Caisse Des Depots ET Consignations Makes New $1.87 Million Investment in AppLovin Corporation $APP

Caisse Des Depots ET Consignations acquired a new stake in AppLovin Corporation (NASDAQ:APP) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,604 shares of the company’s stock, valued at approximately $1,871,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of APP. Versant Capital Management Inc increased its holdings in AppLovin by 2.8% in the 3rd quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after buying an additional 19 shares during the period. Optas LLC boosted its holdings in shares of AppLovin by 2.5% in the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock valued at $630,000 after acquiring an additional 21 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its stake in shares of AppLovin by 19.6% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after acquiring an additional 22 shares during the period. Avestar Capital LLC increased its stake in shares of AppLovin by 2.1% in the second quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock worth $391,000 after acquiring an additional 23 shares during the period. Finally, Proffitt & Goodson Inc. raised its holdings in shares of AppLovin by 65.7% during the third quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock worth $42,000 after purchasing an additional 23 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Reported strong Q4 profitability and beat consensus on EPS; Q4 EPS was $3.24 vs. estimates of $2.89 and management reported a 66% year-over-year revenue increase. This underpins the company’s high margins and cash generation. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Company press release/financials show material revenue ramp to $1.66B for the quarter and very strong net margin/ROE metrics, supporting longer-term upside if growth sustains. BusinessWire: Q4 & Full-Year Results
• Neutral Sentiment: Full earnings call transcript and investor materials are available for detail on guidance, segment performance and management commentary — useful for assessing forward assumptions. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: News outlets flagged softer advertising demand and rising competition; Reuters reported the quarter “missed quarterly revenue estimates” in the context of tepid ad demand, which likely pressured the stock despite the beat on certain metrics. Reuters: Misses Revenue Estimates Amid Competition
• Negative Sentiment: Market reaction/coverage showed the shares dipping in after-hours trading and commentary highlighting the stock falling “despite” results — indicating investor concern about guidance, demand trends or valuation after recent run-ups. CNBC: After-Hours Movers
• Neutral Sentiment: Context: the stock had recently rallied after a short-seller retraction, raising the bar for continued gains and making the name susceptible to profit-taking on any sign of mixed execution. MSN: Short-seller Retraction Coverage

Analysts Set New Price Targets

Several equities research analysts have commented on APP shares. Weiss Ratings lowered shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Evercore reissued a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Needham & Company LLC raised AppLovin from a “hold” rating to a “buy” rating and set a $700.00 target price on the stock in a report on Monday, January 26th. Scotiabank boosted their price target on AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. Finally, Zacks Research upgraded AppLovin from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus target price of $686.05.

AppLovin Stock Performance

NASDAQ:APP opened at $456.81 on Thursday. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. The stock has a market capitalization of $154.38 billion, a PE ratio of 55.44, a P/E/G ratio of 1.56 and a beta of 2.49. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company has a fifty day moving average of $608.86 and a two-hundred day moving average of $571.60.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.35. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter last year, the business earned $1.73 earnings per share. The company’s revenue for the quarter was up 66.0% compared to the same quarter last year. As a group, research analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Insider Transactions at AppLovin

In other news, CTO Vasily Shikin sold 14,708 shares of AppLovin stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $548.45, for a total value of $8,066,602.60. Following the sale, the chief technology officer directly owned 35,889 shares of the company’s stock, valued at $19,683,322.05. The trade was a 29.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the transaction, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 187,786 shares of company stock valued at $100,914,925 in the last 90 days. Corporate insiders own 13.66% of the company’s stock.

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.