AppLovin Corporation $APP Stock Sold by Leeward Financial Partners LLC

Leeward Financial Partners LLC lessened its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 46.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,825 shares of the company’s stock after selling 4,982 shares during the period. Leeward Financial Partners LLC’s holdings in AppLovin were worth $1,872,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Hedeker Wealth LLC increased its stake in shares of AppLovin by 228.3% during the third quarter. Hedeker Wealth LLC now owns 14,139 shares of the company’s stock valued at $4,106,000 after buying an additional 9,832 shares during the period. Kingswood Wealth Advisors LLC lifted its stake in AppLovin by 47.1% in the third quarter. Kingswood Wealth Advisors LLC now owns 2,834 shares of the company’s stock worth $823,000 after acquiring an additional 908 shares during the period. Sigma Planning Corp lifted its stake in AppLovin by 73.6% in the third quarter. Sigma Planning Corp now owns 2,918 shares of the company’s stock worth $847,000 after acquiring an additional 1,237 shares during the period. Brucke Financial Inc. lifted its stake in AppLovin by 60.0% in the third quarter. Brucke Financial Inc. now owns 1,013 shares of the company’s stock worth $294,000 after acquiring an additional 380 shares during the period. Finally, Signaturefd LLC boosted its holdings in AppLovin by 20.4% in the third quarter. Signaturefd LLC now owns 5,777 shares of the company’s stock valued at $1,678,000 after acquiring an additional 977 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Wall Street Analyst Weigh In

APP has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of AppLovin from $660.00 to $580.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Evercore reaffirmed an “outperform” rating and issued a $510.00 target price (down from $630.00) on shares of AppLovin in a research report on Tuesday, September 1st. Raymond James Financial cut their target price on shares of AppLovin from $640.00 to $590.00 in a research note on Thursday, August 6th. William Blair set a $440.00 price target on shares of AppLovin in a research report on Monday, August 17th. Finally, Daiwa Securities Group decreased their price target on shares of AppLovin from $569.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, August 19th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $507.75.

AppLovin Price Performance

Shares of APP opened at $260.25 on Monday. AppLovin Corporation has a twelve month low of $258.32 and a twelve month high of $738.01. The company has a market capitalization of $87.09 billion, a P/E ratio of 20.00, a price-to-earnings-growth ratio of 0.54 and a beta of 2.56. The firm has a 50 day moving average of $300.05 and a 200 day moving average of $407.04. The company has a quick ratio of 4.30, a current ratio of 4.30 and a debt-to-equity ratio of 1.11.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share for the quarter, hitting the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.94 billion. During the same quarter in the previous year, the business earned $2.39 earnings per share. The company’s revenue was up 52.8% on a year-over-year basis. As a group, equities research analysts anticipate that AppLovin Corporation will post 15.67 earnings per share for the current fiscal year.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Negative Sentiment: Multiple law firms publicized a securities class action against AppLovin and certain executives, with a November 16, 2026 deadline for investors to seek appointment as lead plaintiff. The notices largely repeat the same lawsuit rather than represent separate new cases. Pomerantz class action announcement
• Negative Sentiment: The lawsuit covers investors who acquired APP securities between February 12 and August 5, 2026. It alleges that AppLovin and executives made misleading statements about the consistency and effectiveness of improvements to the company’s AI advertising models, potentially overstating business performance. The allegations have not been proven. Hagens Berman AppLovin class action report
• Negative Sentiment: The case follows a critical analyst report published July 13 and AppLovin’s August 5 second-quarter results, which reportedly caused sharp declines in the stock. One investor notice also alleges that Chief Executive Officer Adam Foroughi and Chief Financial Officer Matthew Stumpf sold more than $109.1 million of APP stock; this is an allegation in the litigation, not an established finding. APP shareholder alert
• Neutral Sentiment: The legal notices do not provide a new operating update or change AppLovin’s reported fundamentals. The company previously reported strong year-over-year revenue growth, but its latest revenue came in slightly below analyst expectations, leaving investors focused on execution, AI-model performance and litigation risk. Kaplan Fox AppLovin class action notice

About AppLovin

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.