AppLovin Corporation $APP Shares Sold by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC lowered its holdings in AppLovin Corporation (NASDAQ:APP) by 62.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 98,007 shares of the company’s stock after selling 161,654 shares during the period. TimesSquare Capital Management LLC’s holdings in AppLovin were worth $70,422,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the business. Lazard Freres Gestion S.A.S. purchased a new position in AppLovin during the 3rd quarter valued at about $2,514,000. Mediolanum International Funds Ltd lifted its holdings in AppLovin by 73.5% in the 3rd quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock worth $54,664,000 after buying an additional 32,510 shares during the period. Thames Capital Management LLC lifted its stake in AppLovin by 114.8% in the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock worth $12,001,000 after acquiring an additional 8,925 shares during the period. CIBC Asset Management Inc grew its position in AppLovin by 14.8% during the 3rd quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock valued at $84,160,000 after purchasing an additional 15,074 shares during the last quarter. Finally, Rakuten Securities Inc. grew its holdings in shares of AppLovin by 118.0% during the third quarter. Rakuten Securities Inc. now owns 10,540 shares of the company’s stock valued at $7,573,000 after buying an additional 5,705 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insider Buying and Selling

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the business’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 transaction, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. The trade was 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, CEO Arash Adam Foroughi sold 17,112 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $502.48, for a total transaction of $8,598,437.76. Following the completion of the transaction, the chief executive officer directly owned 2,584,049 shares of the company’s stock, valued at approximately $1,298,432,941.52. The trade was a 0.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 187,786 shares of company stock worth $100,914,925 in the last three months. Company insiders own 13.66% of the company’s stock.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 beat and raise — AppLovin reported stronger‑than‑expected Q4 revenue and EPS and issued 2026 guidance above Street estimates, giving investors a fundamentals‑driven reason to buy the stock. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Outstanding margins and cash flow — management reported ~84% adjusted EBITDA margins and very high free‑cash‑flow conversion, highlighting durable profitability that supports a premium valuation. AppLovin Rides on Margin Power: Here’s What You Should Know
• Positive Sentiment: Analyst support and buybacks — several firms reaffirmed or raised targets (and management disclosed large buybacks / cash generation commentary), which helps underwrite the rebound narrative. AppLovin price target raised by Wedbush
• Neutral Sentiment: Mixed analyst moves — although many shops kept Buy/Outperform ratings, several groups trimmed price targets after the volatility; this creates both support and room for further target revisions. Wells Fargo price target change and analyst notes
• Neutral Sentiment: Short‑interest data appears noisy/insignificant in recent reports (entries show zero/NaN), so shorting pressure doesn’t explain today’s move. (No meaningful short interest link available.)
• Negative Sentiment: Competition and AI fears — investors remain worried about potential competition (CloudX) and whether large platforms like Meta could encroach on AppLovin’s adtech niche; that fear helped trigger sharp earlier selloffs. AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
• Negative Sentiment: Broader software/AI rotation — the market‑wide re‑pricing of software names and headlines about a sector pullback have pressured APP despite the company’s strong quarter, prolonging volatility. Tech Stocks Down 50%: Buy the Dip or a Major Market Shift?
• Negative Sentiment: Market panic narrative — several commentators say recent selling was driven more by fear than fundamentals, meaning sentiment swings can still produce abrupt downside even after good results. AppLovin drops over competitor concerns, but analysts highlight positive growth drivers

AppLovin Stock Performance

Shares of NASDAQ:APP opened at $391.55 on Friday. The firm’s 50 day simple moving average is $596.51 and its 200-day simple moving average is $571.78. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.25 and a current ratio of 3.32. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61. The firm has a market cap of $132.32 billion, a PE ratio of 40.16, a price-to-earnings-growth ratio of 1.28 and a beta of 2.49.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share (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 company had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the firm earned $1.73 earnings per share. AppLovin’s revenue was up 66.0% compared to the same quarter last year. As a group, equities analysts predict that AppLovin Corporation will post 6.87 EPS for the current year.

Wall Street Analysts Forecast Growth

APP has been the subject of a number of recent research reports. Benchmark restated a “buy” rating on shares of AppLovin in a research note on Monday, February 2nd. Citigroup cut their price target on AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research note on Thursday. Wells Fargo & Company decreased their target price on AppLovin from $735.00 to $543.00 and set an “overweight” rating on the stock in a research note on Thursday. Royal Bank Of Canada reissued an “outperform” rating and set a $700.00 price objective on shares of AppLovin in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft set a $705.00 price target on shares of AppLovin and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Twenty analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $651.77.

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.