Capital Research Global Investors Makes New Investment in AppLovin Corporation $APP

Capital Research Global Investors acquired a new stake in shares of AppLovin Corporation (NASDAQ:APP) during the third quarter, Holdings Channel.com reports. The fund acquired 1,035,293 shares of the company’s stock, valued at approximately $743,899,000.

Other hedge funds also recently bought and sold shares of the company. Lazard Freres Gestion S.A.S. bought a new stake in AppLovin in the 3rd quarter valued at $2,514,000. Mediolanum International Funds Ltd increased its position in AppLovin by 73.5% in the 3rd quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock valued at $54,664,000 after acquiring an additional 32,510 shares during the period. Thames Capital Management LLC increased its stake in shares of AppLovin by 114.8% in the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock valued at $12,001,000 after buying an additional 8,925 shares during the period. CIBC Asset Management Inc raised its position in shares of AppLovin by 14.8% in the 3rd quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock worth $84,160,000 after acquiring an additional 15,074 shares in the last quarter. Finally, Rakuten Securities Inc. lifted its position in shares of AppLovin by 118.0% during the 3rd quarter. Rakuten Securities Inc. now owns 10,540 shares of the company’s stock valued at $7,573,000 after acquiring an additional 5,705 shares during the period. 41.85% of the stock is owned by institutional investors and hedge funds.

AppLovin Trading Down 7.7%

Shares of APP stock opened at $477.39 on Wednesday. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65. The firm has a market cap of $161.01 billion, a P/E ratio of 48.96, a PEG ratio of 0.91 and a beta of 2.51. The company has a 50 day moving average of $506.24 and a 200-day moving average of $574.92. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.89 by $0.35. The business 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 245.64% and a net margin of 57.42%.The firm’s revenue was up 66.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.73 EPS. Sell-side analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

Wall Street Analyst Weigh In

APP has been the subject of a number of recent research reports. Royal Bank Of Canada restated an “outperform” rating and set a $700.00 price target on shares of AppLovin in a research note on Thursday, February 12th. Arete Research set a $340.00 target price on AppLovin and gave the stock a “neutral” rating in a research note on Monday, March 2nd. UBS Group set a $740.00 target price on AppLovin in a report on Thursday, February 12th. Wedbush increased their price target on AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Citigroup cut their price objective on AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $654.50.

Insider Activity at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the sale, the insider owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 13.66% of the company’s stock.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Partnership with Stagwell to put Axon into Stagwell’s media offerings — expands Axon’s reach across mobile and connected TV, introduces AI-driven campaign optimization to Stagwell clients and could drive incremental ad revenue and CTV scale. AppLovin Stagwell Alliance Tests Axon’s AI Across Mobile And CTV
• Positive Sentiment: Kantar/Axon study shows mobile gaming is now a mainstream consumer channel with measurable purchase impact — supports AppLovin’s pitch to advertisers and the longer-term monetization potential of Axon. Mobile Gaming Now a Mainstream Consumer Channel (Kantar)
• Positive Sentiment: Adjust report: gaming app sessions rose in 2025 and retention-focused strategies are accelerating — an industry tailwind that should support demand for AppLovin’s ad and measurement products. Adjust: Gaming App Sessions Rose In 2025
• Positive Sentiment: Market recognition/momentum: coverage highlighting AppLovin as a top-performing S&P 500 name and a trending stock can sustain investor interest and multiple support. Is AppLovin The Best Performing S&P 500 Stock?
• Neutral Sentiment: Zacks feature and other retail/investor attention pieces note APP as a trending/idea stock — useful for sentiment but not a direct fundamental change. Zacks: Why APP is Trending
• Neutral Sentiment: Inclusion in a Zacks “Investment Ideas” roundup increases visibility but is not a direct catalyst. Zacks Investment Ideas Feature
• Neutral Sentiment: Short-interest reports flagged a “significant increase” but the published figures show 0 shares/NaN changes — likely a reporting/data error; do not treat as confirmed rising short activity without clearer data.
• Negative Sentiment: Jim Cramer flagged that AppLovin’s strong margins could attract competitive pressure from Google — raises the risk of margin compression or intensified competition in ad tech if large platforms respond. Jim Cramer Warns APP Investors

About AppLovin

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.