1,500 Shares in AppLovin Corporation $APP Purchased by Pacific Point Advisors LLC

Pacific Point Advisors LLC bought a new stake in AppLovin Corporation (NASDAQ:APP) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,500 shares of the company’s stock, valued at approximately $1,078,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Revolve Wealth Partners LLC acquired a new stake in shares of AppLovin in the 4th quarter worth approximately $294,000. Bison Wealth LLC acquired a new stake in AppLovin in the fourth quarter valued at $239,000. Integrated Wealth Concepts LLC grew its holdings in AppLovin by 58.0% in the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after purchasing an additional 621 shares during the last quarter. Sequoia Financial Advisors LLC increased its position in shares of AppLovin by 28.7% in the second quarter. Sequoia Financial Advisors LLC now owns 4,086 shares of the company’s stock valued at $1,431,000 after buying an additional 912 shares in the last quarter. Finally, Sagespring Wealth Partners LLC raised its stake in shares of AppLovin by 31.3% during the 2nd quarter. Sagespring Wealth Partners LLC now owns 1,304 shares of the company’s stock worth $456,000 after buying an additional 311 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on APP shares. 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. Weiss Ratings downgraded shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Evercore reissued a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. Deutsche Bank Aktiengesellschaft set a $705.00 price objective on AppLovin and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Finally, Benchmark reiterated a “buy” rating on shares of AppLovin in a report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus price target of $651.77.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 beat and raise — AppLovin reported stronger‑than‑expected Q4 revenue and EPS and issued 2026 guidance above Street estimates, giving investors a fundamentals‑driven reason to buy the stock. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Outstanding margins and cash flow — management reported ~84% adjusted EBITDA margins and very high free‑cash‑flow conversion, highlighting durable profitability that supports a premium valuation. AppLovin Rides on Margin Power: Here’s What You Should Know
• Positive Sentiment: Analyst support and buybacks — several firms reaffirmed or raised targets (and management disclosed large buybacks / cash generation commentary), which helps underwrite the rebound narrative. AppLovin price target raised by Wedbush
• Neutral Sentiment: Mixed analyst moves — although many shops kept Buy/Outperform ratings, several groups trimmed price targets after the volatility; this creates both support and room for further target revisions. Wells Fargo price target change and analyst notes
• Neutral Sentiment: Short‑interest data appears noisy/insignificant in recent reports (entries show zero/NaN), so shorting pressure doesn’t explain today’s move. (No meaningful short interest link available.)
• Negative Sentiment: Competition and AI fears — investors remain worried about potential competition (CloudX) and whether large platforms like Meta could encroach on AppLovin’s adtech niche; that fear helped trigger sharp earlier selloffs. AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
• Negative Sentiment: Broader software/AI rotation — the market‑wide re‑pricing of software names and headlines about a sector pullback have pressured APP despite the company’s strong quarter, prolonging volatility. Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
• Negative Sentiment: Market panic narrative — several commentators say recent selling was driven more by fear than fundamentals, meaning sentiment swings can still produce abrupt downside even after good results. AppLovin drops over competitor concerns, but analysts highlight positive growth drivers

Insider Buying and Selling

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction dated 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 sale, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Arash Adam Foroughi sold 30,888 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the transaction, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. This represents a 1.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 187,786 shares of company stock worth $100,914,925. 13.66% of the stock is owned by company insiders.

AppLovin Stock Up 6.7%

Shares of NASDAQ APP opened at $391.55 on Friday. The firm has a market cap of $132.32 billion, a P/E ratio of 40.16, a price-to-earnings-growth ratio of 1.20 and a beta of 2.49. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.25 and a current ratio of 3.32. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The firm’s 50 day moving average price is $596.51 and its 200 day moving average price is $570.32.

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