Czech National Bank Boosts Stake in AppLovin Corporation $APP

Czech National Bank increased its stake in AppLovin Corporation (NASDAQ:APP) by 3.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 76,580 shares of the company’s stock after purchasing an additional 2,774 shares during the quarter. Czech National Bank’s holdings in AppLovin were worth $39,456,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Cassaday & Co Wealth Management LLC purchased a new position in shares of AppLovin during the 1st quarter valued at about $25,000. Washington Trust Advisors Inc. raised its stake in AppLovin by 160.0% during the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock worth $27,000 after acquiring an additional 24 shares during the period. Mcguire Capital Advisors Inc. bought a new stake in AppLovin during the 4th quarter worth approximately $27,000. Laurel Wealth Advisors LLC purchased a new position in AppLovin during the fourth quarter valued at approximately $32,000. Finally, First Pacific Financial bought a new position in shares of AppLovin in the first quarter worth approximately $33,000. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

APP has been the topic of several recent analyst reports. Benchmark decreased their price objective on shares of AppLovin from $775.00 to $500.00 and set a “buy” rating on the stock in a research report on Thursday. Raymond James Financial initiated coverage on shares of AppLovin in a research note on Monday, June 29th. They set a “strong-buy” rating and a $640.00 target price for the company. KeyCorp set a $775.00 price objective on shares of AppLovin in a report on Wednesday, June 10th. Weiss Ratings cut AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, July 23rd. Finally, Bank of America dropped their price target on AppLovin from $705.00 to $430.00 and set a “buy” rating for the company in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $577.55.

Insider Buying and Selling

In other AppLovin news, CFO Matthew Stumpf sold 9,052 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $600.00, for a total value of $5,431,200.00. Following the completion of the sale, the chief financial officer owned 177,450 shares of the company’s stock, valued at $106,470,000. This trade represents a 4.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $504.06, for a total value of $82,620,474.60. Following the transaction, the director directly owned 6,785,087 shares in the company, valued at approximately $3,420,090,953.22. This represents a 2.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 393,000 shares of company stock worth $197,297,363 over the last three months. 12.81% of the stock is currently owned by company insiders.

AppLovin Price Performance

NASDAQ:APP opened at $335.67 on Friday. The firm has a market capitalization of $112.76 billion, a price-to-earnings ratio of 25.80, a PEG ratio of 0.68 and a beta of 2.54. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24. The business has a 50 day simple moving average of $479.50 and a 200-day simple moving average of $464.74. AppLovin Corporation has a 1 year low of $332.19 and a 1 year high of $745.61.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Tuesday, August 4th. The company reported $3.76 earnings per share for the quarter, meeting the consensus estimate of $3.76. AppLovin had a return on equity of 221.53% and a net margin of 64.58%.The company had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same quarter in the prior year, the firm posted $2.39 EPS. AppLovin’s quarterly revenue was up 52.8% compared to the same quarter last year. Equities analysts forecast that AppLovin Corporation will post 15.93 EPS for the current year.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported second-quarter revenue of approximately $1.924 billion, up 52.8% year over year, while earnings of $3.76 per share were in line with consensus estimates. The company also posted a 64.3% net margin and an 83.8% adjusted EBITDA margin, highlighting continued profitability. AppLovin Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management expects third-quarter revenue to reach roughly $2.055 billion to $2.085 billion, with analysts highlighting potential reacceleration from live advertising gains and consumer-sector expansion. APP Q2 Earnings Call Highlights Model Timing, Q3 Reacceleration
• Positive Sentiment: Several analysts maintained bullish ratings despite reducing their targets. Morgan Stanley kept an “overweight” rating, while RBC retained “outperform” and Needham, BTIG and Bank of America maintained “buy” ratings. AppLovin also said a previously disclosed SEC probe has been closed. AppLovin Analysts Cut Their Forecasts Following Q2 Earnings

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.