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

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of AppLovin Corporation (NASDAQ:APP). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in AppLovin stock on November 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 Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

AppLovin Stock Performance

NASDAQ APP traded up $27.00 on Friday, reaching $721.37. 7,826,749 shares of the company’s stock traded hands, compared to its average volume of 6,824,070. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. The firm has a market cap of $243.79 billion, a price-to-earnings ratio of 87.55, a P/E/G ratio of 3.53 and a beta of 2.51. The stock has a 50 day moving average price of $614.07 and a 200-day moving average price of $509.01.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, topping analysts’ consensus estimates of $2.34 by $0.11. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.AppLovin’s quarterly revenue was up 68.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.29 EPS. Equities research analysts predict that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Institutional Trading of AppLovin

Institutional investors and hedge funds have recently bought and sold shares of the business. CBIZ Investment Advisory Services LLC boosted its holdings in AppLovin by 58.6% in the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares during the last quarter. Versant Capital Management Inc grew its position in shares of AppLovin by 2.8% during the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after buying an additional 19 shares in the last quarter. Claro Advisors LLC increased its stake in shares of AppLovin by 3.2% in the third quarter. Claro Advisors LLC now owns 647 shares of the company’s stock worth $465,000 after buying an additional 20 shares during the last quarter. Optas LLC raised its holdings in AppLovin by 2.5% in the third quarter. Optas LLC now owns 877 shares of the company’s stock valued at $630,000 after acquiring an additional 21 shares in the last quarter. Finally, Strategic Advocates LLC grew its holdings in AppLovin by 0.8% during the 3rd quarter. Strategic Advocates LLC now owns 2,576 shares of the company’s stock worth $1,851,000 after acquiring an additional 21 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on APP. Needham & Company LLC restated a “hold” rating on shares of AppLovin in a report on Tuesday, August 26th. Royal Bank Of Canada boosted their price objective on shares of AppLovin from $700.00 to $750.00 and gave the stock an “outperform” rating in a research report on Thursday, November 6th. Wells Fargo & Company lifted their price target on shares of AppLovin from $633.00 to $721.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Deutsche Bank Aktiengesellschaft set a $705.00 price target on AppLovin and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Finally, Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Nineteen investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $695.90.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and margin commentary — Q3 margin strength is being highlighted as a driver of accelerating profitability and operating leverage, supporting higher earnings expectations and reinforcing the bull case. AppLovin’s Margin Engine Fuels its Accelerating Momentum
• Positive Sentiment: Bullish coverage and “case against the shorts” narrative — MarketBeat and other outlets argue fundamentals, rising analyst targets and heavy short interest could produce continued upside or a short squeeze if results keep coming in strong. Don’t Bet Against AppLovin: The Case Against the Shorts
• Positive Sentiment: Price-target upgrades and broker notes — Recent upgrades/raised targets (including Benchmark/Wedbush commentary about AppLovin’s ad leadership) add momentum and give traders a reason to buy into the narrative. AppLovin Seen as Dominant in Mobile Ads as Wedbush Highlights Unity’s Turnaround
• Neutral Sentiment: Insider sale disclosed — An executive sold ~7,609 shares at ~$657 on Dec 18 (2.67% reduction in her holding). The size is material in $ terms but not a major position shift; investors often view routine insider sales as neutral unless part of a pattern. SEC Filing — Insider Sale
• Neutral Sentiment: Options market interest — Elevated options activity suggests institutional players are positioning for further movement, but flow can indicate both speculative and hedging behavior. AppLovin’s Options: A Look at What the Big Money is Thinking
• Negative Sentiment: High valuation and public criticism — Prominent commentators (e.g., Jim Cramer) have flagged APP’s rich multiple and suggested trimming exposure after a big run, which can pressure sentiment among retail and tactical traders. Jim Cramer on AppLovin: “I’m Not Lovin’ as Much”
• Negative Sentiment: Legal and short-seller overhang — Recent reporting and price‑target downdrafts earlier in the year tied to a class‑action suit and short‑seller reports remain a tail‑risk; those issues have driven past volatility and could produce downside if new negative news emerges. AppLovin Price Prediction and Forecast

Insider Activity at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of AppLovin stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the transaction, the chief technology officer directly owned 3,323,681 shares in the company, valued at approximately $1,812,669,143.78. This trade represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction on Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the transaction, the director directly owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 340,336 shares of company stock worth $200,062,623. Company insiders own 13.66% 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.

About AppLovin

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.