Farther Finance Advisors LLC raised its holdings in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 42.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,635 shares of the company's stock after purchasing an additional 3,466 shares during the quarter. Farther Finance Advisors LLC's holdings in AppLovin were worth $7,840,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. lifted its holdings 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 worth $17,930,776,000 after acquiring an additional 7,051,663 shares during the last quarter. State Street Corp lifted its holdings in shares of AppLovin by 111.1% in the 3rd quarter. State Street Corp now owns 11,852,466 shares of the company's stock worth $8,516,471,000 after acquiring an additional 6,237,051 shares during the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of AppLovin in the 3rd quarter worth about $1,456,108,000. Jennison Associates LLC lifted its holdings in shares of AppLovin by 55.2% in the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company's stock worth $2,792,355,000 after acquiring an additional 1,381,970 shares during the last quarter. Finally, Capital Research Global Investors bought a new stake in shares of AppLovin in the 3rd quarter worth about $743,899,000. Institutional investors own 41.85% of the company's stock.
Wall Street Analyst Weigh In
Several equities research analysts have recently issued reports on the stock. Evercore restated a "buy" rating on shares of AppLovin in a report on Friday, January 30th. The Goldman Sachs Group lowered their target price on shares of AppLovin from $710.00 to $585.00 and set a "neutral" rating for the company in a report on Thursday, February 12th. Jefferies Financial Group lowered their target price on shares of AppLovin from $860.00 to $700.00 and set a "buy" rating for the company in a report on Thursday, February 12th. Argus assumed coverage on shares of AppLovin in a report on Tuesday. They issued a "buy" rating and a $520.00 target price for the company. Finally, Scotiabank raised their target price on shares of AppLovin from $750.00 to $775.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $661.95.
View Our Latest Report on AppLovin
Insider Activity
In other news, CEO Arash Adam Foroughi sold 40,704 shares of AppLovin stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $459.85, for a total value of $18,717,734.40. Following the transaction, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the completion of the transaction, the director directly owned 6,969,382 shares in the company, valued at approximately $3,160,545,043.18. The trade was a 2.30% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 365,244 shares of company stock worth $169,584,607. 13.66% of the stock is currently owned by corporate insiders.
AppLovin Trading Up 7.2%
Shares of APP opened at $464.63 on Thursday. AppLovin Corporation has a 1-year low of $222.02 and a 1-year high of $745.61. 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 firm has a market capitalization of $156.71 billion, a price-to-earnings ratio of 47.65, a PEG ratio of 0.75 and a beta of 2.50. The company has a 50-day moving average of $426.21 and a 200 day moving average of $550.00.
AppLovin (NASDAQ:APP - Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating the consensus estimate of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the previous year, the business posted $1.73 EPS. The company's quarterly revenue was up 66.0% compared to the same quarter last year. On average, research analysts expect that AppLovin Corporation will post 6.87 EPS for the current year.
Key AppLovin News
Here are the key news stories impacting AppLovin this week:
- Positive Sentiment: Renewed software risk‑on tone and pre‑earnings positioning have lifted demand for growth names; options flow shows heavy call activity in APP, consistent with investors betting on a rally into earnings. AppLovin shares rise 4.3%
- Positive Sentiment: Recent analyst upgrades and price‑target increases (Wells Fargo raised its target; Argus initiated coverage as a strong‑buy with a $520 target) are providing fresh research support and likely encouraging buy‑side positioning. Argus strong-buy / coverage
- Positive Sentiment: Fundamental bulls point to an attractive valuation after the pullback; some analysts and writeups view current levels as a buying opportunity given AppLovin’s revenue growth and ad‑tech exposure. Seeking Alpha: Low valuation makes it a buy
- Neutral Sentiment: Upcoming catalyst: AppLovin will report Q1 2026 results after the close on May 6; that timetable is concentrating positioning now but results will determine whether the move sticks. Earnings date
- Neutral Sentiment: Increased media and retail attention (Zacks, Benzinga, broader coverage) can amplify volatility and volume but doesn’t guarantee directional follow‑through. Zacks coverage
- Negative Sentiment: Heavy insider selling has continued (numerous open‑market sales across executives with few or no purchases), which can weigh on sentiment and raises governance/assignment questions for some investors. Insider trading breakdown
- Negative Sentiment: Sector worries (the “SaaSpocalypse” narrative and prior ~40% pullback) remain in headlines and could spark renewed selling if macro or ad‑spend signals weaken. Motley Fool: SaaSpocalypse concerns
About AppLovin
(
Free Report)
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.
See Also
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