Alps Advisors Inc. Lowers Position in AppLovin Corporation $APP

Alps Advisors Inc. trimmed its position in shares of AppLovin Corporation (NASDAQ:APP) by 17.3% in the 3rd quarter, Holdings Channel reports. The firm owned 6,887 shares of the company’s stock after selling 1,442 shares during the period. Alps Advisors Inc.’s holdings in AppLovin were worth $4,949,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Moloney Securities Asset Management LLC raised its holdings in AppLovin by 51.8% in the third quarter. Moloney Securities Asset Management LLC now owns 1,527 shares of the company’s stock valued at $1,097,000 after acquiring an additional 521 shares in the last quarter. Canada Post Corp Registered Pension Plan purchased a new position in AppLovin during the 3rd quarter worth $3,832,000. State of Michigan Retirement System raised its holdings in shares of AppLovin by 1,742.9% in the third quarter. State of Michigan Retirement System now owns 77,400 shares of the company’s stock valued at $55,615,000 after buying an additional 73,200 shares during the last quarter. Prime Capital Investment Advisors LLC lifted its position in AppLovin by 30.0% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 1,882 shares of the company’s stock worth $1,353,000 after acquiring an additional 434 shares during the period. Finally, Poehling Capital Management INC. acquired a new position in shares of AppLovin in the third quarter valued at approximately $251,000. 41.85% of the stock is owned by institutional investors and hedge funds.

Insider Activity at AppLovin

In other news, CEO Arash Adam Foroughi sold 4,069 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $497.50, for a total value of $2,024,327.50. Following the sale, the chief executive officer directly owned 2,998,948 shares in the company, valued at $1,491,976,630. The trade was a 0.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $693.32, for a total transaction of $103,998.00. Following the sale, the director directly owned 2,829 shares of the company’s stock, valued at $1,961,402.28. The trade was a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 187,986 shares of company stock valued at $101,032,761. Corporate insiders own 13.66% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short‑seller CapitalWatch retracted and apologized for claims tying an AppLovin shareholder to criminal syndicates, removing a major credibility overhang that had pressured the stock. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: A prominent critic walked back some earlier claims, further easing regulatory/reputational uncertainty and supporting the rebound in shares. A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped.
• Positive Sentiment: Jefferies publicly defended AppLovin as a “great buying opportunity,” lending institutional support to the recovery narrative and likely attracting buyers after the selloff. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: An analyst called the recent sell‑off “overblown,” framing the dip as a buying opportunity and helping momentum into the rally. AppLovin Stock Regains Ground After Sell-Off That Analyst Calls ‘Overblown’
• Positive Sentiment: Technical indicators (hammer candlestick) and upward earnings-estimate revisions suggest the stock may have found short-term support, attracting “bottom-fisher” interest. Here’s Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
• Neutral Sentiment: AppLovin is on a busy earnings week calendar — results and guidance will be a near-term catalyst and could swing sentiment either way. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Neutral Sentiment: Industry‑wide weakness in software/AI names has pressured multiples across the group; some screens still list APP among top software picks, but sector sentiment is mixed. 5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
• Positive Sentiment: Longer‑term bulls point to AppLovin’s AI recommendation tech as a durable advantage, with research suggesting sizable upside if AI ad targeting adoption continues. A Once-in-a-Decade Investment Opportunity: The 2 Best AI Stocks to Buy in February 2026
• Negative Sentiment: Wedbush cut its price target sharply (from $800 to $465), citing valuation reset and industry headwinds — a reminder that analysts see downside risk if sector weakness persists. Wedbush Lowers AppLovin (APP) PT to $465, Cites Valuation Reset, Industry Headwinds

AppLovin Price Performance

APP opened at $460.38 on Tuesday. The stock has a market capitalization of $155.59 billion, a P/E ratio of 55.87, a price-to-earnings-growth ratio of 1.34 and a beta of 2.49. AppLovin Corporation has a one year low of $200.50 and a one year high of $745.61. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25. The company’s 50 day simple moving average is $616.57 and its 200-day simple moving average is $571.64.

Analyst Ratings Changes

APP has been the subject of a number of recent analyst reports. Scotiabank raised their target price on AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. Wells Fargo & Company boosted their target price on shares of AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft set a $705.00 price objective on shares of AppLovin and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Citigroup lowered their price objective on AppLovin from $850.00 to $820.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Finally, Benchmark restated a “buy” rating on shares of AppLovin in a research report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $686.05.

AppLovin Company 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.