Lombard Odier Asset Management Switzerland SA Acquires 1,312 Shares of AppLovin Corporation $APP

Lombard Odier Asset Management Switzerland SA lifted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 12.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 11,570 shares of the company’s stock after buying an additional 1,312 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in AppLovin were worth $7,796,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Board of the Pension Protection Fund bought a new position in shares of AppLovin during the fourth quarter valued at about $27,000. Washington Trust Advisors Inc. grew its stake in shares of AppLovin by 160.0% during 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 last quarter. Laurel Wealth Advisors LLC bought a new position in shares of AppLovin during the fourth quarter valued at about $32,000. Graney & King LLC bought a new position in shares of AppLovin during the third quarter valued at about $36,000. Finally, Aventura Private Wealth LLC bought a new position in shares of AppLovin during the fourth quarter valued at about $38,000. Institutional investors own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

APP has been the topic of a number of recent research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $700.00 price objective on shares of AppLovin in a research note on Thursday, May 28th. Piper Sandler reaffirmed an “overweight” rating on shares of AppLovin in a research note on Tuesday, June 9th. KeyCorp set a $775.00 price target on shares of AppLovin in a report on Wednesday, June 10th. Arete Research set a $340.00 price target on shares of AppLovin and gave the company a “neutral” rating in a research report on Monday, March 2nd. Finally, Morgan Stanley reissued an “overweight” rating on shares of AppLovin in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, AppLovin currently has an average rating of “Moderate Buy” and a consensus target price of $669.62.

Insiders Place Their Bets

In related news, insider Victoria Valenzuela sold 20,000 shares of AppLovin stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $565.89, for a total value of $11,317,800.00. Following the sale, the insider owned 243,961 shares in the company, valued at $138,055,090.29. The trade was a 7.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Arash Adam Foroughi sold 22,544 shares of AppLovin stock in a transaction on Friday, June 12th. The shares were sold at an average price of $494.98, for a total transaction of $11,158,829.12. Following the completion of the sale, the chief executive officer owned 2,327,684 shares in the company, valued at approximately $1,152,157,026.32. This trade represents a 0.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 226,014 shares of company stock valued at $113,073,400 over the last quarter. 13.66% of the stock is owned by company insiders.

AppLovin Stock Down 1.1%

NASDAQ APP opened at $515.20 on Wednesday. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24. The stock has a market capitalization of $173.08 billion, a PE ratio of 44.26, a PEG ratio of 0.85 and a beta of 2.45. AppLovin Corporation has a 1 year low of $320.00 and a 1 year high of $745.61. The business’s 50-day moving average is $488.14 and its 200 day moving average is $519.82.

AppLovin (NASDAQ:APP) last posted its 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. The company had revenue of $1.84 billion for the quarter, compared to analysts’ expectations of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.AppLovin’s quarterly revenue was up 58.9% on a year-over-year basis. During the same period last year, the firm earned $1.67 earnings per share. Sell-side analysts forecast that AppLovin Corporation will post 15.86 earnings per share for the current year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin was featured as a top long-term growth stock by Zacks, which can boost investor confidence by pointing to strong style-score and growth-screening characteristics. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Several reports said analysts view AppLovin as one of the best S&P 500 stocks to buy now, reinforcing the idea that Wall Street remains constructive on the company’s growth outlook. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: The stock benefited from a broader risk-on move after yields fell and market sentiment improved, helping AppLovin extend a rebound alongside other growth names. AppLovin and Elastic Shares Are Soaring, What You Need To Know
• Positive Sentiment: AppLovin was also highlighted in investor-focused coverage as a trending growth stock, which can attract momentum buyers when a stock is already on traders’ watchlists. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: Additional articles repeated the same bullish thesis around AppLovin’s AI-enabled advertising tools and insider ownership, but did not appear to add materially new company-specific news.
• Neutral Sentiment: Pixalate’s trust-index release named AppLovin among leaders in mobile ad inventory quality, which is supportive for the business but not necessarily a direct near-term stock catalyst. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0: 16.2% of Global Authorized Mobile App Inventory Is Resold Through Arbitrage; Google AdExchange Top-Ranked ‘Direct’ Seller in the US
• Negative Sentiment: One article noted AppLovin’s stock had fallen meaningfully over the prior six months, reminding investors that the name remains volatile despite the recent rebound. 3 Reasons We’re Fans of AppLovin (APP)

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.