Stratos Wealth Partners LTD. Has $20 Million Stock Position in AppLovin Corporation $APP

Stratos Wealth Partners LTD. boosted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 35.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,831 shares of the company’s stock after purchasing an additional 7,271 shares during the period. Stratos Wealth Partners LTD.’s holdings in AppLovin were worth $19,998,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Revolve Wealth Partners LLC bought a new position in AppLovin in the fourth quarter valued at about $294,000. Bison Wealth LLC acquired a new stake in shares of AppLovin in the 4th quarter valued at approximately $239,000. Integrated Wealth Concepts LLC boosted its stake in shares of AppLovin by 58.0% in the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after purchasing an additional 621 shares in the last quarter. Fifth Third Wealth Advisors LLC bought a new stake in shares of AppLovin during the 2nd quarter valued at approximately $208,000. Finally, Concurrent Investment Advisors LLC increased its position in AppLovin by 31.5% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 4,646 shares of the company’s stock worth $1,627,000 after purchasing an additional 1,114 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Wells Fargo & Company raised their target price on shares of AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Deutsche Bank Aktiengesellschaft set a $705.00 price target on AppLovin and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Scotiabank boosted their price objective on AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research report on Thursday, November 6th. Citigroup lowered their target price on AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Finally, The Goldman Sachs Group increased their target price on AppLovin from $630.00 to $720.00 and gave the company a “neutral” rating in a research report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $686.05.

AppLovin Stock Up 2.7%

Shares of APP opened at $472.92 on Wednesday. The stock’s 50-day moving average price is $612.96 and its two-hundred day moving average price is $572.41. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61. The company has a market capitalization of $159.82 billion, a PE ratio of 57.39, a PEG ratio of 1.52 and a beta of 2.49. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short-seller CapitalWatch apologized and retracted parts of a report that accused an AppLovin shareholder of criminal ties — the retraction removed a major negative catalyst and spurred the recent rally. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: Q4 preview expects strong results (earnings seen rising ~78%) with e‑commerce and gaming performance in focus — sets a constructive earnings backdrop if execution meets expectations. AppLovin Q4 preview: Earnings seen rising 78%
• Positive Sentiment: Bullish investor takes and analyst defenses argue recent sell-off was overblown and present AppLovin as a buying opportunity, citing strong top-line growth, attractive valuation metrics post‑dip, and secular ad-tech/AI tailwinds. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: Investor pieces highlight product/AI roadmaps (Axon 2.0 global rollout, AI-powered ad creative and e‑commerce expansion) as potential 2026 growth inflection points supporting margin and revenue upside. AppLovin: Why I’m Buying The Dip Despite CloudX Narrative
• Positive Sentiment: Technical/market commentary notes a breakout/support around the ~$466 level and momentum following the news-driven rebound, drawing short-term momentum traders. Stock Of The Day: Is AppLovin Breaking Out?
• Neutral Sentiment: Short-interest reporting in the feed is inconsistent/ambiguous (data shows 0 shares and a 0.0 days ratio) — not a clear signal; monitor authoritative short-interest filings for true positioning shifts.
• Neutral Sentiment: Earnings calendar items and previews place APP in focus this week — earnings results and guidance will likely be the next major stock-moving events. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Negative Sentiment: Some media figures (e.g., Jim Cramer) and lingering skepticism remain — narratives that AppLovin is no longer a “magical” growth stock could keep volatility elevated if results or guidance disappoint. Jim Cramer on AppLovin: “Not So Magical Now”

Insider Buying and Selling

In other news, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CTO Vasily Shikin sold 14,708 shares of the stock in a transaction on Monday, November 24th. The stock was sold at an average price of $548.45, for a total transaction of $8,066,602.60. Following the sale, the chief technology officer owned 35,889 shares of the company’s stock, valued at approximately $19,683,322.05. This trade represents a 29.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 187,786 shares of company stock valued at $100,914,925. 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.