MML Investors Services LLC raised its holdings in AppLovin Corporation (NASDAQ:APP – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 64,331 shares of the company’s stock after acquiring an additional 1,558 shares during the quarter. MML Investors Services LLC’s holdings in AppLovin were worth $43,348,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Board of the Pension Protection Fund acquired a new position in AppLovin in the 4th quarter valued at approximately $27,000. Washington Trust Advisors Inc. increased its position in AppLovin by 160.0% in the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after acquiring an additional 24 shares during the period. Laurel Wealth Advisors LLC acquired a new position in AppLovin in the 4th quarter valued at approximately $32,000. Graney & King LLC acquired a new position in AppLovin in the 3rd quarter valued at approximately $36,000. Finally, Aventura Private Wealth LLC acquired a new position in AppLovin in the 4th quarter valued at approximately $38,000. 41.85% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of research firms have recently commented on APP. JPMorgan Chase & Co. upped their price objective on shares of AppLovin from $500.00 to $515.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Wells Fargo & Company upped their price objective on shares of AppLovin from $560.00 to $571.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Wedbush reaffirmed an “outperform” rating and issued a $640.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. Weiss Ratings lowered shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, May 7th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $640.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, AppLovin presently has an average rating of “Moderate Buy” and an average price target of $669.62.
Insider Activity at AppLovin
In related news, insider Victoria Valenzuela sold 20,000 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $565.89, for a total transaction of $11,317,800.00. Following the transaction, the insider directly owned 243,961 shares of the company’s stock, valued at $138,055,090.29. This represents a 7.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Vasily Shikin sold 62,804 shares of the stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the transaction, the chief technology officer directly owned 3,189,739 shares in the company, valued at approximately $1,545,173,366.38. This represents a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 226,014 shares of company stock valued at $113,073,400 in the last ninety days. Insiders own 13.66% of the company’s stock.
Key AppLovin News
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 Up 4.8%
Shares of NASDAQ APP opened at $520.86 on Tuesday. The firm has a market cap of $174.98 billion, a PE ratio of 44.75, a P/E/G ratio of 0.81 and a beta of 2.45. AppLovin Corporation has a 12-month low of $320.00 and a 12-month high of $745.61. The company’s fifty day simple moving average is $485.57 and its 200 day simple moving average is $520.32. The company has a quick ratio of 3.24, a current ratio of 3.24 and a debt-to-equity ratio of 1.49.
AppLovin (NASDAQ:APP – Get Free Report) last issued its earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.12. The business had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.77 billion. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. AppLovin’s revenue was up 58.9% on a year-over-year basis. During the same period in the prior year, the firm earned $1.67 earnings per share. As a group, sell-side analysts forecast that AppLovin Corporation will post 15.86 earnings per share for the current fiscal year.
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.
Read More
- Five stocks we like better than AppLovin
- These 5 Companies Just Made a Massive Bet on Themselves
- 5 Stocks Built to Thrive in a Higher-for-Longer Economy
- RH’s Strong Q1 Still Leaves Investors With One Big Question
- Iran Ceasefire or Not, These 3 Companies Could Win
Want to see what other hedge funds are holding APP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AppLovin Corporation (NASDAQ:APP – Free Report).
Receive News & Ratings for AppLovin Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for AppLovin and related companies with MarketBeat.com's FREE daily email newsletter.
