AppLovin Corporation $APP Shares Acquired by Baader Bank Aktiengesellschaft

Baader Bank Aktiengesellschaft boosted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 106.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,166 shares of the company’s stock after purchasing an additional 2,148 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in AppLovin were worth $2,764,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in APP. Revolve Wealth Partners LLC acquired a new position in AppLovin during the fourth quarter worth about $294,000. Bison Wealth LLC purchased a new position in shares of AppLovin during the fourth quarter valued at approximately $239,000. Integrated Wealth Concepts LLC lifted its stake in shares of AppLovin by 58.0% during the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after buying an additional 621 shares during the period. NewEdge Advisors LLC lifted its stake in shares of AppLovin by 5.7% during the second quarter. NewEdge Advisors LLC now owns 14,523 shares of the company’s stock valued at $5,084,000 after buying an additional 782 shares during the period. Finally, Treasurer of the State of North Carolina raised its stake in AppLovin by 7.2% during the second quarter. Treasurer of the State of North Carolina now owns 139,189 shares of the company’s stock worth $48,727,000 after purchasing an additional 9,380 shares during the period. 41.85% of the stock is currently owned by institutional investors and hedge funds.

AppLovin Stock Down 7.6%

AppLovin stock opened at $453.53 on Thursday. The stock has a market cap of $152.97 billion, a price-to-earnings ratio of 38.96, a PEG ratio of 0.80 and a beta of 2.37. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49. The company’s 50-day moving average price is $445.97 and its two-hundred day moving average price is $530.27. AppLovin Corporation has a 52 week low of $320.00 and a 52 week high of $745.61.

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

Analyst Ratings Changes

APP has been the topic of a number of recent analyst reports. Argus assumed coverage on shares of AppLovin in a research note on Tuesday, April 14th. They set a “buy” rating and a $520.00 price target on the stock. Scotiabank raised their price target on shares of AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. BTIG Research reiterated a “buy” rating and set a $640.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $660.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. Finally, Needham & Company LLC restated a “buy” rating and issued a $700.00 price target on shares of AppLovin in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, AppLovin presently 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: Wolfe Research reiterated an Outperform rating on AppLovin and raised its price target to $580 from $575, citing the company’s strong first-quarter 2026 results and momentum in growth and profitability. Robust Revenue and Earnings Growth Assert AppLovin Corporation (APP) as a Top Tech Stock in Louis Navellier’s Portfolio
• Positive Sentiment: Several recent pieces continue to frame AppLovin as an AI-driven growth winner, with investors focusing on its rapidly surging revenue and improving earnings profile. Is AppLovin Stock a Buy as Revenue Continues to Surge?
• Positive Sentiment: AppLovin was also mentioned among stock picks discussed by hedge fund managers at the Sohn Investment Conference, adding to the perception that sophisticated investors remain interested in the name. AppLovin and 6 More Stock Picks by Einhorn and Other Hedge Fund Managers
• Neutral Sentiment: Analyst questions from AppLovin’s Q1 earnings call suggest investors are still digging into how sustainable the company’s growth and margin expansion will be. 5 insightful analyst questions from AppLovin’s Q1 earnings call
• Neutral Sentiment: A comparison of AppLovin and The Trade Desk highlights diverging revenue trajectories in digital advertising, but the article is mainly informational rather than a direct catalyst. The Trade Desk vs. AppLovin: What Do Their Quarterly Revenue Trajectories Tell Investors?
• Negative Sentiment: One broader market note warned that the AI rally may have gone too far in some names, which could pressure sentiment toward AI-adjacent stocks like AppLovin if investors become more selective. AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

Insider Transactions at AppLovin

In other news, CTO Vasily Shikin sold 62,804 shares of AppLovin stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total value of $30,549,749.72. Following the transaction, the chief technology officer directly owned 3,255,273 shares of the company’s stock, valued at $1,583,462,445.39. This trade represents a 1.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Arash Adam Foroughi sold 50,000 shares of AppLovin stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $466.04, for a total transaction of $23,302,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,480,414 shares in the company, valued at approximately $1,155,972,140.56. This trade represents a 1.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 365,244 shares of company stock valued at $169,584,607 in the last quarter. Insiders own 13.66% of the company’s stock.

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.