Vinva Investment Management Ltd Sells 6,045 Shares of AppLovin Corporation $APP

Vinva Investment Management Ltd lessened its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 20.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,853 shares of the company’s stock after selling 6,045 shares during the period. Vinva Investment Management Ltd’s holdings in AppLovin were worth $16,280,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in AppLovin by 39.4% during the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock worth $17,930,776,000 after buying an additional 7,051,663 shares in the last quarter. State Street Corp raised its holdings in AppLovin by 2.4% in the 2nd quarter. State Street Corp now owns 5,615,415 shares of the company’s stock valued at $1,965,844,000 after acquiring an additional 133,402 shares in the last quarter. Jennison Associates LLC raised its holdings in AppLovin by 55.2% in the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock valued at $2,792,355,000 after acquiring an additional 1,381,970 shares in the last quarter. Norges Bank bought a new stake in shares of AppLovin during the 2nd quarter valued at $951,541,000. Finally, Rakuten Investment Management Inc. bought a new stake in shares of AppLovin during the 3rd quarter valued at $1,456,108,000. 41.85% of the stock is owned by institutional investors.

AppLovin Trading Down 1.3%

Shares of NASDAQ APP opened at $502.14 on Friday. The firm has a 50 day moving average price of $514.19 and a two-hundred day moving average price of $572.84. The stock has a market cap of $169.36 billion, a P/E ratio of 51.50, a price-to-earnings-growth ratio of 1.03 and a beta of 2.51. 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 3.32 and a current ratio of 3.32.

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

Insider Buying and Selling at AppLovin

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the transaction, the director directly owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Victoria Valenzuela sold 7,609 shares of the company’s 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 in the company, valued at $182,097,294.30. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 13.66% of the stock is owned by company insiders.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush and other analysts are bullish on AppLovin’s transition from a mobile-game ad network to a broader AI-driven ad platform and e‑commerce play — investors see this as a multi-year growth runway. AppLovin sees bullish views at Wedbush on AI ad tech, e-commerce expansion
• Positive Sentiment: Management is expanding Axon 2.0 beyond gaming with new Prospecting/Discovery campaign tools and upcoming lead‑generation products for verticals (automotive, insurance, subscriptions) — a clear push to capture higher‑value ad spend. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent Q4 results showed an EPS beat, very high margins and ~66% revenue growth year-over-year — fundamentals that support the bullish narratives around monetization and AI-led efficiency. (Earnings released Feb. 11)
• Neutral Sentiment: Several broker actions are active: Arete Research upgraded the stock and Oppenheimer kept an outperform rating but trimmed its price target from $740 to $660 — the latter still implies significant upside but signals some caution on peak valuation. AppLovin Upgraded at Arete Research Oppenheimer price target change
• Neutral Sentiment: Media coverage and analyst pieces (Zacks, Forbes) are highlighting AppLovin among recovering software/AI names — supportive for sentiment but not a guaranteed catalyst for continued near‑term upside. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Reports flagged a premarket dip in APP despite bullish analyst views — that suggests short‑term trading dynamics (profit‑taking, sector rotation) are influencing price action more than fundamentals this session. AppLovin (APP) Stock Dips in Premarket Despite Bullish Analyst Outlook
• Negative Sentiment: Valuation is the main near‑term constraint: APP trades at a high multiple and recently rebounded ~25% in a month, so some investors may be taking profits and brokers are tempering targets — this can cap upside and pressure the stock in the short term. AppLovin Gains 25% in a Month: Should You Still Buy the Stock?

Analyst Ratings Changes

APP has been the topic of a number of recent analyst reports. BTIG Research decreased their price target on AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Scotiabank upped their price objective on shares of AppLovin from $750.00 to $775.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Citigroup reduced their price objective on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Evercore reissued a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Finally, The Goldman Sachs Group dropped their target price on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Twenty-one analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, AppLovin has a consensus rating of “Moderate Buy” and an average price target of $654.50.

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.