AppLovin Corporation $APP Stock Position Raised by Nisa Investment Advisors LLC

Key Points

• Nisa Investment Advisors increased its AppLovin stake by 38.1% in the third quarter, bringing its holdings to 37,823 shares valued at approximately $11.0 million. Institutional investors and hedge funds collectively own 41.85% of the company.
• AppLovin shares opened at $264.28, near their one-year low of $260.59 and well below the 52-week high of $738.01. The stock has a “Moderate Buy” consensus rating, with analysts’ average price target at $507.75 despite several recent target cuts.
• The company reported adjusted earnings of $3.76 per share and $1.92 billion in quarterly revenue, with revenue up 52.8% year over year. However, investor sentiment faces pressure from analyst downgrades and pending securities litigation alleging overstated AI-model improvements and generative-AI product readiness.

Nisa Investment Advisors LLC increased its stake in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 38.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,823 shares of the company's stock after purchasing an additional 10,433 shares during the quarter. Nisa Investment Advisors LLC's holdings in AppLovin were worth $10,985,000 as of its most recent SEC filing.

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

AppLovin Price Performance

Shares of NASDAQ APP opened at $264.28 on Friday. The company has a debt-to-equity ratio of 1.11, a quick ratio of 4.30 and a current ratio of 4.30. AppLovin Corporation has a one year low of $260.59 and a one year high of $738.01. The firm has a market capitalization of $88.44 billion, a P/E ratio of 20.31, a PEG ratio of 0.56 and a beta of 2.56. The company's fifty day moving average is $301.15 and its two-hundred day moving average is $408.12.

AppLovin (NASDAQ:APP - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $3.76. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The business had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $1.94 billion. During the same quarter last year, the firm posted $2.39 EPS. The business's revenue was up 52.8% compared to the same quarter last year. Analysts forecast that AppLovin Corporation will post 15.67 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on APP shares. Evercore reiterated an "outperform" rating and set a $510.00 price target (down from $630.00) on shares of AppLovin in a research note on Tuesday, September 1st. Royal Bank Of Canada reduced their price objective on shares of AppLovin from $700.00 to $575.00 and set an "outperform" rating for the company in a research report on Thursday, August 6th. William Blair set a $440.00 price objective on shares of AppLovin in a research report on Monday, August 17th. The Goldman Sachs Group lowered their price objective on AppLovin from $465.00 to $400.00 and set a "neutral" rating on the stock in a report on Wednesday, October 14th. Finally, Bank of America reiterated a "neutral" rating and set a $400.00 target price (down from $430.00) on shares of AppLovin in a research report on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $507.75.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: A Seeking Alpha analysis upgraded AppLovin, arguing that the shares may have fallen too far relative to the company’s rapid growth, high margins and AI-driven advertising opportunity. AppLovin Corporation Stock Has Fallen Too Far
• Neutral Sentiment: Recent comparisons with Pinterest and Snap highlight AppLovin’s strong revenue growth and profitability, but these are opinion-based investment articles rather than new company announcements. AppLovin vs. Pinterest
• Negative Sentiment: Several investor-rights firms publicized the pending securities class action and the November 16, 2026 lead-plaintiff deadline. The suit covers investors who bought APP shares from February 12 through August 5, 2026, and alleges that AppLovin overstated the consistency of improvements to its AI models and the readiness of its generative-AI video creative tool. The allegations have not been proven. AppLovin Securities Fraud Class Action
• Negative Sentiment: The legal campaign follows a concerning July 13 analyst report and AppLovin’s August 5 second-quarter results, events that reportedly triggered sharp share-price declines. Analysts subsequently reduced price targets, including Piper Sandler’s cut from $665 to $385 and Wells Fargo’s cut from $575 to $357. AppLovin Analyst Price Target Cuts
• Negative Sentiment: Additional notices from Rosen, Robbins, Pomerantz, Faruqi, Kaplan Fox and other firms are encouraging investors to participate in or seek lead-plaintiff status. The repeated announcements increase visibility around potential litigation costs, management credibility concerns and regulatory or shareholder damages risk. Pomerantz AppLovin Class Action Filing

AppLovin Profile

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company's principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.

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