Global Retirement Partners LLC Has $1.45 Million Position in AppLovin Corporation $APP

Global Retirement Partners LLC increased its position in shares of AppLovin Corporation (NASDAQ:APP) by 84.2% in the third quarter, Holdings Channel reports. The institutional investor owned 2,012 shares of the company’s stock after buying an additional 920 shares during the period. Global Retirement Partners LLC’s holdings in AppLovin were worth $1,446,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of AppLovin during the 2nd quarter worth approximately $951,541,000. National Pension Service boosted its holdings in AppLovin by 82.2% during the second quarter. National Pension Service now owns 790,271 shares of the company’s stock worth $276,658,000 after purchasing an additional 356,443 shares during the last quarter. Voya Investment Management LLC grew its position in AppLovin by 235.5% in the third quarter. Voya Investment Management LLC now owns 496,560 shares of the company’s stock valued at $356,800,000 after purchasing an additional 348,548 shares in the last quarter. Strs Ohio acquired a new stake in AppLovin in the 1st quarter valued at $86,173,000. Finally, Canada Pension Plan Investment Board lifted its position in AppLovin by 204.8% during the 2nd quarter. Canada Pension Plan Investment Board now owns 425,622 shares of the company’s stock worth $149,002,000 after buying an additional 285,970 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Insider Buying and Selling at AppLovin

In other news, Director Eduardo Vivas sold 150,000 shares of the stock in a transaction that occurred 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 transaction, the director owned 7,133,292 shares in the company, valued at approximately $4,643,131,095.72. This trade represents a 2.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Arash Adam Foroughi sold 30,888 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $520.29, for a total value of $16,070,717.52. Following the completion of the transaction, the chief executive officer directly owned 2,553,161 shares in the company, valued at approximately $1,328,384,136.69. This represents a 1.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 340,336 shares of company stock valued at $200,062,623 in the last three months. 13.66% of the stock is currently owned by company insiders.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analyst and bull case: several pieces note Wall Street optimism and list APP as a top tech pick for the year, supporting the growth narrative and investor interest. Wall Street Bulls Look Optimistic About AppLovin (APP): Should You Buy?
• Positive Sentiment: Growth thesis reiterated: a Zacks feature lays out three reasons APP can outperform — expanding ad monetization, strong revenue growth and operational leverage. These fundamentals underpin higher valuations if execution continues. Looking for a Growth Stock? 3 Reasons Why AppLovin (APP) is a Solid Choice
• Positive Sentiment: Market-theme support: a roundup of S&P 500 picks includes APP among tech names to watch in the year, which can attract benchmark-driven flows. S&P 500 Continues Its Stellar Run to Open New Year: 4 Solid Picks
• Neutral Sentiment: Increased attention: Zacks reports heavy investor searches for APP, signaling elevated interest and potential for higher volume/volatility but not directional proof. Investors Heavily Search AppLovin Corporation (APP): Here is What You Need to Know
• Neutral Sentiment: Macro/market context: broader market-mover coverage (e.g., investing.com note) may have influenced trading flows; APP moves can be amplified by tech/market leadership shifts. Micron and Lam Research among market cap stock movers on Tuesday
• Negative Sentiment: Near-term weakness: a Zacks piece flagged a daily decline for APP (shares sank while the broader market gained), which can trigger stop-losses and short-term selling pressure. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: Volatility/risk warnings: Forbes highlights APP’s history of sharp drawdowns (multiple >30% drops), a reminder that elevated valuation and beta can lead to big reversals. Why AppLovin Stock May Be A Risky Pick?
• Negative Sentiment: Fundamental concern: Seeking Alpha argues APP may face diminishing marginal returns, which would pressure future margin expansion assumptions and valuation. AppLovin May Be Facing Diminishing Marginal Returns

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on APP. Benchmark raised their price objective on AppLovin from $700.00 to $775.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Jefferies Financial Group raised their price target on AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Morgan Stanley boosted their price target on AppLovin from $480.00 to $750.00 and gave the stock an “overweight” rating in a research report on Monday, September 29th. Phillip Securities raised AppLovin to a “moderate buy” rating in a report on Monday, September 29th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of AppLovin in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $695.90.

AppLovin Stock Down 2.5%

APP stock opened at $617.24 on Wednesday. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The business’s 50 day simple moving average is $638.84 and its 200 day simple moving average is $539.20. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $208.60 billion, a PE ratio of 74.91, a PEG ratio of 2.09 and a beta of 2.50.

AppLovin (NASDAQ:APP) last released its quarterly earnings data 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 analysts’ expectations of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The company’s revenue for the quarter was up 68.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.29 earnings per share. As a group, research analysts anticipate that AppLovin Corporation will post 6.87 EPS 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.