Toth Financial Advisory Corp Has $1.97 Million Holdings in AppLovin Corporation $APP

Toth Financial Advisory Corp grew its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 4,634.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,746 shares of the company’s stock after acquiring an additional 2,688 shares during the quarter. Toth Financial Advisory Corp’s holdings in AppLovin were worth $1,973,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Hilltop National Bank acquired a new position in AppLovin during the 2nd quarter worth approximately $26,000. LFA Lugano Financial Advisors SA acquired a new stake in AppLovin in the second quarter valued at approximately $26,000. Twin Peaks Wealth Advisors LLC acquired a new stake in AppLovin in the second quarter valued at approximately $33,000. Heartwood Wealth Advisors LLC bought a new stake in shares of AppLovin during the third quarter worth $33,000. Finally, Hoey Investments Inc. acquired a new position in shares of AppLovin during the second quarter worth $35,000. Institutional investors own 41.85% of the company’s stock.

Insider Transactions at AppLovin

In other news, Director Eduardo Vivas sold 150,000 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $650.91, for a total transaction of $97,636,500.00. Following the completion of the sale, the director directly owned 7,133,292 shares in the company, valued at $4,643,131,095.72. This represents a 2.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction on 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 directly owned 2,553,161 shares of the company’s stock, valued at $1,328,384,136.69. This represents a 1.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 340,336 shares of company stock worth $200,062,623. Company insiders own 13.66% of the company’s stock.

AppLovin Trading Up 3.9%

Shares of APP stock opened at $721.37 on Friday. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The stock has a market cap of $243.79 billion, a price-to-earnings ratio of 87.55, a PEG ratio of 3.73 and a beta of 2.51. The stock has a 50-day moving average of $617.10 and a 200-day moving average of $511.23.

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

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and margin commentary — Q3 margin strength is being highlighted as a driver of accelerating profitability and operating leverage, supporting higher earnings expectations and reinforcing the bull case. AppLovin’s Margin Engine Fuels its Accelerating Momentum
• Positive Sentiment: Bullish coverage and “case against the shorts” narrative — MarketBeat and other outlets argue fundamentals, rising analyst targets and heavy short interest could produce continued upside or a short squeeze if results keep coming in strong. Don’t Bet Against AppLovin: The Case Against the Shorts
• Positive Sentiment: Price-target upgrades and broker notes — Recent upgrades/raised targets (including Benchmark/Wedbush commentary about AppLovin’s ad leadership) add momentum and give traders a reason to buy into the narrative. AppLovin Seen as Dominant in Mobile Ads as Wedbush Highlights Unity’s Turnaround
• Neutral Sentiment: Insider sale disclosed — An executive sold ~7,609 shares at ~$657 on Dec 18 (2.67% reduction in her holding). The size is material in $ terms but not a major position shift; investors often view routine insider sales as neutral unless part of a pattern. SEC Filing — Insider Sale
• Neutral Sentiment: Options market interest — Elevated options activity suggests institutional players are positioning for further movement, but flow can indicate both speculative and hedging behavior. AppLovin’s Options: A Look at What the Big Money is Thinking
• Negative Sentiment: High valuation and public criticism — Prominent commentators (e.g., Jim Cramer) have flagged APP’s rich multiple and suggested trimming exposure after a big run, which can pressure sentiment among retail and tactical traders. Jim Cramer on AppLovin: “I’m Not Lovin’ as Much”
• Negative Sentiment: Legal and short-seller overhang — Recent reporting and price‑target downdrafts earlier in the year tied to a class‑action suit and short‑seller reports remain a tail‑risk; those issues have driven past volatility and could produce downside if new negative news emerges. AppLovin Price Prediction and Forecast

Analysts Set New Price Targets

A number of brokerages have recently commented on APP. Deutsche Bank Aktiengesellschaft set a $705.00 price target on AppLovin and gave the company a “buy” rating in a research note on Wednesday, October 22nd. The Goldman Sachs Group upped their target price on AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Oppenheimer set a $740.00 target price on AppLovin in a research report on Tuesday, October 7th. Wells Fargo & Company boosted their price target on AppLovin from $633.00 to $721.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of AppLovin in a research note on Tuesday, August 26th. Nineteen equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $695.90.

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.