Cerity Partners LLC Has $16 Million Position in AppLovin Corporation $APP

Cerity Partners LLC boosted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 6.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 22,260 shares of the company’s stock after buying an additional 1,318 shares during the period. Cerity Partners LLC’s holdings in AppLovin were worth $15,995,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in AppLovin during the third quarter worth $33,000. Proffitt & Goodson Inc. lifted its position in AppLovin by 65.7% during the 3rd quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock worth $42,000 after buying an additional 23 shares in the last quarter. Hilltop National Bank bought a new stake in AppLovin during the 2nd quarter worth about $26,000. LFA Lugano Financial Advisors SA acquired a new position in shares of AppLovin during the 2nd quarter worth about $26,000. Finally, Grove Bank & Trust bought a new position in shares of AppLovin in the 3rd quarter valued at about $58,000. Institutional investors own 41.85% of the company’s stock.

Insider Buying and Selling at AppLovin

In other news, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total value of $103,998.00. Following the completion of the sale, the director directly owned 2,829 shares in the company, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 340,336 shares of company stock valued at $200,062,623 in the last three months. Corporate insiders own 13.66% of the company’s stock.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Benchmark reiterated a Buy on APP with a $775 price target (Mike Hickey, Jan. 6); the coverage note (which cites continued confidence in AppLovin’s growth) reinforces upward analyst momentum and likely contributed to buying interest. Benchmark Reiterates Buy InsiderMonkey Coverage
• Positive Sentiment: High-profile media endorsement — Jim Cramer said he “can’t name a single competitor to AppLovin,” a bullish narrative that can attract momentum buyers and retail interest. Cramer Says No Competitor
• Neutral Sentiment: Zacks published a piece comparing Skillsoft (SKIL) and AppLovin (APP) for value-oriented investors — useful context on sector valuation but it’s comparative rather than company-specific news that would immediately move APP. Zacks SKIL vs APP
• Neutral Sentiment: 247WallSt published a forward-looking price forecast noting AppLovin’s stock recovery after last year’s decline and citing better-than-expected quarterly results — supportive narrative but inherently speculative. 247WallSt Forecast
• Neutral Sentiment: Bristlemoon Global Fund published its Q4 2025 report (institutional activity/context). These fund reports can signal shifting ownership but the entry provided doesn’t note a clear, direct trade action for APP. Bristlemoon Q4 Report
• Neutral Sentiment: A general “3 growth stocks” roundup appeared on The Motley Fool; it offers sector context but is not APP-specific in the provided entry and is unlikely to be a primary driver of APP’s move. Fool Growth Stocks

AppLovin Stock Up 5.1%

APP opened at $647.72 on Friday. The stock has a fifty day moving average of $639.00 and a 200-day moving average of $542.56. The company has a market capitalization of $218.90 billion, a P/E ratio of 78.61, a P/E/G ratio of 2.04 and a beta of 2.50. 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.

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

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Wells Fargo & Company raised their price target on AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a research note on Thursday. Zacks Research raised AppLovin from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Citigroup decreased their target price on shares of AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Bank of America upped their price target on shares of AppLovin from $580.00 to $860.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. Finally, Deutsche Bank Aktiengesellschaft set a $705.00 price target on shares of AppLovin and gave the company a “buy” rating in a research note on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus price target of $696.60.

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.