Is SpaceX really worth 1.78 Trillion? (From InvestPub)
Key Points
- As crypto comes under pressure, insiders are buying a key name strongly associated with digital assets.
- One of the market's biggest AI winners of last month just saw insider sales move up in a big way after a post-earnings surge.
- Insiders are selling a chip stock up more than 200% in 2026 with connections to the world's biggest name in AI.
- Special Report: ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings)
Insiders are making big moves in several key stocks across finance and tech. This includes rare buys at a crypto-linked name that is well-known among retail investors. Meanwhile, insiders are selling a stock that received swaths of analyst upgrades last month, and a surging chip company with ties to NVIDIA (NASDAQ: NVDA).
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Robinhood Insiders Buy Shares for the First Time in a Year
Robinhood Markets (NASDAQ: HOOD) has certainly had a difficult start to 2026, down more than 25% on the year. Shares have also fallen by about 45% from their 52-week high. It should not come as a surprise that leading crypto asset Bitcoin has also fallen about 50% from its 52-week high and is down over 25% in 2026.
Robinhood has moved into many markets besides crypto, including equity and options trading, retirement accounts, subscriptions, and prediction markets. Nonetheless, its share price performance remains closely tied to crypto performance, for better or worse.
Amid its fall, Robinhood has seen a significant uptick in insider buying during Q2 2026. Overall, MarketBeat has tracked $35 million worth of insider purchases during the quarter after not seeing any since Q2 2025.
Meanwhile, insider sales remain slightly higher in Q2 2026 at $42 million. However, essentially all of these sales came under predetermined 10b5-1 plans, limiting their negative implications. Additionally, as buys have greatly increased, sales have come way down. In Q3 and Q4 2025, insider sales came in at more than $1 billion combined.
Overall, the combination of drastically falling insider sales and renewed insider buying is a solid bullish indicator for Robinhood going forward. This is particularly true when considering Robinhood’s beaten-down share price.
Snowflake Insider Sales Sell After Post-Earnings Pop
Next up is Snowflake (NYSE: SNOW), which recently catapulted to the upside. The company’s latest earnings report greatly impressed investors, as it posted a double beat and a guidance raise. This led shares to gain more than 36% in one day.
Snowflake also ranked as one of MarketBeat’s top three most upgraded stocks of last month—along with two other key AI names. Despite its recent surge, Snowflake’s overall return in 2026 is not overly impressive, sitting below 10%.
Still, it is notable that insider sales spiked following Snowflake’s huge post-earnings move. Among the $338 million worth of insider sales tracked in Q2, $288 million came after the company’s report. However, most of these sales also came under 10b5-1 plans, again limiting their bearish signal.
Furthermore, many of these sales involved the exercise of stock options followed by subsequent sales.
For example, Director Frank Slootman exercised options at $8.88 per share and then sold shares at $250 or higher. Thus, Slootman generated massive gains, limiting the effect that future up moves would have on his overall payoff. Nonetheless, total sales increased nearly threefold from $114 million in Q1. Overall, the raw size of Snowflake's sales is moderately concerning despite mitigating circumstances.
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Insider at NVIDIA-Partnered Navitas Dump Shares
Last up is Navitas Semiconductor (NASDAQ: NVTS), which has soared more than 200% in 2026. This comes as Navitas is an NVIDIA partner for the company’s 800 volts direct current (VDC) data center power push.
The goal of this is to reduce the number of conversions needed to make grid power usable in artificial intelligence (AI) server racks. In turn, data center power efficiency should increase. Notably, Navitas recently unveiled its 800V-to-6V DC-DC power delivery board, designed for use in NVIDIA systems. Shares surged by nearly 20% afterward.
Still, as Navitas shares put up huge gains, insider sales have also moved up considerably. Overall, MarketBeat has tracked $116 million worth of insider sales, the company’s highest quarterly sales over the past three years. None of these sales came under 105b-1 plans, although they did come before the company debuted its new power delivery board that sent shares soaring.
Many of these insiders continue to hold very large positions in Navitas. For example, despite selling over 3.6 million shares, Director Ranbir Singh still holds nearly 15 million Navitas shares. Overall, the recent sales surrounding Navitas are a solidly bearish signal—although its NVIDIA partnership is difficult to ignore.
Analysts Eye Recovery in Robinhood Despite Wide Price Target Dispersion
Overall, Robinhood’s recent insider buys stand out, given how long it has been since insiders upped their stakes in the company. As insiders buy in, Wall Street analysts are also demonstrating confidence in the stock. The MarketBeat consensus price target on HOOD currently sits near $110, implying upside of more than 30%. Still, it is worth noting that forecasts range very widely, with recently updated targets as high as $155 and as low as $65.
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