A Message From Traders Agency
In December, President Trump signed an executive order classifying space as a national security and economic priority.
In other words, the U.S. government just told Wall Street that the new space race isn’t optional…
And now Elon Musk, Jeff Bezos, and other space-minded CEOs are racing to build out massive low-earth orbit satellite constellations.
There’s just one problem: All those satellites are worthless unless you can get the data down to the ground quickly, in huge volumes, and without losing the signal.
Doing that requires solving one of the hardest physics problems in the entire industry…
And one tiny firm has quietly done it.
Their patented technology is powering SpaceX’s single most profitable division as we speak…
And as I write this, the stock is trading for less than $5.
I do not believe that will be the case for much longer, though, since this is the only company in the world that can provide this critical space-tech component at commercial scale.
My name is Ross Givens. I cut my teeth as a wealth manager at JPMorgan. My readers have had the chance to see stock gains as high as 564%... 771%... and 1,800%+...
But in 20 years as a trading professional, I don’t think I’ve ever seen a stock positioned quite like this one.
I just released a new report detailing everything you need to know…
Access it for free on this page here while it’s still online.
Regards,
Ross Givens
Chief Strategist, Traders Agency
Today's Featured News
These 3 Underperforming Stocks Are Seeing Notable CEO Insider Trades
Authored by Leo Miller. Originally Published: 11/6/2026.
Key Points
- Accenture CEO Julie Sweet purchased approximately $3 million in shares after the stock rebounded from a steep midyear decline.
- PepsiCo CEO Ramon Laguarta sold approximately $4 million in shares after the company lowered its full-year earnings growth outlook.
- Applied Digital CEO Wes Cummins and President Jason Gechen Zhang purchased a combined $6.7 million in shares as the company navigates substantial debt and data center expansion costs.
- Special Report: What Executive Order 14241 could mean for your wallet
The CEOs of three companies with underperforming stocks are sending both positive and negative signals through their recent insider activity. Company leaders are buying shares in two key names across consulting and tech, potentially signaling confidence in their future prospects. Meanwhile, the CEO of a food and beverage giant recently sold shares after the company lowered its earnings guidance.
Accenture CEO Executes $3 Million Buy
Consulting giant Accenture (NYSE: ACN) has experienced significant ups and downs in 2026. Around midyear, Accenture shares had fallen more than 50% from the start of the year, partly driven by fears that AI could disrupt traditional consulting businesses.
CEO Julie Sweet recently acknowledged that AI could affect the company's existing business but expressed confidence in the opportunities it could create: “We again believe that, ultimately, the new demand that will be created will far exceed the demand that's being replaced.”
Investors may be coming around to this idea, as Accenture has recovered significantly in the second half of the year. Shares are now down only slightly year to date, and Accenture’s dividend pushes its total return into positive territory.
Julie Sweet is also putting her money where her mouth is, purchasing $3 million worth of Accenture shares in late October. The purchase substantially increased Sweet’s position. She now owns 48,910 Accenture shares, an increase of approximately 33% in her direct ownership. Despite this bullish indicator, Accenture also saw around $2 million worth of insider sales in October.
Insider buys, however, tend to be viewed as more telling than sales of a similar magnitude. Insiders may sell for various reasons, such as diversifying their holdings or meeting liquidity needs, rather than because they are clearly bearish. Insider buys, on the other hand, are typically a more direct expression of confidence.
Pepsi CEO Sells Following Guidance Decrease
PepsiCo (NASDAQ: PEP) is another big-name stock that has delivered meager returns in 2026. Pepsi shares are nearly flat in 2026, while the stock's dividend yield near 4.2% provides an additional source of return.
Pepsi reported improving sales volumes in its North America snacks business. This follows the company's significant price cuts on certain snacks earlier in the year, as it bet that lower prices would boost volume and create a net benefit. However, the company lowered its 2026 core earnings per share (EPS) growth guidance to 3% at the midpoint, down from its previous guidance of the “low end of 5% to 7%.”
Against this backdrop, CEO Ramon Laguarta made a notable insider sale worth approximately $4 million. The sale, involving 30,000 shares, reduced Laguarta’s direct holdings by around 6%. While not large relative to his remaining holdings, it may still attract attention, especially in the context of the guidance decrease. Overall, the sale could be viewed as a slightly negative signal, although the transaction alone does not establish Laguarta's outlook for the company.
Applied Digital Insiders Step in After Huge Sell-Off
While Applied Digital (NASDAQ: APLD) performed very well in the first few months of 2026, the stock has since taken a turn for the worse. Through the end of May, APLD had surged more than 100% to nearly $50 per share. Since then, shares have plummeted and are now down around 32% on the year.
Although investors have hit many AI stocks hard lately, Applied Digital faces additional challenges because of its smaller scale relative to major technology companies and the high costs of developing AI data centers. These challenges are particularly relevant as investors pay more attention to elevated debt levels and industry leaders raise concerns about the availability and cost of capital.
Following the stock’s dramatic fall, CEO Wes Cummins purchased around $1 million worth of Applied Digital shares on Oct. 16, 2026. However, the purchase of 55,803 shares barely increases his total position: Cummins directly owns more than 5.8 million shares and indirectly owns more than 17 million. Notably, President Jason Gechen Zhang also purchased 300,000 shares, worth around $5.66 million, increasing his reported direct holdings by more than 10%.
While these are positive indicators for Applied Digital, they don’t change the fact that the company’s debt reached $6.4 billion last quarter, compared with $3.7 billion in cash, cash equivalents, and restricted cash. Furthermore, Applied Digital generated just $64.4 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) during its fiscal first quarter of 2027.
Insider Trades Tell Only Part of the Story
Among the three companies, Accenture CEO Julie Sweet's purchase stands out, especially alongside the company's growth and margin expansion targets. Insider buying at Applied Digital is also encouraging, although the company's substantial debt remains a concern. PepsiCo's CEO sale followed a reduction in guidance, but its relatively small size limits its significance. Ultimately, future financial performance will matter more than any single insider transaction.
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