Circle Wealth Management LLC Has $1.71 Million Stock Holdings in AppLovin Corporation $APP

Circle Wealth Management LLC lifted its holdings in AppLovin Corporation (NASDAQ:APP) by 91.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,379 shares of the company’s stock after buying an additional 1,134 shares during the quarter. Circle Wealth Management LLC’s holdings in AppLovin were worth $1,709,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in APP. Clark Capital Management Group Inc. bought a new position in shares of AppLovin in the third quarter worth about $379,000. Clear Street Group Inc. acquired a new position in shares of AppLovin during the third quarter worth approximately $60,773,000. Atreides Management LP bought a new stake in shares of AppLovin during the third quarter valued at approximately $12,487,000. Ausdal Financial Partners Inc. increased its holdings in shares of AppLovin by 65.4% in the third quarter. Ausdal Financial Partners Inc. now owns 2,484 shares of the company’s stock valued at $1,785,000 after purchasing an additional 982 shares in the last quarter. Finally, Avala Global LP acquired a new stake in shares of AppLovin in the third quarter valued at approximately $57,339,000. Institutional investors own 41.85% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on APP. Morgan Stanley set a $720.00 price objective on AppLovin in a report on Thursday, February 12th. Scotiabank lifted their target price on AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Royal Bank Of Canada restated an “outperform” rating and set a $700.00 target price on shares of AppLovin in a research report on Thursday, February 12th. Wedbush upped their price target on AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Finally, Citigroup decreased their price target on AppLovin from $820.00 to $710.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Twenty research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $654.50.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush bullish on AppLovin: analysts reiterate confidence in the company’s AI-driven ad platform and growth runway, which supports upside expectations for revenue and margins. Why Wedbush analysts love AppLovin stock right now
• Positive Sentiment: Needham issues a Buy rating — fresh institutional support that can boost demand from discretionary and quant buyers. AppLovin (NASDAQ:APP) Earns Buy Rating from Needham & Company LLC
• Positive Sentiment: Longer-term AI upside highlighted by The Motley Fool — AppLovin is named among firms that could materially outpace peers over five years if AI-driven monetization scales. This underscores growth narratives that investors are pricing in. Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies in 5 Years
• Neutral Sentiment: Discussion of record profits vs. skepticism—coverage notes strong profitability but asks whether that will quiet market concerns; keeps the debate open on valuation. AppLovin: Can Record Profits Overcome Market Skepticism?
• Neutral Sentiment: Analysts/commentary pointing to volatility as sentiment-driven rather than fundamental weakness—useful context but not an immediate catalyst. AppLovin’s Volatility Reflects Market Sentiment, Not Weakness
• Neutral Sentiment: Short-interest data in recent reports appears unreliable/zero and should be treated cautiously; not currently a meaningful short-squeeze signal.
• Negative Sentiment: Substantial insider selling by CTO Vasily Shikin across multiple filings — large block sales (totaling tens of millions) reduce insider ownership and can pressure sentiment. Vasily Shikin insider trades
• Negative Sentiment: Public caution from high-profile commentators (Jim Cramer: “Too Much Risk There”) raises retail investor wariness and could amplify short-term selling. Jim Cramer on AppLovin: “Too Much Risk There”
• Negative Sentiment: Recent price weakness noted by Zacks and Forbes pieces questioning valuation/dip increases debate over whether this is a buying opportunity or a value trap. AppLovin (APP) Falls More Steeply Than Broader Market

AppLovin Price Performance

APP opened at $458.67 on Friday. The company has a fifty day moving average price of $494.31 and a two-hundred day moving average price of $574.04. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The firm has a market capitalization of $154.70 billion, a PE ratio of 47.04, a P/E/G ratio of 0.81 and a beta of 2.51.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The company had revenue of $1.66 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter in the prior year, the business posted $1.73 EPS. The firm’s quarterly revenue was up 66.0% on a year-over-year basis. As a group, analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

Insider Activity at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the sale, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CTO Vasily Shikin sold 5,231 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $477.47, for a total value of $2,497,645.57. Following the completion of the transaction, the chief technology officer directly owned 30,658 shares in the company, valued at $14,638,275.26. The trade was a 14.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 188,033 shares of company stock worth $90,662,374. 13.66% of the stock is owned by 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.