Nykredit A S Purchases Shares of 87,564 AppLovin Corporation $APP

Key Points

• Nykredit A/S purchased 87,564 AppLovin shares during the second quarter, valued at approximately $45.1 million. Institutional investors collectively own 41.85% of the company.
• AppLovin shares opened at $308.06, near their 52-week low of $297.50 and down sharply from the 52-week high of $745.61. A company director also sold 3,076 shares for roughly $1.6 million.
• Second-quarter revenue rose 52.8% year over year to $1.92 billion but fell short of analyst estimates, while EPS met expectations at $3.76. Analysts have trimmed several price targets, although the overall consensus remains “Moderate Buy”.

Nykredit A S bought a new stake in AppLovin Corporation (NASDAQ:APP - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 87,564 shares of the company's stock, valued at approximately $45,116,000.

A number of other institutional investors have also recently added to or reduced their stakes in APP. State Street Corp raised its holdings in shares of AppLovin by 0.4% during the 4th quarter. State Street Corp now owns 11,904,843 shares of the company's stock valued at $8,021,721,000 after buying an additional 52,377 shares during the period. Geode Capital Management LLC lifted its position in shares of AppLovin by 6.7% during the fourth quarter. Geode Capital Management LLC now owns 7,167,003 shares of the company's stock worth $4,817,269,000 after purchasing an additional 448,005 shares in the last quarter. Invesco Ltd. boosted its stake in shares of AppLovin by 12.3% in the fourth quarter. Invesco Ltd. now owns 4,821,046 shares of the company's stock valued at $3,248,517,000 after purchasing an additional 528,294 shares during the period. Corient Private Wealth LLC grew its holdings in AppLovin by 3,118.6% during the 4th quarter. Corient Private Wealth LLC now owns 4,194,071 shares of the company's stock valued at $2,826,049,000 after purchasing an additional 4,063,763 shares in the last quarter. Finally, Norges Bank purchased a new stake in AppLovin during the 4th quarter worth $2,040,321,000. Hedge funds and other institutional investors own 41.85% of the company's stock.

Insiders Place Their Bets

In other AppLovin news, Director G Jr sold 3,076 shares of the business's stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $521.29, for a total transaction of $1,603,488.04. Following the completion of the transaction, the director directly owned 120,444 shares of the company's stock, valued at $62,786,252.76. The trade was a 2.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 12.81% of the stock is currently owned by corporate insiders.

AppLovin Stock Down 4.2%

NASDAQ:APP opened at $308.06 on Friday. The company has a current ratio of 4.30, a quick ratio of 4.30 and a debt-to-equity ratio of 1.11. The stock has a 50 day moving average of $353.46 and a 200-day moving average of $434.12. The firm has a market capitalization of $103.09 billion, a PE ratio of 23.68, a price-to-earnings-growth ratio of 0.67 and a beta of 2.49. AppLovin Corporation has a 52 week low of $297.50 and a 52 week high of $745.61.

AppLovin (NASDAQ:APP - Get Free Report) last released its quarterly earnings data 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 return on equity of 193.10% and a net margin of 64.58%.The business had revenue of $1.92 billion during the quarter, compared to analyst estimates of $1.94 billion. During the same quarter in the previous year, the firm posted $2.39 EPS. The business's revenue for the quarter was up 52.8% compared to the same quarter last year. Analysts predict that AppLovin Corporation will post 15.76 EPS for the current year.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Some analysts remain bullish on AppLovin’s AI-powered advertising platform, citing continued expansion into new markets, revenue growth above 50% and potential upside if the company successfully scales its AI products. One comparison article characterized AppLovin more favorably than Trade Desk, while another valuation analysis estimated substantial long-term upside. AppLovin vs. Trade Desk article
• Neutral Sentiment: Multiple law firms announced or promoted the same securities class action involving investors who purchased AppLovin shares between February 12 and August 5, 2026. The lead-plaintiff deadline is November 16, 2026. These announcements mainly seek investor participation and do not establish that AppLovin violated securities laws. Rosen class action notice
• Negative Sentiment: The lawsuits allege AppLovin misled investors about the progress of its generative-AI initiatives and its business prospects. The legal publicity adds reputational, litigation and potential financial risks, reinforcing the negative sentiment already weighing on the shares. BFA Law class action notice
• Negative Sentiment: AppLovin’s second-quarter revenue came in below analysts’ expectations, prompting concern that growth may be slowing despite strong year-over-year expansion. Commentary also points to competition, uncertainty over AI-model timing and execution risks as additional headwinds. AppLovin revenue miss article

Wall Street Analyst Weigh In

A number of brokerages have weighed in on APP. Piper Sandler lowered their price objective on AppLovin from $385.00 to $325.00 and set a "neutral" rating for the company in a research note on Friday, August 21st. 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 note on Tuesday, August 11th. Royal Bank Of Canada decreased their price target 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. Citigroup restated a "buy" rating on shares of AppLovin in a research note on Friday, September 11th. Finally, BTIG Research cut their price target on shares of AppLovin from $408.00 to $396.00 and set a "buy" rating on the stock in a report on Tuesday, September 8th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $529.39.

AppLovin Company Profile

AppLovin Corporation NASDAQ: APP is a technology company that provides software and services designed to help mobile application developers grow their businesses. Its platform supports user acquisition, advertising, monetization, measurement and other functions that enable developers to attract users and generate revenue from their applications.

AppLovin's offerings include AXON, an artificial-intelligence-powered software engine used to optimize advertising and user-acquisition campaigns; MAX, a platform for managing in-app advertising and mediation; and AppDiscovery, which helps developers promote their applications.

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