International Assets Investment Management LLC Acquires 243,391 Shares of AppLovin Corporation $APP

International Assets Investment Management LLC boosted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 3,682.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 250,000 shares of the company’s stock after purchasing an additional 243,391 shares during the quarter. International Assets Investment Management LLC owned about 0.07% of AppLovin worth $72,608,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. United Asset Strategies Inc. increased its position in AppLovin by 59.4% during the third quarter. United Asset Strategies Inc. now owns 23,782 shares of the company’s stock worth $6,907,000 after acquiring an additional 8,859 shares during the period. Interchange Capital Partners LLC raised its stake in AppLovin by 22.3% during the 3rd quarter. Interchange Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,259,000 after purchasing an additional 791 shares during the last quarter. China Universal Asset Management Co. Ltd. boosted its holdings in AppLovin by 5.1% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 16,552 shares of the company’s stock valued at $5,059,000 after purchasing an additional 796 shares during the period. BOKF NA boosted its holdings in AppLovin by 55.4% in the 3rd quarter. BOKF NA now owns 14,313 shares of the company’s stock valued at $4,157,000 after purchasing an additional 5,105 shares during the period. Finally, Motley Fool Asset Management LLC grew its position in AppLovin by 0.7% in the 3rd quarter. Motley Fool Asset Management LLC now owns 24,434 shares of the company’s stock worth $7,096,000 after purchasing an additional 177 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on APP. Daiwa Securities Group dropped their price objective on shares of AppLovin from $569.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, August 19th. Jefferies Financial Group cut their price objective on shares of AppLovin from $550.00 to $375.00 and set a “buy” rating for the company in a research report on Thursday, October 8th. Wedbush reduced their target price on shares of AppLovin from $610.00 to $560.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. Scotiabank reissued a “sector outperform” rating and set a $515.00 target price (down from $775.00) on shares of AppLovin in a research report on Thursday, August 6th. Finally, Evercore restated an “outperform” rating and set a $510.00 price target (down from $630.00) on shares of AppLovin in a research note on Tuesday, September 1st. Three analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, AppLovin currently has a consensus rating of “Moderate Buy” and a consensus target price of $491.64.

AppLovin Stock Performance

NASDAQ APP opened at $228.50 on Friday. The company has a 50 day moving average of $294.20 and a 200-day moving average of $417.58. The company has a current ratio of 4.30, a quick ratio of 4.30 and a debt-to-equity ratio of 1.11. AppLovin Corporation has a 1-year low of $225.19 and a 1-year high of $738.01. The firm has a market cap of $76.47 billion, a price-to-earnings ratio of 17.56, a PEG ratio of 0.53 and a beta of 2.56.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $3.76 EPS for the quarter, hitting analysts’ consensus estimates of $3.76. AppLovin had a return on equity of 193.10% and a net margin of 64.58%. The company had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same quarter in the previous year, the firm earned $2.39 earnings per share. The business’s revenue was up 52.8% on a year-over-year basis. On average, equities analysts forecast that AppLovin Corporation will post 15.63 earnings per share for the current fiscal year.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin continues to attract bullish attention from some Wall Street analysts. Its average brokerage recommendation remains equivalent to a Buy, while previously published price targets are substantially above the current trading level. AppLovin also delivered strong growth in 2025 and has expanded its software-based advertising business. Is AppLovin a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Wurl, AppLovin’s subsidiary, launched a Content Intelligence Platform designed to improve transparency and measurement in connected-TV advertising. The initiative could support AppLovin’s expansion into additional digital-advertising channels. AppLovin Flags CTV Ad Transparency Gaps
• Neutral Sentiment: Institutional positioning is mixed: 712 investors added APP shares in their latest reported quarter, while 765 reduced positions. Large purchases by Invesco, Capital World Investors, and JPMorgan contrast with complete or sizable reductions by some other funds.
• Negative Sentiment: Investor concern has intensified ahead of the November 4 earnings report. Recent commentary points to stable rather than accelerating advertiser demand, more conservative estimates, and questions about whether improvements to AppLovin’s advertising models are continuing at the earlier pace. AppLovin Slides as Investors Weigh Slower Growth Signals
• Negative Sentiment: Multiple law firms reported a securities class action covering investors who purchased APP securities from February 12 through August 5, 2026. The allegations center on disclosures about AI advertising-model improvements and the readiness of AppLovin’s generative-AI video tool. The lead-plaintiff deadline is November 16, adding legal and reputational risk. AppLovin Faces Securities Fraud Class Action
• Negative Sentiment: Reported insider activity has consisted entirely of sales over the past six months, including sales by the CEO and chief technology officer. Although insider sales do not necessarily indicate deteriorating fundamentals, the pattern may weigh on sentiment while the stock remains well below its 52-week high.

About AppLovin

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.