WoodTrust Financial Corp Invests $2.50 Million in AppLovin Corporation $APP

WoodTrust Financial Corp purchased a new position in shares of AppLovin Corporation (NASDAQ:APP) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,485 shares of the company’s stock, valued at approximately $2,504,000.

Several other institutional investors also recently bought and sold shares of APP. Concurrent Investment Advisors LLC grew its position in AppLovin by 31.5% during the second quarter. Concurrent Investment Advisors LLC now owns 4,646 shares of the company’s stock worth $1,627,000 after buying an additional 1,114 shares during the period. Lazard Freres Gestion S.A.S. acquired a new stake in shares of AppLovin during the 3rd quarter valued at approximately $2,514,000. Thames Capital Management LLC boosted its stake in shares of AppLovin by 114.8% during the 3rd quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock worth $12,001,000 after acquiring an additional 8,925 shares in the last quarter. Rakuten Securities Inc. grew its holdings in shares of AppLovin by 118.0% in the 3rd quarter. Rakuten Securities Inc. now owns 10,540 shares of the company’s stock worth $7,573,000 after acquiring an additional 5,705 shares during the period. Finally, Aberdeen Group plc increased its stake in AppLovin by 6.5% in the 2nd 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 in the last quarter. 41.85% of the stock is owned by institutional investors and hedge funds.

AppLovin Trading Down 6.3%

Shares of AppLovin stock opened at $568.76 on Friday. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The business’s fifty day moving average is $639.43 and its two-hundred day moving average is $552.29. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market cap of $192.21 billion, a PE ratio of 69.02, a P/E/G ratio of 2.00 and a beta of 2.50.

AppLovin (NASDAQ:APP) last released its earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the firm posted $1.29 earnings per share. The business’s quarterly revenue was up 68.2% compared to the same quarter last year. Analysts anticipate that AppLovin Corporation will post 6.87 earnings per share for the current year.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Zacks highlights AppLovin’s Q3 results and says the company’s scalable ad engine (Axon) is now the primary growth driver — rising revenue and very strong EBITDA margins show growth is coming from efficiency, not just volume. AppLovin’s Scalable Ad Engine Emerges as the Real Growth Catalyst
• Positive Sentiment: Evercore ISI initiated coverage with an “outperform” and a $835 price target (roughly +47% vs current levels), giving fresh institutional validation that could support upside if execution continues. Evercore Coverage (Benzinga)
• Positive Sentiment: Seeking Alpha reiterates a buy thesis based on 68% YoY revenue growth, ~82% EBITDA margins, expanding advertiser mix beyond gaming, and management guidance for sustained high double-digit growth — factors that underpin longer-term EPS upside. AppLovin: Buying The Dip Again
• Positive Sentiment: Technical/order-flow traders noted a Power Inflow signal that triggered an intraday bounce after heavy selling — a short-term bullish order-flow cue that can attract momentum buyers. Power Inflow Signal
• Positive Sentiment: Insider buying: Rep. Gilbert Ray Cisneros Jr. disclosed a purchase of APP shares, a small but positive signal to some investors. Insider Purchase
• Neutral Sentiment: Longer-term price forecasts and narrative pieces (e.g., 247WallStreet) emphasize recovery after last year’s sharp sell-off and imply significant upside if growth continues — useful context but not an immediate catalyst. Price Prediction and Forecast 2026-2030
• Negative Sentiment: Contrasting coverage (MSN) asks why the stock is falling despite buy ratings — highlighting that renewed analyst optimism hasn’t yet offset recent heavy selling, likely due to residual legal/short-seller risk and profit-taking at high multiples. Why Is AppLovin Stock Crashing?

Analyst Upgrades and Downgrades

A number of research firms have commented on APP. Benchmark boosted their target price on AppLovin from $700.00 to $775.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. BTIG Research reiterated a “buy” rating and issued a $771.00 price objective on shares of AppLovin in a research report on Wednesday, December 17th. UBS Group set a $800.00 price objective on shares of AppLovin in a research note on Tuesday. Phillip Securities upgraded shares of AppLovin to a “moderate buy” rating in a report on Monday, September 29th. Finally, JPMorgan Chase & Co. increased their price target on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $706.76.

Insider Transactions at AppLovin

In related news, CEO Arash Adam Foroughi sold 30,888 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $520.29, for a total value of $16,070,717.52. Following the transaction, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. This trade represents a 1.20% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Eduardo Vivas sold 150,000 shares of the business’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $650.91, for a total value of $97,636,500.00. Following the sale, the director directly owned 7,133,292 shares of the company’s stock, valued at approximately $4,643,131,095.72. This trade represents a 2.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 340,336 shares of company stock worth $200,062,623 in the last three months. Company insiders own 13.66% of the company’s stock.

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.