AppLovin Corporation $APP Stock: Inspire Investing LLC Increases Position

Inspire Investing LLC increased its position in AppLovin Corporation (NASDAQ:APP) by 62.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 43,344 shares of the company’s stock after purchasing an additional 16,644 shares during the quarter. AppLovin accounts for 0.5% of Inspire Investing LLC’s portfolio, making the stock its 27th largest position. Inspire Investing LLC’s holdings in AppLovin were worth $12,588,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the company. State Street Corp increased its stake in AppLovin by 28.3% during the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock worth $7,777,741,000 after buying an additional 3,328,338 shares during the period. WCM Investment Management LLC lifted its holdings in AppLovin by 5.2% in the 1st quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock worth $1,860,995,000 after buying an additional 245,290 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in AppLovin by 7.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,735,471 shares of the company’s stock valued at $894,167,000 after buying an additional 121,605 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in AppLovin in the 2nd quarter valued at about $730,015,000. Finally, Amundi boosted its position in AppLovin by 19.5% in the 2nd quarter. Amundi now owns 1,332,633 shares of the company’s stock valued at $686,612,000 after buying an additional 217,214 shares during the last quarter. 41.85% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

APP has been the subject of several recent analyst reports. Scotiabank restated a “sector outperform” rating and set a $515.00 target price (down from $775.00) on shares of AppLovin in a research note on Thursday, August 6th. Wedbush cut their price target on AppLovin from $610.00 to $560.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 14th. Wells Fargo & Company cut their price target on AppLovin from $357.00 to $325.00 and set an “equal weight” rating on the stock in a research note on Wednesday, August 19th. Daiwa Securities Group reduced their price target on AppLovin from $569.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, August 19th. Finally, Citigroup lowered their price objective on AppLovin from $600.00 to $500.00 and set a “buy” rating for the company in a research note on Monday, October 19th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $507.75.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Negative Sentiment: Multiple law firms publicized a securities class action against AppLovin and certain executives, with a November 16, 2026 deadline for investors to seek appointment as lead plaintiff. The notices largely repeat the same lawsuit rather than represent separate new cases. Pomerantz class action announcement
• Negative Sentiment: The lawsuit covers investors who acquired APP securities between February 12 and August 5, 2026. It alleges that AppLovin and executives made misleading statements about the consistency and effectiveness of improvements to the company’s AI advertising models, potentially overstating business performance. The allegations have not been proven. Hagens Berman AppLovin class action report
• Negative Sentiment: The case follows a critical analyst report published July 13 and AppLovin’s August 5 second-quarter results, which reportedly caused sharp declines in the stock. One investor notice also alleges that Chief Executive Officer Adam Foroughi and Chief Financial Officer Matthew Stumpf sold more than $109.1 million of APP stock; this is an allegation in the litigation, not an established finding. APP shareholder alert
• Neutral Sentiment: The legal notices do not provide a new operating update or change AppLovin’s reported fundamentals. The company previously reported strong year-over-year revenue growth, but its latest revenue came in slightly below analyst expectations, leaving investors focused on execution, AI-model performance and litigation risk. Kaplan Fox AppLovin class action notice

AppLovin Trading Down 1.5%

APP opened at $260.25 on Friday. AppLovin Corporation has a 12-month low of $258.32 and a 12-month high of $738.01. The company has a debt-to-equity ratio of 1.11, a current ratio of 4.30 and a quick ratio of 4.30. The stock has a market capitalization of $87.09 billion, a PE ratio of 20.00, a P/E/G ratio of 0.55 and a beta of 2.56. The firm’s fifty day moving average price is $300.05 and its 200 day moving average price is $407.08.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $3.76 earnings per share for the quarter, hitting the consensus estimate of $3.76. The company had revenue of $1.92 billion during the quarter, compared to analyst estimates of $1.94 billion. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The firm’s revenue for the quarter was up 52.8% compared to the same quarter last year. During the same period last year, the business earned $2.39 EPS. As a group, research analysts expect that AppLovin Corporation will post 15.67 EPS for the current fiscal year.

AppLovin Profile

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.