Amalgamated Bank Has $41.07 Million Stock Holdings in AppLovin Corporation $APP

Amalgamated Bank increased its stake in shares of AppLovin Corporation (NASDAQ:APP) by 216.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,158 shares of the company’s stock after purchasing an additional 39,088 shares during the quarter. Amalgamated Bank’s holdings in AppLovin were worth $41,070,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Revolve Wealth Partners LLC acquired a new stake in shares of AppLovin during the fourth quarter worth $294,000. Bison Wealth LLC bought a new position in AppLovin during the fourth quarter worth about $239,000. Integrated Wealth Concepts LLC grew its position in shares of 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 buying an additional 621 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in shares of AppLovin by 147.6% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 312 shares of the company’s stock valued at $109,000 after acquiring an additional 186 shares during the last quarter. Finally, NorthCrest Asset Manangement LLC raised its position in shares of AppLovin by 3.7% in the 2nd quarter. NorthCrest Asset Manangement LLC now owns 2,232 shares of the company’s stock valued at $762,000 after acquiring an additional 79 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Zacks highlights AppLovin’s Q3 results and says the company’s scalable ad engine (Axon) is now the primary growth driver — rising revenue and very strong EBITDA margins show growth is coming from efficiency, not just volume. AppLovin’s Scalable Ad Engine Emerges as the Real Growth Catalyst
• Positive Sentiment: Evercore ISI initiated coverage with an “outperform” and a $835 price target (roughly +47% vs current levels), giving fresh institutional validation that could support upside if execution continues. Evercore Coverage (Benzinga)
• Positive Sentiment: Seeking Alpha reiterates a buy thesis based on 68% YoY revenue growth, ~82% EBITDA margins, expanding advertiser mix beyond gaming, and management guidance for sustained high double-digit growth — factors that underpin longer-term EPS upside. AppLovin: Buying The Dip Again
• Positive Sentiment: Technical/order-flow traders noted a Power Inflow signal that triggered an intraday bounce after heavy selling — a short-term bullish order-flow cue that can attract momentum buyers. Power Inflow Signal
• Positive Sentiment: Insider buying: Rep. Gilbert Ray Cisneros Jr. disclosed a purchase of APP shares, a small but positive signal to some investors. Insider Purchase
• Neutral Sentiment: Longer-term price forecasts and narrative pieces (e.g., 247WallStreet) emphasize recovery after last year’s sharp sell-off and imply significant upside if growth continues — useful context but not an immediate catalyst. Price Prediction and Forecast 2026-2030
• Negative Sentiment: Contrasting coverage (MSN) asks why the stock is falling despite buy ratings — highlighting that renewed analyst optimism hasn’t yet offset recent heavy selling, likely due to residual legal/short-seller risk and profit-taking at high multiples. Why Is AppLovin Stock Crashing?

AppLovin Stock Down 6.3%

AppLovin stock opened at $568.76 on Friday. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. The firm has a market cap of $192.21 billion, a PE ratio of 69.02, a P/E/G ratio of 1.88 and a beta of 2.50. The firm’s 50 day moving average price is $639.43 and its two-hundred day moving average price is $553.80.

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

Insider Buying and Selling

In other news, CEO Arash Adam Foroughi sold 30,888 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the sale, the chief executive officer owned 2,553,161 shares of the company’s stock, valued at $1,328,384,136.69. This trade represents a 1.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction that occurred 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 transaction, the chief technology officer directly owned 3,323,681 shares of the company’s stock, valued at approximately $1,812,669,143.78. This trade represents a 0.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 340,336 shares of company stock worth $200,062,623 in the last 90 days. Corporate insiders own 13.66% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on APP. Deutsche Bank Aktiengesellschaft set a $705.00 price target on shares of AppLovin and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. BTIG Research reissued a “buy” rating and issued a $771.00 target price on shares of AppLovin in a research note on Wednesday, December 17th. Evercore ISI started coverage on AppLovin in a research report on Wednesday. They set an “outperform” rating and a $835.00 price target on the stock. Wells Fargo & Company lifted their price objective on AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Finally, Jefferies Financial Group increased their target price on AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $706.76.

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.