Donaldson Capital Management LLC Purchases 3,309 Shares of AppLovin Corporation $APP

Donaldson Capital Management LLC lifted its holdings in AppLovin Corporation (NASDAQ:APP) by 30.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,084 shares of the company’s stock after purchasing an additional 3,309 shares during the quarter. Donaldson Capital Management LLC’s holdings in AppLovin were worth $10,120,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in APP. Concurrent Investment Advisors LLC raised its stake in AppLovin by 31.5% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 4,646 shares of the company’s stock valued at $1,627,000 after acquiring an additional 1,114 shares during the last quarter. Lazard Freres Gestion S.A.S. acquired a new position in shares of AppLovin in the third quarter valued at approximately $2,514,000. Thames Capital Management LLC increased its holdings in shares of AppLovin by 114.8% in the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock valued at $12,001,000 after purchasing an additional 8,925 shares during the period. CIBC Asset Management Inc raised its stake in shares of AppLovin by 14.8% during the third quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock worth $84,160,000 after purchasing an additional 15,074 shares during the last quarter. Finally, Rakuten Securities Inc. increased its stake in AppLovin by 118.0% in the 3rd 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 period. Institutional investors own 41.85% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Arash Adam Foroughi sold 30,888 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $520.29, for a total value of $16,070,717.52. Following the completion of the transaction, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at $1,328,384,136.69. The trade was a 1.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the sale, the chief technology officer owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This represents a 0.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 340,336 shares of company stock valued at $200,062,623. Corporate insiders own 13.66% of the company’s stock.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Evercore ISI initiated coverage with an Outperform and $835 price target, citing expansion into e‑commerce ads and a wider growth runway — a formal analyst endorsement that can support the stock on rebounds. Evercore ISI Initiates Coverage on AppLovin (APP) With Outperform Amid Mobile Gaming and E-Commerce Ad Expansion
• Positive Sentiment: Forbes explains the broader rally: accelerating revenue, margin improvement, divestitures that refocused the company, analyst upgrades and buybacks — factors that underpin medium‑term upside if fundamentals remain intact. Why Is AppLovin Stock Rallying?
• Positive Sentiment: Seeking Alpha lays out a bullish case ahead of earnings: AppLovin is now a pure‑play ad platform, AXON 2.0 and Ads Manager adoption could reaccelerate growth, and Q4 guidance implies sequential revenue and high EBITDA margins — suggesting upside if management delivers. AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview)
• Positive Sentiment: Coverage pieces (e.g., Needham/Yahoo) highlight large TAM and product potential, framing AppLovin as a high‑growth ad platform with upside if user and e‑commerce ad monetization scale. Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?
• Neutral Sentiment: Zacks notes increased investor attention — useful context but not a direct catalyst; attention can amplify moves in either direction. AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Longer‑term price forecasts and recovery narratives (price‑target pieces) remind investors of prior volatility and the upside recovery potential but are speculative. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Jan 30)
• Neutral Sentiment: Reported short‑interest data this week appeared inconsistent (zero values), signaling either a data glitch or reporting lag — monitor accurate short‑interest updates for positioning signals.
• Negative Sentiment: A new short report alleged money‑laundering links and triggered a sharp sell‑off; such allegations can materially affect sentiment, regulatory scrutiny and short‑term liquidity. AppLovin Faces Money-Laundering Claims—Here’s What’s Missing
• Negative Sentiment: AppLovin has publicly disputed the short report, but media coverage highlights execution risk for its AI/e‑commerce push and keeps sentiment fragile until investigations and disclosures resolve. AppLovin Disputes Short Report As AI E Commerce Push Faces Test
• Negative Sentiment: Pomerantz launched an investor investigation into AppLovin, escalating legal risk and potential litigation costs — a tangible negative catalyst until cleared. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

Analysts Set New Price Targets

A number of equities research analysts recently commented on APP shares. Evercore ISI reaffirmed a “buy” rating on shares of AppLovin in a report on Friday. Weiss Ratings downgraded AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. Citigroup cut their price objective on AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. UBS Group set a $800.00 target price on AppLovin in a report on Tuesday, January 13th. Finally, Royal Bank Of Canada raised their price objective on shares of AppLovin from $700.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $706.45.

AppLovin Stock Performance

NASDAQ:APP opened at $473.11 on Friday. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The company has a market capitalization of $159.89 billion, a P/E ratio of 57.42, a price-to-earnings-growth ratio of 1.88 and a beta of 2.50. The firm has a 50-day moving average price of $635.34 and a two-hundred day moving average price of $567.28. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the business earned $1.29 earnings per share. The company’s quarterly revenue was up 68.2% on a year-over-year basis. As a group, research analysts expect that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

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.