Cerity Partners LLC Buys 1,318 Shares of AppLovin Corporation $APP

Cerity Partners LLC grew its position in AppLovin Corporation (NASDAQ:APP) by 6.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,260 shares of the company’s stock after purchasing an additional 1,318 shares during the period. Cerity Partners LLC’s holdings in AppLovin were worth $15,995,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the company. Revolve Wealth Partners LLC bought a new stake in AppLovin during the fourth quarter worth about $294,000. Bison Wealth LLC acquired a new position in shares of AppLovin in the 4th quarter worth approximately $239,000. Advisors Asset Management Inc. grew its position in AppLovin by 13.5% during the 1st quarter. Advisors Asset Management Inc. now owns 1,147 shares of the company’s stock worth $304,000 after acquiring an additional 136 shares during the last quarter. Integrated Wealth Concepts LLC grew its position in AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after acquiring an additional 621 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in AppLovin by 285.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 4,398 shares of the company’s stock valued at $1,165,000 after purchasing an additional 3,258 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insider Buying and Selling at AppLovin

In other AppLovin news, Director Eduardo Vivas sold 150,000 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 7,133,292 shares in the company, valued at approximately $4,643,131,095.72. This trade represents a 2.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Vasily Shikin sold 27,143 shares of the business’s stock in a transaction dated 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 transaction, the chief technology officer 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. Over the last quarter, insiders have sold 340,336 shares of company stock valued at $200,062,623. 13.66% of the stock is currently owned by company insiders.

AppLovin Trading Up 5.1%

Shares of NASDAQ APP opened at $647.72 on Friday. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The firm has a market capitalization of $218.90 billion, a P/E ratio of 78.61, a P/E/G ratio of 2.04 and a beta of 2.50. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25. The company’s 50 day simple moving average is $639.00 and its 200 day simple moving average is $542.56.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the company posted $1.29 EPS. The business’s revenue for the quarter was up 68.2% compared to the same quarter last year. On average, analysts predict that AppLovin Corporation will post 6.87 EPS for the current year.

Analyst Ratings Changes

APP has been the topic of several research analyst reports. Jefferies Financial Group increased their target price on AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Royal Bank Of Canada increased their price objective on shares of AppLovin from $700.00 to $750.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. UBS Group reaffirmed a “buy” rating and issued a $775.00 target price on shares of AppLovin in a research note on Thursday, December 11th. BTIG Research reiterated a “buy” rating and set a $771.00 target price on shares of AppLovin in a research report on Wednesday, December 17th. Finally, Morgan Stanley raised their price target on shares of AppLovin from $480.00 to $750.00 and gave the company an “overweight” rating in a report on Monday, September 29th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $696.60.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Benchmark reiterated a Buy on APP with a $775 price target (Mike Hickey, Jan. 6); the coverage note (which cites continued confidence in AppLovin’s growth) reinforces upward analyst momentum and likely contributed to buying interest. Benchmark Reiterates Buy InsiderMonkey Coverage
• Positive Sentiment: High-profile media endorsement — Jim Cramer said he “can’t name a single competitor to AppLovin,” a bullish narrative that can attract momentum buyers and retail interest. Cramer Says No Competitor
• Neutral Sentiment: Zacks published a piece comparing Skillsoft (SKIL) and AppLovin (APP) for value-oriented investors — useful context on sector valuation but it’s comparative rather than company-specific news that would immediately move APP. Zacks SKIL vs APP
• Neutral Sentiment: 247WallSt published a forward-looking price forecast noting AppLovin’s stock recovery after last year’s decline and citing better-than-expected quarterly results — supportive narrative but inherently speculative. 247WallSt Forecast
• Neutral Sentiment: Bristlemoon Global Fund published its Q4 2025 report (institutional activity/context). These fund reports can signal shifting ownership but the entry provided doesn’t note a clear, direct trade action for APP. Bristlemoon Q4 Report
• Neutral Sentiment: A general “3 growth stocks” roundup appeared on The Motley Fool; it offers sector context but is not APP-specific in the provided entry and is unlikely to be a primary driver of APP’s move. Fool Growth Stocks

AppLovin 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.