AppLovin Corporation $APP Stock Position Reduced by Seascape Capital Management

Seascape Capital Management lowered its stake in AppLovin Corporation (NASDAQ:APP) by 16.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,013 shares of the company’s stock after selling 2,480 shares during the quarter. AppLovin comprises approximately 2.5% of Seascape Capital Management’s holdings, making the stock its 5th largest holding. Seascape Capital Management’s holdings in AppLovin were worth $8,768,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of APP. Board of the Pension Protection Fund purchased a new stake in AppLovin in the 4th quarter worth $27,000. Chilton Capital Management LLC bought a new stake in shares of AppLovin in the 3rd quarter worth about $29,000. Activest Wealth Management increased its holdings in shares of AppLovin by 760.0% in the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after buying an additional 38 shares during the last quarter. Heartwood Wealth Advisors LLC bought a new stake in shares of AppLovin in the 3rd quarter worth about $33,000. Finally, CBIZ Investment Advisory Services LLC increased its holdings in shares of AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the last quarter. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin Stock Performance

Shares of NASDAQ:APP opened at $410.44 on Wednesday. The company has a market capitalization of $138.43 billion, a price-to-earnings ratio of 42.10, a PEG ratio of 0.67 and a beta of 2.50. AppLovin Corporation has a 12 month low of $218.29 and a 12 month high of $745.61. The firm’s 50-day moving average is $435.00 and its 200 day moving average is $559.29. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65.

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

Analyst Upgrades and Downgrades

APP has been the topic of a number of research reports. Arete Research set a $340.00 target price on shares of AppLovin and gave the stock a “neutral” rating in a report on Monday, March 2nd. Jefferies Financial Group reduced their target price on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Weiss Ratings downgraded shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 10th. BTIG Research reduced their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Finally, The Goldman Sachs Group reduced their target price on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Eighteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $669.05.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts are turning more constructive — Wells Fargo raised its price target to $560 with an overweight rating and Evercore ISI reiterated an Outperform with a $750 target, both citing stronger ad trends and AI tailwinds that support upside to consensus. Benzinga: Wells Fargo raises price target Industry checks / Evercore piece
• Positive Sentiment: Independent research and commentary argue recent selloff is overdone: industry checks and opinion pieces highlight AppLovin’s strong mobile-ad execution, improving monetization and potential AI-driven ad product lift, supporting medium‑term revenue and margin momentum. Seeking Alpha: Selloff looks wrong InsiderMonkey: Industry checks
• Positive Sentiment: High-profile endorsements (e.g., Jim Cramer) and recent analyst upgrades have lifted sentiment and helped drive short-term inflows and share‑repurchase narratives. Jim Cramer commentary
• Neutral Sentiment: AppLovin announced planned management succession and the appointment of Craig Billings as independent Chair, plus CTO Basil Shikin’s role transition — a governance move that can reduce investor concern if execution is smooth but introduces short‑term management change risk. Yahoo Finance: Succession plans BusinessWire: Succession plans
• Negative Sentiment: Despite the bullish commentary, Wall Street remains split and some analysts/watches flag evolving risks in mobile ad pricing and competitive pressure (Unity, platform shifts). The stock’s big drawdown year‑to‑date keeps downside sensitivity to any ad‑market slowdown. MSN/Wedbush: Risks evolve

Insider Activity at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the transaction, the director directly owned 6,969,382 shares in the company, valued at approximately $3,160,545,043.18. This represents a 2.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Arash Adam Foroughi sold 50,000 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $466.04, for a total transaction of $23,302,000.00. Following the transaction, the chief executive officer owned 2,480,414 shares in the company, valued at $1,155,972,140.56. The trade was a 1.98% 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 365,244 shares of company stock worth $169,584,607. Insiders own 13.66% of the company’s stock.

AppLovin 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.