AppLovin Corporation $APP Shares Bought by Rakuten Securities Inc.

Rakuten Securities Inc. increased its stake in AppLovin Corporation (NASDAQ:APP) by 118.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,540 shares of the company’s stock after acquiring an additional 5,705 shares during the quarter. AppLovin makes up 2.8% of Rakuten Securities Inc.’s holdings, making the stock its 6th largest holding. Rakuten Securities Inc.’s holdings in AppLovin were worth $7,573,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of APP. Versant Capital Management Inc increased its stake in AppLovin by 2.8% in the 3rd quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after purchasing an additional 19 shares in the last quarter. Optas LLC boosted its holdings in shares of AppLovin by 2.5% in the third quarter. Optas LLC now owns 877 shares of the company’s stock worth $630,000 after buying an additional 21 shares during the period. Bartlett & CO. Wealth Management LLC boosted its holdings in shares of AppLovin by 19.6% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after buying an additional 22 shares during the period. Avestar Capital LLC increased its position in shares of AppLovin by 2.1% in the second quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock worth $391,000 after acquiring an additional 23 shares in the last quarter. Finally, Proffitt & Goodson Inc. raised its holdings in shares of AppLovin by 65.7% during the third quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock valued at $42,000 after acquiring an additional 23 shares during the period. 41.85% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Evercore initiated coverage with an outperform (buy) rating, which is a fundamental catalyst that can support the share price if sentiment stabilizes and guidance/earnings meet expectations. AppLovin in focus as Evercore starts with outperform rating
• Positive Sentiment: An SEC‑reporting purchase by Rep. Gilbert Ray Cisneros Jr. was reported, which investors often view as a modest positive signal of insider confidence. Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of AppLovin Corporation (NASDAQ:APP)
• Positive Sentiment: Technical/order‑flow data flagged a “Power Inflow” alert at $601.99 after a steep drop, triggering a roughly 3% intraday rebound — a short‑term bullish signal tracked by traders who follow institutional/retail order flow. Applovin Shares Closed Down 7.6%, But This Key Signal Triggered A 3% Intraday Rise
• Neutral Sentiment: AppLovin is in focus ahead of upcoming quarterly results — previews and analyst attention increase headline risk and can amplify moves depending on guidance and metrics (user growth, ad pricing, margins). AppLovin’s quarterly earnings preview: What you need to know
• Neutral Sentiment: Live market coverage noted a “giant move” in APP during broader equity reaction to macro/inflation data — this highlights that some of the stock’s volatility is being driven by market‑wide flows rather than company‑specific news. Stock market today: Dow improves slightly while AppLovin makes giant move (live coverage)
• Negative Sentiment: Multiple outlets note the stock “tanking” or “crashing” despite fresh buy ratings — indicating selling pressure (likely short‑term or technical) overwhelmed new analyst optimism. That disconnect can keep near‑term downside if macro headwinds persist. Why is AppLovin stock crashing despite a new ‘buy’ rating?
• Negative Sentiment: Additional coverage flagged a fresh buy rating but simultaneous share declines, reinforcing short‑term sentiment risk and the potential for volatility if investors interpret macro prints or guidance negatively. AppLovin stock just got a new buy rating. Its shares are tanking.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Scotiabank boosted their target price on shares of AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. Zacks Research raised AppLovin from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Deutsche Bank Aktiengesellschaft set a $705.00 price target on shares of AppLovin and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Phillip Securities upgraded shares of AppLovin to a “moderate buy” rating in a research note on Monday, September 29th. Finally, The Goldman Sachs Group increased their target price on shares of AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $706.76.

AppLovin Stock Performance

Shares of APP opened at $617.76 on Thursday. The firm has a market cap of $208.77 billion, a price-to-earnings ratio of 74.97, a price-to-earnings-growth ratio of 2.21 and a beta of 2.50. The company’s fifty day moving average is $640.74 and its 200-day moving average is $550.38. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the business earned $1.29 EPS. AppLovin’s quarterly revenue was up 68.2% compared to the same quarter last year. Equities analysts expect that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Insider Activity at AppLovin

In related news, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction on Friday, November 21st. The shares were sold at an average price of $520.29, for a total value of $16,070,717.52. Following the transaction, the chief executive officer owned 2,553,161 shares in the company, valued at $1,328,384,136.69. This trade represents a 1.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CTO Vasily Shikin sold 27,143 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the sale, the chief technology officer directly owned 3,323,681 shares in the company, valued at approximately $1,812,669,143.78. This represents a 0.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 340,336 shares of company stock valued at $200,062,623. Corporate insiders own 13.66% of the company’s stock.

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.