1,035,293 Shares in AppLovin Corporation $APP Acquired by Capital Research Global Investors

Capital Research Global Investors bought a new position in AppLovin Corporation (NASDAQ:APP) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 1,035,293 shares of the company’s stock, valued at approximately $743,899,000. Capital Research Global Investors owned about 0.31% of AppLovin at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of APP. Vanguard Group Inc. boosted its holdings in AppLovin by 39.4% during the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock worth $17,930,776,000 after buying an additional 7,051,663 shares in the last quarter. State Street Corp raised its stake in AppLovin by 2.4% in the 2nd quarter. State Street Corp now owns 5,615,415 shares of the company’s stock valued at $1,965,844,000 after purchasing an additional 133,402 shares during the last quarter. Jennison Associates LLC boosted its position in AppLovin by 55.2% during the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after acquiring an additional 1,381,970 shares during the last quarter. Norges Bank acquired a new position in shares of AppLovin during the 2nd quarter worth approximately $951,541,000. Finally, Capital World Investors grew its holdings in AppLovin by 0.3% in the 3rd quarter. Capital World Investors now owns 2,635,188 shares of the company’s stock valued at $1,893,477,000 after buying an additional 8,864 shares in the last quarter. 41.85% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at AppLovin

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were 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 directly owned 277,110 shares of the company’s stock, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Corporate insiders own 13.66% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on APP. Weiss Ratings upgraded shares of AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 20th. Royal Bank Of Canada reiterated an “outperform” rating and set a $700.00 price target on shares of AppLovin in a report on Thursday, February 12th. Scotiabank increased their price objective on AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. BTIG Research cut their price target on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Finally, Jefferies Financial Group reduced their target price on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $654.50.

AppLovin Stock Down 7.7%

APP opened at $477.39 on Wednesday. The firm has a 50 day moving average price of $506.24 and a 200 day moving average price of $574.92. The company has a market cap of $161.01 billion, a PE ratio of 48.96, a price-to-earnings-growth ratio of 0.91 and a beta of 2.51. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, beating 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 business had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same period last year, the business earned $1.73 EPS. The business’s revenue was up 66.0% on a year-over-year basis. Sell-side analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current year.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Partnership with Stagwell to put Axon into Stagwell’s media offerings — expands Axon’s reach across mobile and connected TV, introduces AI-driven campaign optimization to Stagwell clients and could drive incremental ad revenue and CTV scale. AppLovin Stagwell Alliance Tests Axon’s AI Across Mobile And CTV
• Positive Sentiment: Kantar/Axon study shows mobile gaming is now a mainstream consumer channel with measurable purchase impact — supports AppLovin’s pitch to advertisers and the longer-term monetization potential of Axon. Mobile Gaming Now a Mainstream Consumer Channel (Kantar)
• Positive Sentiment: Adjust report: gaming app sessions rose in 2025 and retention-focused strategies are accelerating — an industry tailwind that should support demand for AppLovin’s ad and measurement products. Adjust: Gaming App Sessions Rose In 2025
• Positive Sentiment: Market recognition/momentum: coverage highlighting AppLovin as a top-performing S&P 500 name and a trending stock can sustain investor interest and multiple support. Is AppLovin The Best Performing S&P 500 Stock?
• Neutral Sentiment: Zacks feature and other retail/investor attention pieces note APP as a trending/idea stock — useful for sentiment but not a direct fundamental change. Zacks: Why APP is Trending
• Neutral Sentiment: Inclusion in a Zacks “Investment Ideas” roundup increases visibility but is not a direct catalyst. Zacks Investment Ideas Feature
• Neutral Sentiment: Short-interest reports flagged a “significant increase” but the published figures show 0 shares/NaN changes — likely a reporting/data error; do not treat as confirmed rising short activity without clearer data.
• Negative Sentiment: Jim Cramer flagged that AppLovin’s strong margins could attract competitive pressure from Google — raises the risk of margin compression or intensified competition in ad tech if large platforms respond. Jim Cramer Warns APP Investors

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.