AppLovin Corporation $APP Shares Acquired by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. boosted its stake in AppLovin Corporation (NASDAQ:APP) by 21.3% during the third quarter, Holdings Channel.com reports. The fund owned 25,819 shares of the company’s stock after purchasing an additional 4,535 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in AppLovin were worth $18,552,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CBIZ Investment Advisory Services LLC lifted its holdings 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 in 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 worth $504,000 after purchasing an additional 19 shares during the last quarter. Claro Advisors LLC lifted its stake in AppLovin by 3.2% in the 3rd quarter. Claro Advisors LLC now owns 647 shares of the company’s stock valued at $465,000 after buying an additional 20 shares in the last quarter. Optas LLC lifted its stake in AppLovin by 2.5% in the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock valued at $630,000 after buying an additional 21 shares in the last quarter. Finally, Bartlett & CO. Wealth Management LLC boosted its holdings in AppLovin by 19.6% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after buying an additional 22 shares during the last quarter. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Company expanding Axon 2.0 beyond gaming into Prospecting, Discovery and upcoming lead‑generation campaigns (targeting auto, insurance, subscription verticals) — this diversification could grow addressable ad spend and reduce reliance on gaming monetization. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent analyst upgrades (Arete Research and others) and bullish commentary after strong Q4 results are lifting sentiment — analysts cite AppLovin’s AI/monetization momentum and improving software/ads fundamentals. AppLovin Upgraded at Arete Research Analysts Positive After Q4 Results
• Neutral Sentiment: Oppenheimer trimmed its price target from $740 to $660 but kept an “outperform” rating — still implies significant upside, so this is a mixed signal rather than a sell catalyst. Oppenheimer Lowers Price Target
• Neutral Sentiment: Company participated in the Morgan Stanley TMT conference (management access and investor Q&A) — supports transparency and could help re‑rate the stock if message resonates. AppLovin to Participate in Morgan Stanley Conference
• Neutral Sentiment: Published short‑interest notes in the feed show zero/NaN values (likely data error) — no actionable signal from short‑interest figures as reported.
• Negative Sentiment: Ongoing SEC investigation and heightened app‑store regulatory scrutiny create an overhang — potential for higher compliance costs, disclosure risk, or operational changes that could pressure margins if escalated. Regulatory Scrutiny Raises Questions

Insider Activity at AppLovin

In related news, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $693.32, for a total value of $103,998.00. Following the transaction, the director directly owned 2,829 shares in the company, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. 13.66% of the stock is currently owned by insiders.

AppLovin Trading Up 5.3%

Shares of APP stock opened at $508.56 on Friday. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The company’s 50-day moving average price is $518.43 and its 200-day moving average price is $571.29. The stock has a market cap of $171.53 billion, a price-to-earnings ratio of 52.16, a PEG ratio of 0.99 and a beta of 2.51.

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on APP. Wells Fargo & Company decreased their target price on AppLovin from $735.00 to $543.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Wedbush increased their price objective on AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Jefferies Financial Group lowered their target price on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Zacks Research lowered shares of AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $700.00 price target on shares of AppLovin in a research note on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, AppLovin presently has an average rating of “Moderate Buy” and a consensus price target of $654.50.

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.