AppLovin Corporation $APP Stock: Candriam S.C.A. Raises Position

Candriam S.C.A. grew its holdings in AppLovin Corporation (NASDAQ:APP) by 25.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,274 shares of the company’s stock after purchasing an additional 8,838 shares during the period. Candriam S.C.A.’s holdings in AppLovin were worth $12,568,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Cassaday & Co Wealth Management LLC bought a new position in shares of AppLovin during the first quarter valued at $25,000. Rachor Investment Advisory Services LLC bought a new stake in AppLovin in the 3rd quarter worth about $25,000. Pioneer Family Office LLC bought a new stake in AppLovin in the 2nd quarter worth about $31,000. IMA Advisory Services Inc. raised its position in AppLovin by 40.0% in the 1st quarter. IMA Advisory Services Inc. now owns 84 shares of the company’s stock worth $33,000 after buying an additional 24 shares during the last quarter. Finally, OFI Invest Asset Management raised its position in AppLovin by 16.3% in the 2nd quarter. OFI Invest Asset Management now owns 68,739 shares of the company’s stock worth $35,000 after buying an additional 9,615 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin’s third-quarter revenue rose 55% year over year, and its fourth-quarter outlook topped expectations. Coverage says the results helped fuel a sharp recent rally; the company’s growth and the potential for further rollout of its ad models are cited as reasons for optimism. AppLovin Shares Surge as Revenue Continues to Soar
• Positive Sentiment: A Zacks analysis says AppLovin’s above-average financial growth could help it outperform the market, reinforcing the bullish growth narrative. Zacks growth-investor analysis
• Negative Sentiment: Several law firms are publicizing a pending securities class action for investors who bought shares from February 12 through August 5, 2026. The suit alleges the company misrepresented the progress and adoption of its AI models and self-service ad tools; these are allegations, not established findings. The lead-plaintiff deadline is November 16. The litigation could create legal costs and weigh on sentiment. Hagens Berman class-action notice

Analyst Ratings Changes

APP has been the topic of several research analyst reports. Phillip Securities upgraded shares of AppLovin from a “moderate buy” rating to a “strong-buy” rating and lowered their target price for the company from $635.00 to $610.00 in a research note on Tuesday, August 11th. UBS Group reduced their price target on shares of AppLovin from $790.00 to $414.00 and set a “buy” rating for the company in a research note on Wednesday, October 28th. Raymond James Financial decreased their price objective on shares of AppLovin from $640.00 to $590.00 in a report on Thursday, August 6th. Bank of America cut shares of AppLovin from a “buy” rating to a “neutral” rating and dropped their target price for the stock from $430.00 to $400.00 in a report on Tuesday, August 11th. Finally, Wedbush lifted their target price on shares of AppLovin from $560.00 to $600.00 and gave the stock an “outperform” rating in a research report on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, AppLovin has an average rating of “Moderate Buy” and a consensus price target of $497.93.

AppLovin Stock Performance

Shares of NASDAQ APP opened at $410.00 on Tuesday. The firm has a 50 day moving average of $295.20 and a 200 day moving average of $409.29. The company has a current ratio of 4.30, a quick ratio of 4.30 and a debt-to-equity ratio of 1.11. The firm has a market capitalization of $137.21 billion, a price-to-earnings ratio of 27.59, a price-to-earnings-growth ratio of 0.60 and a beta of 2.51. AppLovin Corporation has a 12-month low of $225.19 and a 12-month high of $738.01.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, November 4th. The company reported $4.30 EPS for the quarter, beating analysts’ consensus estimates of $4.03 by $0.27. AppLovin had a net margin of 65.89% and a return on equity of 196.31%. The business had revenue of $2.18 billion during the quarter, compared to analysts’ expectations of $2.07 billion. During the same period in the prior year, the company earned $2.45 earnings per share. The firm’s revenue was up 55.5% on a year-over-year basis. On average, research analysts anticipate that AppLovin Corporation will post 16.18 earnings per share for the current year.

About AppLovin

AppLovin is a technology company that provides software to help mobile app developers and advertisers grow their businesses. Its platform connects advertisers seeking users with app publishers looking to monetize their audiences, using data and machine-learning tools to support advertising and user acquisition.

The company’s products include AXON, its advertising optimization engine; AppDiscovery, which helps advertisers find and acquire users; and MAX, a platform for managing in-app advertising.