United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Grows Holdings in AppLovin Corporation $APP

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its position in AppLovin Corporation (NASDAQ:APP) by 76.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,300 shares of the company’s stock after purchasing an additional 1,000 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in AppLovin were worth $1,653,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. CBIZ Investment Advisory Services LLC boosted its stake in shares of AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the last quarter. Versant Capital Management Inc increased its position in shares of AppLovin by 2.8% during the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after acquiring an additional 19 shares during the last quarter. Claro Advisors LLC lifted its holdings in AppLovin by 3.2% during the third quarter. Claro Advisors LLC now owns 647 shares of the company’s stock worth $465,000 after acquiring an additional 20 shares during the period. Optas LLC boosted its position in AppLovin by 2.5% in the third quarter. Optas LLC now owns 877 shares of the company’s stock worth $630,000 after purchasing an additional 21 shares during the last quarter. Finally, Bartlett & CO. Wealth Management LLC boosted its position in AppLovin by 19.6% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after purchasing an additional 22 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

Analyst Ratings Changes

APP has been the topic of a number of recent analyst reports. Arete Research set a $340.00 target price on AppLovin and gave the stock a “neutral” rating in a research note on Monday, March 2nd. Weiss Ratings upgraded shares of AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 20th. Piper Sandler reaffirmed an “overweight” rating and issued a $650.00 price objective (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Oppenheimer reduced their target price on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating for the company in a research report on Thursday. Finally, Wedbush raised their price target on shares of AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Twenty-one analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus price target of $654.50.

AppLovin Trading Down 1.3%

Shares of APP opened at $502.14 on Friday. The business’s 50-day moving average price is $514.19 and its 200-day moving average price is $572.84. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The stock has a market cap of $169.36 billion, a PE ratio of 51.50, a P/E/G ratio of 1.03 and a beta of 2.51. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. The company had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. AppLovin’s revenue was up 66.0% compared to the same quarter last year. During the same period last year, the business earned $1.73 earnings per share. On average, equities analysts forecast that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush and other analysts are bullish on AppLovin’s transition from a mobile-game ad network to a broader AI-driven ad platform and e‑commerce play — investors see this as a multi-year growth runway. AppLovin sees bullish views at Wedbush on AI ad tech, e-commerce expansion
• Positive Sentiment: Management is expanding Axon 2.0 beyond gaming with new Prospecting/Discovery campaign tools and upcoming lead‑generation products for verticals (automotive, insurance, subscriptions) — a clear push to capture higher‑value ad spend. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent Q4 results showed an EPS beat, very high margins and ~66% revenue growth year-over-year — fundamentals that support the bullish narratives around monetization and AI-led efficiency. (Earnings released Feb. 11)
• Neutral Sentiment: Several broker actions are active: Arete Research upgraded the stock and Oppenheimer kept an outperform rating but trimmed its price target from $740 to $660 — the latter still implies significant upside but signals some caution on peak valuation. AppLovin Upgraded at Arete Research Oppenheimer price target change
• Neutral Sentiment: Media coverage and analyst pieces (Zacks, Forbes) are highlighting AppLovin among recovering software/AI names — supportive for sentiment but not a guaranteed catalyst for continued near‑term upside. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Reports flagged a premarket dip in APP despite bullish analyst views — that suggests short‑term trading dynamics (profit‑taking, sector rotation) are influencing price action more than fundamentals this session. AppLovin (APP) Stock Dips in Premarket Despite Bullish Analyst Outlook
• Negative Sentiment: Valuation is the main near‑term constraint: APP trades at a high multiple and recently rebounded ~25% in a month, so some investors may be taking profits and brokers are tempering targets — this can cap upside and pressure the stock in the short term. AppLovin Gains 25% in a Month: Should You Still Buy the Stock?

Insider Activity at AppLovin

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction that occurred 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 in the company, valued at $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 this hyperlink. Also, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the transaction, the director directly owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 13.66% of the company’s stock.

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.