AppLovin Corporation $APP Stock Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC raised its stake in shares of AppLovin Corporation (NASDAQ:APP) by 69.9% during the third quarter, HoldingsChannel reports. The fund owned 11,228 shares of the company’s stock after acquiring an additional 4,619 shares during the quarter. International Assets Investment Management LLC’s holdings in AppLovin were worth $3,261,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in APP. State Street Corp grew its holdings in AppLovin by 28.3% during the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock worth $7,777,741,000 after acquiring an additional 3,328,338 shares in the last quarter. WCM Investment Management LLC raised its stake in shares of AppLovin by 5.2% in the 1st quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock valued at $1,860,995,000 after purchasing an additional 245,290 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of AppLovin by 7.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,735,471 shares of the company’s stock valued at $894,167,000 after purchasing an additional 121,605 shares in the last quarter. Bank of New York Mellon Corp bought a new position in shares of AppLovin during the second quarter worth about $730,015,000. Finally, Amundi lifted its position in shares of AppLovin by 19.5% during the second quarter. Amundi now owns 1,332,633 shares of the company’s stock worth $686,612,000 after purchasing an additional 217,214 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently commented on APP. Daiwa Securities Group decreased their price target on AppLovin from $569.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, August 19th. Raymond James Financial cut their price objective on AppLovin from $640.00 to $590.00 in a research note on Thursday, August 6th. Oppenheimer reaffirmed an “outperform” rating and set a $520.00 target price (up from $490.00) on shares of AppLovin in a report on Thursday. Benchmark decreased their target price on AppLovin from $500.00 to $440.00 and set a “buy” rating for the company in a research report on Monday, August 17th. Finally, Royal Bank Of Canada boosted their price target on AppLovin from $500.00 to $520.00 and gave the company an “outperform” rating in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $497.93.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported Q3 revenue of $2.18 billion, up 55.5% year over year, and EPS of $4.30, beating analyst estimates. Net income rose 72% to $1.44 billion, with a net margin near 66%. AppLovin Q3 results
• Positive Sentiment: Q4 revenue guidance of $2.365 billion–$2.395 billion came in above expectations, supporting hopes that growth from AppLovin’s AI-powered advertising models can continue as their rollout expands. CEO Adam Foroughi also said the business could grow roughly 30% annually over the long term. CEO comments on long-term growth
• Positive Sentiment: The company expanded its share repurchase authorization to $3.6 billion, while strong cash generation gives it capacity to return capital to shareholders. Cash generation and buyback
• Neutral Sentiment: Analyst views are mixed: RBC and Oppenheimer raised their targets to $520 and reiterated positive ratings, while Wells Fargo’s raised $347 target remains below the shares’ recent trading level and carries an equal-weight rating. Analyst target changes
• Negative Sentiment: Multiple law firms publicized a pending securities class action covering investors who bought shares from February 12 through August 5, 2026. The suit alleges misleading statements about AI-model readiness and adoption of self-service ad tools; the allegations are not established findings, but the litigation could create uncertainty. The lead-plaintiff deadline is November 16. Class-action notice

AppLovin Trading Up 9.9%

AppLovin stock opened at $391.22 on Friday. AppLovin Corporation has a 1 year low of $225.19 and a 1 year high of $738.01. The firm’s 50-day moving average is $293.36 and its 200-day moving average is $409.91. The company has a debt-to-equity ratio of 1.07, a quick ratio of 4.30 and a current ratio of 3.80. The company has a market cap of $130.92 billion, a P/E ratio of 26.33, a PEG ratio of 0.86 and a beta of 2.51.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, November 4th. The company reported $4.30 earnings per share for the quarter, beating analysts’ consensus estimates of $4.03 by $0.27. The business had revenue of $2.18 billion during the quarter, compared to the consensus estimate of $2.07 billion. AppLovin had a net margin of 65.89% and a return on equity of 182.97%. The company’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.45 EPS. On average, equities analysts expect that AppLovin Corporation will post 16.18 earnings per share for the current year.

AppLovin Profile

AppLovin is a technology company that provides software to help mobile app developers and advertisers grow their businesses. Its platform connects advertisers seeking users with app publishers looking to monetize their audiences, using data and machine-learning tools to support advertising and user acquisition.

The company’s products include AXON, its advertising optimization engine; AppDiscovery, which helps advertisers find and acquire users; and MAX, a platform for managing in-app advertising.