Dynamic Advisor Solutions LLC grew its holdings in AppLovin Corporation (NASDAQ:APP – Free Report) by 250.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,588 shares of the company’s stock after purchasing an additional 2,563 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in AppLovin were worth $2,578,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also added to or reduced their stakes in the business. Aberdeen Group plc grew its holdings in AppLovin by 6.5% during the second quarter. Aberdeen Group plc now owns 114,180 shares of the company’s stock worth $39,972,000 after buying an additional 7,001 shares in the last quarter. Legal Advantage Investments Inc. purchased a new position in AppLovin during the 2nd quarter worth $1,523,000. IFM Investors Pty Ltd boosted its holdings in AppLovin by 15.6% during the 2nd quarter. IFM Investors Pty Ltd now owns 45,209 shares of the company’s stock worth $15,827,000 after acquiring an additional 6,104 shares during the last quarter. Park Avenue Securities LLC grew its stake in shares of AppLovin by 30.6% in the 2nd quarter. Park Avenue Securities LLC now owns 20,890 shares of the company’s stock worth $7,313,000 after acquiring an additional 4,890 shares in the last quarter. Finally, Lee Johnson Capital Management LLC raised its holdings in shares of AppLovin by 13.6% in the second quarter. Lee Johnson Capital Management LLC now owns 12,449 shares of the company’s stock valued at $4,358,000 after purchasing an additional 1,491 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.
AppLovin Stock Up 3.9%
APP stock opened at $721.37 on Friday. The stock has a fifty day moving average of $617.10 and a 200-day moving average of $512.02. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company has a market capitalization of $243.79 billion, a price-to-earnings ratio of 87.55, a PEG ratio of 3.87 and a beta of 2.51. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25.
Analyst Ratings Changes
A number of research firms recently weighed in on APP. BTIG Research reissued a “buy” rating and set a $771.00 price target on shares of AppLovin in a research report on Wednesday. Piper Sandler increased their price objective on shares of AppLovin from $740.00 to $800.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Deutsche Bank Aktiengesellschaft set a $705.00 target price on shares of AppLovin and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. JPMorgan Chase & Co. upped their target price on AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Finally, Phillip Securities upgraded AppLovin to a “moderate buy” rating in a report on Monday, September 29th. Nineteen equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, AppLovin presently has an average rating of “Moderate Buy” and an average target price of $695.90.
Insider Buying and Selling
In other AppLovin news, Director Eduardo Vivas sold 150,000 shares of the stock in a transaction on Monday, November 10th. The stock was sold at an average price of $650.91, for a total transaction of $97,636,500.00. Following the sale, the director owned 7,133,292 shares in the company, valued at $4,643,131,095.72. This represents a 2.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Vasily Shikin sold 27,143 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the transaction, the chief technology officer directly owned 3,323,681 shares of the company’s stock, valued at $1,812,669,143.78. The trade was a 0.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 340,336 shares of company stock valued at $200,062,623. Company insiders own 13.66% of the company’s stock.
More AppLovin News
Here are the key news stories impacting AppLovin this week:
- Positive Sentiment: Analysts and margin commentary — Q3 margin strength is being highlighted as a driver of accelerating profitability and operating leverage, supporting higher earnings expectations and reinforcing the bull case. AppLovin’s Margin Engine Fuels its Accelerating Momentum
- Positive Sentiment: Bullish coverage and “case against the shorts” narrative — MarketBeat and other outlets argue fundamentals, rising analyst targets and heavy short interest could produce continued upside or a short squeeze if results keep coming in strong. Don’t Bet Against AppLovin: The Case Against the Shorts
- Positive Sentiment: Price-target upgrades and broker notes — Recent upgrades/raised targets (including Benchmark/Wedbush commentary about AppLovin’s ad leadership) add momentum and give traders a reason to buy into the narrative. AppLovin Seen as Dominant in Mobile Ads as Wedbush Highlights Unity’s Turnaround
- Neutral Sentiment: Insider sale disclosed — An executive sold ~7,609 shares at ~$657 on Dec 18 (2.67% reduction in her holding). The size is material in $ terms but not a major position shift; investors often view routine insider sales as neutral unless part of a pattern. SEC Filing — Insider Sale
- Neutral Sentiment: Options market interest — Elevated options activity suggests institutional players are positioning for further movement, but flow can indicate both speculative and hedging behavior. AppLovin’s Options: A Look at What the Big Money is Thinking
- Negative Sentiment: High valuation and public criticism — Prominent commentators (e.g., Jim Cramer) have flagged APP’s rich multiple and suggested trimming exposure after a big run, which can pressure sentiment among retail and tactical traders. Jim Cramer on AppLovin: “I’m Not Lovin’ as Much”
- Negative Sentiment: Legal and short-seller overhang — Recent reporting and price‑target downdrafts earlier in the year tied to a class‑action suit and short‑seller reports remain a tail‑risk; those issues have driven past volatility and could produce downside if new negative news emerges. AppLovin Price Prediction and Forecast
About AppLovin
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.
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