Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD Buys New Shares in AppLovin Corporation $APP

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD purchased a new stake in shares of AppLovin Corporation (NASDAQ:APP) during the third quarter, Holdings Channel reports. The fund purchased 4,739 shares of the company’s stock, valued at approximately $3,396,000.

Several other hedge funds have also recently made changes to their positions in the business. Revolve Wealth Partners LLC acquired a new stake in AppLovin during the fourth quarter worth approximately $294,000. Bison Wealth LLC bought a new position in shares of AppLovin during the 4th quarter worth approximately $239,000. Integrated Wealth Concepts LLC grew its position in shares of AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after buying an additional 621 shares during the period. Hilltop National Bank acquired a new stake in shares of AppLovin during the 2nd quarter worth approximately $26,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in shares of AppLovin in the 2nd quarter valued at $253,000. 41.85% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Oppenheimer set a $740.00 price target on shares of AppLovin in a report on Tuesday, October 7th. Weiss Ratings downgraded AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. The Goldman Sachs Group boosted their target price on AppLovin from $630.00 to $720.00 and gave the company a “neutral” rating in a research report on Friday, November 7th. Piper Sandler reiterated an “overweight” rating on shares of AppLovin in a report on Tuesday, January 20th. Finally, Zacks Research upgraded AppLovin from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, AppLovin has a consensus rating of “Moderate Buy” and an average target price of $706.45.

AppLovin Stock Performance

Shares of APP opened at $461.79 on Wednesday. The firm has a market capitalization of $156.06 billion, a P/E ratio of 56.04, a P/E/G ratio of 1.59 and a beta of 2.49. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The stock has a 50 day moving average price of $631.92 and a two-hundred day moving average price of $570.29. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, beating analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the company earned $1.29 earnings per share. The company’s revenue for the quarter was up 68.2% on a year-over-year basis. Equities analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and commentators argue Project Genie is not a meaningful threat to AppLovin’s core adtech business and recommend buying the dip; this supports a recovery narrative. MSN: AppLovin stock is a buy
• Positive Sentiment: Seeking Alpha preview argues the pullback is a buying opportunity ahead of earnings, implying upside if results beat expectations. Seeking Alpha: Earnings Preview
• Positive Sentiment: A separate Seeking Alpha piece contends fears around Google are overblown, highlights very high margins, strong free cash flow and a $3.3B buyback — factors that can support a rebound. Seeking Alpha: The Genie Is Still In The Bottle
• Positive Sentiment: Market recap reports a recent uptick in the stock versus the broader market, signaling some intraday buying interest. Zacks: AppLovin rises
• Neutral Sentiment: Forbes piece compares AppLovin’s sector performance to peers (e.g., Workday), providing context but no direct near‑term catalyst. Forbes: Sector comparison
• Neutral Sentiment: Short‑interest notes in filings show conflicting/erroneous figures (reports of a rise but numeric values read as zero/NaN), so the true level of short positioning is unclear — this creates uncertainty rather than a definitive bearish signal.
• Negative Sentiment: Pomerantz LLP announced an investor investigation into AppLovin, which typically weighs on sentiment and can increase downward pressure while unresolved. GlobeNewswire: Pomerantz investor alert
• Negative Sentiment: Recent coverage documents renewed short‑seller attacks and investor panic tied to AI competition, which triggered sharp selling in January and remains a headline risk. Fool: Why APP lost 30% in January
• Negative Sentiment: AppLovin has publicly responded to short‑seller claims; ongoing disputes and negative reports keep near‑term volatility elevated. Yahoo Finance: Confronts short seller claims

Insider Buying and Selling at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the transaction, the chief technology officer directly owned 3,323,681 shares of the company’s stock, valued at $1,812,669,143.78. This trade represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Arash Adam Foroughi sold 30,888 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the transaction, the chief executive officer owned 2,553,161 shares in the company, valued at approximately $1,328,384,136.69. This trade represents a 1.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 340,336 shares of company stock worth $200,062,623. Corporate insiders own 13.66% of the company’s stock.

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.