1,152 Shares in AppLovin Corporation $APP Bought by Seven Mile Advisory

Seven Mile Advisory purchased a new stake in AppLovin Corporation (NASDAQ:APP) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,152 shares of the company’s stock, valued at approximately $828,000.

A number of other institutional investors also recently bought and sold shares of APP. Revolve Wealth Partners LLC purchased a new position in shares of AppLovin in the 4th quarter valued at about $294,000. Bison Wealth LLC purchased a new stake in AppLovin during the fourth quarter worth approximately $239,000. Integrated Wealth Concepts LLC lifted its stake in AppLovin by 58.0% during the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after purchasing an additional 621 shares during the last quarter. Campbell & CO Investment Adviser LLC acquired a new position in AppLovin in the second quarter valued at approximately $620,000. Finally, Acadian Asset Management LLC boosted its holdings in AppLovin by 4.7% in the second quarter. Acadian Asset Management LLC now owns 18,809 shares of the company’s stock valued at $6,577,000 after purchasing an additional 849 shares in the last quarter. 41.85% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other AppLovin news, CTO Vasily Shikin sold 5,231 shares of AppLovin stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $477.47, for a total value of $2,497,645.57. Following the sale, the chief technology officer owned 30,658 shares of the company’s stock, valued at approximately $14,638,275.26. The trade was a 14.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction that occurred on 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 transaction, the insider owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 97,329 shares of company stock worth $48,642,639 in the last ninety days. 13.66% of the stock is owned by corporate insiders.

AppLovin Stock Down 2.6%

APP stock opened at $449.62 on Friday. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61. The stock has a market capitalization of $151.65 billion, a PE ratio of 46.11, a price-to-earnings-growth ratio of 0.81 and a beta of 2.51. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32. The company has a fifty day moving average of $497.50 and a 200-day moving average of $573.26.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results 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. The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business’s revenue was up 66.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.73 earnings per share. As a group, analysts expect that AppLovin Corporation will post 6.87 EPS for the current year.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham reaffirmed a “buy” and set a $700 price target, signaling continued analyst conviction and providing a clear upside thesis for investors. Needham Buy Rating
• Positive Sentiment: A Seeking Alpha/quant note flagged APP as a “buy” from its system, which can attract algorithmic and momentum buyers. Quant Buy Note
• Neutral Sentiment: Analyst and media pieces argue recent swings reflect market sentiment in digital ads rather than worsening fundamentals — helpful context but not an immediate catalyst. Volatility vs Fundamentals
• Neutral Sentiment: Short-interest data reported for March is anomalous (shows 0 shares / 0 days to cover), suggesting the short-interest snapshot is not a reliable current signal. Investors should treat the short data as non-actionable until clarified.
• Negative Sentiment: Multiple insider sales by CTO Vasily Shikin on March 10 — aggregated trades total tens of millions of dollars at prices roughly in the $477–$513 range — which the market often views as a negative signal on near-term insider conviction. SEC Filing: Insider Sales
• Negative Sentiment: High-profile commentary (Jim Cramer) labeled APP as having “too much risk,” which can amplify downside via retail flows and headline-driven selling. Cramer Commentary
• Negative Sentiment: Forbes piece questions whether APP is a value trap after a recent ~10% pullback over the past month, reinforcing cautious narratives among longer-term investors. Forbes: Value Trap?
• Negative Sentiment: A market write-up noted APP “fell more steeply than the broader market” in the latest session, reflecting the day’s negative price action and sentiment pressure. Zacks: Price Drop

Wall Street Analyst Weigh In

A number of analysts have weighed in on APP shares. Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Jefferies Financial Group lowered 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. Wedbush increased their target price on shares of AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Morgan Stanley set a $720.00 price target on shares of AppLovin in a research note on Thursday, February 12th. Finally, The Goldman Sachs Group reduced their price target on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Twenty investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $654.50.

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.