ABN AMRO Bank N.V. Boosts Holdings in AppLovin Corporation $APP

ABN AMRO Bank N.V. lifted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 185.0% in the third quarter, Holdings Channel reports. The firm owned 4,896 shares of the company’s stock after buying an additional 3,178 shares during the period. ABN AMRO Bank N.V.’s holdings in AppLovin were worth $3,506,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Revolve Wealth Partners LLC acquired a new stake in AppLovin in the 4th quarter worth about $294,000. Bison Wealth LLC purchased a new position in shares of AppLovin in the fourth quarter valued at approximately $239,000. Integrated Wealth Concepts LLC lifted 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 valued at $448,000 after acquiring an additional 621 shares in the last quarter. OLD National Bancorp IN acquired a new stake in shares of AppLovin in the second quarter worth approximately $206,000. Finally, Prime Capital Investment Advisors LLC increased its position in shares of AppLovin by 17.5% during the second quarter. Prime Capital Investment Advisors LLC now owns 1,448 shares of the company’s stock worth $507,000 after purchasing an additional 216 shares in the last quarter. 41.85% of the stock is owned by hedge funds and other institutional investors.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Multiple sell-side firms defended AppLovin’s competitive position and reiterated bullish ratings and high price targets, arguing AI threats are overstated and valuation remains compelling. Why Piper Sandler Says Google’s Project Genie Isn’t a Threat to AppLovin (APP)
• Positive Sentiment: Benchmark and Wedbush commentary also argued AppLovin’s data scale and ad stack sustain its moat despite AI-native initiatives from competitors. AppLovin, Unity’s structural moats are ‘intact,’ despite CloudX launch: Wedbush
• Positive Sentiment: Some analysts/commentators view the selloff as overdone given AppLovin’s recent strong revenue and margin trends and continued operating leverage. AppLovin: Be Greedy When Others Are Fearful
• Neutral Sentiment: Q4 earnings and forward guidance are imminent and remain the primary near-term catalyst—estimates show robust EPS and revenue growth, so results/guidance could swing sentiment either way. Should You Buy, Sell, or Hold AppLovin Stock Before Q4 Earnings?
• Neutral Sentiment: Media coverage is heavy—expect headline-driven volatility; an earnings calendar item notes AppLovin is expected to report soon. AppLovin (APP) Expected to Announce Earnings on Wednesday
• Negative Sentiment: A short-seller narrative and critical coverage amplified concerns about competitive and execution risks, fueling selling pressure. AppLovin has far more worries than a short seller’s report
• Negative Sentiment: Unusually large put-option volume (about 121,413 puts, ~80% above average) signals elevated hedging or speculative bearish bets that can accelerate declines if momentum continues.
• Negative Sentiment: Several bearish takes argue the stock was “priced to perfection,” and new AI initiatives from rivals (CloudX/Project Genie) are being cited as potential threats—this has driven a broader software/AI selloff pressure. Why I’m Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade)
• Negative Sentiment: Market commentators and coverage (including Jim Cramer) highlighted investor fear that AI competition could materially erode AppLovin’s ad tech franchise, adding to the technical selloff. Jim Cramer says “Wall Street’s terrified that AI will eat AppLovin alive”

AppLovin Trading Down 3.1%

Shares of APP stock opened at $375.23 on Friday. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The firm has a market cap of $126.81 billion, a PE ratio of 45.54, a price-to-earnings-growth ratio of 1.28 and a beta of 2.49. The company has a 50-day moving average of $623.72 and a two-hundred day moving average of $567.67. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

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

Insider Transactions at AppLovin

In other news, CEO Arash Adam Foroughi sold 4,069 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was 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 directly owned 2,998,948 shares in the company, valued at $1,491,976,630. This trade represents a 0.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction on Monday, December 8th. The shares were sold at an average price of $693.32, for a total value of $103,998.00. Following the completion of the sale, the director directly owned 2,829 shares of the company’s stock, valued at $1,961,402.28. The trade was a 5.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 337,986 shares of company stock worth $198,669,261 in the last ninety days. 13.66% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on APP shares. BTIG Research restated a “buy” rating and issued a $771.00 price objective on shares of AppLovin in a report on Wednesday, December 17th. 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 research note on Thursday, November 6th. Needham & Company LLC raised shares of AppLovin from a “hold” rating to a “buy” rating and set a $700.00 price objective for the company in a research note on Monday, January 26th. JPMorgan Chase & Co. raised their target price on shares of AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Finally, UBS Group set a $800.00 price target on AppLovin in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $691.23.

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.