AppLovin (NASDAQ:APP) CEO Sells $18,717,734.40 in Stock

AppLovin Corporation (NASDAQ:APP) CEO Arash Adam Foroughi sold 40,704 shares of the business’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $459.85, for a total value of $18,717,734.40. Following the completion of the transaction, the chief executive officer directly owned 2,430,414 shares of the company’s stock, valued at approximately $1,117,625,877.90. This trade represents a 1.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Arash Adam Foroughi also recently made the following trade(s):

• On Wednesday, March 11th, Arash Adam Foroughi sold 50,000 shares of AppLovin stock. The shares were sold at an average price of $466.04, for a total value of $23,302,000.00.

AppLovin Price Performance

NASDAQ:APP traded up $9.34 on Friday, hitting $458.67. The company had a trading volume of 3,786,870 shares, compared to its average volume of 5,860,974. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The stock has a market capitalization of $154.70 billion, a price-to-earnings ratio of 47.04, a PEG ratio of 0.79 and a beta of 2.51. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65. The firm has a 50 day moving average of $494.31 and a two-hundred day moving average of $573.31.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating the consensus estimate of $2.89 by $0.35. The firm had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business’s quarterly revenue was up 66.0% on a year-over-year basis. During the same period last year, the company earned $1.73 earnings per share. On average, research analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

Institutional Trading of AppLovin

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in APP. World Investment Advisors raised its holdings in shares of AppLovin by 261.6% in the fourth quarter. World Investment Advisors now owns 5,627 shares of the company’s stock valued at $3,791,000 after purchasing an additional 4,071 shares during the last quarter. Nalls Sherbakoff Group LLC purchased a new stake in shares of AppLovin during the fourth quarter valued at approximately $270,000. Corient Private Wealth LLC lifted its holdings in AppLovin by 11.0% during the fourth quarter. Corient Private Wealth LLC now owns 144,579 shares of the company’s stock worth $97,440,000 after acquiring an additional 14,271 shares during the period. Pure Financial Advisors LLC boosted its position in AppLovin by 12.0% in the fourth quarter. Pure Financial Advisors LLC now owns 337 shares of the company’s stock worth $227,000 after purchasing an additional 36 shares during the last quarter. Finally, Rehmann Capital Advisory Group grew its stake in AppLovin by 31.0% in the 4th quarter. Rehmann Capital Advisory Group now owns 1,461 shares of the company’s stock valued at $985,000 after purchasing an additional 346 shares during the period. 41.85% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently commented on APP. UBS Group set a $740.00 target price on AppLovin in a report on Thursday, February 12th. Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 12th. Piper Sandler restated an “overweight” rating and issued a $650.00 target price (down from $800.00) on shares of AppLovin in a report on Thursday, February 12th. Benchmark reiterated a “buy” rating on shares of AppLovin in a report on Friday, March 6th. Finally, Evercore reiterated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Twenty equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $654.50.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush bullish on AppLovin: analysts reiterate confidence in the company’s AI-driven ad platform and growth runway, which supports upside expectations for revenue and margins. Why Wedbush analysts love AppLovin stock right now
• Positive Sentiment: Needham issues a Buy rating — fresh institutional support that can boost demand from discretionary and quant buyers. AppLovin (NASDAQ:APP) Earns Buy Rating from Needham & Company LLC
• Positive Sentiment: Longer-term AI upside highlighted by The Motley Fool — AppLovin is named among firms that could materially outpace peers over five years if AI-driven monetization scales. This underscores growth narratives that investors are pricing in. Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies in 5 Years
• Neutral Sentiment: Discussion of record profits vs. skepticism—coverage notes strong profitability but asks whether that will quiet market concerns; keeps the debate open on valuation. AppLovin: Can Record Profits Overcome Market Skepticism?
• Neutral Sentiment: Analysts/commentary pointing to volatility as sentiment-driven rather than fundamental weakness—useful context but not an immediate catalyst. AppLovin’s Volatility Reflects Market Sentiment, Not Weakness
• Neutral Sentiment: Short-interest data in recent reports appears unreliable/zero and should be treated cautiously; not currently a meaningful short-squeeze signal.
• Negative Sentiment: Substantial insider selling by CTO Vasily Shikin across multiple filings — large block sales (totaling tens of millions) reduce insider ownership and can pressure sentiment. Vasily Shikin insider trades
• Negative Sentiment: Public caution from high-profile commentators (Jim Cramer: “Too Much Risk There”) raises retail investor wariness and could amplify short-term selling. Jim Cramer on AppLovin: “Too Much Risk There”
• Negative Sentiment: Recent price weakness noted by Zacks and Forbes pieces questioning valuation/dip increases debate over whether this is a buying opportunity or a value trap. AppLovin (APP) Falls More Steeply Than Broader Market

About AppLovin

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.