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Why AppLovin’s CEO Is Selling While Quantum Insiders Are Buying

Reported by Leo Miller. First Published: 6/30/2026.

Insiders are making notable trades across several tech stocks. That includes the newest quantum stock on the market, which is seeing significant insider purchases right out of the gate. Meanwhile, insiders are selling shares in two other notable software companies. Even so, when it comes to analyst forecasts, all three stocks share one thing in common: upside.

AppLovin CEO Sells More Than $50 Million in Discretionary Move

First up is advertising technology giant AppLovin (NASDAQ: APP). The stock stormed onto the market in 2024, delivering a massive return of more than 700%, and followed that with another gain of over 100% in 2025. However, AppLovin has had a much more difficult stretch in 2026, with the stock down 25%. That decline stems from several factors, including AppLovin’s elevated 2025 valuation and broader weakness in software stocks. Notably, in Q4 2025, AppLovin traded at a forward price-to-earnings ratio as high as 59x. That figure has since fallen to around 31x.

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Additionally, CEO Adam Foroughi, the company’s most prominent executive, is selling shares. In total, Foroughi sold approximately $51 million worth of AppLovin shares in June. Notably, none of these sales were made under a predetermined 10b5-1 plan, indicating they were discretionary.

That said, this is relatively common for Foroughi—he also made other large non-10b5-1 sales in March 2026 and November 2025. He still holds a massive stake in AppLovin, too. After the reported sales, he owns more than 2.3 million shares, worth over $1 billion at recent prices. Despite the CEO’s substantial discretionary sales, the moves are not especially concerning given these mitigating factors.

Quantinuum: Insiders Spend Big on Quantum’s Newcomer

Quantinuum (NASDAQ: QNT) is the new kid on the block in quantum computing stocks. The company recently completed its IPO, opening at $60 per share. Since then, the stock has posted solid gains, rising more than 15%. Notably, many insiders increased their stakes in the company right after the IPO, purchasing at the $60 price. In total, more than 10 separate insiders bought shares, with total purchases of nearly $25 million.

That is interesting, considering insiders tend to already have large positions in their company before an IPO. In many cases, insiders look to offload shares after an IPO to gain liquidity. As a result, these purchases send an even more bullish signal than standard insider buying.

While Quantinuum shares have risen substantially from their opening price, those gains have not been huge to date, making it more likely than not that insiders still see long-term upside.

Nonetheless, Quantinuum faces risks similar to those of many quantum stocks. The most notable are valuation and cash burn. The company generated $5.2 million in revenue in Q1, posted a net loss of $136.6 million, and yet has a market capitalization of around $19 billion. This reflects the long-term expectation among many investors that quantum computing will eventually become a large and profitable industry. Along the way, the U.S. government is providing support for the industry.

ServiceTitan’s Insider Sales Rise, But Remain Far Below 2025 Levels

ServiceTitan (NASDAQ: TTAN) went public in 2024 and was one of the more highly anticipated IPOs at the time. The company provides cloud-based software that brings technology to the trades. By targeting industries like plumbing, roofing, and carpentry, ServiceTitan’s software offers sales, marketing, customer management, and job scheduling solutions.

After delivering a modest 3.5% gain in 2025, the market has punished ServiceTitan shares in 2026, with the stock down more than 30%. Much of that decline has come from the broader sell-off in software stocks.

The company has also seen a meaningful rise in insider sales in Q2, with most of those sales coming in late June. Overall, total sales of $16 million in Q2 are up significantly from less than $7 million in Q1. Furthermore, none of these sales were made under a 10b5-1 plan.

It is important to note that ServiceTitan’s overall insider sales still remain far below their peak. In Q3 2025, ServiceTitan’s insider sales totaled $172 million. Given that, the company’s recent sales are not overly worrisome. Meanwhile, ServiceTitan continues to grow revenue by more than 20% and improve profitability significantly. In its latest quarter, adjusted operating margin more than doubled from the prior year, rising from 7.5% to 15.2%.

Analysts Eye Big Gains Across AppLovin, Quantinuum, and ServiceTitan

Notably, Wall Street analysts are forecasting significant gains across all three stocks. For ServiceTitan, the MarketBeat consensus price target is near $110, implying more than 55% upside. For AppLovin, analysts are projecting upside of more than 30%, with the MarketBeat consensus price target near $668. Meanwhile, a number of analysts recently initiated coverage on Quantinuum. The average of those targets is just under $99, also implying upside of more than 35%.