AppLovin Corporation $APP Shares Bought by Bank of New York Mellon Corp

Bank of New York Mellon Corp raised its position in shares of AppLovin Corporation (NASDAQ:APP) by 51.0% in the third quarter, Holdings Channel.com reports. The fund owned 1,493,494 shares of the company’s stock after acquiring an additional 504,341 shares during the quarter. Bank of New York Mellon Corp’s holdings in AppLovin were worth $1,073,135,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Revolve Wealth Partners LLC acquired a new position in AppLovin in the 4th quarter valued at $294,000. Bison Wealth LLC purchased a new stake in shares of AppLovin during the fourth quarter worth $239,000. Integrated Wealth Concepts LLC raised its position in shares of 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 last quarter. ORG Partners LLC raised its position in shares of AppLovin by 146.5% in the second quarter. ORG Partners LLC now owns 106 shares of the company’s stock valued at $36,000 after buying an additional 63 shares during the last quarter. Finally, V Square Quantitative Management LLC purchased a new position in shares of AppLovin in the second quarter worth about $70,000. 41.85% of the stock is owned by institutional investors and hedge funds.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham upgraded APP to Buy with a $700 price target, citing an expected e‑commerce growth inflection in 2026; that upgrade has supported upside momentum. Needham Upgrade
• Positive Sentiment: Analyst interest and high price targets (consensus near ~$700+) continue to underpin the stock despite recent volatility, keeping buy-side focus on long-term upside. Zacks Key Facts
• Positive Sentiment: Short‑term price reaction to the Needham upgrade was amplified in trading commentary — several outlets noted an intraday pop after the upgrade, reinforcing upside momentum. Schaeffers: Stock Pops
• Neutral Sentiment: Comparisons to other AI/automation names (e.g., UiPath) by some analysts highlight differing risk/reward profiles — useful context for investors assessing APP versus peers but not an immediate catalyst. Zacks: PATH vs APP
• Neutral Sentiment: A reported change in short‑interest data for January appears internally inconsistent (zeros/NaN) and currently offers no clear signal on positioning or squeeze risk.
• Negative Sentiment: CapitalWatch released a detailed short‑seller report alleging AppLovin facilitated illicit activity; while APP has strongly denied the claims and demanded a retraction, the report triggered renewed selling pressure and reputational risk. CNBC: CapitalWatch Report
• Negative Sentiment: Pomerantz announced an investigation into AppLovin shareholder claims, signaling potential class‑action litigation risk that can prolong volatility and increase legal uncertainty. GlobeNewsWire: Pomerantz Investigation
• Negative Sentiment: Previous reporting that the SEC has looked into AppLovin’s data practices remains a background risk; any regulatory developments would be material and could amplify negative moves. MarketBeat: SEC Probe Coverage

AppLovin Stock Up 1.5%

Shares of APP opened at $543.56 on Wednesday. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market cap of $183.70 billion, a P/E ratio of 65.97, a price-to-earnings-growth ratio of 1.77 and a beta of 2.50. The company’s 50-day moving average price is $635.07 and its 200 day moving average price is $565.11. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61.

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

Insider Transactions at AppLovin

In related news, Director Dawson Alyssa Harvey sold 150 shares of the business’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $693.32, for a total value of $103,998.00. Following the sale, the director owned 2,829 shares in the company, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Arash Adam Foroughi sold 4,069 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $497.50, for a total value of $2,024,327.50. Following the transaction, the chief executive officer directly owned 2,998,948 shares in the company, valued at approximately $1,491,976,630. The trade was a 0.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 340,336 shares of company stock worth $200,062,623 in the last ninety days. 13.66% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Royal Bank Of Canada upped their price objective on shares of AppLovin from $700.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. Evercore ISI began coverage on AppLovin in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $835.00 price target for the company. Wells Fargo & Company lifted their price objective on AppLovin from $721.00 to $735.00 and gave the stock an “overweight” rating in a research report on Thursday, January 8th. Piper Sandler reissued an “overweight” rating on shares of AppLovin in a research note on Tuesday, January 20th. Finally, Bank of America raised their target price on AppLovin from $580.00 to $860.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $706.45.

AppLovin Company 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.