Metis Global Partners LLC Purchases 5,859 Shares of AppLovin Corporation $APP

Metis Global Partners LLC lifted its holdings in AppLovin Corporation (NASDAQ:APP) by 138.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,094 shares of the company’s stock after purchasing an additional 5,859 shares during the quarter. Metis Global Partners LLC’s holdings in AppLovin were worth $7,253,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. CBIZ Investment Advisory Services LLC lifted its position in AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares during the last quarter. Versant Capital Management Inc raised its position in shares of AppLovin by 2.8% during the 3rd quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after buying an additional 19 shares in the last quarter. Optas LLC lifted its holdings in shares of AppLovin by 2.5% in the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock valued at $630,000 after acquiring an additional 21 shares during the last quarter. Bartlett & CO. Wealth Management LLC lifted its holdings in shares of AppLovin by 19.6% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock valued at $96,000 after acquiring an additional 22 shares during the last quarter. Finally, Avestar Capital LLC grew its position in AppLovin by 2.1% in the second quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock worth $391,000 after acquiring an additional 23 shares in the last quarter. Hedge funds and other institutional investors own 41.85% of the company’s stock.

Insider Activity at AppLovin

In other AppLovin news, CEO Arash Adam Foroughi sold 4,069 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $497.50, for a total value of $2,024,327.50. Following the transaction, the chief executive officer directly owned 2,998,948 shares in the company, valued at $1,491,976,630. This represents a 0.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the sale, the director directly owned 2,829 shares of the company’s stock, valued at $1,961,402.28. This represents a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 187,786 shares of company stock valued at $100,914,925 in the last quarter. Corporate insiders own 13.66% of the company’s stock.

AppLovin Stock Performance

APP stock opened at $366.91 on Friday. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The firm has a market cap of $124.00 billion, a price-to-earnings ratio of 37.63, a PEG ratio of 1.51 and a beta of 2.49. The business’s fifty day simple moving average is $602.52 and its two-hundred day simple moving average is $570.18. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. The firm had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 306.49%. The business’s revenue was up 66.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.73 earnings per share. Analysts predict that AppLovin Corporation will post 6.87 earnings per share for the current year.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 results beat on EPS and revenue, with strong margins and raised 2026 revenue guidance — underlying operating metrics were robust. AppLovin press release
• Positive Sentiment: Several sell-side firms reaffirmed or raised targets (Scotiabank raised to $775; Wedbush boosted to $640; Needham and RBC reaffirmed buy/outperform), signaling continued analyst confidence in medium/long-term growth. Scotiabank raise (The Fly)
• Positive Sentiment: Bullish commentary argues the sell-off is an overreaction — analysts and commentators point to high margins, strong free cash flow and buybacks as reasons long-term holders should be constructive. Seeking Alpha bullish take
• Neutral Sentiment: Some firms trimmed price targets (BTIG, Wells Fargo, Piper Sandler, Citi lowered/tweaked targets) but largely kept buy/overweight ratings — mixed signals on near-term upside while conviction remains among many analysts. Analyst moves roundup
• Neutral Sentiment: Short-interest data published in the period appears erroneous (0 shares / NaN changes) — no reliable signal of a short squeeze or coordinated short activity from the reported figures.
• Negative Sentiment: Despite the beat, shares plunged as investors flagged AI-related risk, competitive pressure in ad markets and perceived lack of clarity in management’s commentary/guidance — headlines emphasize “AI fears” and “guidance clarity” as the proximate causes of the sell-off. 247WallStreet coverage
• Negative Sentiment: Reports flagged softer-than-expected ad demand and competitive headwinds in ad tech, which weighed on investor confidence despite strong headline numbers. Reuters report

Analyst Upgrades and Downgrades

APP has been the topic of a number of recent research reports. JPMorgan Chase & Co. upped their price objective on AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. The Goldman Sachs Group cut their target price on AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a research report on Thursday. Jefferies Financial Group lowered their price target on AppLovin from $860.00 to $700.00 and set a “buy” rating for the company in a research report on Thursday. BTIG Research reduced their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Needham & Company LLC restated a “buy” rating and issued a $700.00 target price on shares of AppLovin in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $651.77.

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.