AppLovin Corporation $APP Stock Purchased by Paragon Advisors LLC

Paragon Advisors LLC boosted its stake in AppLovin Corporation (NASDAQ:APP) by 32.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,167 shares of the company’s stock after acquiring an additional 1,498 shares during the quarter. Paragon Advisors LLC’s holdings in AppLovin were worth $1,791,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in APP. State Street Corp grew its position in shares of AppLovin by 28.3% in the second quarter. State Street Corp now owns 15,095,667 shares of the company’s stock valued at $7,777,741,000 after purchasing an additional 3,328,338 shares during the period. WCM Investment Management LLC increased its stake in shares of AppLovin by 5.2% during the first quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock worth $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 position in shares of AppLovin by 7.5% during 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 worth $894,167,000 after purchasing an additional 121,605 shares during the last quarter. Bank of New York Mellon Corp acquired a new position in shares of AppLovin during the 2nd quarter worth about $730,015,000. Finally, Amundi raised its position in shares of AppLovin by 19.5% during the 2nd 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. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin Price Performance

Shares of NASDAQ APP opened at $391.22 on Monday. AppLovin Corporation has a 12-month low of $225.19 and a 12-month high of $738.01. The stock has a market cap of $130.92 billion, a PE ratio of 26.33, a P/E/G ratio of 0.81 and a beta of 2.51. The company has a current ratio of 3.80, a quick ratio of 3.80 and a debt-to-equity ratio of 1.07. The company has a 50-day moving average of $293.36 and a 200 day moving average of $409.91.

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

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on APP shares. Wells Fargo & Company lifted their price objective on AppLovin from $325.00 to $347.00 and gave the stock an “equal weight” rating in a report on Friday. The Goldman Sachs Group boosted their price objective on AppLovin from $400.00 to $445.00 and gave the stock a “neutral” rating in a research note on Thursday. Oppenheimer reissued an “outperform” rating and set a $520.00 target price (up from $490.00) on shares of AppLovin in a report on Thursday. William Blair set a $440.00 target price on AppLovin in a research report on Monday, August 17th. Finally, Loop Capital lowered their price target on AppLovin from $860.00 to $600.00 and set a “buy” rating on the stock in a research note on Thursday, August 20th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $497.93.

Key Stories Impacting AppLovin

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 Company 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.