Banco Santander S.A. Purchases New Position in AppLovin Corporation $APP

Banco Santander S.A. acquired a new position in shares of AppLovin Corporation (NASDAQ:APP) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 2,008 shares of the company’s stock, valued at approximately $1,443,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Diversify Wealth Management LLC boosted its position in shares of AppLovin by 0.9% during the third quarter. Diversify Wealth Management LLC now owns 9,518 shares of the company’s stock valued at $6,839,000 after buying an additional 87 shares during the last quarter. Xponance Inc. lifted its stake in AppLovin by 19.8% during the 3rd quarter. Xponance Inc. now owns 57,034 shares of the company’s stock valued at $40,981,000 after acquiring an additional 9,436 shares in the last quarter. DNB Asset Management AS boosted its holdings in AppLovin by 82.3% during the 3rd quarter. DNB Asset Management AS now owns 80,911 shares of the company’s stock worth $58,138,000 after acquiring an additional 36,522 shares during the last quarter. Choreo LLC grew its stake in shares of AppLovin by 7.9% in the 3rd quarter. Choreo LLC now owns 4,266 shares of the company’s stock worth $3,065,000 after acquiring an additional 314 shares in the last quarter. Finally, Mesirow Financial Investment Management Inc. bought a new stake in shares of AppLovin in the 3rd quarter worth $788,000. 41.85% of the stock is owned by hedge funds and other institutional investors.

AppLovin Stock Performance

Shares of APP opened at $434.77 on Friday. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. The stock’s fifty day moving average price is $539.46 and its two-hundred day moving average price is $571.47. The firm has a market cap of $146.64 billion, a PE ratio of 44.59, a PEG ratio of 0.89 and a beta of 2.49.

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

Insider Activity

In other news, Director Dawson Alyssa Harvey sold 150 shares of AppLovin 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 transaction, the director owned 2,829 shares in the company, valued at $1,961,402.28. This trade represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction that occurred on 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 sale, the insider owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 13.66% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on APP. Wedbush boosted their price target on shares of AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. boosted their target price on AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Weiss Ratings raised AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 20th. Evercore reiterated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Finally, UBS Group set a $740.00 price objective on AppLovin in a research note on Thursday, February 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus price target of $651.77.

Key Stories Impacting AppLovin

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.

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.