Park Avenue Securities LLC Sells 1,731 Shares of AppLovin Corporation $APP

Park Avenue Securities LLC decreased its position in shares of AppLovin Corporation (NASDAQ:APP) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,445 shares of the company’s stock after selling 1,731 shares during the period. Park Avenue Securities LLC’s holdings in AppLovin were worth $11,754,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Lazard Freres Gestion S.A.S. bought a new position in AppLovin in the 3rd quarter valued at $2,514,000. Mediolanum International Funds Ltd grew its holdings in shares of AppLovin by 73.5% during the third quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock worth $54,664,000 after purchasing an additional 32,510 shares during the last quarter. Thames Capital Management LLC grew its holdings in shares of AppLovin by 114.8% during the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock worth $12,001,000 after purchasing an additional 8,925 shares during the last quarter. CIBC Asset Management Inc increased its stake in shares of AppLovin by 14.8% in the third quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock valued at $84,160,000 after buying an additional 15,074 shares in the last quarter. Finally, APG Asset Management N.V. acquired a new stake in shares of AppLovin in the third quarter valued at $4,958,000. Institutional investors own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on APP. Oppenheimer reduced their price target on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a research report on Thursday, March 5th. Wedbush raised their price objective on shares of AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. The Goldman Sachs Group lowered their price objective on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Benchmark reaffirmed a “buy” rating on shares of AppLovin in a research note on Friday, March 6th. Finally, UBS Group set a $740.00 target price on shares of AppLovin in a research report on Thursday, February 12th. Twenty analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $654.50.

AppLovin Trading Up 0.6%

Shares of NASDAQ APP opened at $442.39 on Friday. 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 $149.21 billion, a price-to-earnings ratio of 45.37, a P/E/G ratio of 0.76 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. The company’s fifty day moving average is $476.11 and its 200-day moving average is $572.37.

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 business had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The firm’s quarterly revenue was up 66.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.73 EPS. Equities research analysts predict that AppLovin Corporation will post 6.87 EPS for the current year.

Insider Buying and Selling

In other AppLovin news, CTO Vasily Shikin sold 5,231 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $477.47, for a total transaction of $2,497,645.57. Following the sale, the chief technology officer directly owned 30,658 shares in the company, valued at approximately $14,638,275.26. This trade represents a 14.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, 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 completion of the transaction, the director directly owned 6,969,382 shares in the company, valued at approximately $3,160,545,043.18. The trade was a 2.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 365,244 shares of company stock valued at $169,584,607. 13.66% of the stock is owned by corporate insiders.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AXON & MAX revenue momentum — Research notes highlight AXON and the MAX unified auction driving strong expansion outside gaming, with Zacks citing ~70% revenue growth drivers for 2025 that underpin near‑term top‑line momentum. AppLovin’s Axon and MAX Power 70% Revenue Growth in 2025
• Positive Sentiment: Analyst backing and upside thesis — Consensus broker ratings remain bullish (average ≈ Moderate Buy) and multiple houses still see substantial upside versus the current price, which supports buyer interest on dips. Why Analysts Love AppLovin Stock but the Market Doesn’t
• Positive Sentiment: Long‑term growth case intact — Style/score pieces continue to list APP among top growth names based on AI ad stack and monetization tools, supporting longer‑term holders. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Valuation vs. buybacks — Analysts note AppLovin trades at steep premiums to peers; buybacks and cash flow are supportive but execution (notably 2026 margin improvement) must materialize to justify multiples. Is APP Overvalued? Valuation, Buybacks and 2026 Margin Signals
• Neutral Sentiment: Noise around major investor relationships — Reporting that JPMorgan cut ties with a prominent investor in AppLovin creates headline risk but does not directly change AppLovin’s fundamentals; it’s a short‑term sentiment factor to monitor. JPMorgan Ends Ties With AppLovin Investor Holding $4.6 Billion Stake
• Negative Sentiment: Insider selling — Director Eduardo Vivas sold ~163,910 shares (~$74M) recently; large director sales have been cited as the main catalyst for recent intraday weakness. AppLovin (NASDAQ:APP) Director Sells 163,910 Shares
• Negative Sentiment: Market reaction & thinner liquidity — Coverage links the recent price drop to that insider sale plus below‑average volume, suggesting weaker bid support can amplify declines until clearer execution or fresh buying appears. AppLovin Stock Price Down Following Insider Selling

AppLovin 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.