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AI Insider Selling: Sales Hit Photronics, Credo & CoreWeave as Shares Spike
Authored by Leo Miller. Originally Published: 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’s “Hidden” Company
Insiders are making moves in three soaring artificial intelligence (AI) stocks, selling millions of dollars' worth of shares. Determining which of these sales are genuine negative signals and which are benign requires a closer look. Here’s what the most recent insider trades appear to be signaling.
Photronics' Insider Sales Soar Alongside Shares
First up is a name that garnered significant attention late in 2025: Photronics (NASDAQ: PLAB). Photronics sells photomasks, key components in semiconductor manufacturing. The stock jumped more than 45% in a single day in December after an impressive earnings report and the announcement of substantial capital expenditures indicating strong demand. Photronics has continued to climb in 2026, rising more than 50% year-to-date.
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👉 Unlock the ticker now and get it completely free.As the stock has rallied, insiders have increased their selling in Q2. MarketBeat has tracked about $14 million worth of sales during the quarter, a notable jump from roughly $3.44 million in Q1.
Notably, none of these sales were reported under prearranged 10b5-1 plans, which means they were discretionary. Several sales also represented sizable portions of individual insider holdings: for example, Hsueh-Chun Wang and Rui Zhang each trimmed their stakes by 20% or more.
Given the substantial run-up in Photronics' shares, this level of selling is a moderately bearish signal. Still, most insiders retain large stakes, which suggests they maintain some confidence in the company’s outlook.
Credo Insiders Sell as Shares Hit New Highs
Credo Technology Group (NASDAQ: CRDO) has been volatile over the past several months. The stock climbed to nearly $190 in early December 2025, fell below $100 by early March 2026, then recovered back above $190 within two months. In late April, Credo reached all-time highs near $195, buoyed in part by the announcement that Credo agreed to acquire DustPhotonics, expanding its optical networking portfolio.
As shares climbed, insiders have taken the opportunity to sell roughly $21 million in Q2 (measured less than a month into the quarter). By comparison, insiders sold about $53 million over the entirety of Q1.
The majority of Q2 sales were executed under 10b5-1 plans or were small relative to individual holdings, which limits how negative they should be interpreted. For instance, despite several sales, Chi Fung Cheng reduced holdings by less than 2% and still owns more than 6 million Credo shares.
Given those mitigating factors, Credo’s Q2 insider activity does not present a strong negative signal.
CoreWeave’s Insider Sales Rise More Than 3X in Q2
Finally, neo-cloud specialist CoreWeave (NASDAQ: CRWV) has been among the most discussed AI-related names since its March 2025 IPO. The stock peaked above $180 in June 2025, fell to about $70 by year-end, and has recovered roughly 50% in 2026 to near $107 per share.
CoreWeave has experienced very large cumulative insider selling — about $6.55 billion to date. After a slowdown in selling during Q1, insider sales accelerated again in Q2. In April alone, MarketBeat tracked more than $1.3 billion in sales, more than three times the $396 million sold during all of Q1.
Many of CoreWeave’s sales were executed under 10b5-1 plans or involved other mitigating circumstances. However, one notable exception is hedge fund Magnetar Financial, which sold hundreds of millions of dollars of CoreWeave shares in Q2. Even after large sales, Magnetar continues to indirectly hold billions of dollars' worth of the company. Still, increased selling as the stock rises is a clear negative signal.
CoreWeave: Insiders Sell, Analysts Differ
Of the three companies, CoreWeave’s insider activity is the most significant concern. The sheer scale of selling creates a meaningful technical overhang. Magnetar’s repeated sales, combined with its ongoing large exposure, make it unlikely that the overhang will disappear quickly.
That said, Wall Street remains broadly optimistic. The MarketBeat consensus price target sits near $125, implying about 15% upside from current levels. Analyst targets are widely dispersed—some updated in April reach as high as $175 and others as low as $67—implying potential upside of more than 60% or downside exceeding 35%, and underscoring the high degree of uncertainty around CoreWeave.
Palantir Is Down 30%: Noise? Or a Signal to Accumulate?
Authored by Chris Markoch. Originally Published: 4/28/2026.
Key Points
- Palantir stock is down sharply, but analysts still project 20%–37% upside based on current price targets.
- The company’s Ontology platform creates high switching costs and differentiates it from AI competitors like Microsoft and Alphabet.
- Technical signals suggest short-term weakness, but long-term investors may see the pullback as a strategic buying opportunity.
- Special Report: Elon’s “Hidden” Company
For some Palantir Technologies Inc. (NASDAQ: PLTR) investors, the thrill has faded. The stock is down about 20% year-to-date in 2026, and roughly 30% from its 52-week high in November 2025.
PLTR has traded in a defined range since early February. Even a strong earnings report in February failed to produce a sustained bullish move.
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What's Getting Lost in the Existential Threat Debate
Palantir's valuation remains a concern, and proponents of efficient markets have plenty of ammunition. But markets are not always rational, and many analysts have been raising their price targets on PLTR for more than a year.
That shift largely reflects growing familiarity with Palantir's Ontology and how it differentiates the company. To understand the Ontology, it's important to acknowledge the perceived threat from agentic AI.
The bearish argument assumes Palantir's primary function is stitching data together, a task that could be automated by the likes of Microsoft (NASDAQ: MSFT) with Copilot or Alphabet (NASDAQ: GOOGL) with Google Vertex. That concern is central to the Anthropic debate.
To be fair, Microsoft or Alphabet could capture parts of Palantir's addressable market. But that misses what the Ontology actually does. It models not just data, but the complex, interconnected decisions of an enterprise—representing data, logic, action, and security as a unified system.
Practically, Palantir's platform is an active semantic and operational layer built over years in collaboration with each organization it serves. That creates deeper switching costs than critics often acknowledge.
Signals Versus Noise
Owning PLTR comes with volatility. The company and its CEO polarize opinion, and by many metrics the stock is richly valued. That combination means it doesn't take much to move the share price. But shorting PLTR has historically been risky.
For long-term holders, much of that volatility is noise and part of the cost of ownership. The real signals are the company's earnings, analyst forecasts, and institutional buying patterns.
That's why May 4 is a key date: Palantir will report Q1 2026 earnings then. With a high bar, any sign of margin pressure could push the stock lower.
For now, analysts appear constructive. MarketBeat's Palantir analyst forecasts show a few lowered targets, but even the lowest target—around $175—implied more than 20% upside from the stock's April 27 price. The consensus target of $196.35 implies upside of over 37%.
Institutional ownership dipped in Q1 on significantly lower volume, consistent with a healthy, overdue pullback. Some of that selling may stem from "AI will eat software" fears. Still, with Palantir now part of both the S&P 500 and the Nasdaq-100, institutional investors will remain involved.
Reading the Chart
PLTR is trading near $143, below its 50-day moving average of $144.63 and well under its 200-day moving average of $164.44. That's a classically bearish moving-average structure, and with the 200-day still sloping downward, the intermediate trend hasn't fully turned. Traders should be cautious.
The short-term setup resembles a descending triangle. Since the February gap-down, PLTR has printed lower highs while finding support in the $128–$135 zone—a flat floor compressed from above. That pattern often resolves to the downside, and with earnings on May 4 acting as a catalyst, a disappointing report could confirm a breakdown.
Still, a descending triangle is a price signal, not a business verdict. Over the longer term, the stock is digesting a near-doubling in under a year. Down-day volume hasn't been capitulatory, and institutional accumulation near the lows suggests the base is being tested—not abandoned. For patient investors, this looks less like distribution and more like a coil.
Is PLTR Stock a Buy?
PLTR is not a stock you buy for safety. You buy it because the business is real, contracts are expanding, and the Ontology creates durability that bears keep underestimating. The upcoming earnings report will reveal important near-term information that could affect the stock, but the long-term thesis doesn't hinge on a single quarter.
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