Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD Buys Shares of 13,911 AppLovin Corporation $APP

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD purchased a new position in shares of AppLovin Corporation (NASDAQ:APP) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 13,911 shares of the company’s stock, valued at approximately $9,968,000.

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

Insider Activity

In other news, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the sale, the director owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. This trade represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Arash Adam Foroughi sold 4,069 shares of AppLovin stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $497.50, for a total transaction of $2,024,327.50. Following the completion of the transaction, the chief executive officer owned 2,998,948 shares of the company’s stock, valued at $1,491,976,630. This trade represents a 0.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 340,336 shares of company stock valued at $200,062,623 over the last three months. 13.66% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

APP has been the subject of several recent research reports. Evercore ISI reaffirmed a “buy” rating on shares of AppLovin in a report on Friday. Scotiabank upped their target price on AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. Citigroup decreased their price target on shares of AppLovin from $850.00 to $820.00 and set a “buy” rating on the stock in a research note on Wednesday, November 12th. Zacks Research raised shares of AppLovin from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Finally, Oppenheimer set a $740.00 price objective on shares of AppLovin in a report on Tuesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, AppLovin currently has an average rating of “Moderate Buy” and a consensus price target of $706.45.

AppLovin Stock Down 4.4%

Shares of NASDAQ APP opened at $461.79 on Wednesday. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61. 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 business has a fifty day moving average of $631.92 and a two-hundred day moving average of $570.29. The stock has a market cap of $156.06 billion, a PE ratio of 56.04, a PEG ratio of 1.59 and a beta of 2.49.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) 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 business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter last year, the company posted $1.29 EPS. The firm’s revenue for the quarter was up 68.2% on a year-over-year basis. As a group, equities research analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and commentators argue Project Genie is not a meaningful threat to AppLovin’s core adtech business and recommend buying the dip; this supports a recovery narrative. MSN: AppLovin stock is a buy
• Positive Sentiment: Seeking Alpha preview argues the pullback is a buying opportunity ahead of earnings, implying upside if results beat expectations. Seeking Alpha: Earnings Preview
• Positive Sentiment: A separate Seeking Alpha piece contends fears around Google are overblown, highlights very high margins, strong free cash flow and a $3.3B buyback — factors that can support a rebound. Seeking Alpha: The Genie Is Still In The Bottle
• Positive Sentiment: Market recap reports a recent uptick in the stock versus the broader market, signaling some intraday buying interest. Zacks: AppLovin rises
• Neutral Sentiment: Forbes piece compares AppLovin’s sector performance to peers (e.g., Workday), providing context but no direct near‑term catalyst. Forbes: Sector comparison
• Neutral Sentiment: Short‑interest notes in filings show conflicting/erroneous figures (reports of a rise but numeric values read as zero/NaN), so the true level of short positioning is unclear — this creates uncertainty rather than a definitive bearish signal.
• Negative Sentiment: Pomerantz LLP announced an investor investigation into AppLovin, which typically weighs on sentiment and can increase downward pressure while unresolved. GlobeNewswire: Pomerantz investor alert
• Negative Sentiment: Recent coverage documents renewed short‑seller attacks and investor panic tied to AI competition, which triggered sharp selling in January and remains a headline risk. Fool: Why APP lost 30% in January
• Negative Sentiment: AppLovin has publicly responded to short‑seller claims; ongoing disputes and negative reports keep near‑term volatility elevated. Yahoo Finance: Confronts short seller claims

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.