AppLovin (NASDAQ:APP) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of AppLovin Corporation (NASDAQ:APP). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in AppLovin stock on February 5th. 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 Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

AppLovin Trading Down 3.3%

APP opened at $461.45 on Thursday. The firm’s fifty day moving average is $501.99 and its two-hundred day moving average is $574.12. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32. The firm has a market cap of $155.64 billion, a PE ratio of 47.33, a price-to-earnings-growth ratio of 0.84 and a beta of 2.51. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61.

AppLovin (NASDAQ:APP) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The company had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same period last year, the firm posted $1.73 earnings per share. The business’s quarterly revenue was up 66.0% compared to the same quarter last year. Equities research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current year.

Insider Buying and Selling

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 13.66% of the company’s stock.

Hedge Funds Weigh In On AppLovin

A number of large investors have recently added to or reduced their stakes in APP. Corient Private Wealth LLC raised its stake in shares of AppLovin by 11.0% in the 4th quarter. Corient Private Wealth LLC now owns 144,579 shares of the company’s stock valued at $97,440,000 after purchasing an additional 14,271 shares during the period. Pure Financial Advisors LLC boosted its position in shares of AppLovin by 12.0% during the fourth quarter. Pure Financial Advisors LLC now owns 337 shares of the company’s stock worth $227,000 after buying an additional 36 shares during the period. Rehmann Capital Advisory Group grew its holdings in shares of AppLovin by 31.0% during the fourth quarter. Rehmann Capital Advisory Group now owns 1,461 shares of the company’s stock worth $985,000 after buying an additional 346 shares in the last quarter. SHP Wealth Management bought a new position in shares of AppLovin during the fourth quarter worth about $52,000. Finally, Tulsa Wealth Advisors INC acquired a new stake in AppLovin in the 4th quarter valued at approximately $264,000. Institutional investors own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on APP shares. Citigroup reduced their target price on AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Scotiabank increased their price target on AppLovin from $750.00 to $775.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. BTIG Research dropped their price target on AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Needham & Company LLC reiterated a “buy” rating and set a $700.00 price objective on shares of AppLovin in a report on Wednesday. Finally, Wells Fargo & Company decreased their price objective on AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a research report on Thursday, February 12th. Twenty investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $654.50.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Strategic partnership with Stagwell expands distribution of AppLovin’s Axon AI ad stack into mobile and CTV, potentially accelerating revenue growth and client reach. AppLovin Stagwell Alliance Tests Axon
• Positive Sentiment: Industry research (Axon + Kantar) highlights mobile gaming as a mainstream advertising channel, supporting AppLovin’s TAM and demand for its ad products. Mobile Gaming Now a Mainstream Consumer Channel
• Positive Sentiment: Needham reaffirmed a Buy rating and set a $700 price target, indicating significant upside vs. current levels and signaling confidence in AppLovin’s growth trajectory. Needham Reaffirms Buy
• Positive Sentiment: Quant-driven coverage/analysis (Seeking Alpha) flagged a buy signal, reflecting some systematic investor interest and momentum-based demand. Quant System Says Buy
• Neutral Sentiment: Coverage notes that recent price swings largely reflect market sentiment around digital ads rather than clear fundamental deterioration, implying volatility may persist even if core metrics remain solid. Volatility Reflects Market Sentiment
• Neutral Sentiment: Reported short-interest data for early March is unreliable/zero in the feeds (NaN/0 entries), so there’s no clear shorting pressure signal from that dataset today.
• Negative Sentiment: Prominent negative commentary from Jim Cramer warned of “too much risk” and raised the prospect of larger competitors (e.g., Google) reasserting control in ad tech — such public skepticism can accelerate selling and sentiment-driven outflows. Jim Cramer: Too Much Risk There
• Negative Sentiment: A Seeking Alpha downgrade piece flagged potential future business turmoil despite current strength, which can feed cautious positioning by longer-term fundamental investors. Downgrade / Future Turmoil

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 is a Palo Alto–based mobile technology company that provides software and services to help app developers grow and monetize their businesses. The company operates a data-driven advertising and marketing platform that connects app publishers and advertisers, delivering tools for user acquisition, monetization, analytics and creative optimization. AppLovin’s technology is integrated into a broad set of mobile applications through software development kits (SDKs) and ad products designed to maximize revenue and engagement for developers.

Key components of AppLovin’s offering include an ad mediation and exchange platform that enables publishers to manage and monetize inventory across multiple demand sources, and a user-acquisition platform that helps advertisers target and scale campaigns.