American Century Companies Inc. Sells 46,433 Shares of AppLovin Corporation $APP

American Century Companies Inc. trimmed its holdings in AppLovin Corporation (NASDAQ:APP) by 5.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 808,703 shares of the company’s stock after selling 46,433 shares during the period. American Century Companies Inc. owned about 0.24% of AppLovin worth $581,089,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of APP. Chilton Capital Management LLC acquired a new position in AppLovin during the third quarter worth $29,000. Activest Wealth Management lifted its position in shares of AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after buying an additional 38 shares during the last quarter. Heartwood Wealth Advisors LLC bought a new position in AppLovin during the third quarter worth $33,000. CBIZ Investment Advisory Services LLC grew its stake in AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after buying an additional 17 shares during the last quarter. Finally, Bogart Wealth LLC increased its position in AppLovin by 100.0% during the 3rd quarter. Bogart Wealth LLC now owns 48 shares of the company’s stock worth $34,000 after buying an additional 24 shares during the period. 41.85% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently weighed in on APP. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $700.00 price target on shares of AppLovin in a report on Thursday, February 12th. Needham & Company LLC reiterated a “buy” rating and set a $700.00 target price on shares of AppLovin in a research report 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. BTIG Research lowered their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Finally, Morgan Stanley set a $720.00 price target on AppLovin in a report on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $651.77.

Insiders Place Their Bets

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the transaction, the director owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. This trade represents a 5.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the sale, the insider directly owned 277,110 shares in the company, valued at approximately $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 13.66% of the stock is currently owned by corporate insiders.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: MarketBeat / Altimetry argues AppLovin’s data moat and AI optimization leave it mispriced after a sharp drop; they see durable earnings growth potential versus current market fear. AI Is Separating Software Winners From Losers, 2 Experts Explain (APP)
• Positive Sentiment: Analysts remain broadly bullish — several broker notes keep Buy ratings even after model/valuation adjustments, signaling institutional confidence that recent weakness may be sentiment-driven rather than structural. Analysts Remain Bullish on AppLovin Corporation (APP) Despite Target Cuts
• Positive Sentiment: Short-term buying interest has shown up in headlines describing intraday surges, indicating episodic demand that can create bounce opportunities for traders. AppLovin Stock Surges Wednesday: What’s Driving The Action?
• Neutral Sentiment: Raymond James notes a developing tradeable bounce across software names as the group attempts to stabilise at technical support—this helps explain cross-stock flows impacting APP. Tradeable bounce is developing in software stocks, Raymond James says
• Neutral Sentiment: Coverage pieces from Zacks and Forbes are driving attention/volume but don’t deliver new company-specific catalysts; they can amplify trading but aren’t decisive fundamentals. Is Trending Stock AppLovin Corporation (APP) a Buy Now? AppLovin Vs. Synopsys: Which Software Stock Is The Better Buy?
• Neutral Sentiment: Macro/sector context: coverage noting multiple tech names down sharply year‑to‑date helps explain broad selling pressure rather than APP‑specific insolvency. Wall Street Sees Major Upside in These 4 Beaten-Down Tech Stocks — Is the Selloff Overdone?
• Negative Sentiment: Price-target trims (e.g., BofA cutting its APP target from $780 to $705) reduce near-term upside expectations and can pressure sentiment even when ratings remain Buy. Analysts Remain Bullish on AppLovin Corporation (APP) Despite Target Cuts
• Negative Sentiment: AI‑narrative fear—headlines about “vibe‑coded” AI ad platforms—has driven indiscriminate selling; that sentiment swing is the clearest near‑term driver of today’s decline. AI Is Separating Software Winners From Losers, 2 Experts Explain (APP)
• Neutral Sentiment: Short‑interest reports in these feeds show contradictory/invalid values (0 shares / NaN); treat those data items as unreliable until corrected—no clear short‑squeeze signal.

AppLovin Price Performance

Shares of NASDAQ:APP opened at $434.77 on Friday. The company’s fifty day moving average price is $539.46 and its 200-day moving average price is $570.75. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61. 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 firm has a market capitalization of $146.93 billion, a price-to-earnings ratio of 44.59, a PEG ratio of 0.91 and a beta of 2.49.

AppLovin (NASDAQ:APP) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 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 analysts’ expectations of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business’s quarterly revenue was up 66.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.73 EPS. On average, equities research analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

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.