AustralianSuper Pty Ltd Purchases 45,683 Shares of AppLovin Corporation $APP

AustralianSuper Pty Ltd raised its position in AppLovin Corporation (NASDAQ:APP) by 16.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 318,294 shares of the company’s stock after purchasing an additional 45,683 shares during the period. AppLovin makes up 1.1% of AustralianSuper Pty Ltd’s investment portfolio, making the stock its 19th biggest holding. AustralianSuper Pty Ltd’s holdings in AppLovin were worth $228,707,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of APP. Hilltop National Bank acquired a new stake in AppLovin in the 2nd quarter valued at approximately $26,000. LFA Lugano Financial Advisors SA acquired a new stake in shares of AppLovin in the second quarter valued at approximately $26,000. Chilton Capital Management LLC acquired a new stake in shares of AppLovin in the third quarter valued at approximately $29,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of AppLovin in the second quarter worth $33,000. Finally, Heartwood Wealth Advisors LLC acquired a new position in AppLovin during the third quarter worth $33,000. 41.85% of the stock is owned by institutional investors and hedge funds.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham upgraded APP to Buy and set a $700 price target, citing an ecommerce growth inflection that could drive further revenue upside. Needham upgrade
• Positive Sentiment: Analyst coverage and consensus price targets remain well above recent levels (MarketBeat notes analyst targets implying substantial upside), which provides support amid the sell‑off. MarketBeat analyst outlook
• Positive Sentiment: Recent coverage from Zacks highlighted a session where APP outperformed the market, reflecting pockets of buyer interest despite headlines. Zacks note
• Neutral Sentiment: Public short‑interest posts for late January show anomalous “0 shares / NaN” entries and 0.0 days‑to‑cover — data appears erroneous and isn’t meaningful for current positioning. (Market liquidity remains high.)
• Neutral Sentiment: General coverage pieces (e.g., Yahoo’s Wall Street roundups) are debating bullish vs. bearish catalysts, which may amplify intraday volatility but don’t add new forensic evidence. Yahoo roundup
• Negative Sentiment: CapitalWatch’s short report accuses AppLovin of facilitating money‑laundering via shareholder‑linked entities; the report triggered a sharp sell‑off and is the primary driver of today’s downside. CapitalWatch report
• Negative Sentiment: AppLovin has publicly demanded CapitalWatch retract the report and called the allegations conspiratorial, but the controversy has attracted class‑action attention (Pomerantz investigation), increasing legal and reputational risk. CNBC coverage of company response Pomerantz investor alert
• Negative Sentiment: Public skeptics including media commentary and Jim Cramer emphasize APP’s high valuation (one of the market’s richer P/E multiples), which could deter momentum investors and deepen sell‑pressure while headline risk persists. Jim Cramer comments

Analyst Ratings Changes

Several brokerages have issued reports on APP. Scotiabank lifted their price target on shares of AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. Royal Bank Of Canada upped their target price on AppLovin from $700.00 to $750.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Oppenheimer set a $740.00 price target on AppLovin in a research report on Tuesday, October 7th. Weiss Ratings lowered AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 15th. Finally, JPMorgan Chase & Co. increased their price objective on AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $706.45.

Insider Activity at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of AppLovin stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the completion of the sale, the chief technology officer owned 3,323,681 shares of the company’s stock, valued at approximately $1,812,669,143.78. The trade was a 0.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the transaction, the director owned 2,829 shares in the company, valued at approximately $1,961,402.28. This trade represents a 5.04% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 340,336 shares of company stock worth $200,062,623. 13.66% of the stock is owned by corporate insiders.

AppLovin Stock Down 0.2%

APP stock opened at $542.36 on Thursday. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The business’s 50 day simple moving average is $635.31 and its 200 day simple moving average is $564.95. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $183.29 billion, a PE ratio of 65.82, a PEG ratio of 1.79 and a beta of 2.50.

AppLovin (NASDAQ:APP) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter last year, the firm posted $1.29 EPS. The company’s quarterly revenue was up 68.2% on a year-over-year basis. As a group, research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current year.

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.