AppLovin Corporation $APP Shares Sold by Investment House LLC

Investment House LLC trimmed its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 25.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 31,950 shares of the company’s stock after selling 10,707 shares during the quarter. Investment House LLC’s holdings in AppLovin were worth $9,279,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. State Street Corp increased its stake in AppLovin by 28.3% in the second quarter. State Street Corp now owns 15,095,667 shares of the company’s stock valued at $7,777,741,000 after purchasing an additional 3,328,338 shares in the last quarter. WCM Investment Management LLC raised its holdings in shares of AppLovin by 5.2% during the first quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock valued at $1,860,995,000 after purchasing an additional 245,290 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of AppLovin by 7.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,735,471 shares of the company’s stock worth $894,167,000 after purchasing an additional 121,605 shares in the last quarter. Bank of New York Mellon Corp bought a new position in shares of AppLovin during the 2nd quarter worth about $730,015,000. Finally, Amundi grew its stake in shares of AppLovin by 19.5% in the 2nd quarter. Amundi now owns 1,332,633 shares of the company’s stock valued at $686,612,000 after buying an additional 217,214 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: A Seeking Alpha analysis upgraded AppLovin, arguing that the shares may have fallen too far relative to the company’s rapid growth, high margins and AI-driven advertising opportunity. AppLovin Corporation Stock Has Fallen Too Far
• Neutral Sentiment: Recent comparisons with Pinterest and Snap highlight AppLovin’s strong revenue growth and profitability, but these are opinion-based investment articles rather than new company announcements. AppLovin vs. Pinterest
• Negative Sentiment: Several investor-rights firms publicized the pending securities class action and the November 16, 2026 lead-plaintiff deadline. The suit covers investors who bought APP shares from February 12 through August 5, 2026, and alleges that AppLovin overstated the consistency of improvements to its AI models and the readiness of its generative-AI video creative tool. The allegations have not been proven. AppLovin Securities Fraud Class Action
• Negative Sentiment: The legal campaign follows a concerning July 13 analyst report and AppLovin’s August 5 second-quarter results, events that reportedly triggered sharp share-price declines. Analysts subsequently reduced price targets, including Piper Sandler’s cut from $665 to $385 and Wells Fargo’s cut from $575 to $357. AppLovin Analyst Price Target Cuts
• Negative Sentiment: Additional notices from Rosen, Robbins, Pomerantz, Faruqi, Kaplan Fox and other firms are encouraging investors to participate in or seek lead-plaintiff status. The repeated announcements increase visibility around potential litigation costs, management credibility concerns and regulatory or shareholder damages risk. Pomerantz AppLovin Class Action Filing

Analyst Ratings Changes

Several equities research analysts have recently commented on APP shares. UBS Group decreased their price objective on AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Piper Sandler reiterated a “neutral” rating on shares of AppLovin in a report on Friday, October 2nd. Evercore reissued an “outperform” rating and issued a $510.00 price target (down from $630.00) on shares of AppLovin in a research report on Tuesday, September 1st. Benchmark lowered their price objective on shares of AppLovin from $500.00 to $440.00 and set a “buy” rating on the stock in a report on Monday, August 17th. Finally, Bank of America reissued a “neutral” rating and issued a $400.00 price objective (down from $430.00) on shares of AppLovin in a research note on Tuesday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $507.75.

AppLovin Trading Down 1.4%

NASDAQ APP opened at $264.28 on Friday. The stock has a market cap of $88.44 billion, a P/E ratio of 20.31, a price-to-earnings-growth ratio of 0.56 and a beta of 2.56. AppLovin Corporation has a fifty-two week low of $260.59 and a fifty-two week high of $738.01. The stock has a 50 day simple moving average of $301.15 and a two-hundred day simple moving average of $408.12. The company has a debt-to-equity ratio of 1.11, a quick ratio of 4.30 and a current ratio of 4.30.

AppLovin (NASDAQ:APP) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $3.76 EPS for the quarter, hitting analysts’ consensus estimates of $3.76. The company had revenue of $1.92 billion during the quarter, compared to analyst estimates of $1.94 billion. AppLovin had a return on equity of 193.10% and a net margin of 64.58%. The firm’s revenue was up 52.8% on a year-over-year basis. During the same quarter last year, the firm posted $2.39 earnings per share. On average, analysts forecast that AppLovin Corporation will post 15.67 earnings per share for the current year.

About AppLovin

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.