AppLovin (NASDAQ:APP) CEO Sells $23,302,000.00 in Stock

AppLovin Corporation (NASDAQ:APP) CEO Arash Adam Foroughi sold 50,000 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at approximately $1,155,972,140.56. The trade was a 1.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

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

• On Thursday, March 12th, Arash Adam Foroughi sold 40,704 shares of AppLovin stock. The stock was sold at an average price of $459.85, for a total value of $18,717,734.40.

AppLovin Stock Up 2.1%

APP stock opened at $458.67 on Monday. The company has a market cap of $154.70 billion, a PE ratio of 47.04, a price-to-earnings-growth ratio of 0.81 and a beta of 2.51. The business has a 50-day simple moving average of $494.31 and a 200 day simple moving average of $574.82. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65.

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

Analyst Ratings Changes

A number of brokerages recently issued reports on APP. Piper Sandler reissued an “overweight” rating and issued a $650.00 price objective (down from $800.00) on shares of AppLovin in a research note on Thursday, February 12th. Oppenheimer cut their target price on AppLovin from $740.00 to $660.00 and set an “outperform” rating for the company in a research note on Thursday, March 5th. Citigroup reduced their target price on AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Wedbush upped their price objective on AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $700.00 price objective on shares of AppLovin in a research note on Thursday, February 12th. Twenty investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target 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

Institutional Trading of AppLovin

Hedge funds and other institutional investors have recently modified their holdings of the stock. CBIZ Investment Advisory Services LLC grew its position in AppLovin by 58.6% during the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after acquiring an additional 17 shares during the last quarter. Redhawk Wealth Advisors Inc. raised its position in AppLovin by 2.9% in the fourth quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock valued at $431,000 after purchasing an additional 18 shares during the last quarter. Verdence Capital Advisors LLC raised its position in AppLovin by 5.7% in the fourth 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 last quarter. Versant Capital Management Inc boosted its stake in shares of AppLovin by 2.8% during the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after purchasing an additional 19 shares in the last quarter. Finally, Claro Advisors LLC grew its holdings in shares of AppLovin by 3.2% during the third quarter. Claro Advisors LLC now owns 647 shares of the company’s stock worth $465,000 after purchasing an additional 20 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

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.