Lombard Odier Asset Management Switzerland SA Acquires 1,312 Shares of AppLovin Corporation $APP

Lombard Odier Asset Management Switzerland SA boosted its holdings in AppLovin Corporation (NASDAQ:APP) by 12.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,570 shares of the company’s stock after acquiring an additional 1,312 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in AppLovin were worth $7,796,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. State Street Corp lifted its stake in AppLovin by 111.1% during the 3rd quarter. State Street Corp now owns 11,852,466 shares of the company’s stock valued at $8,516,471,000 after acquiring an additional 6,237,051 shares in the last quarter. Norges Bank bought a new position in AppLovin during the 4th quarter valued at $2,040,321,000. Capital Research Global Investors bought a new position in AppLovin during the 3rd quarter valued at $743,899,000. Northern Trust Corp lifted its stake in AppLovin by 46.8% during the 3rd quarter. Northern Trust Corp now owns 2,374,460 shares of the company’s stock valued at $1,706,144,000 after acquiring an additional 756,660 shares in the last quarter. Finally, Morgan Stanley lifted its stake in AppLovin by 10.7% during the 4th quarter. Morgan Stanley now owns 5,561,646 shares of the company’s stock valued at $3,747,551,000 after acquiring an additional 538,806 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Argus assumed coverage on shares of AppLovin in a research report on Tuesday, April 14th. They set a “buy” rating and a $520.00 target price on the stock. UBS Group lowered their price target on shares of AppLovin from $740.00 to $716.00 and set a “buy” rating on the stock in a report on Thursday, May 7th. Oppenheimer lowered their target price on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a report on Thursday, March 5th. Morgan Stanley reiterated an “overweight” rating on shares of AppLovin in a research report on Wednesday, May 27th. Finally, Piper Sandler reiterated an “overweight” rating on shares of AppLovin in a research report on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, AppLovin has an average rating of “Moderate Buy” and a consensus target price of $669.62.

AppLovin Trading Down 1.1%

AppLovin stock opened at $515.20 on Wednesday. The stock has a market cap of $173.08 billion, a P/E ratio of 44.26, a PEG ratio of 0.85 and a beta of 2.45. AppLovin Corporation has a fifty-two week low of $320.00 and a fifty-two week high of $745.61. The firm’s fifty day moving average price is $488.14 and its 200-day moving average price is $519.82. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.24 and a current ratio of 3.24.

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

Insider Activity at AppLovin

In related news, CEO Arash Adam Foroughi sold 33,042 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $486.95, for a total value of $16,089,801.90. Following the transaction, the chief executive officer directly owned 2,369,351 shares in the company, valued at approximately $1,153,755,469.45. This represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Victoria Valenzuela sold 20,000 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $565.89, for a total transaction of $11,317,800.00. Following the completion of the transaction, the insider owned 243,961 shares in the company, valued at approximately $138,055,090.29. This trade represents a 7.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 226,014 shares of company stock valued at $113,073,400 in the last ninety days. 13.66% of the stock is currently owned by company insiders.

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)

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.