Universal Beteiligungs und Servicegesellschaft mbH Buys 21,476 Shares of AppLovin Corporation $APP

Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in AppLovin Corporation (NASDAQ:APP) by 7.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 293,112 shares of the company’s stock after buying an additional 21,476 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in AppLovin were worth $210,613,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Versant Capital Management Inc grew its stake in AppLovin by 2.8% in the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after purchasing an additional 19 shares during the period. Optas LLC boosted its holdings in shares of AppLovin by 2.5% during the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock valued at $630,000 after buying an additional 21 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its position in shares of AppLovin by 19.6% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after buying an additional 22 shares during the period. Avestar Capital LLC increased its stake in shares of AppLovin by 2.1% in the 2nd quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock worth $391,000 after acquiring an additional 23 shares in the last quarter. Finally, Proffitt & Goodson Inc. lifted its position in AppLovin by 65.7% during the 3rd quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock valued at $42,000 after acquiring an additional 23 shares during the period. 41.85% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

APP has been the topic of several analyst reports. Jefferies Financial Group boosted their target price on AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. The Goldman Sachs Group lifted their price target on AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a research report on Friday, November 7th. JPMorgan Chase & Co. raised their price objective 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. Evercore ISI assumed coverage on shares of AppLovin in a report on Wednesday, January 14th. They issued an “outperform” rating and a $835.00 target price for the company. Finally, Phillip Securities upgraded shares of AppLovin to a “moderate buy” rating in a report on Monday, September 29th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $706.76.

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 stock was sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the sale, the chief technology officer 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction on 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 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 340,336 shares of company stock worth $200,062,623 over the last quarter. 13.66% of the stock is currently owned by company insiders.

AppLovin Trading Down 0.6%

Shares of AppLovin stock opened at $565.52 on Wednesday. AppLovin Corporation has a twelve month low of $200.50 and a twelve month 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 business has a 50-day moving average price of $637.19 and a 200-day moving average price of $558.53. The firm has a market cap of $191.12 billion, a price-to-earnings ratio of 68.63, a PEG ratio of 1.88 and a beta of 2.50.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the business posted $1.29 earnings per share. The firm’s revenue was up 68.2% on a year-over-year basis. Equities research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Large institutional ownership and bullish analyst price targets provide a counterweight to the headlines — several top firms have materially increased positions and recent median analyst targets remain well above the current price. AppLovin Corporation Stock (APP) Opinions on Critical Shareholder Report
• Positive Sentiment: Some investors and analysts still point to AppLovin’s AI ad stack, e‑commerce expansion and strong revenue/profit growth as reasons the pullback could be a buying opportunity. APP Stock Declines 22.5% in a Month: Should You Buy the Dip?
• Neutral Sentiment: Retail chatter is mixed: some traders remain upbeat and discuss a recovery thesis, while others have turned cautious — that keeps volatility elevated but does not resolve the fundamental questions raised by the report. AppLovin draws retail buzz after critical report, stock plunge; retail investors still upbeat
• Neutral Sentiment: Competitive context: rival ad platforms (e.g., Unity) are getting renewed attention as the ad‑tech landscape evolves — this is a longer‑term industry factor rather than an immediate catalyst. Unity Software Is Falling—So Why Are Pros Getting More Bullish? (APP)
• Negative Sentiment: CapitalWatch’s short‑seller report alleges AppLovin enabled money‑laundering through third‑party ties; the report has been widely circulated and directly triggered sharp near‑term selling and media coverage. AppLovin Stock Falls After Negative CapitalWatch Report AI Darling to Crime World Laundromat? AppLovin Tanks on Short‑Seller’s Bombshell Report
• Negative Sentiment: Significant insider selling over the past six months (many sales, no reported open‑market buys) is amplifying investor concern about governance and near‑term risk. AppLovin Corporation Stock (APP) Opinions on Critical Shareholder Report
• Negative Sentiment: Some analysts/publishers have turned more negative, including a downgrade to sell from at least one outlet, which adds pressure until investigatory or clarifying evidence is provided. AppLovin: Thesis Largely Played Out, Downgrade To Sell

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.