Yousif Capital Management LLC Decreases Stake in AppLovin Corporation $APP

Yousif Capital Management LLC reduced its stake in AppLovin Corporation (NASDAQ:APP) by 5.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 27,133 shares of the company’s stock after selling 1,641 shares during the period. Yousif Capital Management LLC’s holdings in AppLovin were worth $18,283,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Lazard Freres Gestion S.A.S. purchased a new stake in AppLovin in the third quarter valued at approximately $2,514,000. Mediolanum International Funds Ltd boosted its position in AppLovin by 73.5% in the third quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock valued at $54,664,000 after buying an additional 32,510 shares during the last quarter. Thames Capital Management LLC boosted its position in AppLovin by 114.8% in the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock valued at $12,001,000 after buying an additional 8,925 shares during the last quarter. CIBC Asset Management Inc boosted its position in AppLovin by 14.8% in the 3rd quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock worth $84,160,000 after purchasing an additional 15,074 shares in the last quarter. Finally, Allworth Financial LP boosted its position in AppLovin by 131.7% in the 3rd quarter. Allworth Financial LP now owns 6,049 shares of the company’s stock worth $4,347,000 after purchasing an additional 3,438 shares in 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 names Craig Billings as independent Chair and promotes from within to fill key executive roles, signaling governance improvement and management continuity — a constructive step for investor confidence. AppLovin Announces Succession Plans
• Positive Sentiment: Additional coverage confirms internal CTO appointment (Ge) and the board chair appointment (Billings), emphasizing a smooth transition and reduced execution risk from leadership change. AppLovin Appoints Ge as CTO, Billings as Board Chair
• Positive Sentiment: Wells Fargo raises its price target to $560 and assigns an overweight rating, providing fresh analyst support that underpins the stock’s rally. Wells Fargo & Company Increases AppLovin Price Target to $560
• Positive Sentiment: Analyst and industry commentary highlights resilient mobile-ad performance, AI advertising tailwinds and recent upgrades/coverage that argue the stock selloff was overdone — adds conviction for longer-term investors. A Look At AppLovin Valuation After Analyst Upgrades
• Neutral Sentiment: Broad market and media mentions (CNBC/Bloomberg “stock movers” coverage) increase visibility but are mixed in directional impact — helpful for liquidity and attention but not a fundamental driver by themselves. Stocks making the biggest moves midday
• Negative Sentiment: Wedbush and other coverage note evolving risks to AppLovin’s mobile ad dominance (competition, privacy/regulatory shifts, ad-market cyclicality), which could temper multiple expansion if concerns re-emerge. AppLovin mobile ad dominance is ‘real,’ but risks evolve: Wedbush

Insider Activity at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $453.49, for a total value of $74,331,545.90. Following the completion of the transaction, the director directly owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. This represents a 2.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Arash Adam Foroughi sold 50,000 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $466.04, for a total value of $23,302,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,480,414 shares of the company’s stock, valued at approximately $1,155,972,140.56. This represents a 1.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 365,244 shares of company stock valued at $169,584,607. 13.66% of the stock is owned by insiders.

AppLovin Trading Down 0.5%

Shares of APP stock opened at $410.44 on Wednesday. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. The company has a market cap of $138.43 billion, a price-to-earnings ratio of 42.10, a PEG ratio of 0.67 and a beta of 2.50. The stock has a 50 day simple moving average of $435.00 and a 200-day simple moving average of $559.29. AppLovin Corporation has a 1-year low of $218.29 and a 1-year high of $745.61.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.35. The business 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 in the prior year, the company posted $1.73 EPS. On average, equities research analysts expect that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

APP has been the topic of several recent research reports. Scotiabank upped their price objective on AppLovin from $750.00 to $775.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. The Goldman Sachs Group lowered their price objective on AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a research report on Thursday, February 12th. UBS Group set a $740.00 price objective on AppLovin in a research report on Thursday, February 12th. Royal Bank Of Canada restated an “outperform” rating and issued a $700.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Finally, Piper Sandler restated an “overweight” rating and issued a $650.00 price objective (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Eighteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, AppLovin currently has an average rating of “Moderate Buy” and a consensus target price of $669.05.

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.