Insider Selling: AppLovin (NASDAQ:APP) CEO Sells $18,717,734.40 in Stock

AppLovin Corporation (NASDAQ:APP) CEO Arash Adam Foroughi sold 40,704 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $459.85, for a total transaction of $18,717,734.40. Following the sale, the chief executive officer owned 2,430,414 shares of the company’s stock, valued at $1,117,625,877.90. This trade represents a 1.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link.

Arash Adam Foroughi also recently made the following trade(s):

• On Wednesday, March 11th, Arash Adam Foroughi sold 50,000 shares of AppLovin stock. The stock was sold at an average price of $466.04, for a total transaction of $23,302,000.00.

AppLovin Stock Up 2.1%

AppLovin stock opened at $458.67 on Monday. The firm has a market capitalization of $154.70 billion, a price-to-earnings ratio of 47.04, a price-to-earnings-growth ratio of 0.81 and a beta of 2.51. The firm’s fifty day moving average price is $494.31 and its two-hundred day moving average price is $574.82. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The company had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the previous year, the firm posted $1.73 earnings per share. The firm’s revenue for the quarter was up 66.0% on a year-over-year basis. On average, equities research analysts predict that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Hedge Funds Weigh In On AppLovin

Several institutional investors have recently modified their holdings of the business. CBIZ Investment Advisory Services LLC increased its position in shares of AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares during the last quarter. Redhawk Wealth Advisors Inc. boosted its position 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 purchasing an additional 18 shares during the last quarter. Verdence Capital Advisors LLC grew its stake in AppLovin by 5.7% in the 4th quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock valued at $224,000 after purchasing an additional 18 shares during the period. Versant Capital Management Inc grew its stake in AppLovin by 2.8% in the 3rd quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after purchasing an additional 19 shares during the period. Finally, Claro Advisors LLC increased its position in shares of 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 last quarter. 41.85% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on APP. Benchmark reissued a “buy” rating on shares of AppLovin in a research note on Friday, March 6th. Wedbush upped their price target on AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Piper Sandler reissued an “overweight” rating and issued a $650.00 price target (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Oppenheimer dropped their price objective on AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a research note on Thursday, March 5th. Finally, Morgan Stanley set a $720.00 price objective on shares of AppLovin in a report on Thursday, February 12th. Twenty analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, AppLovin currently has a consensus rating of “Moderate Buy” and an average target price of $654.50.

AppLovin News Roundup

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

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.