AppLovin Corporation $APP Stock Holdings Boosted by Vise Technologies Inc.

Vise Technologies Inc. raised its stake in shares of AppLovin Corporation (NASDAQ:APP) by 24.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,573 shares of the company’s stock after purchasing an additional 1,868 shares during the period. Vise Technologies Inc.’s holdings in AppLovin were worth $2,780,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Opinicus Capital Inc. raised its stake in AppLovin by 38.2% in the 3rd quarter. Opinicus Capital Inc. now owns 829 shares of the company’s stock valued at $241,000 after purchasing an additional 229 shares during the last quarter. Kassira Wealth Management LLC boosted its stake in AppLovin by 75.0% during the 3rd quarter. Kassira Wealth Management LLC now owns 700 shares of the company’s stock worth $203,000 after purchasing an additional 300 shares during the last quarter. Heritage Wealth Management Inc. purchased a new stake in shares of AppLovin during the third quarter worth $285,000. International Assets Investment Management LLC grew its holdings in shares of AppLovin by 3,682.7% during the third quarter. International Assets Investment Management LLC now owns 250,000 shares of the company’s stock worth $72,608,000 after buying an additional 243,391 shares in the last quarter. Finally, United Asset Strategies Inc. grew its holdings in shares of AppLovin by 59.4% during the third quarter. United Asset Strategies Inc. now owns 23,782 shares of the company’s stock worth $6,907,000 after buying an additional 8,859 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported Q3 adjusted earnings of $4.30 per share, above estimates of roughly $3.94–$4.03 and up from $2.45 a year earlier. Revenue of $2.18 billion also exceeded the $2.07 billion consensus. AppLovin Q3 earnings and revenues beat estimates
• Positive Sentiment: Management’s Q4 outlook reportedly topped expectations, reinforcing optimism that growth can continue. AppLovin also increased its share-repurchase authorization, adding a potential source of shareholder returns. Q3 results top estimates and Q4 outlook beats AppLovin ups buyback authorization
• Positive Sentiment: Net income rose 72% to about $1.44 billion, highlighting strong profitability, although free cash flow grew more slowly as cash tax payments increased. AppLovin earnings reaction
• Negative Sentiment: Several law firms publicized a securities class action covering investors who bought shares from February 12 to August 5, 2026. The complaint alleges AppLovin misrepresented AI-model progress and delays to its generative-AI video creative tool; the lead-plaintiff deadline is November 16. These are allegations, and the litigation adds uncertainty. Class action deadline alert

AppLovin Price Performance

Shares of APP stock opened at $271.75 on Thursday. The company has a debt-to-equity ratio of 1.11, a current ratio of 4.30 and a quick ratio of 4.30. The company has a market capitalization of $90.94 billion, a PE ratio of 20.89, a price-to-earnings-growth ratio of 0.55 and a beta of 2.51. The firm’s 50-day moving average is $290.82 and its two-hundred day moving average is $411.84. AppLovin Corporation has a 12 month low of $225.19 and a 12 month high of $738.01.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $4.30 earnings per share for the quarter, beating the consensus estimate of $4.03 by $0.27. The business had revenue of $2.18 billion during the quarter, compared to analysts’ expectations of $2.07 billion. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The business’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.45 EPS. Analysts predict that AppLovin Corporation will post 15.61 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have commented on APP shares. Royal Bank Of Canada cut their price objective on shares of AppLovin from $575.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, October 28th. BTIG Research dropped their price target on AppLovin from $408.00 to $396.00 and set a “buy” rating for the company in a research report on Tuesday, September 8th. HSBC cut their price target on AppLovin from $450.00 to $409.00 and set a “buy” rating for the company in a report on Monday, October 5th. Loop Capital reduced their price objective on AppLovin from $860.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, August 20th. Finally, Citigroup reduced their price objective on AppLovin from $600.00 to $500.00 and set a “buy” rating on the stock in a research report on Monday, October 19th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $493.25.

About AppLovin

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.