AppLovin Corporation $APP Shares Acquired by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd increased its stake in AppLovin Corporation (NASDAQ:APP) by 73.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 76,736 shares of the company’s stock after buying an additional 32,510 shares during the period. Mediolanum International Funds Ltd’s holdings in AppLovin were worth $54,664,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in APP. Vanguard Group Inc. grew its holdings in AppLovin by 0.4% during the 2nd quarter. Vanguard Group Inc. now owns 17,902,795 shares of the company’s stock worth $6,267,410,000 after acquiring an additional 72,120 shares in the last quarter. State Street Corp lifted its position in shares of AppLovin by 2.4% during the second quarter. State Street Corp now owns 5,615,415 shares of the company’s stock worth $1,965,844,000 after purchasing an additional 133,402 shares during the last quarter. Jennison Associates LLC lifted its position in shares of AppLovin by 55.2% during the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after purchasing an additional 1,381,970 shares during the last quarter. Norges Bank acquired a new position in AppLovin in the second quarter worth about $951,541,000. Finally, Rakuten Investment Management Inc. bought a new stake in AppLovin in the third quarter valued at about $1,456,108,000. 41.85% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the sale, the chief technology officer owned 3,323,681 shares of the company’s stock, valued at $1,812,669,143.78. This represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, 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 transaction of $97,636,500.00. Following the completion of the transaction, the director 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 340,336 shares of company stock valued at $200,062,623. 13.66% of the stock is currently owned by corporate insiders.

AppLovin Price Performance

Shares of NASDAQ:APP opened at $473.11 on Friday. The firm’s 50 day moving average is $635.34 and its two-hundred day moving average is $567.28. The firm has a market capitalization of $159.89 billion, a P/E ratio of 57.42, a PEG ratio of 1.88 and a beta of 2.50. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61.

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

Analyst Ratings Changes

A number of research analysts have commented on APP shares. Wells Fargo & Company increased their target price on AppLovin from $721.00 to $735.00 and gave the stock an “overweight” rating in a report on Thursday, January 8th. BTIG Research reissued a “buy” rating and set a $771.00 price target on shares of AppLovin in a research report on Wednesday, December 17th. Scotiabank raised their price objective on AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Evercore ISI reiterated a “buy” rating on shares of AppLovin in a research note on Friday. Finally, Jefferies Financial Group boosted their price objective on shares of AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $706.45.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Evercore ISI initiated coverage with an Outperform and $835 price target, citing expansion into e‑commerce ads and a wider growth runway — a formal analyst endorsement that can support the stock on rebounds. Evercore ISI Initiates Coverage on AppLovin (APP) With Outperform Amid Mobile Gaming and E-Commerce Ad Expansion
• Positive Sentiment: Forbes explains the broader rally: accelerating revenue, margin improvement, divestitures that refocused the company, analyst upgrades and buybacks — factors that underpin medium‑term upside if fundamentals remain intact. Why Is AppLovin Stock Rallying?
• Positive Sentiment: Seeking Alpha lays out a bullish case ahead of earnings: AppLovin is now a pure‑play ad platform, AXON 2.0 and Ads Manager adoption could reaccelerate growth, and Q4 guidance implies sequential revenue and high EBITDA margins — suggesting upside if management delivers. AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview)
• Positive Sentiment: Coverage pieces (e.g., Needham/Yahoo) highlight large TAM and product potential, framing AppLovin as a high‑growth ad platform with upside if user and e‑commerce ad monetization scale. Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?
• Neutral Sentiment: Zacks notes increased investor attention — useful context but not a direct catalyst; attention can amplify moves in either direction. AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Longer‑term price forecasts and recovery narratives (price‑target pieces) remind investors of prior volatility and the upside recovery potential but are speculative. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Jan 30)
• Neutral Sentiment: Reported short‑interest data this week appeared inconsistent (zero values), signaling either a data glitch or reporting lag — monitor accurate short‑interest updates for positioning signals.
• Negative Sentiment: A new short report alleged money‑laundering links and triggered a sharp sell‑off; such allegations can materially affect sentiment, regulatory scrutiny and short‑term liquidity. AppLovin Faces Money-Laundering Claims—Here’s What’s Missing
• Negative Sentiment: AppLovin has publicly disputed the short report, but media coverage highlights execution risk for its AI/e‑commerce push and keeps sentiment fragile until investigations and disclosures resolve. AppLovin Disputes Short Report As AI E Commerce Push Faces Test
• Negative Sentiment: Pomerantz launched an investor investigation into AppLovin, escalating legal risk and potential litigation costs — a tangible negative catalyst until cleared. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

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.