AppLovin Corporation $APP Position Increased by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA lifted its position in shares of AppLovin Corporation (NASDAQ:APP) by 39.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,077,106 shares of the company’s stock after acquiring an additional 304,369 shares during the period. Massachusetts Financial Services Co. MA owned 0.32% of AppLovin worth $773,944,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently added to or reduced their stakes in the business. Hilltop National Bank acquired a new position in shares of AppLovin in the 2nd quarter valued at $26,000. LFA Lugano Financial Advisors SA acquired a new stake in AppLovin during the second quarter valued at $26,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of AppLovin in the 2nd quarter valued at approximately $33,000. Heartwood Wealth Advisors LLC bought a new position in shares of AppLovin during the 3rd quarter valued at $33,000. Finally, Bogart Wealth LLC lifted its position in shares of AppLovin by 100.0% in the third quarter. Bogart Wealth LLC now owns 48 shares of the company’s stock worth $34,000 after buying an additional 24 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Performance

NASDAQ:APP opened at $568.76 on Friday. The stock has a 50 day simple moving average of $639.43 and a 200 day simple moving average of $553.80. The stock has a market cap of $192.21 billion, a P/E ratio of 69.02, a PEG ratio of 1.88 and a beta of 2.50. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, topping the consensus estimate of $2.34 by $0.11. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The company’s quarterly revenue was up 68.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.29 EPS. Research analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

Insider Buying and Selling at AppLovin

In other news, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the sale, the insider directly 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 link. Also, CEO Arash Adam Foroughi sold 4,069 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $497.50, for a total value of $2,024,327.50. Following the completion of the sale, the chief executive officer owned 2,998,948 shares of the company’s stock, valued at approximately $1,491,976,630. This trade represents a 0.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 340,336 shares of company stock worth $200,062,623 over the last quarter. Company insiders own 13.66% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on APP. JPMorgan Chase & Co. increased their target price on AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Wedbush lifted their price target on shares of AppLovin from $745.00 to $800.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. Bank of America increased their price objective on shares of AppLovin from $580.00 to $860.00 and gave the stock a “buy” rating in a report on Wednesday, October 1st. UBS Group set a $800.00 price objective on AppLovin in a research report on Tuesday. Finally, Benchmark upped 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. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus target price of $706.76.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Zacks highlights AppLovin’s Q3 results and says the company’s scalable ad engine (Axon) is now the primary growth driver — rising revenue and very strong EBITDA margins show growth is coming from efficiency, not just volume. AppLovin’s Scalable Ad Engine Emerges as the Real Growth Catalyst
• Positive Sentiment: Evercore ISI initiated coverage with an “outperform” and a $835 price target (roughly +47% vs current levels), giving fresh institutional validation that could support upside if execution continues. Evercore Coverage (Benzinga)
• Positive Sentiment: Seeking Alpha reiterates a buy thesis based on 68% YoY revenue growth, ~82% EBITDA margins, expanding advertiser mix beyond gaming, and management guidance for sustained high double-digit growth — factors that underpin longer-term EPS upside. AppLovin: Buying The Dip Again
• Positive Sentiment: Technical/order-flow traders noted a Power Inflow signal that triggered an intraday bounce after heavy selling — a short-term bullish order-flow cue that can attract momentum buyers. Power Inflow Signal
• Positive Sentiment: Insider buying: Rep. Gilbert Ray Cisneros Jr. disclosed a purchase of APP shares, a small but positive signal to some investors. Insider Purchase
• Neutral Sentiment: Longer-term price forecasts and narrative pieces (e.g., 247WallStreet) emphasize recovery after last year’s sharp sell-off and imply significant upside if growth continues — useful context but not an immediate catalyst. Price Prediction and Forecast 2026-2030
• Negative Sentiment: Contrasting coverage (MSN) asks why the stock is falling despite buy ratings — highlighting that renewed analyst optimism hasn’t yet offset recent heavy selling, likely due to residual legal/short-seller risk and profit-taking at high multiples. Why Is AppLovin Stock Crashing?

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.