Benjamin Edwards Inc. Boosts Stake in AppLovin Corporation $APP

Benjamin Edwards Inc. raised its stake in shares of AppLovin Corporation (NASDAQ:APP) by 21.5% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 4,530 shares of the company’s stock after acquiring an additional 802 shares during the period. Benjamin Edwards Inc.’s holdings in AppLovin were worth $3,255,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in AppLovin during the second quarter valued at approximately $951,541,000. National Pension Service lifted its position in AppLovin by 82.2% during the second quarter. National Pension Service now owns 790,271 shares of the company’s stock valued at $276,658,000 after purchasing an additional 356,443 shares in the last quarter. Voya Investment Management LLC lifted its position in AppLovin by 235.5% during the third quarter. Voya Investment Management LLC now owns 496,560 shares of the company’s stock valued at $356,800,000 after purchasing an additional 348,548 shares in the last quarter. Canada Pension Plan Investment Board grew its holdings in AppLovin by 204.8% during the second quarter. Canada Pension Plan Investment Board now owns 425,622 shares of the company’s stock valued at $149,002,000 after purchasing an additional 285,970 shares during the period. Finally, Brevan Howard Capital Management LP purchased a new stake in AppLovin in the second quarter worth about $92,335,000. 41.85% of the stock is currently owned by institutional investors.

AppLovin News Roundup

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 Price Performance

AppLovin stock opened at $647.72 on Friday. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a 50-day moving average price of $639.00 and a 200-day moving average price of $543.91. The firm has a market capitalization of $218.90 billion, a PE ratio of 78.61, a price-to-earnings-growth ratio of 2.14 and a beta of 2.50.

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

Analyst Upgrades and Downgrades

APP has been the subject of several analyst reports. Jefferies Financial Group increased their target price on shares of AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Bank of America increased their price objective on shares of AppLovin from $580.00 to $860.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. JPMorgan Chase & Co. lifted their target price on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Scotiabank increased their price target on AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Finally, Morgan Stanley raised their price target on AppLovin from $480.00 to $750.00 and gave the company an “overweight” rating in a report on Monday, September 29th. One 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $696.60.

Insider Activity

In other AppLovin news, CTO Vasily Shikin sold 7,385 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $538.10, for a total transaction of $3,973,868.50. Following the sale, the chief technology officer owned 46,004 shares in the company, valued at approximately $24,754,752.40. The trade was a 13.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider directly owned 277,110 shares of the company’s stock, valued at $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 340,336 shares of company stock worth $200,062,623. 13.66% of the stock is currently owned by insiders.

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.