MarketBeatยท2025-09-02 21:46Group 1: Resideo Technologies (REZI) - Resideo Technologies has seen a significant increase in its stock price, rising approximately 47% since July 15, with insider buying indicating confidence in the company [2] - Major shareholder CD&R Channel Holdings II, L.P. has purchased around $179 million worth of Resideo shares since July 25, while insider selling during the same period was only $4 million [2] - The potential for Resideo to be acquired at a higher valuation is suggested by the success of CD&R's other investment, Foundation Building Materials, which was sold for $8.8 billion after being taken private for $1.4 billion [3][4] Group 2: AppLovin (APP) - AppLovin has experienced a remarkable stock performance, with shares up nearly 48% in 2025 and 444% over the past 52 weeks, closing near $479, just 7% below its all-time high [6] - CEO Adam Foroughi sold over $74 million worth of AppLovin shares in August, with the majority of these sales being discretionary rather than part of a predetermined plan, which raises concerns among investors [7][8] - Despite the insider selling, Foroughi still holds over 10% of AppLovin's equity, indicating long-term bullish sentiment, but the consensus price target suggests shares are fairly valued at around $478 [9]