Blair William & Co. IL Has $227.34 Million Position in AppLovin Corporation $APP

Blair William & Co. IL increased its stake in shares of AppLovin Corporation (NASDAQ:APP) by 106.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 316,388 shares of the company’s stock after acquiring an additional 163,210 shares during the quarter. Blair William & Co. IL owned approximately 0.09% of AppLovin worth $227,337,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of APP. Vanguard Group Inc. raised its holdings in shares of AppLovin by 39.4% during the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock valued at $17,930,776,000 after purchasing an additional 7,051,663 shares during the period. State Street Corp boosted its position in shares of AppLovin by 2.4% during the 2nd quarter. State Street Corp now owns 5,615,415 shares of the company’s stock worth $1,965,844,000 after purchasing an additional 133,402 shares in the last quarter. Jennison Associates LLC grew its stake in shares of AppLovin by 55.2% in the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock valued at $2,792,355,000 after buying an additional 1,381,970 shares during the period. Norges Bank acquired a new stake in shares of AppLovin in the 2nd quarter valued at about $951,541,000. Finally, Rakuten Investment Management Inc. bought a new stake in AppLovin in the 3rd quarter valued at about $1,456,108,000. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction on 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 directly owned 277,110 shares of the company’s stock, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the sale, the director owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 13.66% of the company’s stock.

AppLovin News Summary

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?

AppLovin Stock Performance

Shares of APP opened at $502.14 on Friday. The firm has a market capitalization of $169.36 billion, a P/E ratio of 51.50, a P/E/G ratio of 1.04 and a beta of 2.51. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The stock has a 50 day moving average price of $514.19 and a two-hundred day moving average price of $571.73. 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 posted its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. The company had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The company’s revenue for the quarter was up 66.0% on a year-over-year basis. During the same quarter last year, the company earned $1.73 earnings per share. Equities analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. Evercore reaffirmed a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. Arete Research set a $340.00 price objective on AppLovin and gave the company a “neutral” rating in a report on Monday. Needham & Company LLC reaffirmed a “buy” rating and set a $700.00 target price on shares of AppLovin in a research report on Thursday, February 12th. BTIG Research cut their target price on AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Finally, Piper Sandler restated an “overweight” rating and set a $650.00 price target (down from $800.00) on shares of AppLovin in a research note on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $654.50.

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.