Allianz SE Trims Position in AppLovin Corporation $APP

Allianz SE trimmed its position in shares of AppLovin Corporation (NASDAQ:APP) by 37.7% during the 3rd quarter, Holdings Channel reports. The firm owned 5,175 shares of the company’s stock after selling 3,133 shares during the period. Allianz SE’s holdings in AppLovin were worth $3,718,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. CBIZ Investment Advisory Services LLC raised its holdings in AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares during the period. Versant Capital Management Inc boosted its stake in shares of AppLovin by 2.8% in the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after acquiring an additional 19 shares during the period. Optas LLC grew its position in shares of AppLovin by 2.5% during the third quarter. Optas LLC now owns 877 shares of the company’s stock worth $630,000 after purchasing an additional 21 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its position in shares of AppLovin by 19.6% during the third quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after purchasing an additional 22 shares in the last quarter. Finally, Avestar Capital LLC raised its stake in AppLovin by 2.1% during the 2nd quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock valued at $391,000 after purchasing an additional 23 shares during the period. Hedge funds and other institutional investors own 41.85% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on APP shares. Wedbush upped their price target on AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Wells Fargo & Company lowered their target price on shares of AppLovin from $735.00 to $543.00 and set an “overweight” rating on the stock in a report on Thursday, February 12th. Weiss Ratings upgraded shares of AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 20th. Piper Sandler reiterated an “overweight” rating and issued a $650.00 price target (down from $800.00) on shares of AppLovin in a report on Thursday, February 12th. Finally, Benchmark reiterated a “buy” rating on shares of AppLovin in a research note on Monday, February 2nd. Twenty-one research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, AppLovin presently has an average rating of “Moderate Buy” and an average price target of $651.77.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: MarketBeat / Altimetry argues AppLovin’s data moat and AI optimization leave it mispriced after a sharp drop; they see durable earnings growth potential versus current market fear. AI Is Separating Software Winners From Losers, 2 Experts Explain (APP)
• Positive Sentiment: Analysts remain broadly bullish — several broker notes keep Buy ratings even after model/valuation adjustments, signaling institutional confidence that recent weakness may be sentiment-driven rather than structural. Analysts Remain Bullish on AppLovin Corporation (APP) Despite Target Cuts
• Positive Sentiment: Short-term buying interest has shown up in headlines describing intraday surges, indicating episodic demand that can create bounce opportunities for traders. AppLovin Stock Surges Wednesday: What’s Driving The Action?
• Neutral Sentiment: Raymond James notes a developing tradeable bounce across software names as the group attempts to stabilise at technical support—this helps explain cross-stock flows impacting APP. Tradeable bounce is developing in software stocks, Raymond James says
• Neutral Sentiment: Coverage pieces from Zacks and Forbes are driving attention/volume but don’t deliver new company-specific catalysts; they can amplify trading but aren’t decisive fundamentals. Is Trending Stock AppLovin Corporation (APP) a Buy Now? AppLovin Vs. Synopsys: Which Software Stock Is The Better Buy?
• Neutral Sentiment: Macro/sector context: coverage noting multiple tech names down sharply year‑to‑date helps explain broad selling pressure rather than APP‑specific insolvency. Wall Street Sees Major Upside in These 4 Beaten-Down Tech Stocks — Is the Selloff Overdone?
• Negative Sentiment: Price-target trims (e.g., BofA cutting its APP target from $780 to $705) reduce near-term upside expectations and can pressure sentiment even when ratings remain Buy. Analysts Remain Bullish on AppLovin Corporation (APP) Despite Target Cuts
• Negative Sentiment: AI‑narrative fear—headlines about “vibe‑coded” AI ad platforms—has driven indiscriminate selling; that sentiment swing is the clearest near‑term driver of today’s decline. AI Is Separating Software Winners From Losers, 2 Experts Explain (APP)
• Neutral Sentiment: Short‑interest reports in these feeds show contradictory/invalid values (0 shares / NaN); treat those data items as unreliable until corrected—no clear short‑squeeze signal.

AppLovin Stock Performance

Shares of NASDAQ:APP opened at $434.77 on Friday. The firm’s 50 day simple moving average is $539.46 and its 200-day simple moving average is $570.75. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61. The firm has a market cap of $146.93 billion, a PE ratio of 44.59, a price-to-earnings-growth ratio of 0.91 and a beta of 2.49.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.35. The company had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.AppLovin’s revenue was up 66.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.73 earnings per share. As a group, equities analysts predict that AppLovin Corporation will post 6.87 EPS for the current year.

Insiders Place Their Bets

In related news, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction dated 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. This represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. This trade represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. 13.66% of the stock is currently owned by corporate insiders.

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.