Cramer's Lightning Round Recap: AppLovin and SiTime Receive Positive Feedback

AppLovin's stock should be sold, as Cramer advises to be prudent. Ameris Bancorp is a good regional bank, while 4D Molecular Therapeutics is a speculative investment. SiTime is a strong company, and D.R. Horton is liked, with Toll Brothers as a comparable investment.

AppLovin Corporation (NASDAQ: APPL)

A recent SEC filing revealed that an insider at AppLovin Corporation sold shares worth $6,750,000. This insider sale, while significant, is not uncommon in the context of insider trading and does not necessarily indicate a change in the company's outlook. Insiders often sell shares as part of a broader portfolio management strategy rather than a reflection of the company's current financial health [1].

AppLovin Corporation reported robust financial performance for the second quarter of fiscal year 2025. The company's net sales increased by 77% year-over-year (YoY), driven by strong growth in both its mobile advertising platforms and monetization software. The company's earnings per share (EPS) is estimated to increase by +46.4% this year, further bolstering investor confidence [2].

Analysts led by Alec Brondolo at Wells Fargo have raised their 2026 revenue estimates by 6% and 2027 estimates by 3% for AppLovin. The analysts noted that web traffic to Applovin web advertising customer sites is accelerating, with growth of 40% year-over-year in July versus 20% in January. The analysts also highlighted the company's strong strategic position in the mobile game advertising market, with leading products in user acquisition and ad monetization [3].

Ameris Bancorp (NASDAQ: ABCB)

Jane Street Group LLC has invested approximately $10.53 million in Ameris Bancorp, acquiring around 182,878 shares, which represent about 0.27% of the bank's stock. Ameris Bancorp has announced a quarterly dividend of $0.20 per share, translating to an annual yield of 1.1% with a payout ratio of 14.08% [2].

DA Davidson set a new $81.00 price target on Ameris Bancorp's shares, with an average rating of "Moderate Buy" from analysts. Institutional investors own 91.64% of the company's stock [2].

4D Molecular Therapeutics (NASDAQ: 4DM)

According to 4D Molecular's 15-minute chart, a MACD Death Cross and KDJ Death Cross were triggered at 11:00 on September 2, 2025. This indicates that the stock price has the potential to continue declining, as the momentum of the stock price is shifting towards the downside and is likely to further decrease. The MACD and KDJ indicators have crossed downwards, signaling a potential continuation of the stock price's downward trend [1].

References

[1] https://www.ainvest.com/news/applovin-insider-sells-6-75mln-shares-sec-filing-2508/
[2] https://www.marketbeat.com/instant-alerts/filing-jane-street-group-llc-invests-1053-million-in-ameris-bancorp-abcb-2025-09-01/
[3] https://www.ainvest.com/news/4d-molecular-stock-price-drops-macd-death-cross-kdj-death-cross-signals-2509/