AppLovin Corporation $APP Stock: Inspire Investing LLC Boosts Position

Inspire Investing LLC raised its position in AppLovin Corporation (NASDAQ:APP) by 62.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 43,344 shares of the company’s stock after purchasing an additional 16,644 shares during the period. AppLovin comprises approximately 0.5% of Inspire Investing LLC’s portfolio, making the stock its 27th biggest holding. Inspire Investing LLC’s holdings in AppLovin were worth $12,588,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in APP. State Street Corp boosted its position in shares of AppLovin by 28.3% in the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock worth $7,777,741,000 after buying an additional 3,328,338 shares in the last quarter. WCM Investment Management LLC grew its stake in AppLovin by 5.2% in the 1st quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock valued at $1,860,995,000 after acquiring an additional 245,290 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in AppLovin by 7.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,735,471 shares of the company’s stock valued at $894,167,000 after acquiring an additional 121,605 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in AppLovin during the 2nd quarter valued at about $730,015,000. Finally, Amundi increased its holdings in AppLovin by 19.5% during the 2nd quarter. Amundi now owns 1,332,633 shares of the company’s stock valued at $686,612,000 after acquiring an additional 217,214 shares in the last quarter. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Negative Sentiment: Multiple law firms publicized a securities class action against AppLovin and certain executives, with a November 16, 2026 deadline for investors to seek appointment as lead plaintiff. The notices largely repeat the same lawsuit rather than represent separate new cases. Pomerantz class action announcement
• Negative Sentiment: The lawsuit covers investors who acquired APP securities between February 12 and August 5, 2026. It alleges that AppLovin and executives made misleading statements about the consistency and effectiveness of improvements to the company’s AI advertising models, potentially overstating business performance. The allegations have not been proven. Hagens Berman AppLovin class action report
• Negative Sentiment: The case follows a critical analyst report published July 13 and AppLovin’s August 5 second-quarter results, which reportedly caused sharp declines in the stock. One investor notice also alleges that Chief Executive Officer Adam Foroughi and Chief Financial Officer Matthew Stumpf sold more than $109.1 million of APP stock; this is an allegation in the litigation, not an established finding. APP shareholder alert
• Neutral Sentiment: The legal notices do not provide a new operating update or change AppLovin’s reported fundamentals. The company previously reported strong year-over-year revenue growth, but its latest revenue came in slightly below analyst expectations, leaving investors focused on execution, AI-model performance and litigation risk. Kaplan Fox AppLovin class action notice

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on APP. Wedbush cut their target price on shares of AppLovin from $610.00 to $560.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Scotiabank reiterated a “sector outperform” rating and issued a $515.00 price target (down from $775.00) on shares of AppLovin in a research report on Thursday, August 6th. UBS Group dropped their price objective on shares of AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. William Blair set a $440.00 price objective on AppLovin in a research report on Monday, August 17th. Finally, Piper Sandler reaffirmed a “neutral” rating on shares of AppLovin in a research note on Friday, October 2nd. Three analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $507.75.

AppLovin Stock Down 1.5%

Shares of AppLovin stock opened at $260.25 on Friday. AppLovin Corporation has a twelve month low of $258.32 and a twelve month high of $738.01. The stock has a market cap of $87.09 billion, a price-to-earnings ratio of 20.00, a price-to-earnings-growth ratio of 0.55 and a beta of 2.56. The company has a current ratio of 4.30, a quick ratio of 4.30 and a debt-to-equity ratio of 1.11. The company has a fifty day moving average price of $300.05 and a 200 day moving average price of $407.08.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Wednesday, August 5th. The company reported $3.76 EPS for the quarter, meeting the consensus estimate of $3.76. The company had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.94 billion. AppLovin had a return on equity of 193.10% and a net margin of 64.58%. The firm’s revenue was up 52.8% compared to the same quarter last year. During the same period last year, the company posted $2.39 earnings per share. Equities research analysts forecast that AppLovin Corporation will post 15.67 earnings per share for the current fiscal year.

AppLovin Profile

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.