Nisa Investment Advisors LLC Boosts Holdings in AppLovin Corporation $APP

Nisa Investment Advisors LLC raised its position in shares of AppLovin Corporation (NASDAQ:APP) by 121.0% during the third quarter, HoldingsChannel reports. The fund owned 22,294 shares of the company’s stock after acquiring an additional 12,208 shares during the quarter. Nisa Investment Advisors LLC’s holdings in AppLovin were worth $16,019,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in shares of AppLovin during the 2nd quarter worth about $951,541,000. National Pension Service lifted its stake in AppLovin by 82.2% in the second quarter. National Pension Service now owns 790,271 shares of the company’s stock worth $276,658,000 after purchasing an additional 356,443 shares during the last quarter. Voya Investment Management LLC lifted its stake in AppLovin by 235.5% in the third quarter. Voya Investment Management LLC now owns 496,560 shares of the company’s stock worth $356,800,000 after purchasing an additional 348,548 shares during the last quarter. Canada Pension Plan Investment Board boosted its position in shares of AppLovin by 204.8% during the second quarter. Canada Pension Plan Investment Board now owns 425,622 shares of the company’s stock valued at $149,002,000 after buying an additional 285,970 shares during the period. Finally, Brevan Howard Capital Management LP bought a new position in shares of AppLovin during the second quarter valued at approximately $92,335,000. Institutional investors own 41.85% of the company’s stock.

AppLovin Stock Performance

Shares of AppLovin stock opened at $647.72 on Friday. The firm has a market cap of $218.90 billion, a P/E ratio of 78.61, a P/E/G ratio of 2.04 and a beta of 2.50. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61. The stock’s fifty day moving average price is $639.00 and its 200-day moving average price is $542.56.

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

Wall Street Analysts Forecast Growth

APP has been the topic of several recent analyst reports. Piper Sandler increased their price target on AppLovin from $740.00 to $800.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. BTIG Research reiterated a “buy” rating and issued a $771.00 target price on shares of AppLovin in a research note on Wednesday, December 17th. Bank of America boosted their target price on shares of AppLovin from $580.00 to $860.00 and gave the company a “buy” rating in a research note on Wednesday, October 1st. Oppenheimer set a $740.00 price target on shares of AppLovin in a report on Tuesday, October 7th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of AppLovin in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $696.60.

Insider Buying and Selling at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the transaction, the insider owned 277,110 shares of the company’s stock, valued at $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CTO Vasily Shikin sold 27,143 shares of the stock in a transaction on Monday, November 24th. The shares were sold at an average price of $545.38, for a total value of $14,803,249.34. Following the sale, the chief technology officer directly owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This trade represents a 0.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 340,336 shares of company stock worth $200,062,623 over the last quarter. 13.66% of the stock is currently owned by company insiders.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Benchmark reiterated a Buy on APP with a $775 price target (Mike Hickey, Jan. 6); the coverage note (which cites continued confidence in AppLovin’s growth) reinforces upward analyst momentum and likely contributed to buying interest. Benchmark Reiterates Buy InsiderMonkey Coverage
• Positive Sentiment: High-profile media endorsement — Jim Cramer said he “can’t name a single competitor to AppLovin,” a bullish narrative that can attract momentum buyers and retail interest. Cramer Says No Competitor
• Neutral Sentiment: Zacks published a piece comparing Skillsoft (SKIL) and AppLovin (APP) for value-oriented investors — useful context on sector valuation but it’s comparative rather than company-specific news that would immediately move APP. Zacks SKIL vs APP
• Neutral Sentiment: 247WallSt published a forward-looking price forecast noting AppLovin’s stock recovery after last year’s decline and citing better-than-expected quarterly results — supportive narrative but inherently speculative. 247WallSt Forecast
• Neutral Sentiment: Bristlemoon Global Fund published its Q4 2025 report (institutional activity/context). These fund reports can signal shifting ownership but the entry provided doesn’t note a clear, direct trade action for APP. Bristlemoon Q4 Report
• Neutral Sentiment: A general “3 growth stocks” roundup appeared on The Motley Fool; it offers sector context but is not APP-specific in the provided entry and is unlikely to be a primary driver of APP’s move. Fool Growth Stocks

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.