Meadowbrook Wealth Management LLC Buys New Position in AppLovin Corporation $APP

Meadowbrook Wealth Management LLC purchased a new position in shares of AppLovin Corporation (NASDAQ:APP) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 9,589 shares of the company’s stock, valued at approximately $6,890,000. AppLovin makes up approximately 7.2% of Meadowbrook Wealth Management LLC’s portfolio, making the stock its 3rd largest position.

Several other large investors also recently bought and sold shares of APP. Aberdeen Group plc boosted its stake in shares of AppLovin by 6.5% in the second quarter. Aberdeen Group plc now owns 114,180 shares of the company’s stock valued at $39,972,000 after purchasing an additional 7,001 shares during the period. Legal Advantage Investments Inc. acquired a new position in AppLovin in the 2nd quarter worth $1,523,000. IFM Investors Pty Ltd boosted its position in AppLovin by 15.6% in the 2nd quarter. IFM Investors Pty Ltd now owns 45,209 shares of the company’s stock valued at $15,827,000 after buying an additional 6,104 shares during the last quarter. Park Avenue Securities LLC boosted its position in AppLovin by 30.6% in the 2nd quarter. Park Avenue Securities LLC now owns 20,890 shares of the company’s stock valued at $7,313,000 after buying an additional 4,890 shares during the last quarter. Finally, Lee Johnson Capital Management LLC grew its stake in shares of AppLovin by 13.6% during the second quarter. Lee Johnson Capital Management LLC now owns 12,449 shares of the company’s stock valued at $4,358,000 after acquiring an additional 1,491 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Performance

Shares of APP opened at $721.37 on Friday. The stock has a market capitalization of $243.79 billion, a PE ratio of 87.55, a price-to-earnings-growth ratio of 3.73 and a beta of 2.51. The business’s fifty day moving average price is $617.10 and its 200 day moving average price is $511.23. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61.

AppLovin (NASDAQ:APP) last issued its earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, topping analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the company earned $1.29 earnings per share. The firm’s revenue was up 68.2% compared to the same quarter last year. Equities research analysts forecast that AppLovin Corporation will post 6.87 EPS for the current year.

Analyst Ratings Changes

Several research firms recently commented on APP. BTIG Research reiterated a “buy” rating and issued a $771.00 price target on shares of AppLovin in a research note on Wednesday. JPMorgan Chase & Co. lifted their price objective on AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. The Goldman Sachs Group upped their target price on AppLovin from $630.00 to $720.00 and gave the company a “neutral” rating in a research report on Friday, November 7th. Morgan Stanley raised their price target on shares of AppLovin from $480.00 to $750.00 and gave the stock an “overweight” rating in a research report on Monday, September 29th. Finally, Oppenheimer set a $740.00 price target on shares of AppLovin in a research note on Tuesday, October 7th. Nineteen research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $695.90.

Insider Buying and Selling at AppLovin

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the transaction, the insider owned 277,110 shares of the company’s stock, valued at $182,097,294.30. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Vasily Shikin sold 27,143 shares of AppLovin stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the transaction, the chief technology officer owned 3,323,681 shares of the company’s stock, valued at approximately $1,812,669,143.78. The trade was a 0.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 340,336 shares of company stock worth $200,062,623 in the last ninety days. Insiders own 13.66% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and margin commentary — Q3 margin strength is being highlighted as a driver of accelerating profitability and operating leverage, supporting higher earnings expectations and reinforcing the bull case. AppLovin’s Margin Engine Fuels its Accelerating Momentum
• Positive Sentiment: Bullish coverage and “case against the shorts” narrative — MarketBeat and other outlets argue fundamentals, rising analyst targets and heavy short interest could produce continued upside or a short squeeze if results keep coming in strong. Don’t Bet Against AppLovin: The Case Against the Shorts
• Positive Sentiment: Price-target upgrades and broker notes — Recent upgrades/raised targets (including Benchmark/Wedbush commentary about AppLovin’s ad leadership) add momentum and give traders a reason to buy into the narrative. AppLovin Seen as Dominant in Mobile Ads as Wedbush Highlights Unity’s Turnaround
• Neutral Sentiment: Insider sale disclosed — An executive sold ~7,609 shares at ~$657 on Dec 18 (2.67% reduction in her holding). The size is material in $ terms but not a major position shift; investors often view routine insider sales as neutral unless part of a pattern. SEC Filing — Insider Sale
• Neutral Sentiment: Options market interest — Elevated options activity suggests institutional players are positioning for further movement, but flow can indicate both speculative and hedging behavior. AppLovin’s Options: A Look at What the Big Money is Thinking
• Negative Sentiment: High valuation and public criticism — Prominent commentators (e.g., Jim Cramer) have flagged APP’s rich multiple and suggested trimming exposure after a big run, which can pressure sentiment among retail and tactical traders. Jim Cramer on AppLovin: “I’m Not Lovin’ as Much”
• Negative Sentiment: Legal and short-seller overhang — Recent reporting and price‑target downdrafts earlier in the year tied to a class‑action suit and short‑seller reports remain a tail‑risk; those issues have driven past volatility and could produce downside if new negative news emerges. AppLovin Price Prediction and Forecast

AppLovin Profile

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.