Vasily Shikin Sells 62,804 Shares of AppLovin (NASDAQ:APP) Stock

AppLovin Corporation (NASDAQ:APP) CTO Vasily Shikin sold 62,804 shares of AppLovin stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the completion of the transaction, the chief technology officer directly owned 3,255,273 shares in the company, valued at $1,583,462,445.39. The trade was a 1.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

Vasily Shikin also recently made the following trade(s):

• On Tuesday, March 10th, Vasily Shikin sold 5,231 shares of AppLovin stock. The shares were sold at an average price of $477.47, for a total value of $2,497,645.57.
• On Tuesday, March 10th, Vasily Shikin sold 9,265 shares of AppLovin stock. The stock was sold at an average price of $486.31, for a total value of $4,505,662.15.
• On Tuesday, March 10th, Vasily Shikin sold 6,531 shares of AppLovin stock. The stock was sold at an average price of $489.05, for a total transaction of $3,193,985.55.
• On Tuesday, March 10th, Vasily Shikin sold 5,685 shares of AppLovin stock. The shares were sold at an average price of $490.89, for a total value of $2,790,709.65.
• On Tuesday, March 10th, Vasily Shikin sold 204 shares of AppLovin stock. The stock was sold at an average price of $513.65, for a total value of $104,784.60.

AppLovin Stock Performance

Shares of APP stock traded down $11.83 during trading hours on Thursday, reaching $449.62. 4,986,884 shares of the company’s stock were exchanged, compared to its average volume of 6,651,333. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. The company’s 50 day moving average is $501.99 and its two-hundred day moving average is $574.12. The company has a market cap of $151.65 billion, a P/E ratio of 46.11, a price-to-earnings-growth ratio of 0.84 and a beta of 2.51. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The firm had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the prior year, the company posted $1.73 earnings per share. AppLovin’s quarterly revenue was up 66.0% on a year-over-year basis. Equities research analysts anticipate that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Institutional Investors Weigh In On AppLovin

Hedge funds have recently made changes to their positions in the company. CBIZ Investment Advisory Services LLC lifted its position in AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares in the last quarter. Redhawk Wealth Advisors Inc. increased its holdings in AppLovin by 2.9% during the 4th quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock worth $431,000 after purchasing an additional 18 shares in the last quarter. Verdence Capital Advisors LLC raised its stake in shares of AppLovin by 5.7% in the 4th quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock valued at $224,000 after purchasing an additional 18 shares during the period. Versant Capital Management Inc lifted its holdings in shares of AppLovin by 2.8% in the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after purchasing an additional 19 shares in the last quarter. Finally, Claro Advisors LLC boosted its position in shares of AppLovin by 3.2% during the third quarter. Claro Advisors LLC now owns 647 shares of the company’s stock worth $465,000 after buying an additional 20 shares during the period. Hedge funds and other institutional investors own 41.85% of the company’s stock.

Analyst Ratings Changes

APP has been the topic of a number of recent analyst reports. Jefferies Financial Group reduced their price target on AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Scotiabank raised their price objective on AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Zacks Research lowered shares of AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Citigroup decreased their price objective on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Finally, Arete Research set a $340.00 price target on AppLovin and gave the company a “neutral” rating in a research report on Monday, March 2nd. Twenty analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, AppLovin presently has a consensus rating of “Moderate Buy” and an average price target of $654.50.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham reaffirmed a “buy” and set a $700 price target, signaling bullish analyst conviction and highlighting upside vs. current levels. Benzinga
• Positive Sentiment: Recent quarterly results showed an EPS beat and strong revenue growth (revenue up ~66% YoY, EPS beat), supporting the thesis that fundamentals remain healthy and monetization/ad-tech scaling continues. (Company reported results 2/11/2026.)
• Positive Sentiment: Quant/technical analysts flagged APP as a buy in short-form coverage, which can attract algorithmic and momentum buyers if sentiment stabilizes. Seeking Alpha
• Neutral Sentiment: Multiple articles argue recent volatility reflects shifting market sentiment around digital ads rather than deteriorating fundamentals — this frames today’s sell-off as sentiment-driven and potentially reversible. Zacks
• Neutral Sentiment: Short-interest entries in the feed appear to be data-noise (zero shares / NaN changes), so they likely aren’t a meaningful immediate driver. Monitor confirmed, reliable short-interest reports for any future squeeze risk.
• Negative Sentiment: High-profile bearish commentary: Jim Cramer publicly warned there is “too much risk” in AppLovin and compared the ad-tech risk to past winners that lost share to Google, which can accelerate selling from retail and event-driven traders. Yahoo Finance
• Negative Sentiment: Opinion pieces are labeling APP a possible “value trap” after a recent pullback, which can reinforce caution among income/value investors and contribute to further near-term selling pressure. Forbes

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.