Commonwealth Equity Services LLC Acquires 996 Shares of AppLovin Corporation $APP

Commonwealth Equity Services LLC grew its holdings in AppLovin Corporation (NASDAQ:APP) by 3.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,862 shares of the company’s stock after acquiring an additional 996 shares during the quarter. Commonwealth Equity Services LLC’s holdings in AppLovin were worth $19,301,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Hilltop National Bank bought a new stake in AppLovin in the 2nd quarter valued at $26,000. LFA Lugano Financial Advisors SA bought a new stake in shares of AppLovin in the second quarter valued at about $26,000. Twin Peaks Wealth Advisors LLC acquired a new stake in AppLovin during the second quarter worth about $33,000. Heartwood Wealth Advisors LLC acquired a new stake in AppLovin during the third quarter worth about $33,000. Finally, Hoey Investments Inc. bought a new position in AppLovin during the second quarter valued at about $35,000. Institutional investors own 41.85% of the company’s stock.

Key AppLovin News

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

Analysts Set New Price Targets

A number of brokerages have commented on APP. Piper Sandler raised their price objective on AppLovin from $740.00 to $800.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. Citigroup reduced their target price on AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Royal Bank Of Canada boosted their price target on shares of AppLovin from $700.00 to $750.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. The Goldman Sachs Group raised their price objective on shares of AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Finally, Benchmark lifted their target price on shares of AppLovin from $700.00 to $775.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $696.60.

AppLovin Stock Up 5.1%

Shares of NASDAQ APP opened at $647.72 on Friday. The business has a fifty day moving average of $639.00 and a two-hundred day moving average of $542.56. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61. The stock has a market cap of $218.90 billion, a PE ratio of 78.61, a PEG ratio of 2.04 and a beta of 2.50.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.34 by $0.11. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The firm’s revenue for the quarter was up 68.2% on a year-over-year basis. During the same quarter last year, the company posted $1.29 EPS. As a group, equities research analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Eduardo Vivas sold 150,000 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $650.91, for a total value of $97,636,500.00. Following the transaction, the director directly owned 7,133,292 shares of the company’s stock, valued at $4,643,131,095.72. The trade was a 2.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Vasily Shikin sold 27,143 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $545.38, for a total value of $14,803,249.34. Following the sale, the chief technology officer directly owned 3,323,681 shares of the company’s stock, valued at $1,812,669,143.78. This represents a 0.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 340,336 shares of company stock worth $200,062,623. Insiders own 13.66% of the company’s stock.

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.