AppLovin Corporation $APP Shares Sold by Plato Investment Management Ltd

Plato Investment Management Ltd decreased its holdings in AppLovin Corporation (NASDAQ:APP) by 19.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,334 shares of the company’s stock after selling 1,502 shares during the quarter. Plato Investment Management Ltd’s holdings in AppLovin were worth $4,289,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Mediolanum International Funds Ltd raised its holdings in shares of AppLovin by 73.5% during the third quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock valued at $54,664,000 after acquiring an additional 32,510 shares during the last quarter. Thames Capital Management LLC raised its holdings in shares of AppLovin by 114.8% during the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock valued at $12,001,000 after acquiring an additional 8,925 shares during the last quarter. CIBC Asset Management Inc raised its holdings in shares of AppLovin by 14.8% during the third quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock valued at $84,160,000 after acquiring an additional 15,074 shares during the last quarter. Allworth Financial LP raised its holdings in shares of AppLovin by 131.7% during the third quarter. Allworth Financial LP now owns 6,049 shares of the company’s stock valued at $4,347,000 after acquiring an additional 3,438 shares during the last quarter. Finally, APG Asset Management N.V. acquired a new position in shares of AppLovin during the third quarter valued at approximately $4,958,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insider Buying and Selling

In related news, Director Eduardo Vivas sold 163,910 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $453.49, for a total value of $74,331,545.90. Following the completion of the transaction, the director directly owned 6,969,382 shares in the company, valued at approximately $3,160,545,043.18. This represents a 2.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CTO Vasily Shikin sold 62,804 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $486.43, for a total value of $30,549,749.72. Following the transaction, the chief technology officer owned 3,255,273 shares of the company’s stock, valued at approximately $1,583,462,445.39. This represents a 1.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 365,244 shares of company stock worth $169,584,607. Company insiders own 13.66% of the company’s stock.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin posted a strong Q1 2026 beat, with revenue up 59% year over year to $1.84 billion and adjusted EPS of $3.56, both above expectations. AppLovin Beats Quarterly Revenue Expectations. The Stock is Up.
• Positive Sentiment: Management’s outlook also impressed, with Q2 revenue guidance of $1.915 billion to $1.945 billion and adjusted EBITDA margins of roughly 84% to 85%, reinforcing confidence in AppLovin’s profitability. AppLovin expects Q2 2026 revenue of $1.915B-$1.945B…
• Positive Sentiment: Several reports highlighted accelerating e-commerce and AI ad growth, while Morgan Stanley said the quarter made it more convinced AppLovin is still early in a larger growth story. Morgan Stanley spills beans on what’s next for AppLovin stock
• Positive Sentiment: Brokerage coverage stayed upbeat, including Needham reaffirming a Buy rating and Wedbush and Wells Fargo raising price targets, which supports sentiment around the name. Analyst rating and price target updates
• Neutral Sentiment: Despite the strong results, the stock has shown volatile post-earnings trading as investors digest the numbers and the near-term setup for the June Axon platform launch. AppLovin Stock Jumps, Then Reverses, Following Q1 Results
• Negative Sentiment: Some commentary warned that the growth story may need more time to fully play out, with consumer/e-commerce still a relatively small part of sales, which may be limiting enthusiasm in the near term. AppLovin: Growth Story Has A Patience Problem (Downgrade)

Wall Street Analyst Weigh In

APP has been the subject of a number of research analyst reports. Argus initiated coverage on AppLovin in a report on Tuesday, April 14th. They set a “buy” rating and a $520.00 target price for the company. Arete Research set a $340.00 target price on AppLovin and gave the company a “neutral” rating in a report on Monday, March 2nd. Zacks Research cut AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Benchmark reissued a “buy” rating on shares of AppLovin in a report on Friday, March 6th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $700.00 target price on shares of AppLovin in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $664.35.

AppLovin Trading Down 6.1%

Shares of AppLovin stock opened at $468.55 on Friday. The firm has a market capitalization of $158.03 billion, a price-to-earnings ratio of 40.25, a PEG ratio of 0.80 and a beta of 2.37. AppLovin Corporation has a fifty-two week low of $320.00 and a fifty-two week high of $745.61. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.32 and a current ratio of 3.24. The stock has a 50 day moving average of $442.83 and a 200 day moving average of $532.96.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.12. The company had revenue of $1.84 billion during the quarter, compared to analyst estimates of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The firm’s revenue for the quarter was up 58.9% compared to the same quarter last year. During the same period in the prior year, the business posted $1.67 earnings per share. As a group, research analysts predict that AppLovin Corporation will post 15.77 earnings per share for the current year.

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.