AppLovin Corporation $APP Shares Bought by International Assets Investment Management LLC

International Assets Investment Management LLC grew its holdings in AppLovin Corporation (NASDAQ:APP) by 69.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,228 shares of the company’s stock after acquiring an additional 4,619 shares during the period. International Assets Investment Management LLC’s holdings in AppLovin were worth $3,261,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. State Street Corp increased its holdings in AppLovin by 28.3% in the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock valued at $7,777,741,000 after purchasing an additional 3,328,338 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of AppLovin during the second quarter worth about $730,015,000. Fundsmith LLP purchased a new stake in shares of AppLovin in the second quarter worth about $358,893,000. The Manufacturers Life Insurance Company boosted its position in shares of AppLovin by 409.6% in the second quarter. The Manufacturers Life Insurance Company now owns 776,097 shares of the company’s stock worth $399,868,000 after buying an additional 623,815 shares during the period. Finally, AMF Tjanstepension AB grew its stake in shares of AppLovin by 843.2% in the third quarter. AMF Tjanstepension AB now owns 433,162 shares of the company’s stock valued at $125,803,000 after buying an additional 387,237 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Performance

NASDAQ:APP opened at $391.22 on Friday. The company has a debt-to-equity ratio of 1.07, a current ratio of 3.80 and a quick ratio of 4.30. The firm has a 50-day moving average of $293.36 and a two-hundred day moving average of $409.91. The stock has a market cap of $130.92 billion, a P/E ratio of 26.33, a PEG ratio of 0.86 and a beta of 2.51. AppLovin Corporation has a 1-year low of $225.19 and a 1-year high of $738.01.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, November 4th. The company reported $4.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.03 by $0.27. AppLovin had a return on equity of 182.97% and a net margin of 65.89%. The business had revenue of $2.18 billion for the quarter, compared to analyst estimates of $2.07 billion. During the same period in the previous year, the company earned $2.45 earnings per share. The company’s revenue for the quarter was up 55.5% compared to the same quarter last year. On average, research analysts expect that AppLovin Corporation will post 16.18 earnings per share for the current fiscal year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported Q3 revenue of $2.18 billion, up 55.5% year over year, and EPS of $4.30, beating analyst estimates. Net income rose 72% to $1.44 billion, with a net margin near 66%. AppLovin Q3 results
• Positive Sentiment: Q4 revenue guidance of $2.365 billion–$2.395 billion came in above expectations, supporting hopes that growth from AppLovin’s AI-powered advertising models can continue as their rollout expands. CEO Adam Foroughi also said the business could grow roughly 30% annually over the long term. CEO comments on long-term growth
• Positive Sentiment: The company expanded its share repurchase authorization to $3.6 billion, while strong cash generation gives it capacity to return capital to shareholders. Cash generation and buyback
• Neutral Sentiment: Analyst views are mixed: RBC and Oppenheimer raised their targets to $520 and reiterated positive ratings, while Wells Fargo’s raised $347 target remains below the shares’ recent trading level and carries an equal-weight rating. Analyst target changes
• Negative Sentiment: Multiple law firms publicized a pending securities class action covering investors who bought shares from February 12 through August 5, 2026. The suit alleges misleading statements about AI-model readiness and adoption of self-service ad tools; the allegations are not established findings, but the litigation could create uncertainty. The lead-plaintiff deadline is November 16. Class-action notice

Wall Street Analysts Forecast Growth

APP has been the topic of several analyst reports. HSBC dropped their target price on AppLovin from $450.00 to $409.00 and set a “buy” rating on the stock in a report on Monday, October 5th. Benchmark reduced their price target on AppLovin from $500.00 to $440.00 and set a “buy” rating on the stock in a research report on Monday, August 17th. William Blair set a $440.00 price target on AppLovin in a report on Monday, August 17th. Morgan Stanley lowered their price objective on shares of AppLovin from $450.00 to $400.00 and set an “overweight” rating for the company in a research report on Tuesday, October 13th. Finally, Royal Bank Of Canada lifted their price objective on shares of AppLovin from $500.00 to $520.00 and gave the company an “outperform” rating in a research note on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, AppLovin presently has a consensus rating of “Moderate Buy” and an average price target of $497.93.

About AppLovin

AppLovin is a technology company that provides software to help mobile app developers and advertisers grow their businesses. Its platform connects advertisers seeking users with app publishers looking to monetize their audiences, using data and machine-learning tools to support advertising and user acquisition.

The company’s products include AXON, its advertising optimization engine; AppDiscovery, which helps advertisers find and acquire users; and MAX, a platform for managing in-app advertising.