AppLovin Corporation $APP Shares Purchased by National Pension Service

National Pension Service boosted its position in shares of AppLovin Corporation (NASDAQ:APP) by 5.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 832,426 shares of the company’s stock after buying an additional 42,155 shares during the period. National Pension Service’s holdings in AppLovin were worth $598,131,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Hilltop National Bank acquired a new stake in AppLovin during the 2nd quarter worth $26,000. LFA Lugano Financial Advisors SA acquired a new position in AppLovin in the 2nd quarter valued at about $26,000. Chilton Capital Management LLC purchased a new stake in AppLovin during the 3rd quarter valued at approximately $29,000. Activest Wealth Management lifted its position in AppLovin by 760.0% during the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after acquiring an additional 38 shares during the period. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in shares of AppLovin in the 2nd quarter valued at approximately $33,000. 41.85% of the stock is owned by institutional investors and hedge funds.

AppLovin Price Performance

AppLovin stock opened at $473.11 on Friday. The firm has a market capitalization of $159.89 billion, a PE ratio of 57.42, a P/E/G 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 firm’s 50-day simple moving average is $635.34 and its 200 day simple moving average is $565.79. 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 issued its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) 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 return on equity of 258.49% and a net margin of 51.27%.The company’s quarterly revenue was up 68.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.29 EPS. On average, equities research analysts predict that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $693.32, for a total value of $103,998.00. Following the completion of the transaction, the director directly owned 2,829 shares in the company, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction dated 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 sale, the insider owned 277,110 shares of the company’s stock, valued at $182,097,294.30. This trade represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 340,336 shares of company stock worth $200,062,623 in the last three months. Company insiders own 13.66% of the company’s stock.

Key Headlines Impacting AppLovin

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

Analyst Upgrades and Downgrades

APP has been the subject of several recent research reports. The Goldman Sachs Group increased their price target on AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Needham & Company LLC upgraded shares of AppLovin from a “hold” rating to a “buy” rating and set a $700.00 target price for the company in a research note on Monday. Zacks Research raised shares of AppLovin from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Royal Bank Of Canada increased 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. Finally, Jefferies Financial Group lifted their price objective on AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $706.45.

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.