Czech National Bank Purchases 2,613 Shares of AppLovin Corporation $APP

Key Points

• Czech National Bank increased its stake in AppLovin by 3.8%, buying 2,613 shares to hold 71,375 shares worth about $48.09 million, part of a broader institutional ownership of roughly 41.85% led by large positions from Vanguard and State Street.
• AppLovin posted a strong quarter with revenue of $1.66 billion (up 66% year‑over‑year) and EPS of $3.24, beating estimates, while the stock trades at a high valuation (market cap ~$147.3 billion, PE ~44.8) and a consensus analyst rating of "Moderate Buy" with a $654.50 price target.
• Significant insider selling occurred recently: CEO Arash Foroughi sold 50,000 shares and CTO Vasily Shikin sold 62,804 shares, with insiders disposing of 365,244 shares worth about $169.6 million last quarter (insiders now own 13.66%).

Czech National Bank boosted its position in AppLovin Corporation (NASDAQ:APP - Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,375 shares of the company's stock after buying an additional 2,613 shares during the quarter. Czech National Bank's holdings in AppLovin were worth $48,094,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of AppLovin by 39.4% in the 3rd quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company's stock valued at $17,930,776,000 after purchasing an additional 7,051,663 shares in the last quarter. State Street Corp grew its holdings in shares of AppLovin by 111.1% during the 3rd quarter. State Street Corp now owns 11,852,466 shares of the company's stock valued at $8,516,471,000 after purchasing an additional 6,237,051 shares during the last quarter. Norges Bank purchased a new position in AppLovin in the 2nd quarter worth $951,541,000. Rakuten Investment Management Inc. purchased a new position in AppLovin in the 3rd quarter worth $1,456,108,000. Finally, Jennison Associates LLC lifted its stake in AppLovin by 55.2% in 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. 41.85% of the stock is currently owned by institutional investors.

Insider Activity at AppLovin

In other AppLovin news, CEO Arash Adam Foroughi sold 50,000 shares of the business's stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $466.04, for a total transaction of $23,302,000.00. Following the transaction, the chief executive officer directly owned 2,480,414 shares of the company's stock, valued at approximately $1,155,972,140.56. The trade was a 1.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Vasily Shikin sold 62,804 shares of the company's stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the completion of the transaction, the chief technology officer owned 3,255,273 shares of the company's stock, valued at $1,583,462,445.39. This trade represents a 1.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 365,244 shares of company stock worth $169,584,607 over the last quarter. 13.66% of the stock is owned by corporate insiders.

AppLovin Stock Up 0.2%

Shares of NASDAQ:APP opened at $436.69 on Thursday. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The company has a market cap of $147.29 billion, a PE ratio of 44.79, a P/E/G ratio of 0.76 and a beta of 2.51. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. The stock's 50-day moving average is $463.84 and its 200 day moving average is $571.98.

AppLovin (NASDAQ:APP - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.35. The business had revenue of $1.66 billion during the quarter, compared to analysts' expectations of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business's revenue was up 66.0% on a year-over-year basis. During the same quarter last year, the business posted $1.73 EPS. Sell-side analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and coverage comparisons favor AppLovin’s growth profile versus peers — recent pieces argue AppLovin’s Axon-powered ad platform and surging revenue position it ahead of Duolingo, supporting relative investor preference for APP. APP vs DUOL: Which Mobile-Tech Growth Stock Is the Better Buy Now?
• Positive Sentiment: Buy-side support: coverage and investor commentary (e.g., William Blair reiteration cited after an investor meeting) highlight confidence in continued high-margin, AI-driven ad monetization, a tailwind for near- to medium-term revenue and margins. AppLovin (APP) Growth Driven by AI-Powered Advertising Platform
• Neutral Sentiment: Balanced market commentary notes strong commercial traction for Axon but emphasizes valuation and placement within the AI-software stack — headline optimism is tempered by reassessment of where AppLovin’s value sits relative to other AI infrastructure players. Is AppLovin (APP) Positioned Above or Below the Value Line in an AI‑Driven Software Stack?
• Neutral Sentiment: Insider-transaction coverage flags a mix of RSU tax-related sales and planned activity versus discretionary buys; read the fine print — these trades aren’t a clear directional signal by themselves. These Insider Trades Look Like Clear Signals—Until You Read the Fine Print (APP)
• Neutral Sentiment: Short-interest notices show reported large increases but contain inconsistent/zero values and NaN figures — data appears unreliable, so short-interest signals are ambiguous for now. (Multiple March 24 filings)
• Negative Sentiment: Price volatility: AppLovin recently fell more than the broader market (a multi-percent pullback), reflecting profit-taking, macro/sector rotation and investor caution around how AI shifts could reshape ad tech economics. Here's Why AppLovin (APP) Fell More Than Broader Market
• Negative Sentiment: Broader AI-risk: commentary warns that autonomous AI agents (e.g., new agent-like tools) could change enterprise software dynamics and advertising flows — a structural risk that could pressure multiples if adoption disrupts existing ad monetization models. Is AppLovin (APP) Positioned Above or Below the Value Line in an AI‑Driven Software Stack?

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Piper Sandler reaffirmed an "overweight" rating and set a $650.00 price objective (down from $800.00) on shares of AppLovin in a research note on Thursday, February 12th. Weiss Ratings lowered AppLovin from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 10th. UBS Group set a $740.00 target price on AppLovin in a report on Thursday, February 12th. Arete Research set a $340.00 price target on AppLovin and gave the stock a "neutral" rating in a research report on Monday, March 2nd. Finally, Zacks Research cut AppLovin from a "strong-buy" rating to a "hold" rating in a research note on Thursday, February 12th. Twenty research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $654.50.

AppLovin Profile

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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