Robeco Institutional Asset Management B.V. Purchases 238,710 Shares of AppLovin Corporation $APP

Robeco Institutional Asset Management B.V. raised its position in AppLovin Corporation (NASDAQ:APP) by 991.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 262,775 shares of the company’s stock after buying an additional 238,710 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in AppLovin were worth $76,318,000 as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. Revolve Wealth Partners LLC grew its holdings in shares of AppLovin by 2.8% in the second quarter. Revolve Wealth Partners LLC now owns 851 shares of the company’s stock valued at $438,000 after acquiring an additional 23 shares in the last quarter. IMA Advisory Services Inc. increased its position in shares of AppLovin by 40.0% during the first quarter. IMA Advisory Services Inc. now owns 84 shares of the company’s stock valued at $33,000 after acquiring an additional 24 shares during the last quarter. CENTRAL TRUST Co lifted its holdings in AppLovin by 41.3% during the first quarter. CENTRAL TRUST Co now owns 89 shares of the company’s stock worth $35,000 after acquiring an additional 26 shares during the period. PFG Investments LLC lifted its holdings in AppLovin by 4.1% during the first quarter. PFG Investments LLC now owns 706 shares of the company’s stock worth $281,000 after acquiring an additional 28 shares during the period. Finally, Sovran Advisors LLC lifted its holdings in AppLovin by 5.7% during the first quarter. Sovran Advisors LLC now owns 517 shares of the company’s stock worth $206,000 after acquiring an additional 28 shares during the period. Institutional investors own 41.85% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Some analysts view the decline as a buying opportunity. Recent commentary describes AppLovin as undervalued around current levels and highlights its AI-powered advertising platform, strong revenue growth, high net margins and potential for continued earnings expansion. AppLovin Corporation Stock Has Fallen Too Far
• Positive Sentiment: AppLovin’s upcoming third-quarter results are expected to show solid bottom-line growth. Its most recent quarter produced $1.92 billion in revenue, up 52.8% year over year, while earnings per share matched expectations at $3.76. Comparisons with Pinterest and Snap also emphasize AppLovin’s superior profitability and growth profile. What to Expect From AppLovin’s Q3 2026 Earnings Report
• Neutral Sentiment: Multiple law firms reminded investors of a November 16 lead-plaintiff deadline for a securities class action covering purchases from February 12 through August 5, 2026. The announcements mainly repeat existing litigation news and do not represent a court finding that AppLovin committed wrongdoing. Rosen AppLovin Securities Class Action Deadline
• Negative Sentiment: The litigation alleges that AppLovin overstated the consistency of improvements to its AI models and the readiness of its generative-AI video creative tool. The case follows sharp share declines after a July analyst report and the company’s August 5 results, increasing reputational and legal-risk overhang. AppLovin Securities Fraud Class Action
• Negative Sentiment: Analyst skepticism remains a major pressure point: Piper Sandler and Wells Fargo previously cut their price targets sharply after the second-quarter report, and Citigroup has also reduced its target. Concerns center on slower advertising growth, execution against AI-product expectations and whether elevated valuation assumptions remain justified. AppLovin Stock Sell or Buy Analysis

Analyst Ratings Changes

Several research firms have weighed in on APP. Raymond James Financial cut their price objective on AppLovin from $640.00 to $590.00 in a research report on Thursday, August 6th. UBS Group decreased their target price on AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Citigroup decreased their target price on AppLovin from $600.00 to $500.00 and set a “buy” rating for the company in a research report on Monday. Needham & Company LLC reiterated a “buy” rating and set a $475.00 target price on shares of AppLovin in a research note on Tuesday, October 6th. Finally, BTIG Research cut their price target on shares of AppLovin from $408.00 to $396.00 and set a “buy” rating on the stock in a report on Tuesday, September 8th. Three analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $507.75.

AppLovin Price Performance

NASDAQ APP opened at $267.90 on Thursday. The company has a market cap of $89.65 billion, a PE ratio of 20.59, a price-to-earnings-growth ratio of 0.57 and a beta of 2.56. AppLovin Corporation has a 52 week low of $260.59 and a 52 week high of $738.01. The company has a quick ratio of 4.30, a current ratio of 4.30 and a debt-to-equity ratio of 1.11. The firm’s 50-day simple moving average is $302.12 and its two-hundred day simple moving average is $408.98.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share for the quarter, hitting analysts’ consensus estimates of $3.76. The firm had revenue of $1.92 billion during the quarter, compared to analyst estimates of $1.94 billion. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The company’s quarterly revenue was up 52.8% on a year-over-year basis. During the same quarter last year, the business earned $2.39 earnings per share. Research analysts predict that AppLovin Corporation will post 15.67 earnings per share for the current year.

About AppLovin

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.