Siemens Fonds Invest GmbH Acquires 1,519 Shares of AppLovin Corporation $APP

Siemens Fonds Invest GmbH increased its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 27.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 7,052 shares of the company’s stock after purchasing an additional 1,519 shares during the quarter. Siemens Fonds Invest GmbH’s holdings in AppLovin were worth $4,892,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of APP. Board of the Pension Protection Fund bought a new stake in AppLovin in the fourth quarter valued at approximately $27,000. Washington Trust Advisors Inc. increased its position in shares of AppLovin by 160.0% during the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock worth $27,000 after acquiring an additional 24 shares in the last quarter. Laurel Wealth Advisors LLC bought a new stake in shares of AppLovin during the fourth quarter worth $32,000. Graney & King LLC acquired a new stake in shares of AppLovin during the third quarter worth $36,000. Finally, Aventura Private Wealth LLC acquired a new stake in shares of AppLovin during the fourth quarter worth $38,000. 41.85% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on APP. Oppenheimer reduced their target price on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating for the company in a research note on Thursday, March 5th. Morgan Stanley reaffirmed an “overweight” rating on shares of AppLovin in a research note on Wednesday, May 27th. JPMorgan Chase & Co. upped their target price on shares of AppLovin from $500.00 to $515.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Wedbush reaffirmed an “outperform” rating and issued a $640.00 target price on shares of AppLovin in a research note on Thursday, May 7th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $660.00 target price on shares of AppLovin in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $669.62.

AppLovin Stock Performance

Shares of APP opened at $515.20 on Wednesday. AppLovin Corporation has a 12 month low of $320.00 and a 12 month high of $745.61. The firm has a fifty day simple moving average of $488.14 and a 200 day simple moving average of $519.82. The stock has a market capitalization of $173.08 billion, a price-to-earnings ratio of 44.26, a PEG ratio of 0.85 and a beta of 2.45. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49.

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

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin was featured as a top long-term growth stock by Zacks, which can boost investor confidence by pointing to strong style-score and growth-screening characteristics. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Several reports said analysts view AppLovin as one of the best S&P 500 stocks to buy now, reinforcing the idea that Wall Street remains constructive on the company’s growth outlook. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: The stock benefited from a broader risk-on move after yields fell and market sentiment improved, helping AppLovin extend a rebound alongside other growth names. AppLovin and Elastic Shares Are Soaring, What You Need To Know
• Positive Sentiment: AppLovin was also highlighted in investor-focused coverage as a trending growth stock, which can attract momentum buyers when a stock is already on traders’ watchlists. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: Additional articles repeated the same bullish thesis around AppLovin’s AI-enabled advertising tools and insider ownership, but did not appear to add materially new company-specific news.
• Neutral Sentiment: Pixalate’s trust-index release named AppLovin among leaders in mobile ad inventory quality, which is supportive for the business but not necessarily a direct near-term stock catalyst. 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
• Negative Sentiment: One article noted AppLovin’s stock had fallen meaningfully over the prior six months, reminding investors that the name remains volatile despite the recent rebound. 3 Reasons We’re Fans of AppLovin (APP)

Insider Buying and Selling at AppLovin

In related news, CTO Vasily Shikin sold 62,804 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the completion of the transaction, the chief technology officer owned 3,189,739 shares in the company, valued at approximately $1,545,173,366.38. This represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Matthew Stumpf sold 9,052 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the transaction, the chief financial officer owned 177,450 shares of the company’s stock, valued at $106,470,000. The trade was a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 226,014 shares of company stock worth $113,073,400. 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.