2,026,482 Shares in AppLovin Corporation $APP Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. bought a new stake in AppLovin Corporation (NASDAQ:APP) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,026,482 shares of the company’s stock, valued at approximately $1,456,108,000. AppLovin makes up about 4.7% of Rakuten Investment Management Inc.’s investment portfolio, making the stock its 3rd largest holding. Rakuten Investment Management Inc. owned about 0.60% of AppLovin as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in APP. Hilltop National Bank bought a new position in shares of AppLovin in the 2nd quarter valued at about $26,000. LFA Lugano Financial Advisors SA acquired a new position in AppLovin during the second quarter valued at approximately $26,000. Twin Peaks Wealth Advisors LLC bought a new position in AppLovin in the second quarter valued at approximately $33,000. Heartwood Wealth Advisors LLC acquired a new position in shares of AppLovin during the 3rd quarter worth approximately $33,000. Finally, Bogart Wealth LLC increased its position in shares of AppLovin by 100.0% during the 3rd quarter. Bogart Wealth LLC now owns 48 shares of the company’s stock worth $34,000 after purchasing an additional 24 shares during the last quarter. 41.85% of the stock is owned by institutional investors.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Large institutional ownership and bullish analyst price targets provide a counterweight to the headlines — several top firms have materially increased positions and recent median analyst targets remain well above the current price. AppLovin Corporation Stock (APP) Opinions on Critical Shareholder Report
• Positive Sentiment: Some investors and analysts still point to AppLovin’s AI ad stack, e?commerce expansion and strong revenue/profit growth as reasons the pullback could be a buying opportunity. APP Stock Declines 22.5% in a Month: Should You Buy the Dip?
• Neutral Sentiment: Retail chatter is mixed: some traders remain upbeat and discuss a recovery thesis, while others have turned cautious — that keeps volatility elevated but does not resolve the fundamental questions raised by the report. AppLovin draws retail buzz after critical report, stock plunge; retail investors still upbeat
• Neutral Sentiment: Competitive context: rival ad platforms (e.g., Unity) are getting renewed attention as the ad?tech landscape evolves — this is a longer?term industry factor rather than an immediate catalyst. Unity Software Is Falling—So Why Are Pros Getting More Bullish? (APP)
• Negative Sentiment: CapitalWatch’s short?seller report alleges AppLovin enabled money?laundering through third?party ties; the report has been widely circulated and directly triggered sharp near?term selling and media coverage. AppLovin Stock Falls After Negative CapitalWatch Report AI Darling to Crime World Laundromat? AppLovin Tanks on Short?Seller’s Bombshell Report
• Negative Sentiment: Significant insider selling over the past six months (many sales, no reported open?market buys) is amplifying investor concern about governance and near?term risk. AppLovin Corporation Stock (APP) Opinions on Critical Shareholder Report
• Negative Sentiment: Some analysts/publishers have turned more negative, including a downgrade to sell from at least one outlet, which adds pressure until investigatory or clarifying evidence is provided. AppLovin: Thesis Largely Played Out, Downgrade To Sell

Insider Buying and Selling at AppLovin

In other news, CTO Vasily Shikin sold 27,143 shares of the business’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 approximately $1,812,669,143.78. The trade was a 0.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Arash Adam Foroughi sold 30,888 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the transaction, the chief executive officer directly owned 2,553,161 shares in the company, valued at approximately $1,328,384,136.69. This represents a 1.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 340,336 shares of company stock valued at $200,062,623 in the last ninety days. 13.66% of the stock is currently owned by corporate insiders.

AppLovin Stock Down 0.6%

Shares of APP opened at $565.52 on Wednesday. The firm has a market cap of $191.12 billion, a P/E ratio of 68.63, a price-to-earnings-growth ratio of 1.88 and a beta of 2.50. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The firm’s 50-day simple moving average is $637.19 and its 200 day simple moving average is $558.53.

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 company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the company posted $1.29 earnings per share. The business’s revenue was up 68.2% on a year-over-year basis. On average, analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Bank of America increased their price objective on AppLovin from $580.00 to $860.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Weiss Ratings downgraded shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 15th. Phillip Securities upgraded shares of AppLovin to a “moderate buy” rating in a research note on Monday, September 29th. BTIG Research reaffirmed a “buy” rating and issued a $771.00 target price on shares of AppLovin in a report on Wednesday, December 17th. Finally, Oppenheimer set a $740.00 price target on AppLovin in a report on Tuesday, October 7th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $706.76.

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.