14,576 Shares in AppLovin Corporation $APP Purchased by Benchmark Investment Advisors LLC

Benchmark Investment Advisors LLC purchased a new position in AppLovin Corporation (NASDAQ:APP) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 14,576 shares of the company’s stock, valued at approximately $10,365,000. AppLovin comprises 6.0% of Benchmark Investment Advisors LLC’s holdings, making the stock its 2nd largest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Revolve Wealth Partners LLC bought a new stake in shares of AppLovin in the 4th quarter worth $294,000. Bison Wealth LLC bought a new position in AppLovin during the 4th quarter valued at about $239,000. Integrated Wealth Concepts LLC lifted its stake in AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after acquiring an additional 621 shares during the period. Campbell & CO Investment Adviser LLC purchased a new stake in shares of AppLovin during the 2nd quarter valued at about $620,000. Finally, Allworth Financial LP boosted its holdings in shares of AppLovin by 205.4% during the 2nd quarter. Allworth Financial LP now owns 2,611 shares of the company’s stock valued at $914,000 after acquiring an additional 1,756 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

Insider Activity

In other news, CEO Arash Adam Foroughi sold 50,000 shares of AppLovin stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $466.04, for a total value of $23,302,000.00. Following the transaction, the chief executive officer directly owned 2,480,414 shares in the company, valued at approximately $1,155,972,140.56. This trade represents a 1.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the completion of the transaction, the insider owned 277,110 shares of the company’s stock, valued at $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. Over the last ninety days, insiders have sold 188,033 shares of company stock worth $90,662,374. Corporate insiders own 13.66% of the company’s stock.

AppLovin Price Performance

Shares of AppLovin stock opened at $458.67 on Friday. The stock has a market cap of $154.70 billion, a price-to-earnings ratio of 47.04, a price-to-earnings-growth ratio of 0.79 and a beta of 2.51. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32. The stock has a 50 day moving average price of $494.31 and a 200-day moving average price of $573.31. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. The company had revenue of $1.66 billion during 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%.AppLovin’s revenue was up 66.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.73 EPS. Equities analysts expect that AppLovin Corporation will post 6.87 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Scotiabank boosted their target price on shares of AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Oppenheimer dropped their price target on AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a research note on Thursday, March 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $700.00 price objective on shares of AppLovin in a report on Wednesday. Arete Research set a $340.00 target price on AppLovin and gave the company a “neutral” rating in a report on Monday, March 2nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $700.00 target price on shares of AppLovin in a research report on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, AppLovin currently has an average rating of “Moderate Buy” and an average target price of $654.50.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush bullish on AppLovin: analysts reiterate confidence in the company’s AI-driven ad platform and growth runway, which supports upside expectations for revenue and margins. Why Wedbush analysts love AppLovin stock right now
• Positive Sentiment: Needham issues a Buy rating — fresh institutional support that can boost demand from discretionary and quant buyers. AppLovin (NASDAQ:APP) Earns Buy Rating from Needham & Company LLC
• Positive Sentiment: Longer-term AI upside highlighted by The Motley Fool — AppLovin is named among firms that could materially outpace peers over five years if AI-driven monetization scales. This underscores growth narratives that investors are pricing in. Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies in 5 Years
• Neutral Sentiment: Discussion of record profits vs. skepticism—coverage notes strong profitability but asks whether that will quiet market concerns; keeps the debate open on valuation. AppLovin: Can Record Profits Overcome Market Skepticism?
• Neutral Sentiment: Analysts/commentary pointing to volatility as sentiment-driven rather than fundamental weakness—useful context but not an immediate catalyst. AppLovin’s Volatility Reflects Market Sentiment, Not Weakness
• Neutral Sentiment: Short-interest data in recent reports appears unreliable/zero and should be treated cautiously; not currently a meaningful short-squeeze signal.
• Negative Sentiment: Substantial insider selling by CTO Vasily Shikin across multiple filings — large block sales (totaling tens of millions) reduce insider ownership and can pressure sentiment. Vasily Shikin insider trades
• Negative Sentiment: Public caution from high-profile commentators (Jim Cramer: “Too Much Risk There”) raises retail investor wariness and could amplify short-term selling. Jim Cramer on AppLovin: “Too Much Risk There”
• Negative Sentiment: Recent price weakness noted by Zacks and Forbes pieces questioning valuation/dip increases debate over whether this is a buying opportunity or a value trap. AppLovin (APP) Falls More Steeply Than Broader Market

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.