Avanza Fonder AB Acquires Shares of 1,237 AppLovin Corporation $APP

Avanza Fonder AB bought a new stake in shares of AppLovin Corporation (NASDAQ:APP) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 1,237 shares of the company’s stock, valued at approximately $834,000.

A number of other hedge funds also recently made changes to their positions in the business. Overbrook Management Corp purchased a new position in AppLovin in the fourth quarter valued at about $10,179,000. SG Americas Securities LLC increased its stake in shares of AppLovin by 114.7% during the 4th quarter. SG Americas Securities LLC now owns 77,158 shares of the company’s stock worth $51,991,000 after purchasing an additional 41,215 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in shares of AppLovin by 15.3% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,725 shares of the company’s stock worth $4,531,000 after purchasing an additional 891 shares during the last quarter. Fulton Bank N.A. raised its holdings in shares of AppLovin by 8.3% in the 4th quarter. Fulton Bank N.A. now owns 8,717 shares of the company’s stock worth $5,874,000 after purchasing an additional 671 shares during the period. Finally, Regent Peak Wealth Advisors LLC purchased a new position in AppLovin in the fourth quarter valued at approximately $273,000. 41.85% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other AppLovin news, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the completion of the transaction, the director owned 6,969,382 shares of the company’s stock, valued at $3,160,545,043.18. The trade was a 2.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Arash Adam Foroughi sold 50,000 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $466.04, for a total value of $23,302,000.00. Following the sale, the chief executive officer owned 2,480,414 shares in the company, valued at approximately $1,155,972,140.56. This represents a 1.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 365,244 shares of company stock worth $169,584,607 in the last quarter. 13.66% of the stock is owned by company insiders.

AppLovin Trading Up 0.2%

NASDAQ:APP opened at $436.69 on Thursday. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The stock’s fifty day moving average price is $463.84 and its two-hundred day moving average price is $571.98. 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 company has a market cap of $147.29 billion, a P/E ratio of 44.79, a P/E/G ratio of 0.76 and a beta of 2.51.

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

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on APP shares. Benchmark reissued a “buy” rating on shares of AppLovin in a report on Friday, March 6th. BTIG Research lowered their target price on AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Scotiabank upped their price target on AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Weiss Ratings lowered AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 10th. Finally, Morgan Stanley set a $720.00 price objective on AppLovin in a research note 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’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $654.50.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and coverage comparisons favor AppLovin’s growth profile versus peers — recent pieces argue AppLovin’s Axon-powered ad platform and surging revenue position it ahead of Duolingo, supporting relative investor preference for APP. APP vs DUOL: Which Mobile-Tech Growth Stock Is the Better Buy Now?
• Positive Sentiment: Buy-side support: coverage and investor commentary (e.g., William Blair reiteration cited after an investor meeting) highlight confidence in continued high-margin, AI-driven ad monetization, a tailwind for near- to medium-term revenue and margins. AppLovin (APP) Growth Driven by AI-Powered Advertising Platform
• Neutral Sentiment: Balanced market commentary notes strong commercial traction for Axon but emphasizes valuation and placement within the AI-software stack — headline optimism is tempered by reassessment of where AppLovin’s value sits relative to other AI infrastructure players. Is AppLovin (APP) Positioned Above or Below the Value Line in an AI‑Driven Software Stack?
• Neutral Sentiment: Insider-transaction coverage flags a mix of RSU tax-related sales and planned activity versus discretionary buys; read the fine print — these trades aren’t a clear directional signal by themselves. These Insider Trades Look Like Clear Signals—Until You Read the Fine Print (APP)
• Neutral Sentiment: Short-interest notices show reported large increases but contain inconsistent/zero values and NaN figures — data appears unreliable, so short-interest signals are ambiguous for now. (Multiple March 24 filings)
• Negative Sentiment: Price volatility: AppLovin recently fell more than the broader market (a multi-percent pullback), reflecting profit-taking, macro/sector rotation and investor caution around how AI shifts could reshape ad tech economics. Here’s Why AppLovin (APP) Fell More Than Broader Market
• Negative Sentiment: Broader AI-risk: commentary warns that autonomous AI agents (e.g., new agent-like tools) could change enterprise software dynamics and advertising flows — a structural risk that could pressure multiples if adoption disrupts existing ad monetization models. Is AppLovin (APP) Positioned Above or Below the Value Line in an AI‑Driven Software Stack?

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.