Focus Partners Wealth Increases Position in AppLovin Corporation $APP

Focus Partners Wealth raised its holdings in AppLovin Corporation (NASDAQ:APP) by 42.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 67,860 shares of the company’s stock after purchasing an additional 20,158 shares during the quarter. Focus Partners Wealth’s holdings in AppLovin were worth $45,726,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in APP. Board of the Pension Protection Fund purchased a new stake in AppLovin in the fourth quarter valued at $27,000. Washington Trust Advisors Inc. boosted its holdings in AppLovin by 160.0% in the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after purchasing an additional 24 shares during the last quarter. Laurel Wealth Advisors LLC purchased a new stake in AppLovin in the fourth quarter valued at $32,000. Graney & King LLC purchased a new stake in AppLovin in the third quarter valued at $36,000. Finally, Aventura Private Wealth LLC purchased a new stake in AppLovin in the fourth quarter valued at $38,000. 41.85% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on APP. BTIG Research reaffirmed a “buy” rating and issued a $640.00 price target on shares of AppLovin in a report on Thursday, May 7th. Benchmark reaffirmed a “buy” rating on shares of AppLovin in a report on Wednesday, June 10th. UBS Group lowered their price target on shares of AppLovin from $740.00 to $716.00 and set a “buy” rating on the stock in a report on Thursday, May 7th. Oppenheimer lowered their price target on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a report on Thursday, March 5th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of AppLovin in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $669.62.

Insiders Place Their Bets

In related news, CFO Matthew Stumpf sold 9,052 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $600.00, for a total value of $5,431,200.00. Following the completion of the transaction, the chief financial officer owned 177,450 shares of the company’s stock, valued at approximately $106,470,000. This represents a 4.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Vasily Shikin sold 62,804 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the completion of the transaction, the chief technology officer directly owned 3,189,739 shares in the company, valued at $1,545,173,366.38. This represents a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 226,014 shares of company stock worth $113,073,400. 13.66% of the stock is owned by company insiders.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin is being highlighted as one of the best S&P 500 stocks to buy now according to analysts, reinforcing a bullish outlook for the company’s ad-tech and AI-driven platform. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Pixalate’s Q1 2026 Mobile Seller Trust Index ranked AppLovin among the leaders in mobile app inventory quality, which may support confidence in its advertising ecosystem and monetization capabilities. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0: 16.2% of Global Authorized Mobile App Inventory Is Resold Through Arbitrage; Google AdExchange Top-Ranked ‘Direct’ Seller in the US
• Positive Sentiment: AppLovin was also cited in Zacks-related coverage as a trending stock, suggesting renewed investor attention and momentum. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: Several articles simply revisit why some investors still like AppLovin after a six-month pullback, framing the recent decline as a potential setup rather than a new company-specific catalyst. 3 Reasons We’re Fans of AppLovin (APP)
• Neutral Sentiment: One session’s move was also tied to broader market relief after lower yields and geopolitical easing, which can support shares of growth stocks like AppLovin without changing the company’s fundamentals. AppLovin and Elastic Shares Are Soaring, What You Need To Know

AppLovin Stock Performance

NASDAQ APP opened at $520.86 on Tuesday. The stock has a market capitalization of $174.98 billion, a price-to-earnings ratio of 44.75, a PEG ratio of 0.81 and a beta of 2.45. AppLovin Corporation has a twelve month low of $320.00 and a twelve month high of $745.61. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49. The stock has a 50-day moving average of $485.57 and a 200 day moving average of $520.32.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. The company had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.AppLovin’s quarterly revenue was up 58.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.67 EPS. Sell-side analysts anticipate that AppLovin Corporation will post 15.86 EPS for the current fiscal year.

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.