MASTERINVEST Kapitalanlage GmbH Increases Holdings in AppLovin Corporation $APP

MASTERINVEST Kapitalanlage GmbH lifted its holdings in AppLovin Corporation (NASDAQ:APP) by 233.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,741 shares of the company’s stock after acquiring an additional 1,918 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in AppLovin were worth $1,970,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Hilltop National Bank bought a new position in AppLovin in the 2nd quarter worth approximately $26,000. LFA Lugano Financial Advisors SA purchased a new position in shares of AppLovin in the second quarter worth $26,000. Twin Peaks Wealth Advisors LLC purchased a new position in shares of AppLovin in the second quarter worth $33,000. Heartwood Wealth Advisors LLC bought a new position in shares of AppLovin during the third quarter worth $33,000. Finally, Hoey Investments Inc. purchased a new position in AppLovin during the second quarter valued at $35,000. Institutional investors own 41.85% of the company’s stock.

AppLovin Stock Performance

NASDAQ:APP opened at $647.72 on Friday. The firm has a market capitalization of $218.90 billion, a PE ratio of 78.61, a PEG ratio of 2.04 and a beta of 2.50. The stock’s fifty day moving average is $639.00 and its 200 day moving average is $542.56. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, beating analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the business posted $1.29 earnings per share. The business’s revenue was up 68.2% compared to the same quarter last year. On average, sell-side analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Benchmark reiterated a Buy on APP with a $775 price target (Mike Hickey, Jan. 6); the coverage note (which cites continued confidence in AppLovin’s growth) reinforces upward analyst momentum and likely contributed to buying interest. Benchmark Reiterates Buy InsiderMonkey Coverage
• Positive Sentiment: High-profile media endorsement — Jim Cramer said he “can’t name a single competitor to AppLovin,” a bullish narrative that can attract momentum buyers and retail interest. Cramer Says No Competitor
• Neutral Sentiment: Zacks published a piece comparing Skillsoft (SKIL) and AppLovin (APP) for value-oriented investors — useful context on sector valuation but it’s comparative rather than company-specific news that would immediately move APP. Zacks SKIL vs APP
• Neutral Sentiment: 247WallSt published a forward-looking price forecast noting AppLovin’s stock recovery after last year’s decline and citing better-than-expected quarterly results — supportive narrative but inherently speculative. 247WallSt Forecast
• Neutral Sentiment: Bristlemoon Global Fund published its Q4 2025 report (institutional activity/context). These fund reports can signal shifting ownership but the entry provided doesn’t note a clear, direct trade action for APP. Bristlemoon Q4 Report
• Neutral Sentiment: A general “3 growth stocks” roundup appeared on The Motley Fool; it offers sector context but is not APP-specific in the provided entry and is unlikely to be a primary driver of APP’s move. Fool Growth Stocks

Insider Activity at AppLovin

In related news, Director Eduardo Vivas sold 150,000 shares of the stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $650.91, for a total value of $97,636,500.00. Following the sale, the director directly owned 7,133,292 shares of the company’s stock, valued at $4,643,131,095.72. This represents a 2.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 completion of the sale, the chief technology officer directly owned 3,323,681 shares of the company’s stock, valued at approximately $1,812,669,143.78. The trade was a 0.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 340,336 shares of company stock worth $200,062,623. Insiders own 13.66% of the company’s stock.

Wall Street Analyst Weigh In

APP has been the topic of several research analyst reports. Wedbush boosted their price target on shares of AppLovin from $745.00 to $800.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Jefferies Financial Group boosted their target price on AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Citigroup dropped their price target on AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Bank of America lifted their price objective on AppLovin from $580.00 to $860.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. Finally, BTIG Research reiterated a “buy” rating and set a $771.00 target price on shares of AppLovin in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, AppLovin has an average rating of “Moderate Buy” and a consensus target price of $696.60.

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.