Crossmark Global Holdings Inc. Increases Stock Holdings in AppLovin Corporation $APP

Crossmark Global Holdings Inc. raised its holdings in AppLovin Corporation (NASDAQ:APP) by 21.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 25,819 shares of the company’s stock after buying an additional 4,535 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in AppLovin were worth $18,552,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of AppLovin by 39.4% in the 3rd quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock valued at $17,930,776,000 after purchasing an additional 7,051,663 shares during the last quarter. State Street Corp raised its holdings in shares of AppLovin by 2.4% in the second quarter. State Street Corp now owns 5,615,415 shares of the company’s stock worth $1,965,844,000 after buying an additional 133,402 shares during the last quarter. Jennison Associates LLC lifted its stake in shares of AppLovin by 55.2% during the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after buying an additional 1,381,970 shares during the period. Norges Bank purchased a new stake in shares of AppLovin during the second quarter valued at $951,541,000. Finally, Rakuten Investment Management Inc. purchased a new stake in shares of AppLovin during the third quarter valued at $1,456,108,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Up 5.3%

Shares of APP stock opened at $508.56 on Friday. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The stock has a market cap of $171.53 billion, a P/E ratio of 52.16, a P/E/G ratio of 0.99 and a beta of 2.51. The stock has a 50 day moving average of $518.43 and a 200 day moving average of $571.29. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. The business had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business’s revenue was up 66.0% on a year-over-year basis. During the same quarter last year, the company earned $1.73 EPS. As a group, sell-side analysts expect that AppLovin Corporation will post 6.87 EPS for the current year.

Insider Buying and Selling at AppLovin

In other news, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction dated 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 sale, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 of the company’s stock, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their position. The disclosure for this sale is available in the SEC filing. 13.66% of the stock is currently owned by company insiders.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Company expanding Axon 2.0 beyond gaming into Prospecting, Discovery and upcoming lead‑generation campaigns (targeting auto, insurance, subscription verticals) — this diversification could grow addressable ad spend and reduce reliance on gaming monetization. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent analyst upgrades (Arete Research and others) and bullish commentary after strong Q4 results are lifting sentiment — analysts cite AppLovin’s AI/monetization momentum and improving software/ads fundamentals. AppLovin Upgraded at Arete Research Analysts Positive After Q4 Results
• Neutral Sentiment: Oppenheimer trimmed its price target from $740 to $660 but kept an “outperform” rating — still implies significant upside, so this is a mixed signal rather than a sell catalyst. Oppenheimer Lowers Price Target
• Neutral Sentiment: Company participated in the Morgan Stanley TMT conference (management access and investor Q&A) — supports transparency and could help re‑rate the stock if message resonates. AppLovin to Participate in Morgan Stanley Conference
• Neutral Sentiment: Published short‑interest notes in the feed show zero/NaN values (likely data error) — no actionable signal from short‑interest figures as reported.
• Negative Sentiment: Ongoing SEC investigation and heightened app‑store regulatory scrutiny create an overhang — potential for higher compliance costs, disclosure risk, or operational changes that could pressure margins if escalated. Regulatory Scrutiny Raises Questions

Analyst Upgrades and Downgrades

APP has been the subject of a number of research reports. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $700.00 price target on shares of AppLovin in a research report on Thursday, February 12th. Evercore restated a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. Zacks Research lowered AppLovin from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 12th. Wells Fargo & Company cut their price target 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. Finally, Arete Research set a $340.00 price objective on shares of AppLovin and gave the company a “neutral” rating in a research note on Monday. Twenty-one analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $654.50.

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.