GF Fund Management CO. LTD. Increases Holdings in AppLovin Corporation $APP

GF Fund Management CO. LTD. increased its position in shares of AppLovin Corporation (NASDAQ:APP) by 26.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 74,113 shares of the company’s stock after acquiring an additional 15,725 shares during the period. AppLovin accounts for 1.0% of GF Fund Management CO. LTD.’s holdings, making the stock its 21st biggest position. GF Fund Management CO. LTD.’s holdings in AppLovin were worth $53,253,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in APP. Chilton Capital Management LLC purchased a new stake in shares of AppLovin in the third quarter valued at $29,000. Activest Wealth Management lifted its holdings in AppLovin by 760.0% in the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after purchasing an additional 38 shares in the last quarter. Heartwood Wealth Advisors LLC purchased a new stake in shares of AppLovin during the third quarter worth about $33,000. CBIZ Investment Advisory Services LLC grew its holdings in shares of AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares in the last quarter. Finally, Bogart Wealth LLC raised its position in shares of AppLovin by 100.0% in the third quarter. Bogart Wealth LLC now owns 48 shares of the company’s stock valued at $34,000 after buying an additional 24 shares during 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:

• Positive Sentiment: Q4 beat and raise — AppLovin reported stronger‑than‑expected Q4 revenue and EPS and issued 2026 guidance above Street estimates, giving investors a fundamentals‑driven reason to buy the stock. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Outstanding margins and cash flow — management reported ~84% adjusted EBITDA margins and very high free‑cash‑flow conversion, highlighting durable profitability that supports a premium valuation. AppLovin Rides on Margin Power: Here’s What You Should Know
• Positive Sentiment: Analyst support and buybacks — several firms reaffirmed or raised targets (and management disclosed large buybacks / cash generation commentary), which helps underwrite the rebound narrative. AppLovin price target raised by Wedbush
• Neutral Sentiment: Mixed analyst moves — although many shops kept Buy/Outperform ratings, several groups trimmed price targets after the volatility; this creates both support and room for further target revisions. Wells Fargo price target change and analyst notes
• Neutral Sentiment: Short‑interest data appears noisy/insignificant in recent reports (entries show zero/NaN), so shorting pressure doesn’t explain today’s move. (No meaningful short interest link available.)
• Negative Sentiment: Competition and AI fears — investors remain worried about potential competition (CloudX) and whether large platforms like Meta could encroach on AppLovin’s adtech niche; that fear helped trigger sharp earlier selloffs. AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
• Negative Sentiment: Broader software/AI rotation — the market‑wide re‑pricing of software names and headlines about a sector pullback have pressured APP despite the company’s strong quarter, prolonging volatility. Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
• Negative Sentiment: Market panic narrative — several commentators say recent selling was driven more by fear than fundamentals, meaning sentiment swings can still produce abrupt downside even after good results. AppLovin drops over competitor concerns, but analysts highlight positive growth drivers

Insider Buying and Selling

In related news, Director Dawson Alyssa Harvey sold 150 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the transaction, the director directly owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the completion of the sale, the insider directly owned 277,110 shares of the company’s stock, valued at $182,097,294.30. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 187,786 shares of company stock worth $100,914,925 in the last ninety days. 13.66% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on APP shares. Evercore reiterated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Morgan Stanley set a $720.00 target price on AppLovin in a research report on Thursday. UBS Group set a $740.00 price target on AppLovin in a research note on Thursday. BTIG Research dropped their price objective on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $700.00 target price on shares of AppLovin in a research report on Thursday. Twenty analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, AppLovin has a consensus rating of “Moderate Buy” and an average target price of $651.77.

AppLovin Stock Up 6.7%

APP opened at $391.55 on Friday. The company has a market cap of $132.32 billion, a PE ratio of 40.16, a price-to-earnings-growth ratio of 1.28 and a beta of 2.49. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.25 and a current ratio of 3.32. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The firm has a 50 day moving average price of $596.51 and a 200 day moving average price of $571.78.

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

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.