From quantum computing to artificial intelligence to apparel, company insiders are making moves around three key terms. These include quantum stock sales that recently tumbled 50% in two days and the semiconductor industry behemoth posting big-time returns. Meanwhile, insiders bought clothing stocks that have fallen dramatically.
D-Wave Sales Rise After Government Backs Quantum
ID-Wave Quantum NYSE: QBTS is one of the most well-known pure-play quantum computing stocks. By mid-May, the market had hit D-Wave’s 2026 shares hard, sending them down nearly 30%. However, the stock then experienced a massive rebound, rising nearly 52% in two days.
Quantum Wave Today
- 52 week interval
- $12.75
▼
$46.75
- Target Value
- $36.80
This happened after the US Department of Commerce announced its intention to provide more than two billion dollars to many quantum companies. Notably, D-Wave made the list, the company is expected to receive funding of $ 100 million. This will add to D-Wave’s already strong liquidity position, as the company had $588.4 million in cash and marketable investments last quarter.
However, it is worth noting that D-Wave’s internal sales also increased after that. Overall, MarketBeat tracked $36 million in sales during Q2, compared to less than $2 million in Q1. Most of this selling happened after the announcement sent the stock higher. Additionally, most of these sales were not subject to the predetermined 10b5-1 plans, indicating that they were discretionary. The sellers include D-Wave’s top brass, such as CEO Alan Baratz and Chief Financial Officer John Markovich.
Nevertheless, Baratz continues to own more than 3 million shares of D-Wave, while Markovich owns more than 1 million shares. Overall, this sale is a bearish indicator for D-Wave, given the large spike that coincided with the stock’s rise.
Home Appliances Sales Set for Big Gains in 2026
Next up is one of the giants of the semiconductor manufacturing equipment industry, Applied Materials NASDAQ: AMAT. Along with many other players in this space, Applied Materials has seen its share price take off completely. After delivering a total return of around 60% in 2025, Applied Materials’ profitability is now approaching 125% in 2026. Shortages across the artificial intelligence chip industry are driving a lot of stock activity. This includes memory chips and advanced packages.
Materials Used Today
Materials Used
- 52 week interval
- $154.46
▼
$641.18
- Dividend Yield
- 0.36%
- The P/E ratio
- 55.62
- Target Value
- $501.26
Because of this, manufacturers are working to increase their production capacity, which requires more Applied equipment. The company expects to grow its semiconductor equipment business by more than 30% in calendar year 2026, while customers are showing strong demand in addition.
On the other hand, domestic sales also increased significantly during Q2. MarketBeat tracked sales of $114 million, compared to less than $5 million in Q1. Additionally, more than five insiders made these sales in Q2, and none came under the 10b5-1 plan.
Although this shows many insiders doing the same thing at the same time, sales also tend to be small compared to their total. For example, CEO Gary Dickerson sold more than 80,000 shares but still has more than 1.6 million shares.
Overall, Applied Materials’ recent insider trading is a mildly bearish signal, but it doesn’t take away too much from the company’s strong fundamentals.
Lululemon Insiders Buy Again As Shares Continue to Plummet
For lululemon athletica NASDAQ: LULUthe number of people killed in the stock did not decrease in 2026. After falling 25% in 2024 and 46% in 2025, shares are down nearly 50% this year. Overall, the stock is down about 80% from its all-time high in 2023. During this period, lululemon experienced a significant decline in its sales growth.
lululemon athletica Today
lululemon athletica
- 52 week interval
- $104.44
▼
$252.24
- The P/E ratio
- 9.00
- Target Value
- $152.88
By 2023, the company grew its revenue by 19% year-over-year (YOY). By 2025, that growth rate drops to just 5% YOY.
The company expects this situation to worsen in 2026, predicting a 1% YOY growth. In its latest report, Lululemon noted that negative media analysis surrounding its brand and underperforming product launches have hurt growth.
Meanwhile, some insiders are picking up on the stock’s weakness. In Q1, internal purchases came in at $1 million, while Q2 saw internal purchases cost $995,000.
At the same time, MarketBeat tracked domestic sales in Q1 and only $100,000 in sales in Q2.
Overall, this insider trading is a balanced indicator of the stock, indicating that insiders see the value of the stock. Notably, lululemon now trades at a forward earnings multiple of nearly 10x, well below its average of 31x three years ago. Despite this, until the company is able to stop the bleeding in its growth rate, it may be difficult for LULU to stage a strong replication.
Analysts Point to Strong Rise in D-Wave Amid Government Support
Despite D-Wave’s recent selloff, Wall Street analysts continue to show strong support for the stock. The MarketBeat consensus price target sits at $36.80, which is up 45%. While D-Wave may not necessarily need government funding due to its financial position, this move shows real government support for the quantum industry. Given the extended timeline for creating a fault-tolerant quantum computer, this is clearly a long-term vision for the industry.
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