AppLovin Corporation $APP Shares Purchased by Phoenix Financial Ltd.

Phoenix Financial Ltd. grew its stake in shares of AppLovin Corporation (NASDAQ:APP) by 576.5% in the third quarter, Holdings Channel.com reports. The fund owned 5,209 shares of the company’s stock after buying an additional 4,439 shares during the quarter. Phoenix Financial Ltd.’s holdings in AppLovin were worth $3,744,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Chilton Capital Management LLC purchased a new stake in AppLovin during the third quarter valued at about $29,000. Heartwood Wealth Advisors LLC purchased a new stake in shares of AppLovin in the 3rd quarter valued at approximately $33,000. Bogart Wealth LLC boosted its stake in AppLovin by 100.0% in the 3rd quarter. Bogart Wealth LLC now owns 48 shares of the company’s stock worth $34,000 after purchasing an additional 24 shares during the period. Wolff Wiese Magana LLC purchased a new position in AppLovin during the 3rd quarter worth approximately $39,000. Finally, Proffitt & Goodson Inc. raised its stake in AppLovin by 65.7% during the 3rd quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock valued at $42,000 after purchasing an additional 23 shares during the period. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the sale, the director directly owned 2,829 shares in the company, valued at $1,961,402.28. This represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Arash Adam Foroughi sold 4,069 shares of the stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $497.50, for a total value of $2,024,327.50. Following the sale, the chief executive officer owned 2,998,948 shares of the company’s stock, valued at approximately $1,491,976,630. The trade was a 0.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 340,336 shares of company stock worth $200,062,623 over the last ninety days. Company insiders own 13.66% of the company’s stock.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham upgraded APP to Buy with a $700 price target, citing an expected e‑commerce growth inflection in 2026; that upgrade has supported upside momentum. Needham Upgrade
• Positive Sentiment: Analyst interest and high price targets (consensus near ~$700+) continue to underpin the stock despite recent volatility, keeping buy-side focus on long-term upside. Zacks Key Facts
• Positive Sentiment: Short‑term price reaction to the Needham upgrade was amplified in trading commentary — several outlets noted an intraday pop after the upgrade, reinforcing upside momentum. Schaeffers: Stock Pops
• Neutral Sentiment: Comparisons to other AI/automation names (e.g., UiPath) by some analysts highlight differing risk/reward profiles — useful context for investors assessing APP versus peers but not an immediate catalyst. Zacks: PATH vs APP
• Neutral Sentiment: A reported change in short‑interest data for January appears internally inconsistent (zeros/NaN) and currently offers no clear signal on positioning or squeeze risk.
• Negative Sentiment: CapitalWatch released a detailed short‑seller report alleging AppLovin facilitated illicit activity; while APP has strongly denied the claims and demanded a retraction, the report triggered renewed selling pressure and reputational risk. CNBC: CapitalWatch Report
• Negative Sentiment: Pomerantz announced an investigation into AppLovin shareholder claims, signaling potential class‑action litigation risk that can prolong volatility and increase legal uncertainty. GlobeNewsWire: Pomerantz Investigation
• Negative Sentiment: Previous reporting that the SEC has looked into AppLovin’s data practices remains a background risk; any regulatory developments would be material and could amplify negative moves. MarketBeat: SEC Probe Coverage

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on APP. Scotiabank lifted their price target on AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. Evercore ISI assumed coverage on AppLovin in a report on Wednesday, January 14th. They issued an “outperform” rating and a $835.00 target price on the stock. The Goldman Sachs Group increased their price target 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. Bank of America boosted their price objective on shares of AppLovin from $580.00 to $860.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. Finally, Jefferies Financial Group increased their target price on shares of AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $706.45.

AppLovin Trading Up 1.5%

Shares of NASDAQ:APP opened at $543.56 on Wednesday. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The stock has a market capitalization of $183.70 billion, a PE ratio of 65.97, a P/E/G ratio of 1.77 and a beta of 2.50. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The firm has a fifty day moving average price of $635.07 and a 200 day moving average price of $565.11.

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

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.