Banco BTG Pactual S.A. Has $252,000 Stock Position in AppLovin Corporation $APP

Banco BTG Pactual S.A. decreased its position in shares of AppLovin Corporation (NASDAQ:APP) by 84.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 374 shares of the company’s stock after selling 2,007 shares during the period. Banco BTG Pactual S.A.’s holdings in AppLovin were worth $252,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the company. Sustainable Insight Capital Management LLC acquired a new stake in AppLovin during the fourth quarter valued at $782,000. Logan Capital Management Inc. boosted its position in AppLovin by 1.5% during the fourth quarter. Logan Capital Management Inc. now owns 82,358 shares of the company’s stock valued at $55,494,000 after purchasing an additional 1,186 shares during the last quarter. Kovack Advisors Inc. boosted its position in AppLovin by 250.7% during the fourth quarter. Kovack Advisors Inc. now owns 3,616 shares of the company’s stock valued at $2,437,000 after purchasing an additional 2,585 shares during the last quarter. ICICI Prudential Asset Management Co Ltd boosted its position in AppLovin by 4.5% during the fourth quarter. ICICI Prudential Asset Management Co Ltd now owns 4,936 shares of the company’s stock valued at $3,326,000 after purchasing an additional 212 shares during the last quarter. Finally, Qtron Investments LLC boosted its position in AppLovin by 11.0% during the fourth quarter. Qtron Investments LLC now owns 1,347 shares of the company’s stock valued at $908,000 after purchasing an additional 133 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Down 2.9%

APP stock opened at $478.57 on Friday. AppLovin Corporation has a twelve month low of $320.00 and a twelve month high of $745.61. The company has a market cap of $160.77 billion, a PE ratio of 41.11, a price-to-earnings-growth ratio of 0.80 and a beta of 2.45. The business’s 50-day simple moving average is $480.70 and its 200 day simple moving average is $521.01. The company has a quick ratio of 3.24, a current ratio of 3.24 and a debt-to-equity ratio of 1.49.

AppLovin (NASDAQ:APP) last released its earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The business had revenue of $1.84 billion for the quarter, compared to the consensus estimate of $1.77 billion. During the same period last year, the business earned $1.67 earnings per share. The firm’s revenue for the quarter was up 58.9% compared to the same quarter last year. On average, research analysts anticipate that AppLovin Corporation will post 15.86 earnings per share for the current year.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin remains a strong growth story, with articles noting the stock has risen over the past month and analysts still expect robust EPS growth over the next several years. One report also highlighted an Oppenheimer note reaffirming confidence in the name, which can support bullish sentiment. AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock
• Positive Sentiment: Broker commentary has continued to frame AppLovin as a “good investment,” suggesting Wall Street sentiment remains constructive overall, even though analysts’ optimism is often already reflected in the stock. AppLovin (APP) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Several recent stories were more market-commentary focused than company-specific, including a note about growth stocks with high insider ownership and a discussion of broader market weakness affecting stock performance. These items may influence sentiment, but they do not point to a major fundamental change in AppLovin’s business. Insider Favorites: Top Growth Companies For June 2026 Five9 and AppLovin Shares Are Falling, What You Need To Know
• Negative Sentiment: One report said competition pressure hurt AppLovin in Q1, which could raise concerns about the sustainability of its growth momentum and intensify investor caution. Competition Pressure Hurt AppLovin (APP) in Q1
• Negative Sentiment: There was also insider selling reported, including a sale of 20,000 shares by Victoria Valenzuela, which can be interpreted as a mild headwind for sentiment. Victoria Valenzuela Sells 20,000 Shares of AppLovin (NASDAQ:APP) Stock
• Negative Sentiment: The latest session also saw APP fall while the broader market rose, suggesting investors are taking profits or rotating away from the stock despite its strong longer-term growth narrative. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why

Analyst Upgrades and Downgrades

APP has been the subject of a number of research reports. Needham & Company LLC reissued a “buy” rating and set a $700.00 price objective on shares of AppLovin in a research report on Thursday, May 28th. Weiss Ratings cut AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, May 7th. Royal Bank Of Canada restated an “outperform” rating and set a $700.00 target price on shares of AppLovin in a report on Thursday, February 12th. Oppenheimer cut their target price on AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a report on Thursday, March 5th. Finally, Wells Fargo & Company raised their target price on AppLovin from $560.00 to $571.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $669.62.

Insider Buying and Selling at AppLovin

In related news, CTO Vasily Shikin sold 8,112 shares of AppLovin stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $483.67, for a total transaction of $3,923,531.04. Following the sale, the chief technology officer directly owned 18,805 shares of the company’s stock, valued at $9,095,414.35. This trade represents a 30.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Maynard G. Webb, Jr. sold 3,076 shares of AppLovin stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $582.04, for a total value of $1,790,355.04. Following the sale, the director directly owned 123,520 shares in the company, valued at $71,893,580.80. The trade was a 2.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 285,758 shares of company stock valued at $136,333,079 over the last quarter. Company insiders own 13.66% of the company’s stock.

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.