AppLovin Corporation $APP Shares Newly Acquired by Bell Bank

Posted by Francis Steltz on Oct 21st, 2026

Bell Bank bought a new position in shares of AppLovin Corporation (NASDAQ:APP – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,335 shares of the company’s stock, valued at approximately $969,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in APP. Physician Wealth Advisors Inc. boosted its position in shares of AppLovin by 126.7% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 238 shares of the company’s stock worth $69,000 after acquiring an additional 133 shares in the last quarter. Nisa Investment Advisors LLC lifted its holdings in shares of AppLovin by 38.1% in the third quarter. Nisa Investment Advisors LLC now owns 37,823 shares of the company’s stock worth $10,985,000 after acquiring an additional 10,433 shares during the last quarter. Robeco Institutional Asset Management B.V. grew its holdings in shares of AppLovin by 991.9% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 262,775 shares of the company’s stock valued at $76,318,000 after purchasing an additional 238,710 shares during the last quarter. Diversify Advisory Services LLC increased its position in AppLovin by 39.9% during the 3rd quarter. Diversify Advisory Services LLC now owns 23,381 shares of the company’s stock worth $6,791,000 after purchasing an additional 6,674 shares in the last quarter. Finally, Kapitalo Investimentos Ltda bought a new position in AppLovin in the 3rd quarter valued at approximately $261,000. 41.85% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently commented on APP. Loop Capital dropped their price target on AppLovin from $860.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, August 20th. Royal Bank Of Canada dropped their price target on shares of AppLovin from $700.00 to $575.00 and set an “outperform” rating for the company in a research note on Thursday, August 6th. BTIG Research lowered their price target on shares of AppLovin from $408.00 to $396.00 and set a “buy” rating for the company in a report on Tuesday, September 8th. HSBC dropped their price target on AppLovin from $450.00 to $409.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. Finally, Wells Fargo & Company dropped their price target on AppLovin from $357.00 to $325.00 and set an “equal weight” rating on the stock in a research note on Wednesday, August 19th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $507.75.

Read Our Latest Research Report on APP

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: Analysts continue to expect solid profitability and a double-digit increase in AppLovin’s third-quarter earnings, supporting the view that its AI-powered advertising platform remains a powerful growth and cash-generation engine. What to Expect From AppLovin’s Q3 2026 Earnings Report
Neutral Sentiment: Citigroup cut its AppLovin price target from $600 to $500 but maintained a Buy rating. The reduced target reflects more cautious expectations, while the retained rating indicates the analyst still sees substantial long-term upside. AppLovin Stock Price Target Cut by Citigroup
Negative Sentiment: Several law firms publicized a securities class action against AppLovin and certain executives. The lawsuits allege investors were misled about the progress of AppLovin’s AI models, generative-AI video tool, projected revenue growth, and self-service advertising platform. Investors who purchased shares between February 12 and August 5, 2026, have until November 16 to seek lead-plaintiff status. The litigation adds legal, reputational, and disclosure risks, although the allegations have not been proven. AppLovin Investor Loss Notice
Negative Sentiment: Investor sentiment has also been weakened by concerns that advertising growth is slowing, execution fell short of earlier expectations, and development delays affected the rollout of AppLovin’s AI video-creative tool. Recent commentary notes that the shares declined about 12.6% over the month through October 19 as valuation concerns and analyst target cuts compounded the litigation news. AppLovin Just Dropped 12% in a Month

AppLovin Stock Performance

NASDAQ APP opened at $272.46 on Wednesday. The firm has a market cap of $91.18 billion, a P/E ratio of 20.94, a price-to-earnings-growth ratio of 0.56 and a beta of 2.56. AppLovin Corporation has a 12-month low of $260.59 and a 12-month high of $738.01. The company has a quick ratio of 4.30, a current ratio of 4.30 and a debt-to-equity ratio of 1.11. The company’s 50 day moving average is $302.84 and its 200-day moving average is $409.81.

AppLovin (NASDAQ:APP – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $3.76 EPS for the quarter, hitting the consensus estimate of $3.76. AppLovin had a return on equity of 193.10% and a net margin of 64.58%. The business had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $1.94 billion. During the same quarter last year, the company earned $2.39 EPS. The firm’s revenue was up 52.8% compared to the same quarter last year. Sell-side analysts predict that AppLovin Corporation will post 15.67 earnings per share for the current year.

About AppLovin

(Free Report)

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.