Insider Selling: AppLovin (NASDAQ:APP) Insider Sells 7,609 Shares of Stock

AppLovin Corporation (NASDAQ:APP) insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

AppLovin Stock Performance

Shares of APP traded up $27.00 during mid-day trading on Friday, reaching $721.37. The company had a trading volume of 7,824,839 shares, compared to its average volume of 6,824,037. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61. The stock has a market capitalization of $243.79 billion, a P/E ratio of 87.55, a PEG ratio of 3.53 and a beta of 2.51. The stock has a 50 day moving average of $614.07 and a two-hundred day moving average of $509.01. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, topping the consensus estimate of $2.34 by $0.11. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The company’s revenue for the quarter was up 68.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.29 EPS. On average, analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current year.

Institutional Trading of AppLovin

Several large investors have recently bought and sold shares of APP. Vanguard Group Inc. grew its holdings in AppLovin by 39.4% during 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 raised its stake in AppLovin by 111.1% during the third quarter. State Street Corp now owns 11,852,466 shares of the company’s stock valued at $8,516,471,000 after buying an additional 6,237,051 shares in the last quarter. Norges Bank bought a new position in AppLovin during the second quarter worth $951,541,000. Rakuten Investment Management Inc. acquired a new position in shares of AppLovin in the 3rd quarter valued at about $1,456,108,000. Finally, Price T Rowe Associates Inc. MD boosted its stake in AppLovin by 36.7% in the first quarter. Price T Rowe Associates Inc. MD now owns 6,588,483 shares of the company’s stock valued at $1,745,752,000 after acquiring an additional 1,769,400 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on APP shares. Zacks Research lowered shares of AppLovin from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Benchmark increased their price objective on AppLovin from $700.00 to $775.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Bank of America raised their price target on AppLovin from $580.00 to $860.00 and gave the stock a “buy” rating in a report on Wednesday, October 1st. Oppenheimer set a $740.00 price objective on shares of AppLovin in a research note on Tuesday, October 7th. Finally, Deutsche Bank Aktiengesellschaft set a $705.00 target price on AppLovin and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Nineteen analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $695.90.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and margin commentary — Q3 margin strength is being highlighted as a driver of accelerating profitability and operating leverage, supporting higher earnings expectations and reinforcing the bull case. AppLovin’s Margin Engine Fuels its Accelerating Momentum
• Positive Sentiment: Bullish coverage and “case against the shorts” narrative — MarketBeat and other outlets argue fundamentals, rising analyst targets and heavy short interest could produce continued upside or a short squeeze if results keep coming in strong. Don’t Bet Against AppLovin: The Case Against the Shorts
• Positive Sentiment: Price-target upgrades and broker notes — Recent upgrades/raised targets (including Benchmark/Wedbush commentary about AppLovin’s ad leadership) add momentum and give traders a reason to buy into the narrative. AppLovin Seen as Dominant in Mobile Ads as Wedbush Highlights Unity’s Turnaround
• Neutral Sentiment: Insider sale disclosed — An executive sold ~7,609 shares at ~$657 on Dec 18 (2.67% reduction in her holding). The size is material in $ terms but not a major position shift; investors often view routine insider sales as neutral unless part of a pattern. SEC Filing — Insider Sale
• Neutral Sentiment: Options market interest — Elevated options activity suggests institutional players are positioning for further movement, but flow can indicate both speculative and hedging behavior. AppLovin’s Options: A Look at What the Big Money is Thinking
• Negative Sentiment: High valuation and public criticism — Prominent commentators (e.g., Jim Cramer) have flagged APP’s rich multiple and suggested trimming exposure after a big run, which can pressure sentiment among retail and tactical traders. Jim Cramer on AppLovin: “I’m Not Lovin’ as Much”
• Negative Sentiment: Legal and short-seller overhang — Recent reporting and price‑target downdrafts earlier in the year tied to a class‑action suit and short‑seller reports remain a tail‑risk; those issues have driven past volatility and could produce downside if new negative news emerges. AppLovin Price Prediction and Forecast

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.