AppLovin Corporation $APP Holdings Decreased by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC cut its stake in shares of AppLovin Corporation (NASDAQ:APP) by 62.3% in the 3rd quarter, Holdings Channel reports. The firm owned 98,007 shares of the company’s stock after selling 161,654 shares during the quarter. TimesSquare Capital Management LLC’s holdings in AppLovin were worth $70,422,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in APP. LFA Lugano Financial Advisors SA acquired a new position in AppLovin during the 2nd quarter valued at about $26,000. Chilton Capital Management LLC acquired a new position in shares of AppLovin during the third quarter worth approximately $29,000. Activest Wealth Management grew its holdings in AppLovin by 760.0% in 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. Twin Peaks Wealth Advisors LLC acquired a new stake in AppLovin in the 2nd quarter valued at approximately $33,000. Finally, Heartwood Wealth Advisors LLC bought a new stake in AppLovin during the 3rd quarter valued at $33,000. Institutional investors own 41.85% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Wells Fargo & Company decreased their price objective on shares of AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a report on Thursday. Zacks Research downgraded AppLovin from a “strong-buy” rating to a “hold” rating in a research report on Thursday. Evercore reiterated a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. JPMorgan Chase & Co. boosted their price objective on AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Finally, Morgan Stanley set a $720.00 target price on AppLovin in a research note on Thursday. Twenty analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus price target of $651.77.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 beat and raise — AppLovin reported stronger‑than‑expected Q4 revenue and EPS and issued 2026 guidance above Street estimates, giving investors a fundamentals‑driven reason to buy the stock. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Outstanding margins and cash flow — management reported ~84% adjusted EBITDA margins and very high free‑cash‑flow conversion, highlighting durable profitability that supports a premium valuation. AppLovin Rides on Margin Power: Here’s What You Should Know
• Positive Sentiment: Analyst support and buybacks — several firms reaffirmed or raised targets (and management disclosed large buybacks / cash generation commentary), which helps underwrite the rebound narrative. AppLovin price target raised by Wedbush
• Neutral Sentiment: Mixed analyst moves — although many shops kept Buy/Outperform ratings, several groups trimmed price targets after the volatility; this creates both support and room for further target revisions. Wells Fargo price target change and analyst notes
• Neutral Sentiment: Short‑interest data appears noisy/insignificant in recent reports (entries show zero/NaN), so shorting pressure doesn’t explain today’s move. (No meaningful short interest link available.)
• Negative Sentiment: Competition and AI fears — investors remain worried about potential competition (CloudX) and whether large platforms like Meta could encroach on AppLovin’s adtech niche; that fear helped trigger sharp earlier selloffs. AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
• Negative Sentiment: Broader software/AI rotation — the market‑wide re‑pricing of software names and headlines about a sector pullback have pressured APP despite the company’s strong quarter, prolonging volatility. Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
• Negative Sentiment: Market panic narrative — several commentators say recent selling was driven more by fear than fundamentals, meaning sentiment swings can still produce abrupt downside even after good results. AppLovin drops over competitor concerns, but analysts highlight positive growth drivers

AppLovin Stock Performance

Shares of NASDAQ APP opened at $391.55 on Friday. The business’s 50-day simple moving average is $596.51 and its 200-day simple moving average is $571.78. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.25 and a current ratio of 3.32. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The firm has a market cap of $132.32 billion, a price-to-earnings ratio of 40.16, a P/E/G ratio of 1.28 and a beta of 2.49.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The firm had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the business earned $1.73 earnings per share. The company’s revenue was up 66.0% on a year-over-year basis. As a group, equities research analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Insider Activity at AppLovin

In related news, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction on Friday, November 21st. The shares were sold at an average price of $520.29, for a total value of $16,070,717.52. Following the transaction, the chief executive officer owned 2,553,161 shares in the company, valued at $1,328,384,136.69. This trade represents a 1.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 187,786 shares of company stock worth $100,914,925. 13.66% of the stock is owned by insiders.

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.