AppLovin Corporation $APP Shares Bought by DNB Asset Management AS

DNB Asset Management AS lifted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 82.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,911 shares of the company’s stock after acquiring an additional 36,522 shares during the quarter. DNB Asset Management AS’s holdings in AppLovin were worth $58,138,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. CBIZ Investment Advisory Services LLC boosted its position in shares of AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares during the period. Versant Capital Management Inc lifted its stake in AppLovin by 2.8% during the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after buying an additional 19 shares in the last quarter. Optas LLC boosted its holdings in shares of AppLovin by 2.5% in the third quarter. Optas LLC now owns 877 shares of the company’s stock worth $630,000 after buying an additional 21 shares during the period. Bartlett & CO. Wealth Management LLC boosted its holdings in shares of AppLovin by 19.6% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after buying an additional 22 shares during the period. Finally, Avestar Capital LLC increased its position in shares of AppLovin by 2.1% in the second quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock worth $391,000 after acquiring an additional 23 shares in the last quarter. 41.85% of the stock is owned by institutional investors and hedge funds.

Insider Activity at AppLovin

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of the business’s 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 of the company’s stock, valued at $1,961,402.28. The trade was a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 13.66% of the company’s stock.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: MarketBeat / Altimetry spotlights AppLovin as an AI beneficiary, arguing recent selling is narrative panic rather than weakening fundamentals and highlighting AppLovin’s proprietary data and AI optimization as durable advantages. This narrative supports a re-rating if investors rotate back into AI beneficiaries. Read More.
• Positive Sentiment: Analysts remain constructive: Bank of America trimmed its price target (to $705) after the earnings call but kept a Buy rating — signaling confidence in the business despite a valuation reset. That maintained-buy stance helps cushion sentiment. Read More.
• Positive Sentiment: Independent upgrades and comparative coverage (Seeking Alpha, Zacks/Yahoo pieces comparing APP vs. Arm) emphasize AppLovin’s robust Q4 growth, high EBITDA margins and AI tailwinds — increasing investor interest after the recent correction. Read More. | Read More.
• Positive Sentiment: Macro/sector support: Raymond James and others note a tradable bounce developing in software after a steep selloff, which can lift high-beta, AI-exposed names like AppLovin when sector flows recover. Read More.
• Neutral Sentiment: Headline coverage and trade reporting (MSN) summarized the move today and likely amplified momentum, but is descriptive rather than new fundamental information. Read More.
• Neutral Sentiment: Short‑interest entries in the data feed show zero/NaN values (likely a reporting anomaly) — not a meaningful short‑squeeze signal based on available figures. (Data should be treated with caution.)
• Negative Sentiment: Contrarian coverage (Forbes) warns the recent selloff reflects real investor worry about stretched valuations and potential growth deceleration despite strong recent results — a reminder that valuation risk remains if AI enthusiasm cools. Read More.

AppLovin Price Performance

Shares of NASDAQ:APP opened at $444.93 on Friday. The firm has a market cap of $150.36 billion, a price-to-earnings ratio of 45.63, a P/E/G ratio of 0.87 and a beta of 2.49. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65. The business has a fifty day simple moving average of $545.19 and a 200 day simple moving average of $570.96.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The firm had revenue of $1.66 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter in the previous year, the company posted $1.73 earnings per share. The business’s quarterly revenue was up 66.0% compared to the same quarter last year. As a group, sell-side analysts predict that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. BTIG Research decreased their price objective on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Zacks Research lowered AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Weiss Ratings upgraded AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 20th. Jefferies Financial Group dropped their price target on AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Finally, Evercore restated a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. Twenty-one analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $651.77.

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.