<p>内部人士在两只正在大幅上涨的股票上进行了显著的交易。一家大型机构投资者正在购买其中一家公司股票，显示出信心。另一方面，科技领域的一位顶尖人物正在看到来自公司最重要人物的大量内部出售。这家公司的股票在过去 52 周内上涨了超过 400%。</p>
<p>下面，我们将分析这两只股票的内部交易，并提供这些信号对投资者的看涨或看跌的视角。</p>
<h2>REZI 看到数百万的私募股权购买</h2>
<p>Resideo Technologies NYSE: REZI 是一只中型建筑产品股票，最近大幅上涨。自 7 月 15 日以来，股票上涨了约 47%，内部人士正在参与这一上涨。自 7 月 25 日以来，主要股东 CD&amp;R Channel Holdings II, L.P.已购买了约 1.79 亿美元的 Resideo 股票。在此期间，内部出售仅为 400 万美元。CD&amp;R 是一家私募股权公司，拥有 Resideo 超过 10% 的股份，可能对该公司非常了解。</p>
<p>CD&amp;R 的另一项投资，Foundation Building Materials (FBM)，最近被 Lowe's Companies NYSE: LOW 以 88 亿美元收购。FBM 最初在 2021 年以仅 14 亿美元被私有化，显示出该投资产生了巨大的回报。值得注意的是，CD&amp;R 直到 2024 年初才参与该投资，这意味着他们可能只获得了这一回报的一小部分。然而，FBM 被 Lowe's 收购仍然表明 CD&amp;R 在建筑材料行业的投资方面具有显著的专业知识。</p>
<p>FBM 的成功提高了 Resideo 被收购的可能性，价格可能远高于目前的价值，这对股东来说可能是一个巨大的胜利。总体而言，<strong>CD&amp;R 对 Resideo 的购买是一个显著的看涨信号</strong>。即使该公司不被收购，CD&amp;R 继续向这只股票投入数百万的事实也是一个积极的信号。</p>
<h2>APP 首席执行官在股价接近高点时出售：对投资者的警示信号？</h2>
<p>毫无疑问，最近市场上表现最好的科技股票之一是 AppLovin NASDAQ: APP。2025 年股价上涨近 48%，在过去 52 周内上涨了 444%。在 8 月 29 日，APP 的股价收于近 479 美元，仅比历史最高收盘价低约 7%。有趣的是，仅在 8 月下半月，MarketBeat 的数据表明，一位关键内部人士已经出售了超过 7400 万美元的 AppLovin 股票。该内部人士是 Arash Adam Foroughi，更为人知的是 Adam Foroughi，AppLovin 的联合创始人和现任首席执行官（CEO）。</p>
<p>即使是首席执行官的出售，市场通常也会将内部出售视为无关紧要。他们通常参与预定的股票出售计划，称为 10b5-1 计划。这使得很难说 10b5-1 的出售是否表明内部人士对其股票的看法。然而，查看 Foroughi 最近的 SEC Form 4 文件揭示了一个有趣的细节。Foroughi 在 8 月的销售中没有一笔是根据 10b5-1 计划进行的。</p>
<p>总体而言，Form 4 文件显示 Foroughi 最近的销售大多数是自愿的，而非预定的。这些销售的平均售价约为 419 美元。这两个事实为 Foroughi 的销售带来了看跌的基调，暗示他希望在股价接近该水平时获利。Foroughi 在 2 月份以约 410 美元的价格进行了超过 3000 万美元的自愿销售。然而，他在 5 月份以约 365 美元的价格进行了超过 6000 万美元的自愿销售，这与他认为 400 美元以上的价格是出售区域的观点相悖。</p>
<p>总体而言，Foroughi 最近的 APP 销售对投资者来说是适度看跌的信号。Foroughi 仍然持有超过 10% 的 APP 股份，表明他对该股票的长期看涨。然而，MarketBeat 跟踪的 APP 的共识目标价约为 478 美元，<strong>暗示股票的估值合理</strong>。这是投资者需要考虑的另一个关键信号。AppLovin 正在向电子商务广告领域发力。成功可能对股票产生重大影响，但也带来了风险，因为该公司进入了一个新市场。AppLovin 传统上是通过移动游戏内广告获得收益。</p>
<h2>内部人士的洞察很重要，但不是绝对的</h2>
<p>这些内部交易是投资者需要考虑的有趣信号。然而，它们并不是水晶球。理解 Resideo 和 AppLovin 超越这些信号是做出明智投资决策的关键。</p>
<h2>你现在应该投资 1000 美元在 AppLovin 吗？</h2>
<p>在你考虑 AppLovin 之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。MarketBeat 已识别出五只顶级分析师正在悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而 AppLovin 并不在名单上。</p>
<p>虽然 AppLovin 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

REZI

<p>私募股权公司 CD&R 正在大举投资 Resideo Technologies（纽约证券交易所代码：REZI），购买了价值 1.79 亿美元的股票，这表明市场对该股的看涨情绪，因为自 7 月以来，该股上涨了 47%。相反，AppLovin（纳斯达克代码：APP）首席执行官亚当·福鲁基（Adam Foroughi）出售了超过 7400 万美元的股票，尽管该股在过去一年中表现出色，涨幅达到 444%，但这引发了投资者的担忧。福鲁基的出售大多是出于个人选择，这暗示了看跌的前景，尽管他仍持有公司超过 10% 的股份。在评估投资策略时，投资者应考虑这些内部交易</p>

<p>Insiders have been making some notable moves when it comes to two stocks that are on the rise big-time. A large institutional investor is buying shares in one of these companies, showing confidence. On the flip side, a top name in tech is seeing major insider selling coming from the most important person at the company. Shares of this name are up more than 400% over the past 52 weeks.</p>
<div class="lb-trans"><p>内部人士在两只正在大幅上涨的股票上进行了显著的交易。一家大型机构投资者正在购买其中一家公司股票，显示出信心。另一方面，科技领域的一位顶尖人物正在看到来自公司最重要人物的大量内部出售。这家公司的股票在过去 52 周内上涨了超过 400%。</p>
</div><p>Below, we’ll break down the insider trades happening in these two names and provide perspective on how bullish or bearish these signals are for investors.</p>
<div class="lb-trans"><p>下面，我们将分析这两只股票的内部交易，并提供这些信号对投资者的看涨或看跌的视角。</p>
</div><h2>REZI Sees Millions in Private Equity Buying</h2>
<div class="lb-trans"><h2>REZI 看到数百万的私募股权购买</h2>
</div><p>Resideo Technologies NYSE: REZI is a mid-cap building products stock that has soared recently. Since July 15, shares are up approximately 47%, and insiders are buying into the rally. Since July 25, major shareholder CD&amp;R Channel Holdings II, L.P., has bought approximately $179 million worth of Resideo shares. Insider selling over that period <strong>comes in at just $4 million</strong>. CD&amp;R is a private equity firm that owns over 10% of Resideo’s shares and likely knows the company inside and out.</p>
<div class="lb-trans"><p>Resideo Technologies NYSE: REZI 是一只中型建筑产品股票，最近大幅上涨。自 7 月 15 日以来，股票上涨了约 47%，内部人士正在参与这一上涨。自 7 月 25 日以来，主要股东 CD&amp;R Channel Holdings II, L.P.已购买了约 1.79 亿美元的 Resideo 股票。在此期间，内部出售仅为 400 万美元。CD&amp;R 是一家私募股权公司，拥有 Resideo 超过 10% 的股份，可能对该公司非常了解。</p>
</div><p>Another CD&amp;R investment, Foundation Building Materials (FBM), was recently bought by Lowe's Companies NYSE: LOW for $8.8 billion. FBM was originally taken private back in 2021 for just $1.4 billion, showing that the investment generated a massive return. Notably, CD&amp;R did not join the investment until early 2024, meaning that they likely only captured a moderate portion of this return. However, FBM’s sale to Lowe's still demonstrates that CD&amp;R has significant expertise when it comes to investing in the building materials industry.</p>
<div class="lb-trans"><p>CD&amp;R 的另一项投资，Foundation Building Materials (FBM)，最近被 Lowe's Companies NYSE: LOW 以 88 亿美元收购。FBM 最初在 2021 年以仅 14 亿美元被私有化，显示出该投资产生了巨大的回报。值得注意的是，CD&amp;R 直到 2024 年初才参与该投资，这意味着他们可能只获得了这一回报的一小部分。然而，FBM 被 Lowe's 收购仍然表明 CD&amp;R 在建筑材料行业的投资方面具有显著的专业知识。</p>
</div><p>FMB’s success raises the possibility that Resideo could also get bought out for much more than it is currently worth, which could be a huge win for shareholders. Overall, <strong>CD&amp;R’s purchases of Resideo are a significant bullish signal</strong>. Even if the firm doesn’t get bought out, the fact that CD&amp;R is pouring millions more into this stock is a positive sign.</p>
<div class="lb-trans"><p>FBM 的成功提高了 Resideo 被收购的可能性，价格可能远高于目前的价值，这对股东来说可能是一个巨大的胜利。总体而言，<strong>CD&amp;R 对 Resideo 的购买是一个显著的看涨信号</strong>。即使该公司不被收购，CD&amp;R 继续向这只股票投入数百万的事实也是一个积极的信号。</p>
</div><h2>APP CEO Sells with Shares Near Highs: A Warning Sign for Investors?</h2>
<div class="lb-trans"><h2>APP 首席执行官在股价接近高点时出售：对投资者的警示信号？</h2>
</div><p>Indisputably one of the best-performing tech stocks in the market recently is AppLovin NASDAQ: APP. Shares are up nearly 48% in 2025 and up 444% over the past 52 weeks. On Aug. 29, shares of APP closed at nearly $479, only around 7% below their all-time high closing price. Interestingly, in the second half of August alone, MarketBeat data shows that a key insider has sold over $74 million worth of AppLovin shares. That insider is Arash Adam Foroughi, better known as Adam Foroughi, AppLovin’s co-founder and current Chief Executive Officer (CEO).</p>
<div class="lb-trans"><p>毫无疑问，最近市场上表现最好的科技股票之一是 AppLovin NASDAQ: APP。2025 年股价上涨近 48%，在过去 52 周内上涨了 444%。在 8 月 29 日，APP 的股价收于近 479 美元，仅比历史最高收盘价低约 7%。有趣的是，仅在 8 月下半月，MarketBeat 的数据表明，一位关键内部人士已经出售了超过 7400 万美元的 AppLovin 股票。该内部人士是 Arash Adam Foroughi，更为人知的是 Adam Foroughi，AppLovin 的联合创始人和现任首席执行官（CEO）。</p>
</div><p>Even when CEOs make them, the market often dismisses insider sales as non-issues. They frequently participate in predetermined stock sales plans, known as 10b5-1 plans. This makes it hard to say that 10b5-1 sales are indicative of where an insider sees their stock going. However, looking into Foroughi’s recent SEC Form 4 filings reveals an interesting detail. Foroughi made not a single one of his August sales under a 10b5-1 plan.</p>
<div class="lb-trans"><p>即使是首席执行官的出售，市场通常也会将内部出售视为无关紧要。他们通常参与预定的股票出售计划，称为 10b5-1 计划。这使得很难说 10b5-1 的出售是否表明内部人士对其股票的看法。然而，查看 Foroughi 最近的 SEC Form 4 文件揭示了一个有趣的细节。Foroughi 在 8 月的销售中没有一笔是根据 10b5-1 计划进行的。</p>
</div><p>Overall, the Form 4 filings show that the vast majority of Foroughi’s recent sales are discretionary, not predetermined. The average selling price among these sales was approximately $419. These two facts cast a bearish undertone around Foroughi’s sales, suggesting that he wants to take profits when shares are around that level. Foroughi also made over $30 million in discretionary sales in February at around $410. However, his over $60 million in discretionary sales in May came in around the $365 price level, pushing back on the idea that he sees the +$400 range as selling territory.</p>
<div class="lb-trans"><p>总体而言，Form 4 文件显示 Foroughi 最近的销售大多数是自愿的，而非预定的。这些销售的平均售价约为 419 美元。这两个事实为 Foroughi 的销售带来了看跌的基调，暗示他希望在股价接近该水平时获利。Foroughi 在 2 月份以约 410 美元的价格进行了超过 3000 万美元的自愿销售。然而，他在 5 月份以约 365 美元的价格进行了超过 6000 万美元的自愿销售，这与他认为 400 美元以上的价格是出售区域的观点相悖。</p>
</div><p>Overall, Foroughi’s recent APP sales are moderately bearish signals for investors. Foroughi still owns over 10% of APP’s equity, indicating that he is still bullish on the stock long-term. However, the MarketBeat-tracked consensus price target on APP of around $478 <strong>implies shares are fairly valued</strong>. That’s another key signal for investors to consider. AppLovin is making a push into e-commerce advertising. Success could be big for the stock, but it also introduces risk as the firm enters a new market. AppLovin has traditionally made all its hay from advertising within mobile games.</p>
<div class="lb-trans"><p>总体而言，Foroughi 最近的 APP 销售对投资者来说是适度看跌的信号。Foroughi 仍然持有超过 10% 的 APP 股份，表明他对该股票的长期看涨。然而，MarketBeat 跟踪的 APP 的共识目标价约为 478 美元，<strong>暗示股票的估值合理</strong>。这是投资者需要考虑的另一个关键信号。AppLovin 正在向电子商务广告领域发力。成功可能对股票产生重大影响，但也带来了风险，因为该公司进入了一个新市场。AppLovin 传统上是通过移动游戏内广告获得收益。</p>
</div><h2>Insider Insight Is Key, But Not Gospel</h2>
<div class="lb-trans"><h2>内部人士的洞察很重要，但不是绝对的</h2>
</div><p>These insider trades are interesting signals for investors to consider. However, they are not crystal balls. Understanding Resideo and AppLovin beyond these signals is key to making an informed investment decision.</p>
<div class="lb-trans"><p>这些内部交易是投资者需要考虑的有趣信号。然而，它们并不是水晶球。理解 Resideo 和 AppLovin 超越这些信号是做出明智投资决策的关键。</p>
</div><h2>Should You Invest $1,000 in AppLovin Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 AppLovin 吗？</h2>
</div><p>Before you consider AppLovin, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 AppLovin 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AppLovin wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。MarketBeat 已识别出五只顶级分析师正在悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而 AppLovin 并不在名单上。</p>
</div><p>While AppLovin currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 AppLovin 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

对决的内部人士操作：一方在这里大量买入，另一方在那里大量卖出