AppLovin Corporation $APP Shares Purchased by Candriam S.C.A.

Candriam S.C.A. boosted its position in shares of AppLovin Corporation (NASDAQ:APP) by 8.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,325 shares of the company’s stock after buying an additional 2,593 shares during the period. Candriam S.C.A.’s holdings in AppLovin were worth $24,664,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of AppLovin during the second quarter worth approximately $951,541,000. Rakuten Investment Management Inc. acquired a new stake in AppLovin during the 3rd quarter worth $1,456,108,000. Jennison Associates LLC grew its position in AppLovin by 55.2% during the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after purchasing an additional 1,381,970 shares during the last quarter. Bank of New York Mellon Corp increased its stake in AppLovin by 51.0% in the third quarter. Bank of New York Mellon Corp now owns 1,493,494 shares of the company’s stock valued at $1,073,135,000 after purchasing an additional 504,341 shares during the period. Finally, National Pension Service raised its holdings in shares of AppLovin by 82.2% in the second quarter. National Pension Service now owns 790,271 shares of the company’s stock valued at $276,658,000 after buying an additional 356,443 shares during the last quarter. Hedge funds and other institutional investors own 41.85% of the company’s stock.

Insider Buying and Selling at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the sale, the chief technology officer owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This represents a 0.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction on Friday, November 21st. The stock was sold at an average price of $520.29, for a total value of $16,070,717.52. Following the transaction, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. This represents a 1.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 187,986 shares of company stock valued at $101,032,761. Corporate insiders own 13.66% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on APP shares. Morgan Stanley set a $800.00 price target on AppLovin and gave the company an “overweight” rating in a research report on Wednesday, February 4th. Piper Sandler reiterated an “overweight” rating on shares of AppLovin in a research note on Tuesday, January 20th. Benchmark restated a “buy” rating on shares of AppLovin in a research note on Monday, February 2nd. BTIG Research reiterated a “buy” rating and issued a $771.00 price objective on shares of AppLovin in a research report on Wednesday, December 17th. Finally, Weiss Ratings cut shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus price target of $686.05.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short‑seller CapitalWatch retracted and apologized for claims tying an AppLovin shareholder to criminal syndicates, removing a major credibility overhang that had pressured the stock. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: A prominent critic walked back some earlier claims, further easing regulatory/reputational uncertainty and supporting the rebound in shares. A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped.
• Positive Sentiment: Jefferies publicly defended AppLovin as a “great buying opportunity,” lending institutional support to the recovery narrative and likely attracting buyers after the selloff. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: An analyst called the recent sell‑off “overblown,” framing the dip as a buying opportunity and helping momentum into the rally. AppLovin Stock Regains Ground After Sell-Off That Analyst Calls ‘Overblown’
• Positive Sentiment: Technical indicators (hammer candlestick) and upward earnings-estimate revisions suggest the stock may have found short-term support, attracting “bottom-fisher” interest. Here’s Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
• Neutral Sentiment: AppLovin is on a busy earnings week calendar — results and guidance will be a near-term catalyst and could swing sentiment either way. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Neutral Sentiment: Industry‑wide weakness in software/AI names has pressured multiples across the group; some screens still list APP among top software picks, but sector sentiment is mixed. 5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
• Positive Sentiment: Longer‑term bulls point to AppLovin’s AI recommendation tech as a durable advantage, with research suggesting sizable upside if AI ad targeting adoption continues. A Once-in-a-Decade Investment Opportunity: The 2 Best AI Stocks to Buy in February 2026
• Negative Sentiment: Wedbush cut its price target sharply (from $800 to $465), citing valuation reset and industry headwinds — a reminder that analysts see downside risk if sector weakness persists. Wedbush Lowers AppLovin (APP) PT to $465, Cites Valuation Reset, Industry Headwinds

AppLovin Stock Performance

Shares of APP opened at $460.38 on Tuesday. 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 52-week low of $200.50 and a 52-week high of $745.61. The company has a 50-day simple moving average of $616.57 and a 200-day simple moving average of $571.64. The company has a market capitalization of $155.59 billion, a PE ratio of 55.87, a P/E/G ratio of 1.34 and a beta of 2.49.

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.