Fidelis Capital Partners LLC Grows Stake in AppLovin Corporation $APP

Fidelis Capital Partners LLC lifted its position in AppLovin Corporation (NASDAQ:APP) by 192.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,515 shares of the company’s stock after purchasing an additional 2,314 shares during the period. Fidelis Capital Partners LLC’s holdings in AppLovin were worth $2,526,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in APP. Hilltop National Bank purchased a new position in AppLovin in the 2nd quarter worth approximately $26,000. LFA Lugano Financial Advisors SA bought a new stake in shares of AppLovin during the second quarter valued at approximately $26,000. Chilton Capital Management LLC purchased a new position in shares of AppLovin in the third quarter worth $29,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of AppLovin during the second quarter worth $33,000. Finally, Heartwood Wealth Advisors LLC bought a new position in shares of AppLovin during the third quarter worth $33,000. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

AppLovin Price Performance

APP stock opened at $542.36 on Thursday. The stock has a market cap of $183.29 billion, a PE ratio of 65.82, a P/E/G ratio of 1.79 and a beta of 2.50. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61. The company has a 50-day moving average price of $635.31 and a 200 day moving average price of $564.95. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.34 by $0.11. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The firm’s quarterly revenue was up 68.2% compared to the same quarter last year. During the same quarter last year, the firm earned $1.29 earnings per share. Equities research analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts have commented on APP shares. Scotiabank boosted their price target on shares of AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Needham & Company LLC upgraded AppLovin from a “hold” rating to a “buy” rating and set a $700.00 target price on the stock in a research report on Monday. Oppenheimer set a $740.00 price target on AppLovin in a report on Tuesday, October 7th. The Goldman Sachs Group raised their target price on shares of AppLovin from $630.00 to $720.00 and gave the company a “neutral” rating in a report on Friday, November 7th. Finally, Jefferies Financial Group lifted their price objective on shares of AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $706.45.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham upgraded APP to Buy and set a $700 price target, citing an ecommerce growth inflection that could drive further revenue upside. Needham upgrade
• Positive Sentiment: Analyst coverage and consensus price targets remain well above recent levels (MarketBeat notes analyst targets implying substantial upside), which provides support amid the sell‑off. MarketBeat analyst outlook
• Positive Sentiment: Recent coverage from Zacks highlighted a session where APP outperformed the market, reflecting pockets of buyer interest despite headlines. Zacks note
• Neutral Sentiment: Public short‑interest posts for late January show anomalous “0 shares / NaN” entries and 0.0 days‑to‑cover — data appears erroneous and isn’t meaningful for current positioning. (Market liquidity remains high.)
• Neutral Sentiment: General coverage pieces (e.g., Yahoo’s Wall Street roundups) are debating bullish vs. bearish catalysts, which may amplify intraday volatility but don’t add new forensic evidence. Yahoo roundup
• Negative Sentiment: CapitalWatch’s short report accuses AppLovin of facilitating money‑laundering via shareholder‑linked entities; the report triggered a sharp sell‑off and is the primary driver of today’s downside. CapitalWatch report
• Negative Sentiment: AppLovin has publicly demanded CapitalWatch retract the report and called the allegations conspiratorial, but the controversy has attracted class‑action attention (Pomerantz investigation), increasing legal and reputational risk. CNBC coverage of company response Pomerantz investor alert
• Negative Sentiment: Public skeptics including media commentary and Jim Cramer emphasize APP’s high valuation (one of the market’s richer P/E multiples), which could deter momentum investors and deepen sell‑pressure while headline risk persists. Jim Cramer comments

Insiders Place Their Bets

In other news, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction on Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the sale, the director directly owned 2,829 shares in the company, valued at approximately $1,961,402.28. This trade represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Vasily Shikin sold 27,143 shares of the business’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the sale, the chief technology officer directly owned 3,323,681 shares of the company’s stock, valued at $1,812,669,143.78. This represents a 0.81% 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 have sold 340,336 shares of company stock worth $200,062,623. 13.66% of the stock is currently owned by company insiders.

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.