Ameritas Advisory Services LLC Lowers Holdings in AppLovin Corporation $APP

Ameritas Advisory Services LLC cut its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 74.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 824 shares of the company’s stock after selling 2,349 shares during the period. Ameritas Advisory Services LLC’s holdings in AppLovin were worth $592,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. LFA Lugano Financial Advisors SA purchased a new position in AppLovin in the 2nd quarter worth $26,000. Chilton Capital Management LLC acquired a new position in shares of AppLovin during the 3rd quarter worth approximately $29,000. Activest Wealth Management lifted its position in shares of AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after acquiring an additional 38 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in shares of AppLovin during the 2nd quarter worth approximately $33,000. Finally, Heartwood Wealth Advisors LLC acquired a new stake in shares of AppLovin in the 3rd quarter worth $33,000. 41.85% of the stock is owned by hedge funds and other institutional investors.

AppLovin Price Performance

Shares of NASDAQ APP opened at $391.55 on Monday. The company has a current ratio of 3.32, a quick ratio of 3.25 and a debt-to-equity ratio of 1.65. 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 $132.32 billion, a price-to-earnings ratio of 40.16, a PEG ratio of 1.25 and a beta of 2.49. The company’s 50-day moving average price is $596.51 and its 200 day moving average price is $573.25.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the previous year, the firm posted $1.73 earnings per share. The company’s quarterly revenue was up 66.0% compared to the same quarter last year. As a group, research analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 beat and raise — AppLovin reported stronger‑than‑expected Q4 revenue and EPS and issued 2026 guidance above Street estimates, giving investors a fundamentals‑driven reason to buy the stock. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Outstanding margins and cash flow — management reported ~84% adjusted EBITDA margins and very high free‑cash‑flow conversion, highlighting durable profitability that supports a premium valuation. AppLovin Rides on Margin Power: Here’s What You Should Know
• Positive Sentiment: Analyst support and buybacks — several firms reaffirmed or raised targets (and management disclosed large buybacks / cash generation commentary), which helps underwrite the rebound narrative. AppLovin price target raised by Wedbush
• Neutral Sentiment: Mixed analyst moves — although many shops kept Buy/Outperform ratings, several groups trimmed price targets after the volatility; this creates both support and room for further target revisions. Wells Fargo price target change and analyst notes
• Neutral Sentiment: Short‑interest data appears noisy/insignificant in recent reports (entries show zero/NaN), so shorting pressure doesn’t explain today’s move. (No meaningful short interest link available.)
• Negative Sentiment: Competition and AI fears — investors remain worried about potential competition (CloudX) and whether large platforms like Meta could encroach on AppLovin’s adtech niche; that fear helped trigger sharp earlier selloffs. AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
• Negative Sentiment: Broader software/AI rotation — the market‑wide re‑pricing of software names and headlines about a sector pullback have pressured APP despite the company’s strong quarter, prolonging volatility. Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
• Negative Sentiment: Market panic narrative — several commentators say recent selling was driven more by fear than fundamentals, meaning sentiment swings can still produce abrupt downside even after good results. AppLovin drops over competitor concerns, but analysts highlight positive growth drivers

Insider Activity

In other AppLovin news, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction that occurred on 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 directly owned 2,553,161 shares in the company, valued at $1,328,384,136.69. The trade was a 1.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction dated 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 in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 187,786 shares of company stock valued at $100,914,925. Company insiders own 13.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on APP shares. Jefferies Financial Group lowered their price objective on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating for the company in a research report on Thursday. Evercore restated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Wells Fargo & Company decreased their target price on AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a research note on Thursday. Citigroup dropped their price target on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Weiss Ratings cut shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Twenty equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus target price of $651.77.

AppLovin Company 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.