MUFG Securities EMEA plc Has $7.48 Million Position in AppLovin Corporation $APP

MUFG Securities EMEA plc increased its position in AppLovin Corporation (NASDAQ:APP) by 114.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,102 shares of the company’s stock after buying an additional 5,920 shares during the quarter. MUFG Securities EMEA plc’s holdings in AppLovin were worth $7,481,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Washington Trust Advisors Inc. increased its stake in shares of AppLovin by 160.0% in the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after buying an additional 24 shares during the period. Board of the Pension Protection Fund acquired a new position in shares of AppLovin in the fourth quarter valued at approximately $27,000. CBIZ Investment Advisory Services LLC increased its stake in shares of AppLovin by 58.6% in the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after buying an additional 17 shares during the period. Laurel Wealth Advisors LLC acquired a new position in shares of AppLovin in the fourth quarter valued at approximately $32,000. Finally, Graney & King LLC acquired a new position in shares of AppLovin in the third quarter valued at approximately $36,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on APP shares. BTIG Research reaffirmed a “buy” rating and issued a $640.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. Morgan Stanley reaffirmed an “overweight” rating on shares of AppLovin in a research note on Wednesday. Arete Research set a $340.00 target price on shares of AppLovin and gave the company a “neutral” rating in a research report on Monday, March 2nd. Wells Fargo & Company raised their price target on shares of AppLovin from $560.00 to $571.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Finally, Benchmark restated a “buy” rating on shares of AppLovin in a report on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, AppLovin presently has an average rating of “Moderate Buy” and an average target price of $664.35.

Insider Activity at AppLovin

In other news, CFO Matthew Stumpf sold 9,052 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the completion of the sale, the chief financial officer owned 177,450 shares of the company’s stock, valued at $106,470,000. This trade represents a 4.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Arash Adam Foroughi sold 40,704 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $459.85, for a total transaction of $18,717,734.40. Following the sale, the chief executive officer directly owned 2,430,414 shares of the company’s stock, valued at approximately $1,117,625,877.90. This trade represents a 1.65% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 464,016 shares of company stock worth $218,477,985. Corporate insiders own 13.66% of the company’s stock.

AppLovin Price Performance

AppLovin stock opened at $613.09 on Monday. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.24 and a current ratio of 3.24. AppLovin Corporation has a 52-week low of $320.00 and a 52-week high of $745.61. The firm has a 50 day moving average price of $456.58 and a two-hundred day moving average price of $520.78. The firm has a market cap of $205.96 billion, a price-to-earnings ratio of 52.67, a PEG ratio of 1.00 and a beta of 2.45.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analyst estimates of $1.77 billion. During the same quarter last year, the business earned $1.67 EPS. The company’s revenue was up 58.9% compared to the same quarter last year. Equities analysts predict that AppLovin Corporation will post 15.86 EPS for the current year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham reaffirmed its Buy rating and lifted its price target to $700, reinforcing the view that AppLovin still has room to run. Needham Reaffirms Buy Rating on AppLovin
• Positive Sentiment: Deutsche Bank also raised its price target to $660 while maintaining a Buy rating, adding to the bullish analyst backdrop. Why Wall Street Still Sees More Upside In AppLovin
• Positive Sentiment: Zacks said AppLovin’s AI-powered ad platform is driving record revenue momentum as demand expands across digital advertising and e-commerce, suggesting the company’s growth story remains intact. AppLovin’s Revenue Momentum Reflects AI-Driven Advertising Demand
• Positive Sentiment: Multiple reports noted the stock moved higher after positive analyst commentary tied to strong recent financial results and the upcoming AI advertising platform rollout. Why AppLovin (APP) Stock Is Trading Up Today
• Neutral Sentiment: A Zacks roundup also grouped AppLovin with other growth names, but the mention was largely a general analyst note rather than a new company-specific catalyst. Zacks Analyst Blog Highlights Citigroup, TotalEnergies, AppLovin
• Neutral Sentiment: One analysis compared AppLovin with Coherent and argued COHR has an edge due to valuation and AI infrastructure demand, but this appears more like relative commentary than a direct fundamental setback for APP. Coherent vs. AppLovin: Which AI Growth Stock Is Better Positioned?
• Negative Sentiment: Recent insider selling by CTO Vasily Shikin may temper sentiment somewhat, though the sales were small relative to his remaining holdings and are outweighed by the bullish analyst-driven narrative. AppLovin CTO Insider Sales

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.