4,543 Shares in AppLovin Corporation $APP Bought by F m Investments LLC

F m Investments LLC bought a new position in shares of AppLovin Corporation (NASDAQ:APP) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 4,543 shares of the company’s stock, valued at approximately $3,061,000.

A number of other institutional investors have also added to or reduced their stakes in APP. Board of the Pension Protection Fund acquired a new position in AppLovin during the fourth quarter worth $27,000. Chilton Capital Management LLC acquired a new position in AppLovin during the third quarter worth $29,000. Activest Wealth Management increased its holdings in AppLovin by 760.0% during the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after buying an additional 38 shares during the last quarter. Laurel Wealth Advisors LLC acquired a new position in AppLovin during the fourth quarter worth $32,000. Finally, CBIZ Investment Advisory Services LLC increased its holdings in AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin posted a strong Q1 2026 beat, with revenue up 59% year over year to $1.84 billion and adjusted EPS of $3.56, both above expectations. AppLovin Beats Quarterly Revenue Expectations. The Stock is Up.
• Positive Sentiment: Management’s outlook also impressed, with Q2 revenue guidance of $1.915 billion to $1.945 billion and adjusted EBITDA margins of roughly 84% to 85%, reinforcing confidence in AppLovin’s profitability. AppLovin expects Q2 2026 revenue of $1.915B-$1.945B…
• Positive Sentiment: Several reports highlighted accelerating e-commerce and AI ad growth, while Morgan Stanley said the quarter made it more convinced AppLovin is still early in a larger growth story. Morgan Stanley spills beans on what’s next for AppLovin stock
• Positive Sentiment: Brokerage coverage stayed upbeat, including Needham reaffirming a Buy rating and Wedbush and Wells Fargo raising price targets, which supports sentiment around the name. Analyst rating and price target updates
• Neutral Sentiment: Despite the strong results, the stock has shown volatile post-earnings trading as investors digest the numbers and the near-term setup for the June Axon platform launch. AppLovin Stock Jumps, Then Reverses, Following Q1 Results
• Negative Sentiment: Some commentary warned that the growth story may need more time to fully play out, with consumer/e-commerce still a relatively small part of sales, which may be limiting enthusiasm in the near term. AppLovin: Growth Story Has A Patience Problem (Downgrade)

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Wedbush restated an “outperform” rating and set a $640.00 target price on shares of AppLovin in a report on Thursday. Jefferies Financial Group lowered their target price on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Citigroup lowered their target price on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Benchmark reaffirmed a “buy” rating on shares of AppLovin in a research report on Friday, March 6th. Finally, Weiss Ratings cut shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus price target of $664.35.

Insiders Place Their Bets

In other news, CEO Arash Adam Foroughi sold 50,000 shares of the business’s stock in a transaction dated 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 completion of 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CTO Vasily Shikin sold 62,804 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the completion of the sale, the chief technology officer directly owned 3,255,273 shares of the company’s stock, valued at approximately $1,583,462,445.39. The trade was a 1.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 365,244 shares of company stock valued at $169,584,607 over the last ninety days. 13.66% of the stock is currently owned by company insiders.

AppLovin Trading Down 6.1%

APP stock opened at $468.55 on Friday. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.32. The company has a fifty day moving average price of $442.83 and a two-hundred day moving average price of $532.96. AppLovin Corporation has a one year low of $320.00 and a one year high of $745.61. The stock has a market cap of $158.03 billion, a price-to-earnings ratio of 40.25, a price-to-earnings-growth ratio of 0.80 and a beta of 2.37.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The firm had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.77 billion. During the same period in the previous year, the business posted $1.67 earnings per share. The company’s revenue for the quarter was up 58.9% compared to the same quarter last year. Equities analysts anticipate that AppLovin Corporation will post 15.77 EPS for the current year.

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.