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Today's Exclusive Article
AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesAuthored by Leo Miller. Article 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: Elon’s “Hidden” Company
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 most well-known semiconductor companies and buying activity at an up-and-down food giant. Meanwhile, insiders are 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 stocks like NVIDIA (NASDAQ: NVDA) have stalled in 2026, TSMC has continued to climb. Its shares are up more than 20% this year, while NVIDIA is essentially flat.
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TSMC isn’t a name investors need insider signals to believe in, given its market position. Still, a small insider purchase did surface recently. In late March, Vice President Tien Bor-Zen purchased 1,000 of TSMC’s Taiwanese shares, worth around $56,000. That amount is tiny in absolute terms compared with TSMC’s market capitalization of more than $1.6 trillion. For Bor-Zen, however, the purchase is more notable. It raises his direct ownership in TSMC’s Taiwanese shares from 8,051 to 9,051, a roughly 12% increase in his holdings. While the purchase is not large in dollar terms, insider buying is generally a positive signal regardless of size. Overall, this move is incrementally bullish, but not one investors should overweight. Insiders Sell as Planet Labs CatapultsNext is one of the market’s hottest names: satellite and geospatial imaging company Planet Labs PBC (NYSE: PL). The stock has exploded higher—up almost 1,000% over the past 52 weeks and up more than 70% in 2025—driven by very strong demand from government defense and intelligence organizations that use Planet Labs' imagery and software to track projects and movements. Given those huge gains, it’s reasonable to question how much longer the rally can continue. Those concerns are amplified by recent insider selling in April. MarketBeat tracked approximately $9.6 million worth of insider sales since the beginning of the month. This compares 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 pre-established 10b5-1 plan; sales under these plans are often not considered bearish because they are planned 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' extensive gains, that is a moderately bearish signal for the stock. Lamb Weston Retreats Again After Rebound; Insiders Step InInsiders at potato products giant Lamb Weston (NYSE: LW) have been buying, signaling confidence in the company. Lamb Weston plunged nearly 26% to under $44 after releasing its fiscal Q2 2026 earnings report, despite beating during the quarter and not raising guidance. (Lamb Weston’s fiscal year is several quarters ahead of the calendar year.) The stock recovered above $50 but has since slipped below $44 again. Insiders took advantage of that weakness, purchasing just under $10 million in April at prices between $39 and $41—levels not far below the most recent prices. For the insiders who bought, those purchases were fairly meaningful. Peter J. Benson increased his holdings from about 32,700 shares to 37,700 shares, roughly a 15% rise. Jana Investment Partners also increased its stake by about 5%, though that change comes off a very large base of more than 5 million shares. Overall, these purchases are a solidly bullish sign for the consumer staples stock, suggesting insiders see this as a buying opportunity. Updated Targets Continue to Point to Gains in Planet LabsAmong the names discussed, Planet Labs is the most interesting to watch given its role in the rapidly growing satellite industry. The MarketBeat consensus price target of roughly $30 implies about 10% downside from current levels. However, analysts raised targets after the company’s latest earnings report, with updated targets averaging about $38—suggesting nearly 10% upside over the next 12 months. Whichever way Planet Labs moves next, swings are likely to be much larger than these targets imply. |
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