Logan Capital Management Inc. Has $55.49 Million Stock Position in AppLovin Corporation $APP

Logan Capital Management Inc. raised its position in AppLovin Corporation (NASDAQ:APP) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,358 shares of the company’s stock after buying an additional 1,186 shares during the quarter. AppLovin accounts for 2.3% of Logan Capital Management Inc.’s holdings, making the stock its 8th biggest holding. Logan Capital Management Inc.’s holdings in AppLovin were worth $55,494,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of APP. Board of the Pension Protection Fund bought a new stake in shares of AppLovin in the fourth quarter valued at about $27,000. Washington Trust Advisors Inc. raised its stake in AppLovin by 160.0% in the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock worth $27,000 after purchasing an additional 24 shares in the last quarter. Laurel Wealth Advisors LLC acquired a new stake in AppLovin in the 4th quarter worth about $32,000. CBIZ Investment Advisory Services LLC boosted its holdings in AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares during the period. Finally, Graney & King LLC acquired a new position in shares of AppLovin during the 3rd quarter worth approximately $36,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on APP shares. Needham & Company LLC reiterated a “buy” rating and issued a $700.00 price target on shares of AppLovin in a research note on Thursday, May 28th. Arete Research set a $340.00 price objective on AppLovin and gave the company a “neutral” rating in a report on Monday, March 2nd. UBS Group reduced their target price on AppLovin from $740.00 to $716.00 and set a “buy” rating on the stock in a report on Thursday, May 7th. JPMorgan Chase & Co. raised their price target on AppLovin from $500.00 to $515.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Finally, Wedbush reaffirmed an “outperform” rating and set a $640.00 price objective on shares of AppLovin in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $669.62.

Insider Transactions at AppLovin

In related news, CTO Vasily Shikin sold 62,804 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the completion of the transaction, the chief technology officer directly owned 3,189,739 shares in the company, valued at $1,545,173,366.38. This represents a 1.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Matthew Stumpf sold 9,052 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the completion of the sale, the chief financial officer owned 177,450 shares in the company, valued at $106,470,000. This represents a 4.85% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 285,758 shares of company stock valued at $136,333,079. 13.66% of the stock is owned by company insiders.

AppLovin Stock Down 2.9%

NASDAQ APP opened at $478.57 on Friday. The business has a fifty day moving average price of $480.70 and a two-hundred day moving average price of $521.01. The stock has a market capitalization of $160.77 billion, a PE ratio of 41.11, a PEG ratio of 0.80 and a beta of 2.45. AppLovin Corporation has a fifty-two week low of $320.00 and a fifty-two week high of $745.61. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. The company had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.AppLovin’s revenue was up 58.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.67 EPS. Equities analysts expect that AppLovin Corporation will post 15.86 earnings per share for the current fiscal year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin remains a strong growth story, with articles noting the stock has risen over the past month and analysts still expect robust EPS growth over the next several years. One report also highlighted an Oppenheimer note reaffirming confidence in the name, which can support bullish sentiment. AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock
• Positive Sentiment: Broker commentary has continued to frame AppLovin as a “good investment,” suggesting Wall Street sentiment remains constructive overall, even though analysts’ optimism is often already reflected in the stock. AppLovin (APP) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Several recent stories were more market-commentary focused than company-specific, including a note about growth stocks with high insider ownership and a discussion of broader market weakness affecting stock performance. These items may influence sentiment, but they do not point to a major fundamental change in AppLovin’s business. Insider Favorites: Top Growth Companies For June 2026 Five9 and AppLovin Shares Are Falling, What You Need To Know
• Negative Sentiment: One report said competition pressure hurt AppLovin in Q1, which could raise concerns about the sustainability of its growth momentum and intensify investor caution. Competition Pressure Hurt AppLovin (APP) in Q1
• Negative Sentiment: There was also insider selling reported, including a sale of 20,000 shares by Victoria Valenzuela, which can be interpreted as a mild headwind for sentiment. Victoria Valenzuela Sells 20,000 Shares of AppLovin (NASDAQ:APP) Stock
• Negative Sentiment: The latest session also saw APP fall while the broader market rose, suggesting investors are taking profits or rotating away from the stock despite its strong longer-term growth narrative. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why

AppLovin Company 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.