Aptus Capital Advisors LLC Sells 6,465 Shares of AppLovin Corporation $APP

Aptus Capital Advisors LLC decreased its stake in shares of AppLovin Corporation (NASDAQ:APP) by 23.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,045 shares of the company’s stock after selling 6,465 shares during the period. Aptus Capital Advisors LLC’s holdings in AppLovin were worth $15,122,000 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 bought a new stake in AppLovin in the second quarter worth $26,000. Chilton Capital Management LLC purchased a new position in shares of AppLovin during the 3rd quarter worth $29,000. Activest Wealth Management increased its holdings in AppLovin by 760.0% in the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after acquiring an additional 38 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in AppLovin during the 2nd quarter worth approximately $33,000. Finally, Heartwood Wealth Advisors LLC bought a new position in shares of AppLovin in the third quarter worth approximately $33,000. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush and other analysts are bullish on AppLovin’s transition from a mobile-game ad network to a broader AI-driven ad platform and e‑commerce play — investors see this as a multi-year growth runway. AppLovin sees bullish views at Wedbush on AI ad tech, e-commerce expansion
• Positive Sentiment: Management is expanding Axon 2.0 beyond gaming with new Prospecting/Discovery campaign tools and upcoming lead‑generation products for verticals (automotive, insurance, subscriptions) — a clear push to capture higher‑value ad spend. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent Q4 results showed an EPS beat, very high margins and ~66% revenue growth year-over-year — fundamentals that support the bullish narratives around monetization and AI-led efficiency. (Earnings released Feb. 11)
• Neutral Sentiment: Several broker actions are active: Arete Research upgraded the stock and Oppenheimer kept an outperform rating but trimmed its price target from $740 to $660 — the latter still implies significant upside but signals some caution on peak valuation. AppLovin Upgraded at Arete Research Oppenheimer price target change
• Neutral Sentiment: Media coverage and analyst pieces (Zacks, Forbes) are highlighting AppLovin among recovering software/AI names — supportive for sentiment but not a guaranteed catalyst for continued near‑term upside. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Reports flagged a premarket dip in APP despite bullish analyst views — that suggests short‑term trading dynamics (profit‑taking, sector rotation) are influencing price action more than fundamentals this session. AppLovin (APP) Stock Dips in Premarket Despite Bullish Analyst Outlook
• Negative Sentiment: Valuation is the main near‑term constraint: APP trades at a high multiple and recently rebounded ~25% in a month, so some investors may be taking profits and brokers are tempering targets — this can cap upside and pressure the stock in the short term. AppLovin Gains 25% in a Month: Should You Still Buy the Stock?

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Scotiabank raised 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. Arete Research set a $340.00 target price on AppLovin and gave the stock a “neutral” rating in a research report on Monday. Zacks Research lowered AppLovin from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 12th. Weiss Ratings raised AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 20th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $700.00 price target on shares of AppLovin in a research report on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, AppLovin has a consensus rating of “Moderate Buy” and an average price target of $654.50.

AppLovin Stock Down 1.3%

AppLovin stock opened at $502.14 on Friday. The stock has a 50-day simple moving average of $514.19 and a 200-day simple moving average of $571.73. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company has a market capitalization of $169.36 billion, a P/E ratio of 51.50, a PEG ratio of 1.04 and a beta of 2.51. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32.

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

Insider Activity

In related news, Director Dawson Alyssa Harvey sold 150 shares of the stock in a transaction on Monday, December 8th. The stock was 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 in the company, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction 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 in the company, valued at approximately $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 13.66% of the company’s stock.

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.