Insider Selling: AppLovin (NASDAQ:APP) CFO Sells $5,431,200.00 in Stock

AppLovin Corporation (NASDAQ:APP) CFO Matthew Stumpf sold 9,052 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the completion of the sale, the chief financial officer owned 177,450 shares in the company, valued at approximately $106,470,000. This trade represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

AppLovin Stock Performance

AppLovin stock opened at $613.09 on Monday. The company’s 50-day moving average price is $456.58 and its 200-day moving average price is $520.78. AppLovin Corporation has a twelve month low of $320.00 and a twelve month high of $745.61. The company has a quick ratio of 3.24, a current ratio of 3.24 and a debt-to-equity ratio of 1.49. The company has a market cap of $205.96 billion, a PE ratio of 52.67, a price-to-earnings-growth ratio of 1.00 and a beta of 2.45.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The firm had revenue of $1.84 billion for the quarter, compared to the consensus estimate of $1.77 billion. During the same period in the previous year, the firm posted $1.67 EPS. The business’s quarterly revenue was up 58.9% on a year-over-year basis. On average, equities research analysts forecast that AppLovin Corporation will post 15.86 EPS for the current fiscal year.

Institutional Investors Weigh In On AppLovin

Several large investors have recently added to or reduced their stakes in the stock. CBIZ Investment Advisory Services LLC boosted its position in AppLovin by 58.6% in 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 period. Redhawk Wealth Advisors Inc. lifted its position in shares of AppLovin by 2.9% in the 4th quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock worth $431,000 after purchasing an additional 18 shares during the period. Verdence Capital Advisors LLC lifted its position in shares of AppLovin by 5.7% in 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 period. Claro Advisors LLC lifted its position in shares of AppLovin by 3.2% in the 3rd quarter. Claro Advisors LLC now owns 647 shares of the company’s stock worth $465,000 after purchasing an additional 20 shares during the period. Finally, Strategic Advocates LLC lifted its position in shares of AppLovin by 0.8% in the 3rd quarter. Strategic Advocates LLC now owns 2,576 shares of the company’s stock worth $1,851,000 after purchasing an additional 21 shares during the period. 41.85% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on APP shares. Citigroup dropped their price target on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 12th. UBS Group dropped their price target on shares of AppLovin from $740.00 to $716.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. BTIG Research reaffirmed a “buy” rating and set a $640.00 price target on shares of AppLovin in a research note on Thursday, May 7th. Finally, Piper Sandler lifted their price target on shares of AppLovin from $650.00 to $665.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, AppLovin has a consensus rating of “Moderate Buy” and an average target price of $664.35.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham reaffirmed its Buy rating and lifted its price target to $700, reinforcing the view that AppLovin still has room to run. Needham Reaffirms Buy Rating on AppLovin
• Positive Sentiment: Deutsche Bank also raised its price target to $660 while maintaining a Buy rating, adding to the bullish analyst backdrop. Why Wall Street Still Sees More Upside In AppLovin
• Positive Sentiment: Zacks said AppLovin’s AI-powered ad platform is driving record revenue momentum as demand expands across digital advertising and e-commerce, suggesting the company’s growth story remains intact. AppLovin’s Revenue Momentum Reflects AI-Driven Advertising Demand
• Positive Sentiment: Multiple reports noted the stock moved higher after positive analyst commentary tied to strong recent financial results and the upcoming AI advertising platform rollout. Why AppLovin (APP) Stock Is Trading Up Today
• Neutral Sentiment: A Zacks roundup also grouped AppLovin with other growth names, but the mention was largely a general analyst note rather than a new company-specific catalyst. Zacks Analyst Blog Highlights Citigroup, TotalEnergies, AppLovin
• Neutral Sentiment: One analysis compared AppLovin with Coherent and argued COHR has an edge due to valuation and AI infrastructure demand, but this appears more like relative commentary than a direct fundamental setback for APP. Coherent vs. AppLovin: Which AI Growth Stock Is Better Positioned?
• Negative Sentiment: Recent insider selling by CTO Vasily Shikin may temper sentiment somewhat, though the sales were small relative to his remaining holdings and are outweighed by the bullish analyst-driven narrative. AppLovin CTO Insider Sales

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.