AppLovin Corporation $APP Shares Acquired by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. lifted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,030 shares of the company’s stock after buying an additional 1,915 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in AppLovin were worth $17,540,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Board of the Pension Protection Fund acquired a new position in shares of AppLovin during the 4th quarter worth approximately $27,000. Chilton Capital Management LLC acquired a new position in shares of AppLovin during the 3rd quarter worth approximately $29,000. Activest Wealth Management raised its stake in shares of AppLovin by 760.0% during the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after buying an additional 38 shares during the period. Laurel Wealth Advisors LLC purchased a new stake in shares of AppLovin during the fourth quarter worth approximately $32,000. Finally, CBIZ Investment Advisory Services LLC increased its position in shares of AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after purchasing an additional 17 shares in the last quarter. 41.85% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Arash Adam Foroughi sold 50,000 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $466.04, for a total value of $23,302,000.00. Following the transaction, the chief executive officer owned 2,480,414 shares of the company’s stock, valued at $1,155,972,140.56. This represents a 1.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90. Following the completion of the transaction, the director directly owned 6,969,382 shares in the company, valued at approximately $3,160,545,043.18. This trade represents a 2.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 365,244 shares of company stock valued at $169,584,607 in the last quarter. Insiders own 13.66% of the company’s stock.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Several bullish deep-dives highlight AppLovin’s durable ad‑tech moat, high margins, strong growth trajectory and runway from mobile ad market tailwinds — arguments that support a longer-term rerating if execution continues. AppLovin: The Bullish Levers Are Still In Place
• Positive Sentiment: Additional Seeking Alpha pieces contend the selloff has been overdone, noting sticky customer relationships, above‑market margins and attractive valuation buffers that make APP a buy for contrarian growth investors. AppLovin: The Bears Overplayed Their Hand
• Positive Sentiment: An initiation/strong‑buy view argues AppLovin’s infrastructure positioning, proprietary data and high 2025 margins support continued market-share gains and justify long-term conviction. AppLovin: The Only Software Company I’m Buying
• Positive Sentiment: Sector publications highlight insider ownership as a positive signal for growth names, listing AppLovin among companies where insider stakes may align management and shareholder interests. Insider Owned Growth Companies To Watch In April 2026
• Neutral Sentiment: Market commentators note Wall Street expects year‑over‑year earnings growth for upcoming results, making the report an important near‑term catalyst but not a guaranteed re‑rating event. AppLovin (APP) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Short‑term pressure: headlines show APP underperformed the general market in the most recent session (closed lower), signaling near‑term weakness that can weigh on momentum and trigger stop‑selling. AppLovin (APP) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: Analyst notes (Zacks/others) flag that AppLovin may lack the specific setup for an earnings beat next week — a miss or conservative guide could amplify downside. AppLovin (APP) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Institutional performance note: AppLovin was listed as a top detractor in the Alger Mid Cap Growth Fund’s Q1 review — such positioning and related selling can pressure the stock if funds continue to rebalance away. Alger Mid Cap Growth Fund Q1 2026 Portfolio Review

Analyst Upgrades and Downgrades

Several analysts recently commented on APP shares. Argus started coverage on AppLovin in a research report on Tuesday, April 14th. They set a “buy” rating and a $520.00 price target for the company. The Goldman Sachs Group dropped their price target on AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Royal Bank Of Canada reiterated an “outperform” rating and set a $700.00 price target on shares of AppLovin in a research report on Thursday, February 12th. Weiss Ratings cut AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 10th. Finally, Benchmark reiterated a “buy” rating on shares of AppLovin in a research report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, AppLovin has a consensus rating of “Moderate Buy” and an average price target of $673.25.

AppLovin Stock Up 0.7%

Shares of NASDAQ:APP opened at $446.35 on Friday. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65. The business has a fifty day moving average of $437.77 and a two-hundred day moving average of $536.27. The stock has a market cap of $150.54 billion, a P/E ratio of 45.78, a PEG ratio of 0.77 and a beta of 2.50. AppLovin Corporation has a 52-week low of $276.80 and a 52-week high of $745.61.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.35. The company had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The firm’s quarterly revenue was up 66.0% on a year-over-year basis. During the same period in the prior year, the business earned $1.73 EPS. On average, research analysts expect that AppLovin Corporation will post 15.72 earnings per share for the current year.

About AppLovin

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.