VestGen Advisors LLC decreased its position in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 59.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 2,498 shares of the company’s stock after selling 3,655 shares during the period. VestGen Advisors LLC’s holdings in AppLovin were worth $725,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also modified their holdings of the company. State Street Corp grew its stake in AppLovin by 28.3% in the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock worth $7,777,741,000 after acquiring an additional 3,328,338 shares during the period. WCM Investment Management LLC boosted its holdings in shares of AppLovin by 5.2% during the first quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock worth $1,860,995,000 after purchasing an additional 245,290 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of AppLovin by 7.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,735,471 shares of the company’s stock worth $894,167,000 after purchasing an additional 121,605 shares during the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of AppLovin during the second quarter worth $730,015,000. Finally, Amundi grew its position in shares of AppLovin by 19.5% in the second quarter. Amundi now owns 1,332,633 shares of the company’s stock valued at $686,612,000 after purchasing an additional 217,214 shares during the period. Hedge funds and other institutional investors own 41.85% of the company’s stock.
Analyst Ratings Changes
Several equities analysts recently commented on the company. Wedbush dropped their target price on AppLovin from $610.00 to $560.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. Jefferies Financial Group reduced their target price on AppLovin from $550.00 to $375.00 and set a “buy” rating on the stock in a research report on Thursday, October 8th. Citigroup decreased their price target on AppLovin from $600.00 to $500.00 and set a “buy” rating on the stock in a research note on Monday, October 19th. Evercore restated an “outperform” rating and issued a $510.00 price target (down from $630.00) on shares of AppLovin in a report on Tuesday, September 1st. Finally, BTIG Research dropped their price objective on shares of AppLovin from $408.00 to $396.00 and set a “buy” rating for the company in a research note on Tuesday, September 8th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus target price of $491.64.
Read Our Latest Stock Report on APP
AppLovin Stock Down 10.4%
Shares of NASDAQ APP opened at $228.50 on Friday. AppLovin Corporation has a 52-week low of $225.19 and a 52-week high of $738.01. The firm has a fifty day moving average of $294.20 and a 200-day moving average of $417.58. The stock has a market capitalization of $76.47 billion, a PE ratio of 17.56, a P/E/G ratio of 0.48 and a beta of 2.56. The company has a quick ratio of 4.30, a current ratio of 4.30 and a debt-to-equity ratio of 1.11.
AppLovin (NASDAQ:APP – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $3.76. The business had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $1.94 billion. AppLovin had a return on equity of 193.10% and a net margin of 64.58%. The company’s revenue for the quarter was up 52.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.39 EPS. On average, analysts anticipate that AppLovin Corporation will post 15.61 EPS for the current year.
Key Headlines Impacting AppLovin
Here are the key news stories impacting AppLovin this week:
- Positive Sentiment: AppLovin continues to attract bullish attention from some Wall Street analysts. Its average brokerage recommendation remains equivalent to a Buy, while previously published price targets are substantially above the current trading level. AppLovin also delivered strong growth in 2025 and has expanded its software-based advertising business. Is AppLovin a Buy as Wall Street Analysts Look Optimistic?
- Positive Sentiment: Wurl, AppLovin’s subsidiary, launched a Content Intelligence Platform designed to improve transparency and measurement in connected-TV advertising. The initiative could support AppLovin’s expansion into additional digital-advertising channels. AppLovin Flags CTV Ad Transparency Gaps
- Neutral Sentiment: Institutional positioning is mixed: 712 investors added APP shares in their latest reported quarter, while 765 reduced positions. Large purchases by Invesco, Capital World Investors, and JPMorgan contrast with complete or sizable reductions by some other funds.
- Negative Sentiment: Investor concern has intensified ahead of the November 4 earnings report. Recent commentary points to stable rather than accelerating advertiser demand, more conservative estimates, and questions about whether improvements to AppLovin’s advertising models are continuing at the earlier pace. AppLovin Slides as Investors Weigh Slower Growth Signals
- Negative Sentiment: Multiple law firms reported a securities class action covering investors who purchased APP securities from February 12 through August 5, 2026. The allegations center on disclosures about AI advertising-model improvements and the readiness of AppLovin’s generative-AI video tool. The lead-plaintiff deadline is November 16, adding legal and reputational risk. AppLovin Faces Securities Fraud Class Action
- Negative Sentiment: Reported insider activity has consisted entirely of sales over the past six months, including sales by the CEO and chief technology officer. Although insider sales do not necessarily indicate deteriorating fundamentals, the pattern may weigh on sentiment while the stock remains well below its 52-week high.
About AppLovin
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.
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