Eduardo Vivas Sells 163,910 Shares of AppLovin (NASDAQ:APP) Stock

AppLovin Corporation (NASDAQ:APP) Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the sale, the director owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. The trade was a 2.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

AppLovin Trading Down 3.6%

Shares of APP traded down $16.52 during mid-day trading on Wednesday, reaching $442.57. The company’s stock had a trading volume of 3,493,733 shares, compared to its average volume of 6,440,080. AppLovin Corporation has a 52 week low of $200.50 and a 52 week 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 company’s fifty day moving average price is $487.56 and its two-hundred day moving average price is $574.47. The stock has a market cap of $149.27 billion, a PE ratio of 45.39, a P/E/G ratio of 0.80 and a beta of 2.51.

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Rockefeller Capital Management L.P. increased its stake in AppLovin by 66.9% during the fourth quarter. Rockefeller Capital Management L.P. now owns 22,957 shares of the company’s stock worth $15,470,000 after acquiring an additional 9,198 shares during the last quarter. Osbon Capital Management LLC bought a new stake in shares of AppLovin in the 4th quarter valued at approximately $36,000. World Investment Advisors boosted its holdings in shares of AppLovin by 261.6% in the 4th quarter. World Investment Advisors now owns 5,627 shares of the company’s stock worth $3,791,000 after purchasing an additional 4,071 shares during the period. Nalls Sherbakoff Group LLC bought a new position in shares of AppLovin during the 4th quarter valued at approximately $270,000. Finally, Corient Private Wealth LLC increased its position in shares of AppLovin by 11.0% during the 4th quarter. Corient Private Wealth LLC now owns 144,579 shares of the company’s stock valued at $97,440,000 after purchasing an additional 14,271 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Piper Sandler reiterated an “overweight” rating and set a $650.00 target price (down from $800.00) on shares of AppLovin in a research note on Thursday, February 12th. BTIG Research dropped their price target on AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Weiss Ratings lowered AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 10th. Morgan Stanley set a $720.00 target price on AppLovin in a report on Thursday, February 12th. Finally, Wedbush raised their target price on AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Twenty research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, AppLovin has an average rating of “Moderate Buy” and an average price target of $654.50.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analyst and strategy coverage highlights e‑commerce/AXON 2.0 as a potential new growth engine that could expand AppLovin’s addressable ad market and offset gaming cyclicality — a structural growth story investors like. APP’s Next Growth Engine
• Positive Sentiment: Seeking Alpha published an upgrade/positive take arguing valuation and upside potential justify renewed bullishness — could support buy-side interest if reinforced by broader analyst upgrades. AppLovin: A Bit Of Greed Needed (Upgrade)
• Positive Sentiment: Coverage noting an overall Buy consensus from brokers may sustain investor demand despite near-term volatility; watch for analyst revisions that materially change sentiment. Is It Worth Investing in AppLovin
• Neutral Sentiment: Reported short‑interest data appears inconsistent/erroneous (entries show “large increase” but list 0 shares), suggesting short interest is not a clear near‑term driver based on available filings — treat this as data noise until clarified.
• Neutral Sentiment: Small institutional trimming: Advisory Services Network LLC sold ~1,455 shares (minor position reduction) — not material to overall float but worth noting for breadth of selling. Advisory Services Network LLC Sells 1,455 Shares
• Neutral Sentiment: Articles assessing recent volatility and valuation (whether APP is fairly priced after large moves) may amplify trading but don’t by themselves change fundamentals; they can influence short-term flows. Is It Time To Reconsider AppLovin
• Negative Sentiment: Director Eduardo Vivas sold 163,910 shares at an average $453.49 (~$74.3M). Large insider sales often sap investor confidence and can pressure the stock, especially when publicized. Eduardo Vivas Insider Sale
• Negative Sentiment: News outlets linked the insider sale to the share pullback (coverage noting shares down on insider selling), reinforcing the negative headline narrative and likely contributing to intraday selling. AppLovin Shares Down on Insider Selling

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.