Canada Post Corp Registered Pension Plan Buys New Holdings in AppLovin Corporation $APP

Canada Post Corp Registered Pension Plan purchased a new position in shares of AppLovin Corporation (NASDAQ:APP) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 5,380 shares of the company’s stock, valued at approximately $3,832,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in shares of AppLovin by 0.4% during the 2nd quarter. Vanguard Group Inc. now owns 17,902,795 shares of the company’s stock worth $6,267,410,000 after acquiring an additional 72,120 shares during the period. State Street Corp raised its position in AppLovin by 2.4% in the second quarter. State Street Corp now owns 5,615,415 shares of the company’s stock worth $1,965,844,000 after purchasing an additional 133,402 shares in the last quarter. Jennison Associates LLC raised its position in AppLovin by 55.2% in the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after purchasing an additional 1,381,970 shares in the last quarter. Norges Bank bought a new position in AppLovin during the second quarter worth about $951,541,000. Finally, Rakuten Investment Management Inc. acquired a new stake in AppLovin during the third quarter valued at approximately $1,456,108,000. Institutional investors own 41.85% of the company’s stock.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Piper Sandler reiterated an Overweight rating and an $800 price target, arguing Google’s Project Genie and other competitive fears are overblown and pointing to compelling valuation and favorable gaming trends. Why Piper Sandler Says Google’s Project Genie Isn’t a Threat to AppLovin (APP)
• Positive Sentiment: Wedbush reiterated that structural moats for AppLovin and Unity remain intact despite competitors’ new product launches, supporting upside from durable ad/gaming market positions. AppLovin, Unity’s structural moats are ‘intact,’ despite CloudX launch: Wedbush
• Positive Sentiment: Zacks notes overall Wall Street analyst optimism—useful because buy-side/sell-side reaffirmations can stabilize sentiment after recent volatility tied to short reports and litigation. Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Longer-term price forecasts and models are being updated (multi‑year projections published), which may influence investor expectations but are speculative and time‑horizon dependent. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 6)
• Neutral Sentiment: Routine financial-comparison pieces are circulating (peer/metrics comparisons) — informative for longer-term investors but unlikely to move the tape immediately. Financial Comparison: AppLovin (NASDAQ:APP) vs. Bbhc (OTCMKTS:TRNX)
• Negative Sentiment: Heightened bearish commentary: a Seeking Alpha author moved to a sell rating after the CloudX launch, arguing competitive risk justifies a downgrade and pressuring sentiment. Why I’m Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade)
• Negative Sentiment: Coverage highlighting “far more worries than a short seller’s report” amplifies uncertainty around legal, governance and competitive issues—these narrative risks can further weigh on the stock until clarified. AppLovin has far more worries than a short seller’s report
• Negative Sentiment: Unusually large put-option volume (121,413 puts; ~+80% vs. typical) signals elevated hedging or directional bearish bets, which increases downward pressure on short-term price dynamics.

Insider Buying and Selling at AppLovin

In related news, CTO Vasily Shikin sold 27,143 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the transaction, the chief technology officer owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This trade represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $520.29, for a total value of $16,070,717.52. Following the completion of the sale, the chief executive officer owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. The trade was a 1.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 337,986 shares of company stock worth $198,669,261. Insiders own 13.66% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on APP. Deutsche Bank Aktiengesellschaft set a $705.00 target price on AppLovin and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Weiss Ratings lowered AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. The Goldman Sachs Group lifted their price objective on AppLovin from $630.00 to $720.00 and gave the company a “neutral” rating in a report on Friday, November 7th. Wells Fargo & Company upped their target price on shares of AppLovin from $721.00 to $735.00 and gave the stock an “overweight” rating in a report on Thursday, January 8th. Finally, BTIG Research reiterated a “buy” rating and set a $771.00 target price on shares of AppLovin in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $691.23.

AppLovin Price Performance

Shares of APP stock opened at $406.72 on Friday. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm’s 50 day moving average is $619.83 and its 200-day moving average is $567.95. The firm has a market capitalization of $137.45 billion, a price-to-earnings ratio of 49.36, a PEG ratio of 1.24 and a beta of 2.49.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, beating analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the business posted $1.29 earnings per share. AppLovin’s revenue for the quarter was up 68.2% compared to the same quarter last year. Sell-side analysts forecast that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

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.