National Pension Service Increases Holdings in AppLovin Corporation $APP

National Pension Service boosted its holdings in AppLovin Corporation (NASDAQ:APP) by 5.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 832,426 shares of the company’s stock after acquiring an additional 42,155 shares during the quarter. National Pension Service owned 0.25% of AppLovin worth $598,131,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in APP. Chilton Capital Management LLC bought a new stake in shares of AppLovin in the third quarter worth $29,000. Activest Wealth Management boosted its position in shares of AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after purchasing an additional 38 shares during the period. Heartwood Wealth Advisors LLC purchased a new stake in shares of AppLovin in the third quarter worth $33,000. Bogart Wealth LLC raised 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 valued at $34,000 after purchasing an additional 24 shares during the period. Finally, Wolff Wiese Magana LLC purchased a new stake in AppLovin during the third quarter valued at $39,000. Hedge funds and other institutional investors own 41.85% of the company’s stock.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Evercore ISI initiated coverage with an Outperform and $835 price target, citing expansion into e?commerce ads and a wider growth runway — a formal analyst endorsement that can support the stock on rebounds. Evercore ISI Initiates Coverage on AppLovin (APP) With Outperform Amid Mobile Gaming and E-Commerce Ad Expansion
• Positive Sentiment: Forbes explains the broader rally: accelerating revenue, margin improvement, divestitures that refocused the company, analyst upgrades and buybacks — factors that underpin medium?term upside if fundamentals remain intact. Why Is AppLovin Stock Rallying?
• Positive Sentiment: Seeking Alpha lays out a bullish case ahead of earnings: AppLovin is now a pure?play ad platform, AXON 2.0 and Ads Manager adoption could reaccelerate growth, and Q4 guidance implies sequential revenue and high EBITDA margins — suggesting upside if management delivers. AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview)
• Positive Sentiment: Coverage pieces (e.g., Needham/Yahoo) highlight large TAM and product potential, framing AppLovin as a high?growth ad platform with upside if user and e?commerce ad monetization scale. Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?
• Neutral Sentiment: Zacks notes increased investor attention — useful context but not a direct catalyst; attention can amplify moves in either direction. AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Longer?term price forecasts and recovery narratives (price?target pieces) remind investors of prior volatility and the upside recovery potential but are speculative. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Jan 30)
• Neutral Sentiment: Reported short?interest data this week appeared inconsistent (zero values), signaling either a data glitch or reporting lag — monitor accurate short?interest updates for positioning signals.
• Negative Sentiment: A new short report alleged money?laundering links and triggered a sharp sell?off; such allegations can materially affect sentiment, regulatory scrutiny and short?term liquidity. AppLovin Faces Money-Laundering Claims—Here’s What’s Missing
• Negative Sentiment: AppLovin has publicly disputed the short report, but media coverage highlights execution risk for its AI/e?commerce push and keeps sentiment fragile until investigations and disclosures resolve. AppLovin Disputes Short Report As AI E Commerce Push Faces Test
• Negative Sentiment: Pomerantz launched an investor investigation into AppLovin, escalating legal risk and potential litigation costs — a tangible negative catalyst until cleared. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

Wall Street Analysts Forecast Growth

APP has been the subject of a number of analyst reports. Wedbush increased their price target on shares of AppLovin from $745.00 to $800.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. UBS Group set a $800.00 target price on AppLovin in a research report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft set a $705.00 price objective on AppLovin and gave the company a “buy” rating in a research report on Wednesday, October 22nd. Evercore ISI restated a “buy” rating on shares of AppLovin in a research note on Friday. Finally, Needham & Company LLC raised AppLovin from a “hold” rating to a “buy” rating and set a $700.00 price target on the stock in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus price target of $706.45.

Insider Transactions at AppLovin

In related news, CEO Arash Adam Foroughi sold 30,888 shares of the business’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the completion of the transaction, the chief executive officer owned 2,553,161 shares in the company, valued at approximately $1,328,384,136.69. The trade was a 1.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Eduardo Vivas sold 150,000 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $650.91, for a total transaction of $97,636,500.00. Following the sale, the director directly owned 7,133,292 shares in the company, valued at approximately $4,643,131,095.72. The trade was a 2.06% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 340,336 shares of company stock valued at $200,062,623. 13.66% of the stock is currently owned by corporate insiders.

AppLovin Price Performance

APP opened at $473.11 on Friday. The firm has a market cap of $159.89 billion, a price-to-earnings ratio of 57.42, a PEG ratio of 1.88 and a beta of 2.50. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The stock’s 50-day moving average price is $635.34 and its 200 day moving average price is $565.79. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the firm posted $1.29 earnings per share. The business’s revenue for the quarter was up 68.2% compared to the same quarter last year. As a group, sell-side analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current year.

AppLovin Company Profile

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.