Cache Advisors LLC Has $1.27 Million Stock Position in AppLovin Corporation $APP

Cache Advisors LLC decreased its position in shares of AppLovin Corporation (NASDAQ:APP) by 69.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,889 shares of the company’s stock after selling 4,314 shares during the period. Cache Advisors LLC’s holdings in AppLovin were worth $1,273,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Chilton Capital Management LLC acquired a new stake in AppLovin in the third quarter valued at approximately $29,000. Board of the Pension Protection Fund acquired a new stake in AppLovin in the fourth quarter valued at approximately $27,000. Activest Wealth Management lifted its stake in AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after acquiring an additional 38 shares during the last quarter. Heartwood Wealth Advisors LLC acquired a new stake in AppLovin in the third quarter valued at approximately $33,000. Finally, CBIZ Investment Advisory Services LLC lifted its stake in AppLovin by 58.6% in 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 last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wells Fargo raised its price target on APP to $560, signaling analyst confidence in longer‑term upside and supporting valuation expectations. Read More.
• Positive Sentiment: Industry checks and analyst coverage (Evercore ISI and others) maintained Outperform ratings and high targets (one cited $750), arguing the recent drop doesn’t reflect fundamentals. That institutional support could limit downside and encourage buyers. Read More.
• Positive Sentiment: AppLovin announced executive succession and governance changes — internal promotions to tech leadership and the appointment of Craig Billings as independent Board Chair — which investors often view as positive for continuity and oversight. Read More.
• Positive Sentiment: Analyst and research pieces argue the 2026 selloff looks overstated given AppLovin’s advertising strength, Rule of 40 profile, and upcoming AI ad tools — factors that could drive medium‑term revenue/monetization upside. Read More.
• Neutral Sentiment: Coverage assessing AppLovin’s valuation after analyst upgrades and AI advertising momentum provides mixed takeaways: upside from secular advertising trends but elevated multiples versus some peers. Useful for gauging risk/reward but not an immediate catalyst. Read More.
• Neutral Sentiment: Zacks published a primer on why APP fits a growth‑stock profile (style scores), which is background positive but not a near‑term price driver. Read More.
• Negative Sentiment: Price action: several outlets note APP fell while broader markets gained, reflecting profit‑taking/volatility that can pressure short‑term performance despite positive fundamentals. Elevated trading volume suggests near‑term liquidation or repositioning. Read More.
• Negative Sentiment: AppLovin showed up on “stock movers” lists, which often reflects headline‑driven intraday swings rather than fundamentals — a reminder that momentum and headlines can amplify volatility. Read More.

AppLovin Price Performance

NASDAQ APP opened at $391.20 on Thursday. AppLovin Corporation has a twelve month low of $218.29 and a twelve month 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. The stock has a market capitalization of $131.94 billion, a PE ratio of 40.12, a P/E/G ratio of 0.67 and a beta of 2.50. The stock has a 50-day simple moving average of $431.98 and a 200 day simple moving average of $558.11.

AppLovin (NASDAQ:APP) last posted 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 business had revenue of $1.66 billion during 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%.The firm’s revenue was up 66.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 EPS. Research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on APP shares. Citigroup reduced their price target on AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Oppenheimer reduced their price target on AppLovin from $740.00 to $660.00 and set an “outperform” rating for the company in a research report on Thursday, March 5th. Wells Fargo & Company boosted their price target on AppLovin from $543.00 to $560.00 and gave the stock an “overweight” rating in a research report on Monday. Piper Sandler reaffirmed an “overweight” rating and issued a $650.00 price target (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $700.00 price target on shares of AppLovin in a research report on Wednesday, March 11th. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $669.05.

Insider Activity at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the completion of the transaction, the director directly owned 6,969,382 shares in the company, valued at $3,160,545,043.18. This represents a 2.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Arash Adam Foroughi sold 50,000 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $466.04, for a total transaction of $23,302,000.00. Following the transaction, the chief executive officer owned 2,480,414 shares of the company’s stock, valued at approximately $1,155,972,140.56. The trade was a 1.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 365,244 shares of company stock worth $169,584,607 in the last ninety days. 13.66% of the stock is currently owned by insiders.

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.