Andra AP fonden Reduces Stock Position in AppLovin Corporation $APP

Andra AP fonden decreased its position in AppLovin Corporation (NASDAQ:APP) by 37.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 40,306 shares of the company’s stock after selling 24,360 shares during the period. Andra AP fonden’s holdings in AppLovin were worth $20,767,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. State Street Corp boosted its stake in shares of AppLovin by 28.3% during the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock worth $7,777,741,000 after purchasing an additional 3,328,338 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of AppLovin by 6.7% during the fourth quarter. Geode Capital Management LLC now owns 7,167,003 shares of the company’s stock valued at $4,817,269,000 after buying an additional 448,005 shares during the period. WCM Investment Management LLC lifted its stake in shares of AppLovin by 5.2% during the first quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock valued at $1,860,995,000 after buying an additional 245,290 shares during the period. Invesco Ltd. boosted its position in AppLovin by 12.3% during the fourth quarter. Invesco Ltd. now owns 4,821,046 shares of the company’s stock worth $3,248,517,000 after acquiring an additional 528,294 shares during the last quarter. Finally, Corient Private Wealth LLC boosted its position in AppLovin by 3,118.6% during the fourth quarter. Corient Private Wealth LLC now owns 4,194,071 shares of the company’s stock worth $2,826,049,000 after acquiring an additional 4,063,763 shares during the last quarter. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

APP has been the subject of several analyst reports. Wedbush cut their price target on AppLovin from $640.00 to $610.00 and set an “outperform” rating for the company in a report on Thursday, August 6th. Benchmark decreased their price objective on AppLovin from $500.00 to $440.00 and set a “buy” rating on the stock in a report on Monday, August 17th. Morgan Stanley lowered their price objective on AppLovin from $650.00 to $450.00 and set an “overweight” rating for the company in a research report on Monday, September 14th. The Goldman Sachs Group dropped their target price on AppLovin from $585.00 to $465.00 and set a “neutral” rating for the company in a research note on Thursday, August 6th. Finally, William Blair set a $440.00 price target on AppLovin in a research note on Monday, August 17th. Three analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $529.39.

AppLovin Trading Down 1.6%

Shares of APP stock traded down $5.43 on Tuesday, reaching $324.74. 1,628,223 shares of the stock were exchanged, compared to its average volume of 5,638,109. The stock has a market cap of $108.67 billion, a P/E ratio of 24.97, a price-to-earnings-growth ratio of 0.64 and a beta of 2.49. 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 has a 50 day moving average of $351.21 and a two-hundred day moving average of $433.36. AppLovin Corporation has a 1-year low of $297.50 and a 1-year high of $745.61.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share for the quarter, meeting analysts’ consensus estimates of $3.76. AppLovin had a return on equity of 193.10% and a net margin of 64.58%.The firm had revenue of $1.92 billion for the quarter, compared to analysts’ expectations of $1.94 billion. During the same quarter last year, the firm earned $2.39 earnings per share. The firm’s revenue for the quarter was up 52.8% compared to the same quarter last year. On average, research analysts anticipate that AppLovin Corporation will post 15.76 EPS for the current year.

Insider Activity at AppLovin

In other news, Director G Jr sold 3,076 shares of the firm’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $521.29, for a total value of $1,603,488.04. Following the transaction, the director directly owned 120,444 shares in the company, valued at $62,786,252.76. This trade represents a 2.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 12.81% of the stock is currently owned by company insiders.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Negative Sentiment: The lawsuit alleges that AppLovin overstated the pace of improvements to its AI models and the readiness of its generative-AI video tool. Management reportedly said in May that it had seen “faster improvements” and expected the video product to reach all accounts shortly, but later described model progress as “lighter than normal” and the tool as still a work in progress. The allegations followed a reported 20% stock selloff after the company’s August 5 update. AppLovin AI progress class action
• Negative Sentiment: Multiple law firms, including SBS, Kirby McInerney, Faruqi & Faruqi, Rosen, Bleichmar Fonti & Auld, and Bronstein Gewirtz & Grossman, are publicizing the pending shareholder litigation against AppLovin and certain executives. Continued legal publicity increases reputational, litigation-cost, and potential financial-liability concerns for investors. The claims have not been proven in court. SBS AppLovin securities lawsuit notice
• Neutral Sentiment: The notices remind investors who purchased AppLovin securities between February 12 and August 5, 2026, that November 16, 2026 is the deadline to seek appointment as lead plaintiff. These announcements are largely procedural repetitions rather than new operating or financial disclosures, but they keep the litigation overhang visible. Faruqi AppLovin class action reminder

AppLovin Profile

AppLovin Corporation (NASDAQ: APP) is a technology company that provides software and services designed to help mobile application developers grow their businesses. Its platform supports user acquisition, advertising, monetization, measurement and other functions that enable developers to attract users and generate revenue from their applications.

AppLovin’s offerings include AXON, an artificial-intelligence-powered software engine used to optimize advertising and user-acquisition campaigns; MAX, a platform for managing in-app advertising and mediation; and AppDiscovery, which helps developers promote their applications.