Czech National Bank Buys 2,774 Shares of AppLovin Corporation $APP

Czech National Bank lifted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 3.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 76,580 shares of the company’s stock after acquiring an additional 2,774 shares during the quarter. Czech National Bank’s holdings in AppLovin were worth $39,456,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of APP. Vanguard Group Inc. grew its stake in AppLovin by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 25,120,575 shares of the company’s stock worth $16,926,746,000 after purchasing an additional 166,117 shares in the last quarter. State Street Corp raised its position in AppLovin by 0.4% during the 4th quarter. State Street Corp now owns 11,904,843 shares of the company’s stock valued at $8,021,721,000 after purchasing an additional 52,377 shares in the last quarter. Geode Capital Management LLC raised its position in AppLovin by 6.7% during the 4th quarter. Geode Capital Management LLC now owns 7,167,003 shares of the company’s stock valued at $4,817,269,000 after purchasing an additional 448,005 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in shares of AppLovin by 3.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 6,089,735 shares of the company’s stock worth $4,103,386,000 after buying an additional 212,349 shares during the period. Finally, Morgan Stanley grew its position in shares of AppLovin by 10.7% during the 4th quarter. Morgan Stanley now owns 5,561,646 shares of the company’s stock worth $3,747,551,000 after buying an additional 538,806 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported second-quarter revenue of approximately $1.924 billion, up 52.8% year over year, while earnings of $3.76 per share were in line with consensus estimates. The company also posted a 64.3% net margin and an 83.8% adjusted EBITDA margin, highlighting continued profitability. AppLovin Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management expects third-quarter revenue to reach roughly $2.055 billion to $2.085 billion, with analysts highlighting potential reacceleration from live advertising gains and consumer-sector expansion. APP Q2 Earnings Call Highlights Model Timing, Q3 Reacceleration
• Positive Sentiment: Several analysts maintained bullish ratings despite reducing their targets. Morgan Stanley kept an “overweight” rating, while RBC retained “outperform” and Needham, BTIG and Bank of America maintained “buy” ratings. AppLovin also said a previously disclosed SEC probe has been closed. AppLovin Analysts Cut Their Forecasts Following Q2 Earnings

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Morgan Stanley cut their price target on AppLovin from $720.00 to $650.00 and set an “overweight” rating on the stock in a research note on Thursday. KeyCorp set a $775.00 target price on shares of AppLovin in a report on Wednesday, June 10th. Wedbush cut their target price on shares of AppLovin from $640.00 to $610.00 and set an “outperform” rating on the stock in a research report on Thursday. Scotiabank restated a “sector outperform” rating and issued a $515.00 price target on shares of AppLovin in a report on Thursday. Finally, Weiss Ratings cut shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $577.55.

Insiders Place Their Bets

In related news, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $504.06, for a total transaction of $82,620,474.60. Following the completion of the sale, the director owned 6,785,087 shares of the company’s stock, valued at $3,420,090,953.22. The trade was a 2.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Matthew Stumpf sold 9,052 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $600.00, for a total value of $5,431,200.00. Following the completion of the sale, the chief financial officer owned 177,450 shares in the company, valued at $106,470,000. The trade was a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 393,000 shares of company stock valued at $197,297,363. 12.81% of the stock is currently owned by corporate insiders.

AppLovin Stock Performance

Shares of AppLovin stock opened at $335.67 on Friday. The company has a market capitalization of $112.76 billion, a PE ratio of 25.80, a P/E/G ratio of 0.68 and a beta of 2.54. The company has a 50-day simple moving average of $479.50 and a two-hundred day simple moving average of $464.74. AppLovin Corporation has a one year low of $332.19 and a one year high of $745.61. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.24 and a current ratio of 3.24.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Tuesday, August 4th. The company reported $3.76 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $3.76. The firm had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $1.94 billion. AppLovin had a net margin of 64.58% and a return on equity of 221.53%. The company’s quarterly revenue was up 52.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.39 EPS. Research analysts expect that AppLovin Corporation will post 15.93 EPS for the current fiscal year.

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.