AppLovin (NASDAQ:APP) CEO Arash Adam Foroughi Sells 50,000 Shares

AppLovin Corporation (NASDAQ:APP) CEO Arash Adam Foroughi sold 50,000 shares of the company’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $466.04, for a total value of $23,302,000.00. Following the transaction, the chief executive officer directly owned 2,480,414 shares of the company’s stock, valued at approximately $1,155,972,140.56. This represents a 1.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Arash Adam Foroughi also recently made the following trade(s):

• On Thursday, March 12th, Arash Adam Foroughi sold 40,704 shares of AppLovin stock. The stock was sold at an average price of $459.85, for a total value of $18,717,734.40.

AppLovin Stock Up 2.1%

APP traded up $9.34 on Friday, reaching $458.67. The company’s stock had a trading volume of 3,786,870 shares, compared to its average volume of 5,860,974. The company has a market capitalization of $154.70 billion, a price-to-earnings ratio of 47.04, a P/E/G ratio of 0.79 and a beta of 2.51. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. 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 50 day moving average of $494.31 and a two-hundred day moving average of $573.31.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.35. The business had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The company’s revenue was up 66.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 EPS. As a group, analysts forecast that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have recently weighed in on APP shares. Piper Sandler reissued an “overweight” rating and issued a $650.00 target price (down from $800.00) on shares of AppLovin in a report on Thursday, February 12th. Morgan Stanley set a $720.00 price objective on AppLovin in a research note on Thursday, February 12th. Scotiabank increased their price objective on AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. The Goldman Sachs Group reduced their target price on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a report on Thursday, February 12th. Finally, BTIG Research reduced their price objective on AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, AppLovin currently has an average rating of “Moderate Buy” and an average price target of $654.50.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush bullish on AppLovin: analysts reiterate confidence in the company’s AI-driven ad platform and growth runway, which supports upside expectations for revenue and margins. Why Wedbush analysts love AppLovin stock right now
• Positive Sentiment: Needham issues a Buy rating — fresh institutional support that can boost demand from discretionary and quant buyers. AppLovin (NASDAQ:APP) Earns Buy Rating from Needham & Company LLC
• Positive Sentiment: Longer-term AI upside highlighted by The Motley Fool — AppLovin is named among firms that could materially outpace peers over five years if AI-driven monetization scales. This underscores growth narratives that investors are pricing in. Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies in 5 Years
• Neutral Sentiment: Discussion of record profits vs. skepticism—coverage notes strong profitability but asks whether that will quiet market concerns; keeps the debate open on valuation. AppLovin: Can Record Profits Overcome Market Skepticism?
• Neutral Sentiment: Analysts/commentary pointing to volatility as sentiment-driven rather than fundamental weakness—useful context but not an immediate catalyst. AppLovin’s Volatility Reflects Market Sentiment, Not Weakness
• Neutral Sentiment: Short-interest data in recent reports appears unreliable/zero and should be treated cautiously; not currently a meaningful short-squeeze signal.
• Negative Sentiment: Substantial insider selling by CTO Vasily Shikin across multiple filings — large block sales (totaling tens of millions) reduce insider ownership and can pressure sentiment. Vasily Shikin insider trades
• Negative Sentiment: Public caution from high-profile commentators (Jim Cramer: “Too Much Risk There”) raises retail investor wariness and could amplify short-term selling. Jim Cramer on AppLovin: “Too Much Risk There”
• Negative Sentiment: Recent price weakness noted by Zacks and Forbes pieces questioning valuation/dip increases debate over whether this is a buying opportunity or a value trap. AppLovin (APP) Falls More Steeply Than Broader Market

Hedge Funds Weigh In On AppLovin

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

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.