Insider Selling: AppLovin (NASDAQ:APP) Director Sells $74,331,545.90 in Stock

AppLovin Corporation (NASDAQ:APP) Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the completion of the sale, the director directly owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. This trade represents a 2.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Eduardo Vivas also recently made the following trade(s):

• On Friday, March 13th, Eduardo Vivas sold 20,910 shares of AppLovin stock. The shares were sold at an average price of $458.67, for a total value of $9,590,789.70.

AppLovin Trading Up 0.6%

Shares of NASDAQ:APP opened at $442.39 on Friday. The stock’s 50-day simple moving average is $476.11 and its two-hundred day simple moving average is $572.37. The stock has a market capitalization of $149.21 billion, a price-to-earnings ratio of 45.37, a PEG ratio of 0.76 and a beta of 2.51. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61. 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 (NASDAQ:APP) last issued its quarterly earnings data 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. The firm 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 quarterly revenue was up 66.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.73 EPS. Analysts expect that AppLovin Corporation will post 6.87 EPS for the current year.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AXON & MAX revenue momentum — Research notes highlight AXON and the MAX unified auction driving strong expansion outside gaming, with Zacks citing ~70% revenue growth drivers for 2025 that underpin near‑term top‑line momentum. AppLovin’s Axon and MAX Power 70% Revenue Growth in 2025
• Positive Sentiment: Analyst backing and upside thesis — Consensus broker ratings remain bullish (average ≈ Moderate Buy) and multiple houses still see substantial upside versus the current price, which supports buyer interest on dips. Why Analysts Love AppLovin Stock but the Market Doesn’t
• Positive Sentiment: Long‑term growth case intact — Style/score pieces continue to list APP among top growth names based on AI ad stack and monetization tools, supporting longer‑term holders. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Valuation vs. buybacks — Analysts note AppLovin trades at steep premiums to peers; buybacks and cash flow are supportive but execution (notably 2026 margin improvement) must materialize to justify multiples. Is APP Overvalued? Valuation, Buybacks and 2026 Margin Signals
• Neutral Sentiment: Noise around major investor relationships — Reporting that JPMorgan cut ties with a prominent investor in AppLovin creates headline risk but does not directly change AppLovin’s fundamentals; it’s a short‑term sentiment factor to monitor. JPMorgan Ends Ties With AppLovin Investor Holding $4.6 Billion Stake
• Negative Sentiment: Insider selling — Director Eduardo Vivas sold ~163,910 shares (~$74M) recently; large director sales have been cited as the main catalyst for recent intraday weakness. AppLovin (NASDAQ:APP) Director Sells 163,910 Shares
• Negative Sentiment: Market reaction & thinner liquidity — Coverage links the recent price drop to that insider sale plus below‑average volume, suggesting weaker bid support can amplify declines until clearer execution or fresh buying appears. AppLovin Stock Price Down Following Insider Selling

Analyst Ratings Changes

APP has been the topic of several recent research reports. The Goldman Sachs Group decreased their price objective on AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. Royal Bank Of Canada reissued an “outperform” rating and issued a $700.00 target price on shares of AppLovin in a report on Thursday, February 12th. Arete Research set a $340.00 target price on shares of AppLovin and gave the stock a “neutral” rating in a research note on Monday, March 2nd. Needham & Company LLC reaffirmed a “buy” rating and set a $700.00 price target on shares of AppLovin in a report on Wednesday, March 11th. Finally, Wells Fargo & Company dropped their price target on shares of AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a research report on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $654.50.

Institutional Trading of AppLovin

Several hedge funds have recently modified their holdings of the company. Board of the Pension Protection Fund acquired a new position in shares of AppLovin in the 4th quarter valued at $27,000. Washington Trust Advisors Inc. lifted its position in AppLovin by 160.0% during the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock worth $27,000 after acquiring an additional 24 shares during the period. Mcguire Capital Advisors Inc. acquired a new stake in AppLovin during the 4th quarter worth about $27,000. Chilton Capital Management LLC purchased a new stake in AppLovin during the 3rd quarter valued at about $29,000. Finally, Activest Wealth Management grew its stake in AppLovin by 760.0% during the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after purchasing an additional 38 shares during the last quarter. 41.85% of the stock is owned by hedge funds and other institutional investors.

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.