Commonwealth Equity Services LLC Has $19.30 Million Holdings in AppLovin Corporation $APP

Commonwealth Equity Services LLC lifted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 3.9% during the third quarter, Holdings Channel.com reports. The firm owned 26,862 shares of the company’s stock after buying an additional 996 shares during the period. Commonwealth Equity Services LLC’s holdings in AppLovin were worth $19,301,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of APP. Revolve Wealth Partners LLC bought a new stake in AppLovin during the 4th quarter worth about $294,000. Bison Wealth LLC bought a new stake in shares of AppLovin during the fourth quarter worth approximately $239,000. Advisors Asset Management Inc. raised its stake in shares of AppLovin by 13.5% during the first quarter. Advisors Asset Management Inc. now owns 1,147 shares of the company’s stock worth $304,000 after buying an additional 136 shares during the last quarter. Integrated Wealth Concepts LLC lifted its holdings in AppLovin by 58.0% in the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after buying an additional 621 shares during the period. Finally, Geneos Wealth Management Inc. boosted its stake in AppLovin by 285.8% in the first quarter. Geneos Wealth Management Inc. now owns 4,398 shares of the company’s stock valued at $1,165,000 after acquiring an additional 3,258 shares during the last quarter. 41.85% of the stock is owned by institutional investors.

Insider Transactions at AppLovin

In other news, CTO Vasily Shikin sold 27,143 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the sale, the chief technology officer owned 3,323,681 shares of the company’s stock, valued at approximately $1,812,669,143.78. This represents a 0.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Arash Adam Foroughi sold 30,888 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the transaction, the chief executive officer owned 2,553,161 shares in the company, valued at $1,328,384,136.69. This represents a 1.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 340,336 shares of company stock valued at $200,062,623 over the last three months. Company insiders own 13.66% of the company’s stock.

Wall Street Analyst Weigh In

APP has been the subject of several recent research reports. Jefferies Financial Group upped their target price on shares of AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Benchmark increased their target price on AppLovin from $700.00 to $775.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Phillip Securities upgraded AppLovin to a “moderate buy” rating in a research report on Monday, September 29th. Piper Sandler increased their price target on shares of AppLovin from $740.00 to $800.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Finally, Wedbush lifted their price objective on shares of AppLovin from $745.00 to $800.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $696.60.

AppLovin News Summary

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%

AppLovin stock opened at $647.72 on Friday. The company has a 50 day moving average of $639.00 and a 200-day moving average of $542.56. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The stock has a market capitalization of $218.90 billion, a PE ratio of 78.61, a price-to-earnings-growth ratio of 2.04 and a beta of 2.50.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate of $2.34 by $0.11. The business had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The firm’s revenue was up 68.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.29 EPS. On average, equities research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

AppLovin Profile

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.