AppLovin Corporation $APP Shares Sold by BI Asset Management Fondsmaeglerselskab A S

BI Asset Management Fondsmaeglerselskab A S trimmed its position in AppLovin Corporation (NASDAQ:APP) by 26.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 52,369 shares of the company’s stock after selling 18,476 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in AppLovin were worth $37,629,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Revolve Wealth Partners LLC bought a new stake in shares of AppLovin during the 4th quarter worth about $294,000. Bison Wealth LLC acquired a new stake in shares of AppLovin during the fourth quarter valued at approximately $239,000. Integrated Wealth Concepts LLC boosted its position in shares of AppLovin by 58.0% in the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after buying an additional 621 shares during the period. Hilltop National Bank acquired a new stake in shares of AppLovin during the 2nd quarter valued at $26,000. Finally, OLD National Bancorp IN purchased a new stake in shares of AppLovin during the 2nd quarter worth about $206,000. 41.85% of the stock is currently owned by institutional investors.

Insider Transactions at AppLovin

In other 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 transaction of $14,803,249.34. Following the transaction, the chief technology officer owned 3,323,681 shares in the company, valued at $1,812,669,143.78. The trade was a 0.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Eduardo Vivas sold 150,000 shares of the stock in a transaction on Monday, November 10th. The stock was sold at an average price of $650.91, for a total transaction of $97,636,500.00. Following the sale, the director directly owned 7,133,292 shares of the company’s stock, valued at $4,643,131,095.72. This represents a 2.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 340,336 shares of company stock worth $200,062,623. 13.66% of the stock is currently owned by company insiders.

AppLovin Price Performance

Shares of APP stock opened at $387.34 on Thursday. The firm has a market cap of $130.90 billion, a price-to-earnings ratio of 47.01, a PEG ratio of 1.52 and a beta of 2.49. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. The stock has a 50-day moving average price of $627.94 and a 200 day moving average price of $569.02.

AppLovin (NASDAQ:APP) last released its 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. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business’s quarterly revenue was up 68.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.29 EPS. Research analysts expect that AppLovin Corporation will post 6.87 EPS for the current year.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Piper Sandler reaffirmed an Overweight rating and an $800 price target, arguing fears around Google’s Project Genie and META bidding are overblown and highlighting compelling valuation and gaming trends. Why Piper Sandler Says Google’s Project Genie Isn’t a Threat to AppLovin
• Positive Sentiment: Benchmark reiterated a Buy and $775 price target, saying AI-native game creation risks are overstated and that AppLovin’s scale/data moat should protect long-term positioning. Why Benchmark Says Google’s AI Won’t Derail AppLovin
• Positive Sentiment: Analyst previews and estimates ahead of the quarter show strong expectations (high-teens revenue growth and high EPS growth), and AppLovin’s prior reported beats and high margins underpin the bull case. Should You Buy, Sell, or Hold AppLovin Stock Before Q4 Earnings?
• Neutral Sentiment: AppLovin is publicly addressing short‑seller allegations and the company has media/PR responses in play; this reduces some informational uncertainty but keeps headline risk high. AppLovin Confronts Short Seller Claims
• Neutral Sentiment: Investors are awaiting a scheduled earnings announcement (expected), which concentrates volatility around the report. AppLovin Expected to Announce Earnings on Wednesday
• Negative Sentiment: Broader software/AI sector selloff and specific fears that Google’s Project Genie and other AI advances could disrupt mobile ad tech triggered heavy selling pressure today. AppLovin stock falls amid broader software selloff and mobile ad tech concerns
• Negative Sentiment: A bearish analysis argues AppLovin was “priced to perfection,” pointing to rapid prior gains, competitive/AI threats and profit‑taking that magnified the selloff. AppLovin: Being Priced To Perfection Created Too Much Risk
• Negative Sentiment: A Pomerantz law‑firm investor investigation filing increases litigation/management-disclosure risk, which tends to amplify downside in short-term trading. Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin

Wall Street Analysts Forecast Growth

Several brokerages recently commented on APP. The Goldman Sachs Group lifted their target price on shares of AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Zacks Research raised AppLovin from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Jefferies Financial Group upped their price target on AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Citigroup reduced their price objective on AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Finally, Evercore ISI restated a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $706.45.

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.