Rep. Gilbert Ray Cisneros, Jr. Sells Off AppLovin Corporation (NASDAQ:APP) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of AppLovin Corporation (NASDAQ:APP). In a filing disclosed on September 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in AppLovin stock on August 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 8/28/2026.
• Purchased $15,001 – $50,000 in shares of Quanta Services (NYSE:PWR) on 8/27/2026.
• Purchased $15,001 – $50,000 in shares of Eaton (NYSE:ETN) on 8/27/2026.
• Sold $15,001 – $50,000 in shares of NIKE (NYSE:NKE) on 8/27/2026.
• Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of Wheaton Precious Metals (NYSE:WPM) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 8/26/2026.
• Sold $15,001 – $50,000 in shares of Lamar Advertising (NASDAQ:LAMR) on 8/25/2026.
• Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/25/2026.

AppLovin Stock Up 3.0%

Shares of NASDAQ APP traded up $9.47 during mid-day trading on Friday, hitting $323.96. The company had a trading volume of 3,750,436 shares, compared to its average volume of 4,367,163. The company has a market capitalization of $108.41 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 0.66 and a beta of 2.49. The business’s 50-day simple moving average is $373.45 and its 200 day simple moving average is $437.29. AppLovin Corporation has a 1-year low of $297.50 and a 1-year high of $745.61. The company has a debt-to-equity ratio of 1.11, a current ratio of 4.30 and a quick ratio of 4.30.

AppLovin (NASDAQ:APP) last released its earnings results on Tuesday, August 4th. The company reported $3.76 EPS for the quarter, hitting the consensus estimate of $3.76. The firm had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $1.94 billion. AppLovin had a return on equity of 193.10% and a net margin of 64.58%.AppLovin’s revenue for the quarter was up 52.8% on a year-over-year basis. During the same period in the previous year, the firm posted $2.39 EPS. On average, analysts predict that AppLovin Corporation will post 15.53 earnings per share for the current year.

Institutional Investors Weigh In On AppLovin

A number of institutional investors and hedge funds have recently bought and sold shares of APP. Mcguire Capital Advisors Inc. purchased a new position in AppLovin during the 4th quarter worth approximately $27,000. Osbon Capital Management LLC acquired a new position in AppLovin during the fourth quarter worth approximately $36,000. IMA Advisory Services Inc. boosted its holdings in shares of AppLovin by 185.7% in the fourth quarter. IMA Advisory Services Inc. now owns 60 shares of the company’s stock valued at $40,000 after acquiring an additional 39 shares during the period. Pioneer Family Office LLC acquired a new stake in shares of AppLovin in the second quarter valued at approximately $31,000. Finally, Swiss RE Ltd. purchased a new position in shares of AppLovin during the fourth quarter worth approximately $40,000. 41.85% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

APP has been the topic of a number of recent research reports. William Blair set a $440.00 target price on shares of AppLovin in a research note on Monday, August 17th. Citigroup reiterated a “buy” rating on shares of AppLovin in a report on Friday. Evercore reissued an “outperform” rating and issued a $510.00 price objective on shares of AppLovin in a research report on Tuesday, September 1st. Benchmark reduced their price objective on shares of AppLovin from $500.00 to $440.00 and set a “buy” rating on the stock in a report on Monday, August 17th. Finally, Weiss Ratings raised shares of AppLovin from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, August 6th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $538.09.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Citi initiated a short-term upside view and set a $600 price target, a potentially significant catalyst for AppLovin given the target’s large premium to the recent trading range. Citi initiates short-term upside view on AppLovin
• Positive Sentiment: Recent coverage highlights AppLovin’s AI-powered advertising engine, strong monetization efficiency and exceptional margins. A separate analysis noted trailing operating margin expansion to 77.4% from 69.6%, suggesting profitability remains robust even as growth expectations have cooled. Should You Buy AppLovin Stock For Its Widening Margin?
• Positive Sentiment: AppLovin’s second-quarter revenue increased 53% year over year, and investors have recently focused on the potential for an AI-ad-tech rebound. Comparisons with Meta Platforms, Reddit and The Trade Desk also emphasize AppLovin’s scalable software model and high profitability. AppLovin vs. The Trade Desk
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” recommendation, indicating generally constructive sentiment but not unanimous conviction. AppLovin receives Moderate Buy recommendation
• Negative Sentiment: Multiple reports cited analyst downgrades, which have pressured the stock and reinforced concerns that revenue growth is decelerating. Although sales continue to expand, investors are questioning whether AppLovin can sustain its earlier growth rate and justify its valuation after a sharp multi-month decline. AppLovin stock price following analyst downgrade

Insiders Place Their Bets

In related news, Director Maynard G. Webb, Jr. sold 3,076 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $521.29, for a total transaction of $1,603,488.04. Following the completion of the sale, the director owned 120,444 shares in the company, valued at $62,786,252.76. This represents a 2.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Eduardo Vivas sold 163,910 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $504.06, for a total transaction of $82,620,474.60. Following the transaction, the director directly owned 6,785,087 shares in the company, valued at $3,420,090,953.22. The trade was a 2.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 12.81% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

AppLovin Company Profile

AppLovin Corporation (NASDAQ: APP) is a technology company that provides software and services designed to help mobile application developers grow their businesses. Its platform supports user acquisition, advertising, monetization, measurement and other functions that enable developers to attract users and generate revenue from their applications.

AppLovin’s offerings include AXON, an artificial-intelligence-powered software engine used to optimize advertising and user-acquisition campaigns; MAX, a platform for managing in-app advertising and mediation; and AppDiscovery, which helps developers promote their applications.