AppLovin Corporation $APP Stock Holdings Raised by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC grew its stake in AppLovin Corporation (NASDAQ:APP) by 24.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,103 shares of the company’s stock after purchasing an additional 1,017 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in AppLovin were worth $3,667,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the company. Occidental Asset Management LLC raised its stake in AppLovin by 7.2% during the third quarter. Occidental Asset Management LLC now owns 1,993 shares of the company’s stock valued at $1,432,000 after buying an additional 133 shares in the last quarter. Nations Financial Group Inc. IA ADV increased its holdings in shares of AppLovin by 41.9% in the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 1,039 shares of the company’s stock valued at $747,000 after acquiring an additional 307 shares during the last quarter. Reliant Investment Partners LLC increased its holdings in shares of AppLovin by 13.9% in the 3rd quarter. Reliant Investment Partners LLC now owns 6,042 shares of the company’s stock valued at $4,125,000 after acquiring an additional 738 shares during the last quarter. WoodTrust Financial Corp acquired a new stake in shares of AppLovin during the 3rd quarter valued at approximately $2,504,000. Finally, Fiduciary Wealth Partners LLC lifted its stake in AppLovin by 32,350.0% during the third quarter. Fiduciary Wealth Partners LLC now owns 649 shares of the company’s stock worth $466,000 after purchasing an additional 647 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analyst backing and lofty targets: multiple sell‑side firms still rate APP highly and recent price targets sit well above the current level (median ~$787.5), providing a potential floor and institutional justification for buyers. Read More.
• Positive Sentiment: Large institutional accumulation: several big funds materially increased positions last quarter (Vanguard, BlackRock, IEQ, State Street), which can support longer‑term demand despite short‑term volatility. Read More.
• Neutral Sentiment: Retail buzz and split sentiment: social media and retail forums have amplified the short report, producing both panic selling and pockets of retail optimism that cite AppLovin’s AI/ad tech scale and e‑commerce growth — increasing day‑to‑day volatility. Read More.
• Negative Sentiment: Short‑seller allegations of money‑laundering links: CapitalWatch’s report accuses AppLovin of enabling laundering through partner networks; that claim is driving the immediate sell‑off and raises the risk of regulatory inquiries, legal exposure and ongoing reputational damage. Read More.
• Negative Sentiment: Heavy insider selling flagged: public data shows numerous insider sales (many executives selling sizable blocks) over recent months, which critics cite as a governance/red flag that can amplify negative sentiment. Read More.
• Negative Sentiment: Analyst downgrade and expectation risk: at least one recent downgrade and commentary point to the company’s growth thesis being partially priced in; heightened expectation risk can worsen drawdowns while facts around the allegations are resolved. Read More.

AppLovin Trading Down 0.6%

AppLovin stock opened at $565.52 on Wednesday. AppLovin Corporation has a 52-week low of $200.50 and a 52-week high of $745.61. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $191.12 billion, a price-to-earnings ratio of 68.63, a PEG ratio of 1.88 and a beta of 2.50. The firm has a 50-day moving average price of $637.19 and a two-hundred day moving average price of $558.53.

AppLovin (NASDAQ:APP) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate 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 net margin of 51.27% and a return on equity of 258.49%. AppLovin’s revenue was up 68.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.29 earnings per share. Sell-side analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. JPMorgan Chase & Co. boosted their target price on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. UBS Group set a $800.00 price target on shares of AppLovin in a report on Tuesday, January 13th. Morgan Stanley boosted their price objective on shares of AppLovin from $750.00 to $800.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. Citigroup dropped their price objective on shares of AppLovin from $850.00 to $820.00 and set a “buy” rating on the stock in a research note on Wednesday, November 12th. Finally, Wedbush lifted their target price on AppLovin from $745.00 to $800.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $706.76.

Insiders Place Their Bets

In related news, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the sale, the director directly owned 2,829 shares in the company, valued at $1,961,402.28. The trade was a 5.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was 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. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 340,336 shares of company stock valued at $200,062,623 in the last quarter. 13.66% of the stock is owned by insiders.

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.