AppLovin Corporation $APP Shares Sold by Compass Financial Management LLC

Compass Financial Management LLC lowered its holdings in AppLovin Corporation (NASDAQ:APP - Free Report) by 96.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 106 shares of the company's stock after selling 3,082 shares during the quarter. Compass Financial Management LLC's holdings in AppLovin were worth $31,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. State Street Corp boosted its stake in AppLovin by 28.3% in the second quarter. State Street Corp now owns 15,095,667 shares of the company's stock valued at $7,777,741,000 after acquiring an additional 3,328,338 shares in the last quarter. WCM Investment Management LLC increased its position in shares of AppLovin by 5.2% during the first quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company's stock worth $1,860,995,000 after purchasing an additional 245,290 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of AppLovin by 7.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,735,471 shares of the company's stock worth $894,167,000 after purchasing an additional 121,605 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in shares of AppLovin during the 2nd quarter valued at $730,015,000. Finally, Amundi lifted its holdings in shares of AppLovin by 19.5% during the 2nd quarter. Amundi now owns 1,332,633 shares of the company's stock valued at $686,612,000 after purchasing an additional 217,214 shares during the last quarter. Hedge funds and other institutional investors own 41.85% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on APP. Scotiabank decreased their price target on AppLovin from $515.00 to $450.00 and set a "sector outperform" rating for the company in a research note on Thursday. Bank of America downgraded AppLovin from a "buy" rating to a "neutral" rating and lowered their price target for the stock from $430.00 to $400.00 in a report on Tuesday, August 11th. The Goldman Sachs Group boosted their price target on AppLovin from $400.00 to $445.00 and gave the stock a "neutral" rating in a research note on Thursday. Evercore restated an "outperform" rating and set a $510.00 price objective (down from $630.00) on shares of AppLovin in a report on Tuesday, September 1st. Finally, Wedbush increased their price objective on shares of AppLovin from $560.00 to $600.00 and gave the company an "outperform" rating in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $497.93.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported Q3 revenue of $2.18 billion, up 55.5% year over year, and EPS of $4.30, beating analyst estimates. Net income rose 72% to $1.44 billion, with a net margin near 66%. AppLovin Q3 results
• Positive Sentiment: Q4 revenue guidance of $2.365 billion–$2.395 billion came in above expectations, supporting hopes that growth from AppLovin’s AI-powered advertising models can continue as their rollout expands. CEO Adam Foroughi also said the business could grow roughly 30% annually over the long term. CEO comments on long-term growth
• Positive Sentiment: The company expanded its share repurchase authorization to $3.6 billion, while strong cash generation gives it capacity to return capital to shareholders. Cash generation and buyback
• Neutral Sentiment: Analyst views are mixed: RBC and Oppenheimer raised their targets to $520 and reiterated positive ratings, while Wells Fargo’s raised $347 target remains below the shares’ recent trading level and carries an equal-weight rating. Analyst target changes
• Negative Sentiment: Multiple law firms publicized a pending securities class action covering investors who bought shares from February 12 through August 5, 2026. The suit alleges misleading statements about AI-model readiness and adoption of self-service ad tools; the allegations are not established findings, but the litigation could create uncertainty. The lead-plaintiff deadline is November 16. Class-action notice

AppLovin Price Performance

AppLovin stock opened at $391.22 on Monday. The firm has a market cap of $130.92 billion, a price-to-earnings ratio of 26.33, a price-to-earnings-growth ratio of 0.81 and a beta of 2.51. AppLovin Corporation has a 52 week low of $225.19 and a 52 week high of $738.01. The business's 50-day moving average price is $293.36 and its 200 day moving average price is $409.91. The company has a quick ratio of 3.80, a current ratio of 3.80 and a debt-to-equity ratio of 1.07.

AppLovin (NASDAQ:APP - Get Free Report) last announced its quarterly earnings results on Wednesday, November 4th. The company reported $4.30 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.03 by $0.27. AppLovin had a net margin of 65.89% and a return on equity of 182.97%. The firm had revenue of $2.18 billion for the quarter, compared to the consensus estimate of $2.07 billion. During the same period in the prior year, the firm posted $2.45 earnings per share. The firm's quarterly revenue was up 55.5% compared to the same quarter last year. As a group, sell-side analysts anticipate that AppLovin Corporation will post 16.18 earnings per share for the current year.

AppLovin Profile

AppLovin is a technology company that provides software to help mobile app developers and advertisers grow their businesses. Its platform connects advertisers seeking users with app publishers looking to monetize their audiences, using data and machine-learning tools to support advertising and user acquisition.

The company's products include AXON, its advertising optimization engine; AppDiscovery, which helps advertisers find and acquire users; and MAX, a platform for managing in-app advertising.

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