Capital International Investors Acquires 4,657 Shares of AppLovin Corporation $APP

Capital International Investors increased its stake in AppLovin Corporation (NASDAQ:APP) by 0.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 816,561 shares of the company’s stock after acquiring an additional 4,657 shares during the period. Capital International Investors owned approximately 0.24% of AppLovin worth $586,732,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Lazard Freres Gestion S.A.S. bought a new position in shares of AppLovin during the third quarter valued at approximately $2,514,000. Mediolanum International Funds Ltd raised its stake in AppLovin by 73.5% in the third quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock worth $54,664,000 after buying an additional 32,510 shares in the last quarter. Thames Capital Management LLC raised its stake in AppLovin by 114.8% in the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock worth $12,001,000 after buying an additional 8,925 shares in the last quarter. CIBC Asset Management Inc lifted its holdings in AppLovin by 14.8% during the third quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock worth $84,160,000 after buying an additional 15,074 shares during the period. Finally, Rakuten Securities Inc. lifted its holdings in AppLovin by 118.0% during the third quarter. Rakuten Securities Inc. now owns 10,540 shares of the company’s stock worth $7,573,000 after buying an additional 5,705 shares during the period. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the transaction, the insider owned 277,110 shares in the company, valued at $182,097,294.30. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 13.66% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Zacks Research downgraded AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Morgan Stanley set a $720.00 price objective on AppLovin in a research report on Thursday, February 12th. Benchmark reiterated a “buy” rating on shares of AppLovin in a report on Friday. Piper Sandler restated an “overweight” rating and issued a $650.00 price target (down from $800.00) on shares of AppLovin in a report on Thursday, February 12th. Finally, Evercore reiterated a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. Twenty-one equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $654.50.

AppLovin Trading Down 7.7%

Shares of AppLovin stock opened at $477.39 on Wednesday. The firm’s 50 day simple moving average is $506.24 and its two-hundred day simple moving average is $574.92. The firm has a market capitalization of $161.01 billion, a price-to-earnings ratio of 48.96, a PEG ratio of 0.91 and a beta of 2.51. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.89 by $0.35. The business had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business’s revenue for the quarter was up 66.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.73 earnings per share. Analysts predict that AppLovin Corporation will post 6.87 EPS for the current year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Partnership with Stagwell to put Axon into Stagwell’s media offerings — expands Axon’s reach across mobile and connected TV, introduces AI-driven campaign optimization to Stagwell clients and could drive incremental ad revenue and CTV scale. AppLovin Stagwell Alliance Tests Axon’s AI Across Mobile And CTV
• Positive Sentiment: Kantar/Axon study shows mobile gaming is now a mainstream consumer channel with measurable purchase impact — supports AppLovin’s pitch to advertisers and the longer-term monetization potential of Axon. Mobile Gaming Now a Mainstream Consumer Channel (Kantar)
• Positive Sentiment: Adjust report: gaming app sessions rose in 2025 and retention-focused strategies are accelerating — an industry tailwind that should support demand for AppLovin’s ad and measurement products. Adjust: Gaming App Sessions Rose In 2025
• Positive Sentiment: Market recognition/momentum: coverage highlighting AppLovin as a top-performing S&P 500 name and a trending stock can sustain investor interest and multiple support. Is AppLovin The Best Performing S&P 500 Stock?
• Neutral Sentiment: Zacks feature and other retail/investor attention pieces note APP as a trending/idea stock — useful for sentiment but not a direct fundamental change. Zacks: Why APP is Trending
• Neutral Sentiment: Inclusion in a Zacks “Investment Ideas” roundup increases visibility but is not a direct catalyst. Zacks Investment Ideas Feature
• Neutral Sentiment: Short-interest reports flagged a “significant increase” but the published figures show 0 shares/NaN changes — likely a reporting/data error; do not treat as confirmed rising short activity without clearer data.
• Negative Sentiment: Jim Cramer flagged that AppLovin’s strong margins could attract competitive pressure from Google — raises the risk of margin compression or intensified competition in ad tech if large platforms respond. Jim Cramer Warns APP Investors

AppLovin 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.