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Saturday's Exclusive Story
AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesBy Leo Miller. Publication Date: 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: This Could Turn $100 into $100,000
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 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 artificial intelligence (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 move higher. Its shares are up more than 20% during the year, while NVIDIA is essentially flat.
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TSMC isn’t exactly a name that needs bullish insider signals, given the company’s strong position. Still, one surfaced recently. In late March, Vice President Tien Bor-Zen purchased 1,000 of TSMC’s Taiwanese shares, worth around $56,000. Clearly, the buy is tiny in absolute dollar terms relative to TSMC’s market capitalization of more than $1.6 trillion. However, for Bor-Zen the purchase is not insignificant. It increases his direct ownership in TSMC’s Taiwanese shares from 8,051 to 9,051, a meaningful roughly 12% increase in his holdings. While this purchase is by no means large, insider buying is generally a positive signal regardless of size. Overall, the move is incrementally bullish, but not one investors should overweight. Insiders Sell as Planet Labs CatapultsNext up is one of the hottest stocks in the market, satellite and geospatial imaging company Planet Labs PBC (NYSE: PL). The stock has risen dramatically—by almost 1,000% over the past 52 weeks—and was up more than 70% in 2025. That surge has coincided with very strong demand from government defense and intelligence organizations that use Planet Labs' imagery and software to track projects and movements. Given the stock’s massive gains, it's reasonable to question how much longer the run can continue. Those concerns grew when insiders began selling in April. MarketBeat has tracked approximately $9.6 million worth of insider sales since the beginning of the month. That compares with $5.9 million in sales during all of Q1 2026. About $2.6 million of these sales were executed under Robert H. Schinlinger’s predetermined 10b5-1 plan. Sales under such plans are often viewed as less bearish because they are planned 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' extensive gains, that is a moderately bearish signal for the stock. Lamb Weston Retreats Again After Rebound; Insiders Step InInsiders at potato-product giant Lamb Weston (NYSE: LW) are signaling confidence by buying shares. Lamb Weston plunged nearly 26% to under $44 after releasing its fiscal Q2 2026 earnings report, because the company 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 recovering above $50, the stock has since fallen below $44 again. Insiders appear to be taking advantage: they purchased just under $10 million worth of shares in April at prices between $39 and $41, not far below the stock’s recent levels. For the insiders who bought, these purchases were fairly significant. Peter J. Benson increased his ownership from around 32,700 shares to 37,700, an approximate 15% rise. Jana Investment Partners increased its holdings by about 5%, although that rise comes off a very large base of more than 5 million shares. Overall, these buys are a solidly 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 names discussed, Planet Labs is the most interesting going forward, given its role in the rapidly growing satellite industry. The MarketBeat consensus price target of roughly $30 implies more than 10% downside from recent levels. However, price targets rose after the company’s latest earnings report. Targets updated after the report average $38, suggesting shares could gain nearly 10% over the next 12 months. Whichever way Planet Labs moves, expected gains or losses will likely be much larger than these targets imply. |
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