Jacobson & Schmitt Advisors LLC Has $21.01 Million Stock Holdings in AppLovin Corporation $APP

Jacobson & Schmitt Advisors LLC lowered its stake in AppLovin Corporation (NASDAQ:APP) by 13.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,242 shares of the company’s stock after selling 4,462 shares during the quarter. AppLovin makes up 3.6% of Jacobson & Schmitt Advisors LLC’s investment portfolio, making the stock its 4th largest position. Jacobson & Schmitt Advisors LLC’s holdings in AppLovin were worth $21,012,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. LFA Lugano Financial Advisors SA purchased a new position in AppLovin during the second quarter valued at approximately $26,000. Chilton Capital Management LLC purchased a new stake in AppLovin in the 3rd quarter worth approximately $29,000. Activest Wealth Management boosted its holdings in AppLovin by 760.0% in the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after purchasing an additional 38 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in shares of AppLovin during the 2nd quarter valued at $33,000. Finally, Heartwood Wealth Advisors LLC purchased a new position in shares of AppLovin during the 3rd quarter valued at $33,000. 41.85% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on APP shares. Wedbush boosted their target price on AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Wells Fargo & Company dropped their price target on AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a research report on Thursday, February 12th. Morgan Stanley set a $720.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Evercore reaffirmed a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. Finally, Citigroup dropped their target price on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $651.77.

AppLovin Price Performance

Shares of NASDAQ:APP opened at $393.22 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 stock has a market cap of $132.89 billion, a PE ratio of 40.33, a PEG ratio of 0.78 and a beta of 2.49. The company’s fifty day moving average is $554.89 and its 200 day moving average is $572.90. AppLovin Corporation has a 52 week low of $200.50 and a 52 week 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 (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. The firm had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The company’s revenue for the quarter was up 66.0% compared to the same quarter last year. During the same period last year, the firm earned $1.73 earnings per share. Research analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Strong results and AI pivot: AppLovin announced Q4 revenue of $1.658B, net income of $1.102B, and gave Q1 revenue guidance of $1.745B–$1.775B while outlining a shift toward AI-driven advertising and away from the Apps business — a growth narrative investors like. How Investors Are Reacting To AppLovin (APP) AI Ad Pivot, Social Network Plans, and SEC Scrutiny
• Positive Sentiment: Bullish analyst/strategy support: Market analysts and a recent Altimetry/MarketBeat discussion argue the sell-off has been narrative-driven and that AppLovin’s proprietary data + AI optimization create a durable moat, framing the stock as a buy-on-weakness opportunity. AI Is Separating Software Winners From Losers, 2 Experts Explain
• Positive Sentiment: Analyst tone: The stock carries an average analyst rating of “Moderate Buy,” which can attract dip-buying when sentiment stabilizes. AppLovin Corporation (NASDAQ:APP) Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Unconfirmed partnerships/rumors: Market chatter about OpenAI ad-monetization involvement is unconfirmed — could be upside if true, but currently uncertain. How Investors Are Reacting To AppLovin (APP) AI Ad Pivot, Social Network Plans, and SEC Scrutiny
• Neutral Sentiment: Sector-driven volatility: A broader software/AI rotation is pressuring peers and amplifying moves in AppLovin; sentiment swings may drive short-term pricing disconnected from fundamentals. Software Stocks Are Having Another Ugly Day
• Negative Sentiment: SEC probe update drove sharp selloff: An SEC-related update triggered a roughly 9–10% intraday decline earlier, creating near-term downside risk until regulatory details clear. AppLovin Stock Drops After SEC Probe Update. The Rollercoaster Continues.

Insider Activity at AppLovin

In related news, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the transaction, the director directly owned 2,829 shares in the company, valued at $1,961,402.28. This trade represents a 5.04% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of AppLovin 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 transaction, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. This trade represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 13.66% of the stock is owned by company insiders.

AppLovin Company 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.