Swiss Life Asset Management Ltd Has $51.62 Million Stock Position in AppLovin Corporation $APP

Swiss Life Asset Management Ltd lifted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 154.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 76,608 shares of the company’s stock after buying an additional 46,499 shares during the period. Swiss Life Asset Management Ltd’s holdings in AppLovin were worth $51,620,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Washington Trust Advisors Inc. raised its holdings in shares of AppLovin by 160.0% during the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock worth $27,000 after buying an additional 24 shares in the last quarter. Chilton Capital Management LLC acquired a new position in shares of AppLovin during the 3rd quarter worth $29,000. Board of the Pension Protection Fund acquired a new position in shares of AppLovin during the 4th quarter worth $27,000. Activest Wealth Management raised its holdings in shares of AppLovin by 760.0% during the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after buying an additional 38 shares in the last quarter. Finally, CBIZ Investment Advisory Services LLC raised its holdings in shares of AppLovin by 58.6% during the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on APP shares. The Goldman Sachs Group lowered their price target on AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $660.00 price target on shares of AppLovin in a report on Thursday. Zacks Research cut AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Citigroup lowered their target price on AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Finally, Jefferies Financial Group lowered their target price on AppLovin from $860.00 to $700.00 and set a “buy” rating for the company in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $664.35.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin posted a strong Q1 2026 beat, with revenue up 59% year over year to $1.84 billion and adjusted EPS of $3.56, both above expectations. AppLovin Beats Quarterly Revenue Expectations. The Stock is Up.
• Positive Sentiment: Management’s outlook also impressed, with Q2 revenue guidance of $1.915 billion to $1.945 billion and adjusted EBITDA margins of roughly 84% to 85%, reinforcing confidence in AppLovin’s profitability. AppLovin expects Q2 2026 revenue of $1.915B-$1.945B…
• Positive Sentiment: Several reports highlighted accelerating e-commerce and AI ad growth, while Morgan Stanley said the quarter made it more convinced AppLovin is still early in a larger growth story. Morgan Stanley spills beans on what’s next for AppLovin stock
• Positive Sentiment: Brokerage coverage stayed upbeat, including Needham reaffirming a Buy rating and Wedbush and Wells Fargo raising price targets, which supports sentiment around the name. Analyst rating and price target updates
• Neutral Sentiment: Despite the strong results, the stock has shown volatile post-earnings trading as investors digest the numbers and the near-term setup for the June Axon platform launch. AppLovin Stock Jumps, Then Reverses, Following Q1 Results
• Negative Sentiment: Some commentary warned that the growth story may need more time to fully play out, with consumer/e-commerce still a relatively small part of sales, which may be limiting enthusiasm in the near term. AppLovin: Growth Story Has A Patience Problem (Downgrade)

AppLovin Price Performance

Shares of APP opened at $468.55 on Monday. AppLovin Corporation has a 12-month low of $320.00 and a 12-month high of $745.61. The business has a 50-day simple moving average of $442.83 and a two-hundred day simple moving average of $532.96. The company has a quick ratio of 3.24, a current ratio of 3.24 and a debt-to-equity ratio of 1.49. The stock has a market cap of $158.03 billion, a PE ratio of 40.25, a PEG ratio of 0.77 and a beta of 2.37.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The business had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.77 billion. During the same quarter in the prior year, the firm earned $1.67 EPS. The business’s revenue for the quarter was up 58.9% compared to the same quarter last year. Analysts anticipate that AppLovin Corporation will post 15.77 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Arash Adam Foroughi sold 40,704 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $459.85, for a total value of $18,717,734.40. Following the completion of the sale, the chief executive officer owned 2,430,414 shares of the company’s stock, valued at approximately $1,117,625,877.90. This represents a 1.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CTO Vasily Shikin sold 5,231 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $477.47, for a total value of $2,497,645.57. Following the completion of the sale, the chief technology officer directly owned 30,658 shares of the company’s stock, valued at approximately $14,638,275.26. The trade was a 14.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 365,244 shares of company stock valued at $169,584,607. Company insiders own 13.66% of the company’s stock.

AppLovin 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.