Oddo BHF Asset Management Sas Boosts Holdings in AppLovin Corporation $APP

Oddo BHF Asset Management Sas lifted its stake in AppLovin Corporation (NASDAQ:APP) by 57.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 8,081 shares of the company’s stock after acquiring an additional 2,954 shares during the period. Oddo BHF Asset Management Sas’ holdings in AppLovin were worth $5,445,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Washington Trust Advisors Inc. grew its position in shares of AppLovin by 160.0% in the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after buying an additional 24 shares during the last quarter. Board of the Pension Protection Fund purchased a new position in shares of AppLovin in the 4th quarter valued at $27,000. Laurel Wealth Advisors LLC purchased a new position in shares of AppLovin in the 4th quarter valued at $32,000. Graney & King LLC purchased a new position in shares of AppLovin in the 3rd quarter valued at $36,000. Finally, Aventura Private Wealth LLC purchased a new position in AppLovin during the 4th quarter worth $38,000. 41.85% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider Victoria Valenzuela sold 20,000 shares of the company’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $565.89, for a total value of $11,317,800.00. Following the completion of the transaction, the insider directly owned 243,961 shares in the company, valued at approximately $138,055,090.29. This represents a 7.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Arash Adam Foroughi sold 22,544 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $494.98, for a total transaction of $11,158,829.12. Following the completion of the transaction, the chief executive officer owned 2,327,684 shares of the company’s stock, valued at $1,152,157,026.32. This trade represents a 0.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 226,014 shares of company stock valued at $113,073,400. 13.66% of the stock is owned by corporate insiders.

AppLovin Stock Up 4.8%

Shares of NASDAQ APP opened at $520.86 on Tuesday. The firm’s 50-day moving average is $485.57 and its two-hundred day moving average is $520.32. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24. The company has a market capitalization of $174.98 billion, a PE ratio of 44.75, a price-to-earnings-growth ratio of 0.81 and a beta of 2.45. AppLovin Corporation has a 12-month low of $320.00 and a 12-month high of $745.61.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, topping the consensus estimate of $3.44 by $0.12. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The firm had revenue of $1.84 billion during the quarter, compared to analyst estimates of $1.77 billion. During the same quarter in the prior year, the business posted $1.67 earnings per share. AppLovin’s revenue for the quarter was up 58.9% compared to the same quarter last year. Equities analysts anticipate that AppLovin Corporation will post 15.86 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have issued reports on APP. UBS Group lowered their price objective on shares of AppLovin from $740.00 to $716.00 and set a “buy” rating on the stock in a research report on Thursday, May 7th. Wedbush reissued an “outperform” rating and set a $640.00 price objective on shares of AppLovin in a research report on Thursday, May 7th. Arete Research set a $340.00 price objective on shares of AppLovin and gave the stock a “neutral” rating in a research report on Monday, March 2nd. Piper Sandler reissued an “overweight” rating on shares of AppLovin in a research report on Tuesday, June 9th. Finally, Wells Fargo & Company raised their price objective on shares of AppLovin from $560.00 to $571.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $669.62.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin was included in lists of the “best S&P 500 stocks to buy now according to analysts,” which can reinforce bullish sentiment around the stock’s growth outlook and help support share demand. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: The stock was noted as “soaring” and extending its bounce as broader market tailwinds lifted stocks after yields fell, suggesting AppLovin is benefiting from a more favorable risk-on environment. AppLovin and Elastic Shares Are Soaring, What You Need To Know
• Positive Sentiment: Pixalate’s Q1 2026 Mobile Seller Trust Index ranked AppLovin among the leaders, which may reassure investors about the quality and trustworthiness of its mobile ad inventory. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0
• Neutral Sentiment: AppLovin is being featured in several “trending stock” and “3 reasons we’re fans” articles, reflecting elevated investor interest, though these pieces do not add new business catalysts. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: One article noted that AppLovin’s stock had fallen over the prior six months, but the piece framed that decline as part of a longer-term discussion rather than a new negative catalyst. 3 Reasons We’re Fans of AppLovin (APP)

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.