AppLovin Corporation $APP Shares Bought by Silvant Capital Management LLC

Silvant Capital Management LLC boosted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 271.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 55,693 shares of the company’s stock after buying an additional 40,692 shares during the quarter. AppLovin makes up about 1.3% of Silvant Capital Management LLC’s holdings, making the stock its 17th biggest holding. Silvant Capital Management LLC’s holdings in AppLovin were worth $37,527,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in AppLovin by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 25,120,575 shares of the company’s stock worth $16,926,746,000 after acquiring an additional 166,117 shares during the last quarter. State Street Corp increased its stake in AppLovin by 0.4% during the fourth quarter. State Street Corp now owns 11,904,843 shares of the company’s stock worth $8,021,721,000 after acquiring an additional 52,377 shares during the last quarter. Geode Capital Management LLC increased its stake in AppLovin by 6.7% during the fourth quarter. Geode Capital Management LLC now owns 7,167,003 shares of the company’s stock worth $4,817,269,000 after acquiring an additional 448,005 shares during the last quarter. Morgan Stanley increased its stake in AppLovin by 10.7% during the fourth quarter. Morgan Stanley now owns 5,561,646 shares of the company’s stock worth $3,747,551,000 after acquiring an additional 538,806 shares during the last quarter. Finally, Invesco Ltd. increased its stake in AppLovin by 9.4% during the third quarter. Invesco Ltd. now owns 4,292,752 shares of the company’s stock worth $3,084,514,000 after acquiring an additional 367,083 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Arash Adam Foroughi sold 22,544 shares of AppLovin stock in a transaction on Friday, June 12th. The stock was sold at an average price of $494.98, for a total value of $11,158,829.12. Following the completion of the sale, the chief executive officer directly owned 2,327,684 shares of the company’s stock, valued at approximately $1,152,157,026.32. The trade was a 0.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Maynard G. Webb, Jr. sold 3,076 shares of the business’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $582.04, for a total value of $1,790,355.04. Following the transaction, the director directly owned 123,520 shares of the company’s stock, valued at $71,893,580.80. The trade was a 2.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 226,014 shares of company stock valued at $113,073,400. Insiders own 13.66% of the company’s stock.

Wall Street Analysts Forecast Growth

APP has been the subject of several recent analyst reports. Piper Sandler reissued an “overweight” rating on shares of AppLovin in a research note on Tuesday, June 9th. JPMorgan Chase & Co. raised their target price on AppLovin from $500.00 to $515.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. KeyCorp set a $775.00 target price on AppLovin in a research note on Wednesday, June 10th. Wedbush reaffirmed an “outperform” rating and issued a $640.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. Finally, Wells Fargo & Company lifted their price objective on AppLovin from $560.00 to $571.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, AppLovin currently has an average rating of “Moderate Buy” and a consensus target price of $669.62.

AppLovin Trading Up 4.8%

Shares of NASDAQ APP opened at $520.86 on Tuesday. AppLovin Corporation has a twelve month low of $320.00 and a twelve month high of $745.61. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49. The stock has a fifty day simple moving average of $485.57 and a 200-day simple moving average of $520.32. The stock has a market capitalization of $174.98 billion, a PE ratio of 44.75, a PEG ratio of 0.81 and a beta of 2.45.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, beating analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The business had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.77 billion. During the same period in the previous year, the firm posted $1.67 earnings per share. The company’s revenue was up 58.9% on a year-over-year basis. On average, equities analysts forecast that AppLovin Corporation will post 15.86 earnings per share for the current year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin is being highlighted as one of the best S&P 500 stocks to buy now according to analysts, reinforcing a bullish outlook for the company’s ad-tech and AI-driven platform. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Pixalate’s Q1 2026 Mobile Seller Trust Index ranked AppLovin among the leaders in mobile app inventory quality, which may support confidence in its advertising ecosystem and monetization capabilities. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0: 16.2% of Global Authorized Mobile App Inventory Is Resold Through Arbitrage; Google AdExchange Top-Ranked ‘Direct’ Seller in the US
• Positive Sentiment: AppLovin was also cited in Zacks-related coverage as a trending stock, suggesting renewed investor attention and momentum. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: Several articles simply revisit why some investors still like AppLovin after a six-month pullback, framing the recent decline as a potential setup rather than a new company-specific catalyst. 3 Reasons We’re Fans of AppLovin (APP)
• Neutral Sentiment: One session’s move was also tied to broader market relief after lower yields and geopolitical easing, which can support shares of growth stocks like AppLovin without changing the company’s fundamentals. AppLovin and Elastic Shares Are Soaring, What You Need To Know

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.