Natixis Advisors LLC Has $101.49 Million Position in AppLovin Corporation $APP

Natixis Advisors LLC grew its stake in AppLovin Corporation (NASDAQ:APP) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 141,245 shares of the company’s stock after acquiring an additional 3,545 shares during the quarter. Natixis Advisors LLC’s holdings in AppLovin were worth $101,490,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of APP. LFA Lugano Financial Advisors SA bought a new stake in AppLovin in the second quarter valued at approximately $26,000. Chilton Capital Management LLC acquired a new stake in AppLovin in the third quarter worth $29,000. Activest Wealth Management boosted its position in shares of AppLovin by 760.0% during the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after purchasing an additional 38 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in shares of AppLovin during the second quarter worth $33,000. Finally, Heartwood Wealth Advisors LLC acquired a new position in shares of AppLovin in the 3rd quarter valued at $33,000. 41.85% of the stock is currently owned by institutional investors and hedge funds.

AppLovin Price Performance

Shares of APP opened at $502.14 on Monday. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65. AppLovin Corporation has a twelve month low of $200.50 and a twelve month high of $745.61. The stock has a market capitalization of $169.36 billion, a P/E ratio of 51.50, a P/E/G ratio of 1.03 and a beta of 2.51. The company has a 50 day moving average of $514.19 and a 200-day moving average of $573.97.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the previous year, the firm posted $1.73 earnings per share. The firm’s revenue for the quarter was up 66.0% on a year-over-year basis. As a group, equities research analysts forecast that AppLovin Corporation will post 6.87 EPS for the current fiscal year.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Wedbush and other analysts are bullish on AppLovin’s transition from a mobile-game ad network to a broader AI-driven ad platform and e‑commerce play — investors see this as a multi-year growth runway. AppLovin sees bullish views at Wedbush on AI ad tech, e-commerce expansion
• Positive Sentiment: Management is expanding Axon 2.0 beyond gaming with new Prospecting/Discovery campaign tools and upcoming lead‑generation products for verticals (automotive, insurance, subscriptions) — a clear push to capture higher‑value ad spend. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent Q4 results showed an EPS beat, very high margins and ~66% revenue growth year-over-year — fundamentals that support the bullish narratives around monetization and AI-led efficiency. (Earnings released Feb. 11)
• Neutral Sentiment: Several broker actions are active: Arete Research upgraded the stock and Oppenheimer kept an outperform rating but trimmed its price target from $740 to $660 — the latter still implies significant upside but signals some caution on peak valuation. AppLovin Upgraded at Arete Research Oppenheimer price target change
• Neutral Sentiment: Media coverage and analyst pieces (Zacks, Forbes) are highlighting AppLovin among recovering software/AI names — supportive for sentiment but not a guaranteed catalyst for continued near‑term upside. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Reports flagged a premarket dip in APP despite bullish analyst views — that suggests short‑term trading dynamics (profit‑taking, sector rotation) are influencing price action more than fundamentals this session. AppLovin (APP) Stock Dips in Premarket Despite Bullish Analyst Outlook
• Negative Sentiment: Valuation is the main near‑term constraint: APP trades at a high multiple and recently rebounded ~25% in a month, so some investors may be taking profits and brokers are tempering targets — this can cap upside and pressure the stock in the short term. AppLovin Gains 25% in a Month: Should You Still Buy the Stock?

Analysts Set New Price Targets

A number of analysts recently commented on the stock. UBS Group set a $740.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Citigroup decreased their target price on AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Wells Fargo & Company lowered their price target on AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Piper Sandler reaffirmed an “overweight” rating and set a $650.00 price target (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Finally, Evercore reiterated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Twenty-one equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $654.50.

Insider Transactions at AppLovin

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares of the company’s stock, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 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.