238,710 AppLovin Corporation $APP Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. boosted its holdings in AppLovin Corporation (NASDAQ:APP) by 991.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 262,775 shares of the company’s stock after purchasing an additional 238,710 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.08% of AppLovin worth $76,318,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of the stock. Diversify Advisory Services LLC grew its stake in shares of AppLovin by 39.9% in the third quarter. Diversify Advisory Services LLC now owns 23,381 shares of the company’s stock valued at $6,791,000 after buying an additional 6,674 shares in the last quarter. Kapitalo Investimentos Ltda acquired a new position in AppLovin in the 3rd quarter valued at about $261,000. Eagle Wealth Advisors LLC increased its stake in shares of AppLovin by 24.8% during the third quarter. Eagle Wealth Advisors LLC now owns 1,038 shares of the company’s stock worth $301,000 after purchasing an additional 206 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in shares of AppLovin by 15.1% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 65,737 shares of the company’s stock worth $19,092,000 after buying an additional 8,644 shares in the last quarter. Finally, Smithbridge Asset Management Inc. DE boosted its holdings in AppLovin by 51.7% in the 3rd quarter. Smithbridge Asset Management Inc. DE now owns 17,848 shares of the company’s stock valued at $5,184,000 after purchasing an additional 6,083 shares during the period. 41.85% of the stock is currently owned by institutional investors.

AppLovin Stock Down 1.7%

Shares of NASDAQ:APP opened at $267.90 on Thursday. AppLovin Corporation has a 52-week low of $260.59 and a 52-week high of $738.01. The business’s 50 day simple moving average is $302.12 and its two-hundred day simple moving average is $408.98. The company has a debt-to-equity ratio of 1.11, a quick ratio of 4.30 and a current ratio of 4.30. The firm has a market cap of $89.65 billion, a P/E ratio of 20.59, a PEG ratio of 0.57 and a beta of 2.56.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share (EPS) for the quarter, meeting the consensus estimate of $3.76. The business had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $1.94 billion. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. AppLovin’s revenue was up 52.8% compared to the same quarter last year. During the same quarter last year, the firm posted $2.39 EPS. As a group, research analysts forecast that AppLovin Corporation will post 15.67 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on APP shares. UBS Group cut their target price on AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Oppenheimer decreased their target price on shares of AppLovin from $560.00 to $490.00 and set an “outperform” rating on the stock in a research note on Monday, October 12th. Weiss Ratings raised AppLovin from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, October 16th. BTIG Research lowered their target price on AppLovin from $408.00 to $396.00 and set a “buy” rating for the company in a research report on Tuesday, September 8th. Finally, Benchmark dropped their price target on shares of AppLovin from $500.00 to $440.00 and set a “buy” rating on the stock in a research report on Monday, August 17th. Three analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $507.75.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Some analysts view the decline as a buying opportunity. Recent commentary describes AppLovin as undervalued around current levels and highlights its AI-powered advertising platform, strong revenue growth, high net margins and potential for continued earnings expansion. AppLovin Corporation Stock Has Fallen Too Far
• Positive Sentiment: AppLovin’s upcoming third-quarter results are expected to show solid bottom-line growth. Its most recent quarter produced $1.92 billion in revenue, up 52.8% year over year, while earnings per share matched expectations at $3.76. Comparisons with Pinterest and Snap also emphasize AppLovin’s superior profitability and growth profile. What to Expect From AppLovin’s Q3 2026 Earnings Report
• Neutral Sentiment: Multiple law firms reminded investors of a November 16 lead-plaintiff deadline for a securities class action covering purchases from February 12 through August 5, 2026. The announcements mainly repeat existing litigation news and do not represent a court finding that AppLovin committed wrongdoing. Rosen AppLovin Securities Class Action Deadline
• Negative Sentiment: The litigation alleges that AppLovin overstated the consistency of improvements to its AI models and the readiness of its generative-AI video creative tool. The case follows sharp share declines after a July analyst report and the company’s August 5 results, increasing reputational and legal-risk overhang. AppLovin Securities Fraud Class Action
• Negative Sentiment: Analyst skepticism remains a major pressure point: Piper Sandler and Wells Fargo previously cut their price targets sharply after the second-quarter report, and Citigroup has also reduced its target. Concerns center on slower advertising growth, execution against AI-product expectations and whether elevated valuation assumptions remain justified. AppLovin Stock Sell or Buy Analysis

AppLovin Profile

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.