AppLovin Corporation $APP Shares Sold by Danske Bank A S

Danske Bank A S cut its position in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 156,002 shares of the company's stock after selling 5,521 shares during the quarter. Danske Bank A S's holdings in AppLovin were worth $105,117,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of APP. Vanguard Group Inc. raised its holdings in AppLovin by 39.4% during the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company's stock worth $17,930,776,000 after purchasing an additional 7,051,663 shares during the last quarter. State Street Corp raised its holdings in AppLovin by 111.1% during the third quarter. State Street Corp now owns 11,852,466 shares of the company's stock worth $8,516,471,000 after purchasing an additional 6,237,051 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in AppLovin during the third quarter worth $1,456,108,000. Jennison Associates LLC raised its holdings in AppLovin by 55.2% during the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company's stock worth $2,792,355,000 after purchasing an additional 1,381,970 shares during the last quarter. Finally, Capital Research Global Investors acquired a new position in AppLovin during the third quarter worth $743,899,000. 41.85% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on APP shares. Benchmark reaffirmed a "buy" rating on shares of AppLovin in a report on Friday, March 6th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $700.00 price objective on shares of AppLovin in a report on Thursday, February 12th. Zacks Research cut AppLovin from a "strong-buy" rating to a "hold" rating in a report on Thursday, February 12th. Wedbush lifted their price objective on AppLovin from $465.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $700.00 price objective on shares of AppLovin in a report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $673.25.

AppLovin Stock Performance

AppLovin stock opened at $446.35 on Friday. 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 fifty day moving average of $437.77 and a two-hundred day moving average of $536.27. The company has a market capitalization of $150.54 billion, a price-to-earnings ratio of 45.78, a PEG ratio of 0.77 and a beta of 2.50. AppLovin Corporation has a fifty-two week low of $276.80 and a fifty-two week high of $745.61.

AppLovin (NASDAQ:APP - Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating analysts' consensus estimates of $2.89 by $0.35. The business had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business's revenue for the quarter was up 66.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.73 earnings per share. On average, analysts anticipate that AppLovin Corporation will post 15.72 EPS for the current fiscal year.

Insider Activity

In other news, CEO Arash Adam Foroughi sold 40,704 shares of AppLovin stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $459.85, for a total value of $18,717,734.40. Following the completion of the sale, the chief executive officer owned 2,430,414 shares of the company's stock, valued at $1,117,625,877.90. The trade was a 1.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction on Monday, March 16th. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90. Following the completion of the sale, the director directly 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 365,244 shares of company stock valued at $169,584,607 over the last quarter. Company insiders own 13.66% of the company's stock.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Several bullish deep-dives highlight AppLovin’s durable ad‑tech moat, high margins, strong growth trajectory and runway from mobile ad market tailwinds — arguments that support a longer-term rerating if execution continues. AppLovin: The Bullish Levers Are Still In Place
• Positive Sentiment: Additional Seeking Alpha pieces contend the selloff has been overdone, noting sticky customer relationships, above‑market margins and attractive valuation buffers that make APP a buy for contrarian growth investors. AppLovin: The Bears Overplayed Their Hand
• Positive Sentiment: An initiation/strong‑buy view argues AppLovin’s infrastructure positioning, proprietary data and high 2025 margins support continued market-share gains and justify long-term conviction. AppLovin: The Only Software Company I'm Buying
• Positive Sentiment: Sector publications highlight insider ownership as a positive signal for growth names, listing AppLovin among companies where insider stakes may align management and shareholder interests. Insider Owned Growth Companies To Watch In April 2026
• Neutral Sentiment: Market commentators note Wall Street expects year‑over‑year earnings growth for upcoming results, making the report an important near‑term catalyst but not a guaranteed re‑rating event. AppLovin (APP) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Short‑term pressure: headlines show APP underperformed the general market in the most recent session (closed lower), signaling near‑term weakness that can weigh on momentum and trigger stop‑selling. AppLovin (APP) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: Analyst notes (Zacks/others) flag that AppLovin may lack the specific setup for an earnings beat next week — a miss or conservative guide could amplify downside. AppLovin (APP) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Institutional performance note: AppLovin was listed as a top detractor in the Alger Mid Cap Growth Fund’s Q1 review — such positioning and related selling can pressure the stock if funds continue to rebalance away. Alger Mid Cap Growth Fund Q1 2026 Portfolio Review

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.

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