Varma Mutual Pension Insurance Co Has $26.16 Million Position in AppLovin Corporation $APP

Varma Mutual Pension Insurance Co lifted its stake in AppLovin Corporation (NASDAQ:APP) by 8.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 36,400 shares of the company’s stock after acquiring an additional 2,900 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in AppLovin were worth $26,155,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Revolve Wealth Partners LLC acquired a new stake in AppLovin during the fourth quarter valued at $294,000. Bison Wealth LLC acquired a new position in AppLovin in the 4th quarter worth about $239,000. Integrated Wealth Concepts LLC raised its stake 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 purchasing an additional 621 shares in the last quarter. Fifth Third Wealth Advisors LLC purchased a new stake in shares of AppLovin during the 2nd quarter worth about $208,000. Finally, Concurrent Investment Advisors LLC lifted its holdings in shares of AppLovin by 31.5% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 4,646 shares of the company’s stock valued at $1,627,000 after buying an additional 1,114 shares during the last quarter. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 results beat on earnings and showed big revenue growth: AppLovin reported $3.24 EPS (vs. $2.89 consensus) and revenue of $1.66B, up ~66% year‑over‑year, with very strong margins. This underpins the company’s high profitability profile. AppLovin Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analysts and data services flagged the beat and strong margin expansion (profit rise and revenue surge), supporting the beat narrative and validating execution on monetization. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: CEO commentary sought to calm investor concerns about AI disruption, downplaying immediate AI risk to AppLovin’s advertising platform — a mixed signal that may reassure some long‑term investors. AppLovin CEO downplays risks from AI
• Neutral Sentiment: Recent volatility also reflects non‑operational news: a prior short‑seller report was retracted/apologized for, which caused a large intraday swing in APP earlier this week; that episode adds noise to current price moves. Can Applovin Stock Keep Up its Post-Earnings Win Streak?
• Negative Sentiment: Market reaction was negative despite the beat — shares slid as some outlets and investors focused on signs of tepid advertising demand and increased competition in the ad market, creating concern over revenue sustainability. AppLovin misses quarterly revenue estimates amid advertising competition
• Negative Sentiment: Some coverage noted shares dipped even though Q1 guidance/readouts were in parts constructive — investors appear to be weighing macro/advertising headwinds and valuation (APP’s P/E is elevated vs. peers), which pressured the stock. AppLovin dips despite Q4 results, Q1 outlook topping expectations

AppLovin Trading Down 3.4%

Shares of NASDAQ:APP opened at $456.81 on Thursday. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. The stock’s 50-day moving average is $608.86 and its 200-day moving average is $571.60. The company has a market cap of $154.38 billion, a P/E ratio of 55.44, a P/E/G ratio of 1.56 and a beta of 2.49. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.35. The firm had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The firm’s revenue for the quarter was up 66.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.73 EPS. Equities research analysts predict that AppLovin Corporation will post 6.87 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. This represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Arash Adam Foroughi sold 4,069 shares of AppLovin stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $497.50, for a total value of $2,024,327.50. Following the sale, the chief executive officer directly owned 2,998,948 shares in the company, valued at approximately $1,491,976,630. This trade represents a 0.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 187,786 shares of company stock valued at $100,914,925 over the last ninety days. 13.66% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on APP. BTIG Research reduced their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research note on Thursday. Zacks Research raised shares of AppLovin from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Needham & Company LLC reiterated a “buy” rating and issued a $700.00 price objective on shares of AppLovin in a report on Thursday. Wells Fargo & Company raised their target price on AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Finally, Benchmark reaffirmed a “buy” rating on shares of AppLovin in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, AppLovin currently has a consensus rating of “Moderate Buy” and an average target price of $680.09.

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.