1,237 Shares in AppLovin Corporation $APP Purchased by Avanza Fonder AB

Avanza Fonder AB bought a new position in AppLovin Corporation (NASDAQ:APP) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 1,237 shares of the company’s stock, valued at approximately $834,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Lazard Freres Gestion S.A.S. purchased a new position in AppLovin in the 3rd quarter worth approximately $2,514,000. Mediolanum International Funds Ltd boosted its stake in shares of AppLovin by 73.5% during the third quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock valued at $54,664,000 after purchasing an additional 32,510 shares during the period. Thames Capital Management LLC grew its holdings in shares of AppLovin by 114.8% in the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock worth $12,001,000 after purchasing an additional 8,925 shares during the last quarter. CIBC Asset Management Inc grew its holdings in shares of AppLovin by 14.8% in the third quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock worth $84,160,000 after purchasing an additional 15,074 shares during the last quarter. Finally, Allworth Financial LP increased its stake in shares of AppLovin by 131.7% in the third quarter. Allworth Financial LP now owns 6,049 shares of the company’s stock worth $4,347,000 after buying an additional 3,438 shares during the period. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin Stock Up 0.2%

Shares of AppLovin stock opened at $436.69 on Thursday. 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 Corporation has a 12-month low of $200.50 and a 12-month high of $745.61. The company has a market cap of $147.29 billion, a P/E ratio of 44.79, a PEG ratio of 0.76 and a beta of 2.51. The company’s fifty day simple moving average is $463.84 and its two-hundred day simple moving average is $571.98.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.89 by $0.35. The firm had revenue of $1.66 billion during 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 company’s quarterly revenue was up 66.0% compared to the same quarter last year. During the same period last year, the company posted $1.73 EPS. Research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current year.

Analyst Ratings Changes

A number of research firms recently commented on APP. Royal Bank Of Canada reiterated an “outperform” rating and set a $700.00 price target on shares of AppLovin in a 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. UBS Group set a $740.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. BTIG Research dropped their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Finally, Benchmark reissued a “buy” rating on shares of AppLovin in a research note on Friday, March 6th. Twenty research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $654.50.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and coverage comparisons favor AppLovin’s growth profile versus peers — recent pieces argue AppLovin’s Axon-powered ad platform and surging revenue position it ahead of Duolingo, supporting relative investor preference for APP. APP vs DUOL: Which Mobile-Tech Growth Stock Is the Better Buy Now?
• Positive Sentiment: Buy-side support: coverage and investor commentary (e.g., William Blair reiteration cited after an investor meeting) highlight confidence in continued high-margin, AI-driven ad monetization, a tailwind for near- to medium-term revenue and margins. AppLovin (APP) Growth Driven by AI-Powered Advertising Platform
• Neutral Sentiment: Balanced market commentary notes strong commercial traction for Axon but emphasizes valuation and placement within the AI-software stack — headline optimism is tempered by reassessment of where AppLovin’s value sits relative to other AI infrastructure players. Is AppLovin (APP) Positioned Above or Below the Value Line in an AI‑Driven Software Stack?
• Neutral Sentiment: Insider-transaction coverage flags a mix of RSU tax-related sales and planned activity versus discretionary buys; read the fine print — these trades aren’t a clear directional signal by themselves. These Insider Trades Look Like Clear Signals—Until You Read the Fine Print (APP)
• Neutral Sentiment: Short-interest notices show reported large increases but contain inconsistent/zero values and NaN figures — data appears unreliable, so short-interest signals are ambiguous for now. (Multiple March 24 filings)
• Negative Sentiment: Price volatility: AppLovin recently fell more than the broader market (a multi-percent pullback), reflecting profit-taking, macro/sector rotation and investor caution around how AI shifts could reshape ad tech economics. Here’s Why AppLovin (APP) Fell More Than Broader Market
• Negative Sentiment: Broader AI-risk: commentary warns that autonomous AI agents (e.g., new agent-like tools) could change enterprise software dynamics and advertising flows — a structural risk that could pressure multiples if adoption disrupts existing ad monetization models. Is AppLovin (APP) Positioned Above or Below the Value Line in an AI‑Driven Software Stack?

Insiders Place Their Bets

In other news, Director Eduardo Vivas sold 163,910 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $453.49, for a total value of $74,331,545.90. Following the completion of the transaction, the director owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. This represents a 2.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Arash Adam Foroughi sold 40,704 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $459.85, for a total value of $18,717,734.40. Following the completion of the transaction, the chief executive officer owned 2,430,414 shares of the company’s stock, valued at approximately $1,117,625,877.90. The trade was a 1.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 365,244 shares of company stock worth $169,584,607 over the last three months. Company insiders own 13.66% of the company’s stock.

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.