Eduardo Vivas Sells 20,910 Shares of AppLovin (NASDAQ:APP) Stock

AppLovin Corporation (NASDAQ:APP) Director Eduardo Vivas sold 20,910 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $458.67, for a total value of $9,590,789.70. Following the completion of the transaction, the director owned 7,112,382 shares in the company, valued at $3,262,236,251.94. The trade was a 0.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

Eduardo Vivas also recently made the following trade(s):

• On Monday, March 16th, Eduardo Vivas sold 163,910 shares of AppLovin stock. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90.

AppLovin Trading Up 0.6%

APP opened at $442.39 on Friday. The stock has a market capitalization of $149.21 billion, a price-to-earnings ratio of 45.37, a P/E/G ratio of 0.77 and a beta of 2.51. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The company has a 50-day simple moving average of $476.11 and a 200 day simple moving average of $573.00.

AppLovin (NASDAQ:APP) last released its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating the consensus estimate of $2.89 by $0.35. The firm 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 quarterly revenue was up 66.0% compared to the same quarter last year. During the same period last year, the firm earned $1.73 EPS. Analysts predict that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AXON & MAX revenue momentum — Research notes highlight AXON and the MAX unified auction driving strong expansion outside gaming, with Zacks citing ~70% revenue growth drivers for 2025 that underpin near‑term top‑line momentum. AppLovin’s Axon and MAX Power 70% Revenue Growth in 2025
• Positive Sentiment: Analyst backing and upside thesis — Consensus broker ratings remain bullish (average ≈ Moderate Buy) and multiple houses still see substantial upside versus the current price, which supports buyer interest on dips. Why Analysts Love AppLovin Stock but the Market Doesn’t
• Positive Sentiment: Long‑term growth case intact — Style/score pieces continue to list APP among top growth names based on AI ad stack and monetization tools, supporting longer‑term holders. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Valuation vs. buybacks — Analysts note AppLovin trades at steep premiums to peers; buybacks and cash flow are supportive but execution (notably 2026 margin improvement) must materialize to justify multiples. Is APP Overvalued? Valuation, Buybacks and 2026 Margin Signals
• Neutral Sentiment: Noise around major investor relationships — Reporting that JPMorgan cut ties with a prominent investor in AppLovin creates headline risk but does not directly change AppLovin’s fundamentals; it’s a short‑term sentiment factor to monitor. JPMorgan Ends Ties With AppLovin Investor Holding $4.6 Billion Stake
• Negative Sentiment: Insider selling — Director Eduardo Vivas sold ~163,910 shares (~$74M) recently; large director sales have been cited as the main catalyst for recent intraday weakness. AppLovin (NASDAQ:APP) Director Sells 163,910 Shares
• Negative Sentiment: Market reaction & thinner liquidity — Coverage links the recent price drop to that insider sale plus below‑average volume, suggesting weaker bid support can amplify declines until clearer execution or fresh buying appears. AppLovin Stock Price Down Following Insider Selling

Wall Street Analysts Forecast Growth

Several research analysts have commented on APP shares. Benchmark restated a “buy” rating on shares of AppLovin in a research report on Friday, March 6th. BTIG Research reduced 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. Zacks Research lowered AppLovin from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 12th. Wells Fargo & Company lowered their price target on AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Finally, Scotiabank upped their price objective on AppLovin from $750.00 to $775.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $654.50.

Institutional Trading of AppLovin

A number of hedge funds have recently added to or reduced their stakes in the stock. CBIZ Investment Advisory Services LLC grew its position in shares of AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the last quarter. Redhawk Wealth Advisors Inc. lifted its stake in AppLovin by 2.9% in the fourth quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock worth $431,000 after acquiring an additional 18 shares during the period. Verdence Capital Advisors LLC lifted its stake in AppLovin by 5.7% in the fourth quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock worth $224,000 after acquiring an additional 18 shares during the period. Versant Capital Management Inc boosted its holdings in AppLovin by 2.8% in the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after acquiring an additional 19 shares in the last quarter. Finally, Claro Advisors LLC increased its position in AppLovin by 3.2% during the 3rd quarter. Claro Advisors LLC now owns 647 shares of the company’s stock valued at $465,000 after purchasing an additional 20 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

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.