AppLovin Corporation $APP Shares Sold by Delta Global Management LP

Delta Global Management LP reduced its position in AppLovin Corporation (NASDAQ:APP) by 48.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 22,917 shares of the company’s stock after selling 21,275 shares during the period. AppLovin accounts for about 1.2% of Delta Global Management LP’s portfolio, making the stock its 28th biggest position. Delta Global Management LP’s holdings in AppLovin were worth $16,467,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also made changes to their positions in APP. Vanguard Group Inc. grew its stake in AppLovin by 39.4% during the 3rd 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 during the last quarter. Norges Bank purchased a new stake in AppLovin in the second quarter valued at about $951,541,000. Rakuten Investment Management Inc. purchased a new stake in AppLovin in the third quarter valued at about $1,456,108,000. Jennison Associates LLC boosted its holdings in AppLovin by 55.2% in the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after acquiring an additional 1,381,970 shares in the last quarter. Finally, Capital Research Global Investors acquired a new stake in AppLovin in the third quarter worth about $743,899,000. 41.85% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the completion of the transaction, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Arash Adam Foroughi sold 40,704 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $459.85, for a total transaction of $18,717,734.40. Following the completion of the sale, the chief executive officer directly owned 2,430,414 shares in the company, valued at approximately $1,117,625,877.90. The trade was a 1.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 188,033 shares of company stock worth $90,662,374 over the last 90 days. 13.66% of the stock is currently owned by company insiders.

AppLovin Trading Up 2.1%

AppLovin stock opened at $458.67 on Monday. The stock has a 50-day moving average price of $494.31 and a 200 day moving average price of $574.82. The company has a market capitalization of $154.70 billion, a price-to-earnings ratio of 47.04, a price-to-earnings-growth ratio of 0.81 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 quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $1.61 billion. During the same quarter in the prior year, the company earned $1.73 EPS. AppLovin’s quarterly revenue was up 66.0% on a year-over-year basis. Sell-side analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current year.

Analyst Ratings Changes

APP has been the topic of several recent analyst reports. Oppenheimer cut their price objective on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a report on Thursday, March 5th. BTIG Research lowered their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Citigroup dropped their target price on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Royal Bank Of Canada restated an “outperform” rating and set a $700.00 price target on shares of AppLovin in a research note on Thursday, February 12th. Finally, Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Twenty research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, AppLovin has an average rating of “Moderate Buy” and a consensus price target of $654.50.

More AppLovin News

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

AppLovin 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.