when insiders are selling, which is what happened in April. MarketBeat tracked approximately $9.6 million of insider sales since the beginning of the month. By comparison, insiders sold about $5.9 million during all of Q1 2026. About $2.6 million of the April sales were executed under a preplanned 10b5-1 plan by Robert H. Schinlinger. Sales made under these plans are often viewed as less bearish because they are scheduled well in advance. By contrast, Chief Financial Officer Ashley F. Johnson sold $7.02 million worth of shares not under a 10b5-1 plan. Given Planet Labs’ massive gains, this non-plan sale is a moderately bearish signal for the stock. Lamb Weston Retreats Again After Rebound; Insiders Step InInsiders at potato-products maker Lamb Weston (NYSE: LW) appear to be buying the dip. The stock plunged nearly 26% to under $44 after the company released its fiscal Q2 2026 earnings report, in part because management did not raise guidance despite beating expectations for the quarter. (Lamb Weston’s fiscal-year reporting is several quarters ahead of the calendar year.) After briefly recovering above $50, the shares have fallen below $44 again. Insiders took advantage of the weakness, buying just under $10 million of shares in April at prices between $39 and $41—levels not far below the current stock price. For those insiders, the purchases were reasonably significant. Peter J. Benson increased his holdings from roughly 32,700 shares to 37,700 shares, an approximately 15% rise. Jana Investment Partners also increased its position by about 5%, though that purchase was off a very large base of more than 5 million shares. Overall, these buys are a bullish signal for the consumer-staples stock, 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 because of its role in the rapidly expanding satellite industry. The MarketBeat consensus price target of roughly $30 implies more than 10% downside from current levels. However, price targets jumped after the company’s recent earnings report. The targets updated after the report average about $38, suggesting nearly 10% upside over the next 12 months. Given the stock’s volatility, actual gains or losses could be much larger than these targets imply. |
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