Northwestern Mutual Investment Management Company LLC Invests $6.20 Million in AppLovin Corporation $APP

Northwestern Mutual Investment Management Company LLC bought a new stake in AppLovin Corporation (NASDAQ:APP) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 8,629 shares of the company’s stock, valued at approximately $6,200,000.

Several other hedge funds have also bought and sold shares of APP. CBIZ Investment Advisory Services LLC lifted its position in AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after acquiring an additional 17 shares during the last quarter. Versant Capital Management Inc grew its holdings in shares of AppLovin by 2.8% during 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 last quarter. Optas LLC grew its holdings in shares of AppLovin by 2.5% during the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock valued at $630,000 after purchasing an additional 21 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its position in 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 purchasing an additional 22 shares in the last quarter. Finally, Avestar Capital LLC lifted its stake in 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 purchasing an additional 23 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 beat and raise — AppLovin reported stronger‑than‑expected Q4 revenue and EPS and issued 2026 guidance above Street estimates, giving investors a fundamentals‑driven reason to buy the stock. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Outstanding margins and cash flow — management reported ~84% adjusted EBITDA margins and very high free‑cash‑flow conversion, highlighting durable profitability that supports a premium valuation. AppLovin Rides on Margin Power: Here’s What You Should Know
• Positive Sentiment: Analyst support and buybacks — several firms reaffirmed or raised targets (and management disclosed large buybacks / cash generation commentary), which helps underwrite the rebound narrative. AppLovin price target raised by Wedbush
• Neutral Sentiment: Mixed analyst moves — although many shops kept Buy/Outperform ratings, several groups trimmed price targets after the volatility; this creates both support and room for further target revisions. Wells Fargo price target change and analyst notes
• Neutral Sentiment: Short‑interest data appears noisy/insignificant in recent reports (entries show zero/NaN), so shorting pressure doesn’t explain today’s move. (No meaningful short interest link available.)
• Negative Sentiment: Competition and AI fears — investors remain worried about potential competition (CloudX) and whether large platforms like Meta could encroach on AppLovin’s adtech niche; that fear helped trigger sharp earlier selloffs. AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
• Negative Sentiment: Broader software/AI rotation — the market‑wide re‑pricing of software names and headlines about a sector pullback have pressured APP despite the company’s strong quarter, prolonging volatility. Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
• Negative Sentiment: Market panic narrative — several commentators say recent selling was driven more by fear than fundamentals, meaning sentiment swings can still produce abrupt downside even after good results. AppLovin drops over competitor concerns, but analysts highlight positive growth drivers

Wall Street Analyst Weigh In

APP has been the topic of a number of research reports. UBS Group set a $740.00 target price on shares of AppLovin in a research note on Thursday. The Goldman Sachs Group reduced their price objective on AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a research report on Thursday. Benchmark reiterated a “buy” rating on shares of AppLovin in a research report on Monday, February 2nd. Weiss Ratings downgraded AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. Finally, BTIG Research dropped their price objective on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a report on Thursday. Twenty research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, AppLovin currently has an average rating of “Moderate Buy” and a consensus target price of $651.77.

AppLovin Trading Up 6.7%

NASDAQ:APP opened at $391.55 on Monday. 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 1.65, a quick ratio of 3.25 and a current ratio of 3.32. The firm’s fifty day moving average is $596.51 and its 200-day moving average is $573.25. The firm has a market cap of $132.32 billion, a P/E ratio of 40.16, a P/E/G ratio of 1.25 and a beta of 2.49.

AppLovin (NASDAQ:APP) last released its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.35. The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. AppLovin’s revenue for the quarter was up 66.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.73 earnings per share. Equities analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current year.

Insiders Place Their Bets

In other AppLovin news, CTO Vasily Shikin sold 7,385 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $538.10, for a total value of $3,973,868.50. Following the transaction, the chief technology officer directly owned 46,004 shares of the company’s stock, valued at approximately $24,754,752.40. The trade was a 13.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 187,786 shares of company stock worth $100,914,925. Company insiders own 13.66% of the company’s stock.

AppLovin Company 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.