Pitcairn Co. Has $2.72 Million Stake in AppLovin Corporation $APP

Pitcairn Co. reduced its holdings in AppLovin Corporation (NASDAQ:APP) by 36.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,784 shares of the company’s stock after selling 2,191 shares during the quarter. Pitcairn Co.’s holdings in AppLovin were worth $2,719,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. LFA Lugano Financial Advisors SA bought a new stake in AppLovin during the 2nd quarter valued at approximately $26,000. Chilton Capital Management LLC acquired a new position in shares of AppLovin during the third quarter worth approximately $29,000. Activest Wealth Management boosted its position in shares of AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after acquiring an additional 38 shares during the period. Twin Peaks Wealth Advisors LLC bought a new position in AppLovin during the second quarter worth $33,000. Finally, Heartwood Wealth Advisors LLC acquired a new position in AppLovin during the 3rd quarter valued at $33,000. 41.85% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

APP has been the topic of several research analyst reports. Scotiabank raised their price target on shares of AppLovin from $750.00 to $775.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Benchmark reissued a “buy” rating on shares of AppLovin in a research report on Monday, February 2nd. Wedbush upped their price target on AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Needham & Company LLC reiterated a “buy” rating and issued a $700.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Finally, Piper Sandler restated an “overweight” rating and set a $650.00 price objective (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Twenty-one analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $654.50.

Insider Buying and Selling at AppLovin

In other news, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction dated 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 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 Securities & Exchange Commission, which is available through the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of the stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the sale, the director owned 2,829 shares of the company’s stock, valued at $1,961,402.28. This trade represents a 5.04% decrease in their position. The SEC filing for this sale provides additional information. 13.66% of the stock is currently owned by insiders.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Company expanding Axon 2.0 beyond gaming into Prospecting, Discovery and upcoming lead‑generation campaigns (targeting auto, insurance, subscription verticals) — this diversification could grow addressable ad spend and reduce reliance on gaming monetization. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent analyst upgrades (Arete Research and others) and bullish commentary after strong Q4 results are lifting sentiment — analysts cite AppLovin’s AI/monetization momentum and improving software/ads fundamentals. AppLovin Upgraded at Arete Research Analysts Positive After Q4 Results
• Neutral Sentiment: Oppenheimer trimmed its price target from $740 to $660 but kept an “outperform” rating — still implies significant upside, so this is a mixed signal rather than a sell catalyst. Oppenheimer Lowers Price Target
• Neutral Sentiment: Company participated in the Morgan Stanley TMT conference (management access and investor Q&A) — supports transparency and could help re‑rate the stock if message resonates. AppLovin to Participate in Morgan Stanley Conference
• Neutral Sentiment: Published short‑interest notes in the feed show zero/NaN values (likely data error) — no actionable signal from short‑interest figures as reported.
• Negative Sentiment: Ongoing SEC investigation and heightened app‑store regulatory scrutiny create an overhang — potential for higher compliance costs, disclosure risk, or operational changes that could pressure margins if escalated. Regulatory Scrutiny Raises Questions

AppLovin Trading Up 5.3%

APP stock opened at $508.56 on Friday. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65. The business’s 50 day moving average is $518.43 and its 200-day moving average is $571.29. The firm has a market cap of $171.53 billion, a P/E ratio of 52.16, a P/E/G ratio of 0.99 and a beta of 2.51.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter last year, the company earned $1.73 EPS. AppLovin’s revenue was up 66.0% on a year-over-year basis. Equities analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

AppLovin Company 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.