Stratos Wealth Partners LTD. Has $20 Million Holdings in AppLovin Corporation $APP

Stratos Wealth Partners LTD. grew its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 35.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 27,831 shares of the company’s stock after buying an additional 7,271 shares during the period. Stratos Wealth Partners LTD.’s holdings in AppLovin were worth $19,998,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of APP. LFA Lugano Financial Advisors SA bought a new position in AppLovin during the second quarter worth $26,000. Chilton Capital Management LLC acquired a new position in shares of AppLovin during the third quarter valued at about $29,000. Activest Wealth Management boosted its position in shares of AppLovin by 760.0% during the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after purchasing an additional 38 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of AppLovin in the 2nd quarter valued at about $33,000. Finally, Heartwood Wealth Advisors LLC bought a new stake in AppLovin in the 3rd quarter valued at about $33,000. Institutional investors own 41.85% of the company’s stock.

Analysts Set New Price Targets

APP has been the topic of several recent research reports. Morgan Stanley set a $800.00 price target on AppLovin and gave the stock an “overweight” rating in a report on Wednesday, February 4th. JPMorgan Chase & Co. lifted their price target on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. Royal Bank Of Canada boosted their price target on shares of AppLovin from $700.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. Citigroup lowered their price objective on shares of AppLovin from $850.00 to $820.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Finally, Jefferies Financial Group lifted their price objective on shares of AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $686.05.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short-seller CapitalWatch apologized and retracted parts of a report that accused an AppLovin shareholder of criminal ties — the retraction removed a major negative catalyst and spurred the recent rally. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: Q4 preview expects strong results (earnings seen rising ~78%) with e‑commerce and gaming performance in focus — sets a constructive earnings backdrop if execution meets expectations. AppLovin Q4 preview: Earnings seen rising 78%
• Positive Sentiment: Bullish investor takes and analyst defenses argue recent sell-off was overblown and present AppLovin as a buying opportunity, citing strong top-line growth, attractive valuation metrics post‑dip, and secular ad-tech/AI tailwinds. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: Investor pieces highlight product/AI roadmaps (Axon 2.0 global rollout, AI-powered ad creative and e‑commerce expansion) as potential 2026 growth inflection points supporting margin and revenue upside. AppLovin: Why I’m Buying The Dip Despite CloudX Narrative
• Positive Sentiment: Technical/market commentary notes a breakout/support around the ~$466 level and momentum following the news-driven rebound, drawing short-term momentum traders. Stock Of The Day: Is AppLovin Breaking Out?
• Neutral Sentiment: Short-interest reporting in the feed is inconsistent/ambiguous (data shows 0 shares and a 0.0 days ratio) — not a clear signal; monitor authoritative short-interest filings for true positioning shifts.
• Neutral Sentiment: Earnings calendar items and previews place APP in focus this week — earnings results and guidance will likely be the next major stock-moving events. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Negative Sentiment: Some media figures (e.g., Jim Cramer) and lingering skepticism remain — narratives that AppLovin is no longer a “magical” growth stock could keep volatility elevated if results or guidance disappoint. Jim Cramer on AppLovin: “Not So Magical Now”

AppLovin Stock Performance

Shares of APP stock opened at $472.92 on Wednesday. The firm has a 50-day moving average of $612.96 and a 200-day moving average of $572.41. The company has a market cap of $159.82 billion, a P/E ratio of 57.39, a P/E/G ratio of 1.52 and a beta of 2.49. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61.

Insider Activity

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the transaction, the director owned 2,829 shares of the company’s stock, valued at $1,961,402.28. This trade represents a 5.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Arash Adam Foroughi sold 4,069 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $497.50, for a total value of $2,024,327.50. Following the completion of the transaction, the chief executive officer owned 2,998,948 shares in the company, valued at $1,491,976,630. The trade was a 0.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 187,786 shares of company stock worth $100,914,925. Corporate insiders own 13.66% of the company’s stock.

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.