1,969 Shares in AppLovin Corporation $APP Bought by Winnow Wealth LLC

Winnow Wealth LLC purchased a new position in shares of AppLovin Corporation (NASDAQ:APP) in the third quarter, according to its most recent filing with the SEC. The firm purchased 1,969 shares of the company’s stock, valued at approximately $1,416,000. AppLovin accounts for 1.1% of Winnow Wealth LLC’s portfolio, making the stock its 12th largest holding.

Several other hedge funds have also recently made changes to their positions in the business. Versant Capital Management Inc grew its stake in AppLovin by 2.8% during the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after purchasing an additional 19 shares during the period. Optas LLC boosted its holdings in shares of AppLovin by 2.5% during the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock worth $630,000 after buying an additional 21 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its position in shares of AppLovin by 19.6% during the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after buying an additional 22 shares during the period. Avestar Capital LLC increased its stake in shares of AppLovin by 2.1% in the 2nd quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock valued at $391,000 after acquiring an additional 23 shares in the last quarter. Finally, Proffitt & Goodson Inc. lifted its position in shares of AppLovin by 65.7% during the 3rd quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock valued at $42,000 after acquiring an additional 23 shares during the period. 41.85% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on APP. Royal Bank Of Canada raised their price target on shares of AppLovin from $700.00 to $750.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Evercore ISI restated a “buy” rating on shares of AppLovin in a research note on Friday. Morgan Stanley boosted their target price on AppLovin from $750.00 to $800.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. Jefferies Financial Group upped their price target on AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Finally, Weiss Ratings cut AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $706.45.

Insider Transactions at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of AppLovin stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the sale, the chief technology officer owned 3,323,681 shares of the company’s stock, valued at approximately $1,812,669,143.78. This trade represents a 0.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the transaction, the director owned 2,829 shares of the company’s stock, valued at $1,961,402.28. The trade was a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 340,336 shares of company stock valued at $200,062,623. Corporate insiders own 13.66% of the company’s stock.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Evercore ISI initiated coverage with an Outperform and $835 price target, citing expansion into e‑commerce ads and a wider growth runway — a formal analyst endorsement that can support the stock on rebounds. Evercore ISI Initiates Coverage on AppLovin (APP) With Outperform Amid Mobile Gaming and E-Commerce Ad Expansion
• Positive Sentiment: Forbes explains the broader rally: accelerating revenue, margin improvement, divestitures that refocused the company, analyst upgrades and buybacks — factors that underpin medium‑term upside if fundamentals remain intact. Why Is AppLovin Stock Rallying?
• Positive Sentiment: Seeking Alpha lays out a bullish case ahead of earnings: AppLovin is now a pure‑play ad platform, AXON 2.0 and Ads Manager adoption could reaccelerate growth, and Q4 guidance implies sequential revenue and high EBITDA margins — suggesting upside if management delivers. AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview)
• Positive Sentiment: Coverage pieces (e.g., Needham/Yahoo) highlight large TAM and product potential, framing AppLovin as a high‑growth ad platform with upside if user and e‑commerce ad monetization scale. Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?
• Neutral Sentiment: Zacks notes increased investor attention — useful context but not a direct catalyst; attention can amplify moves in either direction. AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Longer‑term price forecasts and recovery narratives (price‑target pieces) remind investors of prior volatility and the upside recovery potential but are speculative. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Jan 30)
• Neutral Sentiment: Reported short‑interest data this week appeared inconsistent (zero values), signaling either a data glitch or reporting lag — monitor accurate short‑interest updates for positioning signals.
• Negative Sentiment: A new short report alleged money‑laundering links and triggered a sharp sell‑off; such allegations can materially affect sentiment, regulatory scrutiny and short‑term liquidity. AppLovin Faces Money-Laundering Claims—Here’s What’s Missing
• Negative Sentiment: AppLovin has publicly disputed the short report, but media coverage highlights execution risk for its AI/e‑commerce push and keeps sentiment fragile until investigations and disclosures resolve. AppLovin Disputes Short Report As AI E Commerce Push Faces Test
• Negative Sentiment: Pomerantz launched an investor investigation into AppLovin, escalating legal risk and potential litigation costs — a tangible negative catalyst until cleared. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

AppLovin Trading Down 16.9%

Shares of APP stock opened at $473.11 on Friday. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. The company has a market capitalization of $159.89 billion, a price-to-earnings ratio of 57.42, a PEG ratio of 1.88 and a beta of 2.50. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61. The company has a 50-day simple moving average of $635.34 and a two-hundred day simple moving average of $565.79.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, topping analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same period last year, the company posted $1.29 earnings per share. AppLovin’s quarterly revenue was up 68.2% compared to the same quarter last year. Research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

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.