AppLovin Corporation $APP Stock Holdings Lifted by DNB Asset Management AS

DNB Asset Management AS increased its holdings in AppLovin Corporation (NASDAQ:APP) by 82.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 80,911 shares of the company’s stock after buying an additional 36,522 shares during the period. DNB Asset Management AS’s holdings in AppLovin were worth $58,138,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the business. LFA Lugano Financial Advisors SA acquired a new position in AppLovin in the second quarter valued at approximately $26,000. Chilton Capital Management LLC bought a new stake in shares of AppLovin in the 3rd quarter worth approximately $29,000. Activest Wealth Management lifted its holdings in shares of AppLovin by 760.0% in the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after purchasing an additional 38 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in AppLovin during the 2nd quarter valued at approximately $33,000. Finally, Heartwood Wealth Advisors LLC bought a new position in AppLovin during the 3rd quarter worth $33,000. Institutional investors own 41.85% of the company’s stock.

AppLovin Price Performance

NASDAQ APP opened at $444.93 on Friday. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. The firm has a market capitalization of $150.36 billion, a PE ratio of 45.63, a P/E/G ratio of 0.87 and a beta of 2.49. The company’s 50 day simple moving average is $545.19 and its 200 day simple moving average is $570.96.

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

Analyst Ratings Changes

Several brokerages have recently issued reports on APP. Morgan Stanley set a $720.00 price target on shares of AppLovin in a report on Thursday, February 12th. Scotiabank boosted their target price on shares of AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Weiss Ratings upgraded shares of AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 20th. The Goldman Sachs Group cut their price target on AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $700.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, AppLovin presently has an average rating of “Moderate Buy” and a consensus target price of $651.77.

Insider Activity

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $693.32, for a total value of $103,998.00. Following the completion of the sale, the director directly owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 13.66% of the company’s stock.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: MarketBeat / Altimetry spotlights AppLovin as an AI beneficiary, arguing recent selling is narrative panic rather than weakening fundamentals and highlighting AppLovin’s proprietary data and AI optimization as durable advantages. This narrative supports a re-rating if investors rotate back into AI beneficiaries. Read More.
• Positive Sentiment: Analysts remain constructive: Bank of America trimmed its price target (to $705) after the earnings call but kept a Buy rating — signaling confidence in the business despite a valuation reset. That maintained-buy stance helps cushion sentiment. Read More.
• Positive Sentiment: Independent upgrades and comparative coverage (Seeking Alpha, Zacks/Yahoo pieces comparing APP vs. Arm) emphasize AppLovin’s robust Q4 growth, high EBITDA margins and AI tailwinds — increasing investor interest after the recent correction. Read More. | Read More.
• Positive Sentiment: Macro/sector support: Raymond James and others note a tradable bounce developing in software after a steep selloff, which can lift high-beta, AI-exposed names like AppLovin when sector flows recover. Read More.
• Neutral Sentiment: Headline coverage and trade reporting (MSN) summarized the move today and likely amplified momentum, but is descriptive rather than new fundamental information. Read More.
• Neutral Sentiment: Short‑interest entries in the data feed show zero/NaN values (likely a reporting anomaly) — not a meaningful short‑squeeze signal based on available figures. (Data should be treated with caution.)
• Negative Sentiment: Contrarian coverage (Forbes) warns the recent selloff reflects real investor worry about stretched valuations and potential growth deceleration despite strong recent results — a reminder that valuation risk remains if AI enthusiasm cools. Read More.

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.