Banco Bilbao Vizcaya Argentaria S.A. Raises Holdings in AppLovin Corporation $APP

Banco Bilbao Vizcaya Argentaria S.A. lifted its position in shares of AppLovin Corporation (NASDAQ:APP) by 56.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 78,376 shares of the company’s stock after acquiring an additional 28,173 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in AppLovin were worth $56,214,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted 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 purchasing an additional 7,051,663 shares during the period. State Street Corp raised its position in shares of AppLovin by 2.4% in the second quarter. State Street Corp now owns 5,615,415 shares of the company’s stock valued at $1,965,844,000 after purchasing an additional 133,402 shares during the period. Invesco Ltd. lifted its stake in shares of AppLovin by 9.4% during the 3rd quarter. Invesco Ltd. now owns 4,292,752 shares of the company’s stock valued at $3,084,514,000 after buying an additional 367,083 shares in the last quarter. Jennison Associates LLC lifted its stake in shares of AppLovin by 55.2% during the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock valued at $2,792,355,000 after buying an additional 1,381,970 shares in the last quarter. Finally, Norges Bank bought a new position in AppLovin in the 2nd quarter worth approximately $951,541,000. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin Trading Up 2.1%

APP stock opened at $458.67 on Friday. The company has a market capitalization of $154.70 billion, a PE ratio of 47.04, a price-to-earnings-growth ratio of 0.81 and a beta of 2.51. 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 Corporation has a one year low of $200.50 and a one year high of $745.61. The company’s 50 day moving average price is $494.31 and its two-hundred day moving average price is $574.04.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the company earned $1.73 EPS. The firm’s revenue was up 66.0% on a year-over-year basis. As a group, analysts predict that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush bullish on AppLovin: analysts reiterate confidence in the company’s AI-driven ad platform and growth runway, which supports upside expectations for revenue and margins. Why Wedbush analysts love AppLovin stock right now
• Positive Sentiment: Needham issues a Buy rating — fresh institutional support that can boost demand from discretionary and quant buyers. AppLovin (NASDAQ:APP) Earns Buy Rating from Needham & Company LLC
• Positive Sentiment: Longer-term AI upside highlighted by The Motley Fool — AppLovin is named among firms that could materially outpace peers over five years if AI-driven monetization scales. This underscores growth narratives that investors are pricing in. Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies in 5 Years
• Neutral Sentiment: Discussion of record profits vs. skepticism—coverage notes strong profitability but asks whether that will quiet market concerns; keeps the debate open on valuation. AppLovin: Can Record Profits Overcome Market Skepticism?
• Neutral Sentiment: Analysts/commentary pointing to volatility as sentiment-driven rather than fundamental weakness—useful context but not an immediate catalyst. AppLovin’s Volatility Reflects Market Sentiment, Not Weakness
• Neutral Sentiment: Short-interest data in recent reports appears unreliable/zero and should be treated cautiously; not currently a meaningful short-squeeze signal.
• Negative Sentiment: Substantial insider selling by CTO Vasily Shikin across multiple filings — large block sales (totaling tens of millions) reduce insider ownership and can pressure sentiment. Vasily Shikin insider trades
• Negative Sentiment: Public caution from high-profile commentators (Jim Cramer: “Too Much Risk There”) raises retail investor wariness and could amplify short-term selling. Jim Cramer on AppLovin: “Too Much Risk There”
• Negative Sentiment: Recent price weakness noted by Zacks and Forbes pieces questioning valuation/dip increases debate over whether this is a buying opportunity or a value trap. AppLovin (APP) Falls More Steeply Than Broader Market

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Piper Sandler reiterated an “overweight” rating and issued a $650.00 price objective (down from $800.00) on shares of AppLovin in a research note on Thursday, February 12th. Jefferies Financial Group dropped their target price on AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Evercore reiterated a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. Wells Fargo & Company decreased their price objective on AppLovin from $735.00 to $543.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Finally, The Goldman Sachs Group dropped their price objective on AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $654.50.

Insiders Place Their Bets

In other news, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the transaction, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CTO Vasily Shikin sold 5,231 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $477.47, for a total value of $2,497,645.57. Following the completion of the sale, the chief technology officer directly owned 30,658 shares of the company’s stock, valued at approximately $14,638,275.26. This trade represents a 14.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 188,033 shares of company stock valued at $90,662,374 over the last three months. 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.