AppLovin Corporation $APP Stock: University of Texas Texas AM Investment Management Co. Increases Holdings

University of Texas Texas AM Investment Management Co. lifted its holdings in AppLovin Corporation (NASDAQ:APP) by 25.4% in the third quarter, Holdings Channel reports. The firm owned 8,195 shares of the company’s stock after buying an additional 1,659 shares during the period. University of Texas Texas AM Investment Management Co.’s holdings in AppLovin were worth $2,380,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cassaday & Co Wealth Management LLC purchased a new stake in AppLovin during the 1st quarter valued at about $25,000. Rachor Investment Advisory Services LLC purchased a new position in shares of AppLovin in the third quarter worth about $25,000. Pioneer Family Office LLC purchased a new position in shares of AppLovin in the second quarter worth about $31,000. IMA Advisory Services Inc. raised its stake in shares of AppLovin by 40.0% in the first quarter. IMA Advisory Services Inc. now owns 84 shares of the company’s stock worth $33,000 after purchasing an additional 24 shares during the last quarter. Finally, OFI Invest Asset Management lifted its holdings in shares of AppLovin by 16.3% during the second quarter. OFI Invest Asset Management now owns 68,739 shares of the company’s stock worth $35,000 after purchasing an additional 9,615 shares during the period. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on APP. William Blair set a $440.00 price target on shares of AppLovin in a report on Monday, August 17th. The Goldman Sachs Group lifted their price objective on shares of AppLovin from $400.00 to $445.00 and gave the company a “neutral” rating in a research note on Thursday. Citigroup decreased their price objective on shares of AppLovin from $600.00 to $500.00 and set a “buy” rating for the company in a research note on Monday, October 19th. Needham & Company LLC reaffirmed a “buy” rating and issued a $475.00 price objective on shares of AppLovin in a report on Thursday. Finally, UBS Group cut their price objective on shares of AppLovin from $790.00 to $414.00 and set a “buy” rating on the stock in a research note on Wednesday, October 28th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $497.93.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported Q3 revenue of $2.18 billion, up 55.5% year over year, and EPS of $4.30, beating analyst estimates. Net income rose 72% to $1.44 billion, with a net margin near 66%. AppLovin Q3 results
• Positive Sentiment: Q4 revenue guidance of $2.365 billion–$2.395 billion came in above expectations, supporting hopes that growth from AppLovin’s AI-powered advertising models can continue as their rollout expands. CEO Adam Foroughi also said the business could grow roughly 30% annually over the long term. CEO comments on long-term growth
• Positive Sentiment: The company expanded its share repurchase authorization to $3.6 billion, while strong cash generation gives it capacity to return capital to shareholders. Cash generation and buyback
• Neutral Sentiment: Analyst views are mixed: RBC and Oppenheimer raised their targets to $520 and reiterated positive ratings, while Wells Fargo’s raised $347 target remains below the shares’ recent trading level and carries an equal-weight rating. Analyst target changes
• Negative Sentiment: Multiple law firms publicized a pending securities class action covering investors who bought shares from February 12 through August 5, 2026. The suit alleges misleading statements about AI-model readiness and adoption of self-service ad tools; the allegations are not established findings, but the litigation could create uncertainty. The lead-plaintiff deadline is November 16. Class-action notice

AppLovin Stock Performance

Shares of AppLovin stock opened at $391.22 on Monday. The firm has a market capitalization of $130.92 billion, a PE ratio of 26.33, a P/E/G ratio of 0.81 and a beta of 2.51. AppLovin Corporation has a twelve month low of $225.19 and a twelve month high of $738.01. The firm’s 50-day moving average price is $293.36 and its 200 day moving average price is $409.91. The company has a current ratio of 3.80, a quick ratio of 3.80 and a debt-to-equity ratio of 1.07.

AppLovin (NASDAQ:APP) last posted its quarterly earnings data on Wednesday, November 4th. The company reported $4.30 EPS for the quarter, beating the consensus estimate of $4.03 by $0.27. AppLovin had a return on equity of 182.97% and a net margin of 65.89%. The firm had revenue of $2.18 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same period in the prior year, the company earned $2.45 EPS. The firm’s revenue was up 55.5% compared to the same quarter last year. On average, sell-side analysts predict that AppLovin Corporation will post 16.18 EPS for the current fiscal year.

About AppLovin

AppLovin is a technology company that provides software to help mobile app developers and advertisers grow their businesses. Its platform connects advertisers seeking users with app publishers looking to monetize their audiences, using data and machine-learning tools to support advertising and user acquisition.

The company’s products include AXON, its advertising optimization engine; AppDiscovery, which helps advertisers find and acquire users; and MAX, a platform for managing in-app advertising.