AppLovin Corporation $APP Stock Bought by International Assets Investment Management LLC

International Assets Investment Management LLC grew its position in AppLovin Corporation (NASDAQ:APP) by 3,682.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 250,000 shares of the company’s stock after buying an additional 243,391 shares during the period. International Assets Investment Management LLC’s holdings in AppLovin were worth $72,608,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of APP. Cassaday & Co Wealth Management LLC acquired a new stake in shares of AppLovin in the 1st quarter valued at about $25,000. Pioneer Family Office LLC acquired a new position in AppLovin during the second quarter worth approximately $31,000. IMA Advisory Services Inc. increased its holdings in shares of AppLovin by 40.0% during the 1st quarter. IMA Advisory Services Inc. now owns 84 shares of the company’s stock worth $33,000 after acquiring an additional 24 shares during the last quarter. OFI Invest Asset Management raised its position in shares of AppLovin by 16.3% in the second quarter. OFI Invest Asset Management now owns 68,739 shares of the company’s stock valued at $35,000 after purchasing an additional 9,615 shares during the period. Finally, LifeSteps Financial Inc. acquired a new stake in AppLovin during the second quarter worth approximately $40,000. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on APP. Bank of America downgraded shares of AppLovin from a “buy” rating to a “neutral” rating and dropped their price target for the company from $430.00 to $400.00 in a research report on Tuesday, August 11th. Oppenheimer cut their price target on AppLovin from $560.00 to $490.00 and set an “outperform” rating on the stock in a research note on Monday, October 12th. HSBC dropped their price target on shares of AppLovin from $450.00 to $409.00 and set a “buy” rating on the stock in a research report on Monday, October 5th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of AppLovin from $660.00 to $580.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Finally, William Blair set a $440.00 price target on shares of AppLovin in a research report on Monday, August 17th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $491.64.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin continues to attract bullish attention from some Wall Street analysts. Its average brokerage recommendation remains equivalent to a Buy, while previously published price targets are substantially above the current trading level. AppLovin also delivered strong growth in 2025 and has expanded its software-based advertising business. Is AppLovin a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Wurl, AppLovin’s subsidiary, launched a Content Intelligence Platform designed to improve transparency and measurement in connected-TV advertising. The initiative could support AppLovin’s expansion into additional digital-advertising channels. AppLovin Flags CTV Ad Transparency Gaps
• Neutral Sentiment: Institutional positioning is mixed: 712 investors added APP shares in their latest reported quarter, while 765 reduced positions. Large purchases by Invesco, Capital World Investors, and JPMorgan contrast with complete or sizable reductions by some other funds.
• Negative Sentiment: Investor concern has intensified ahead of the November 4 earnings report. Recent commentary points to stable rather than accelerating advertiser demand, more conservative estimates, and questions about whether improvements to AppLovin’s advertising models are continuing at the earlier pace. AppLovin Slides as Investors Weigh Slower Growth Signals
• Negative Sentiment: Multiple law firms reported a securities class action covering investors who purchased APP securities from February 12 through August 5, 2026. The allegations center on disclosures about AI advertising-model improvements and the readiness of AppLovin’s generative-AI video tool. The lead-plaintiff deadline is November 16, adding legal and reputational risk. AppLovin Faces Securities Fraud Class Action
• Negative Sentiment: Reported insider activity has consisted entirely of sales over the past six months, including sales by the CEO and chief technology officer. Although insider sales do not necessarily indicate deteriorating fundamentals, the pattern may weigh on sentiment while the stock remains well below its 52-week high.

AppLovin Stock Down 10.4%

Shares of NASDAQ:APP opened at $228.50 on Friday. The company has a market capitalization of $76.47 billion, a PE ratio of 17.56, a price-to-earnings-growth ratio of 0.53 and a beta of 2.56. The business has a fifty day moving average price of $294.20 and a two-hundred day moving average price of $417.58. The company has a debt-to-equity ratio of 1.11, a current ratio of 4.30 and a quick ratio of 4.30. AppLovin Corporation has a 1 year low of $225.19 and a 1 year high of $738.01.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $3.76 EPS for the quarter, hitting the consensus estimate of $3.76. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The business had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same quarter in the previous year, the firm posted $2.39 earnings per share. The company’s revenue for the quarter was up 52.8% on a year-over-year basis. Analysts forecast that AppLovin Corporation will post 15.63 earnings per share for the current year.

AppLovin Company Profile

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.