Sapient Capital LLC Sells 155,603 Shares of AppLovin Corporation $APP

Sapient Capital LLC decreased its stake in AppLovin Corporation (NASDAQ:APP) by 12.2% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,115,870 shares of the company’s stock after selling 155,603 shares during the period. AppLovin comprises 7.5% of Sapient Capital LLC’s holdings, making the stock its 3rd largest position. Sapient Capital LLC’s holdings in AppLovin were worth $574,930,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Revolve Wealth Partners LLC bought a new position in AppLovin during the 4th quarter worth $294,000. Bison Wealth LLC bought a new stake in AppLovin in the fourth quarter valued at $239,000. Integrated Wealth Concepts LLC boosted its holdings in shares of AppLovin by 58.0% during the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after acquiring an additional 621 shares during the period. NewEdge Advisors LLC boosted its holdings in shares of AppLovin by 5.7% during the second quarter. NewEdge Advisors LLC now owns 14,523 shares of the company’s stock valued at $5,084,000 after acquiring an additional 782 shares during the period. Finally, Treasurer of the State of North Carolina grew its position in shares of AppLovin by 7.2% during the second quarter. Treasurer of the State of North Carolina now owns 139,189 shares of the company’s stock worth $48,727,000 after acquiring an additional 9,380 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Performance

Shares of APP opened at $346.80 on Monday. The firm has a 50-day moving average price of $474.18 and a 200 day moving average price of $463.18. The firm has a market capitalization of $116.50 billion, a PE ratio of 26.66, a P/E/G ratio of 0.64 and a beta of 2.54. The company has a quick ratio of 4.30, a current ratio of 4.30 and a debt-to-equity ratio of 1.11. AppLovin Corporation has a 52-week low of $332.19 and a 52-week high of $745.61.

AppLovin (NASDAQ:APP) last released its earnings results on Tuesday, August 4th. The company reported $3.76 EPS for the quarter, meeting the consensus estimate of $3.76. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The firm had revenue of $1.92 billion for the quarter, compared to analysts’ expectations of $1.94 billion. During the same quarter last year, the company earned $2.39 EPS. AppLovin’s quarterly revenue was up 52.8% on a year-over-year basis. On average, sell-side analysts anticipate that AppLovin Corporation will post 15.56 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on APP. JPMorgan Chase & Co. increased their price objective on shares of AppLovin from $500.00 to $515.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Wells Fargo & Company restated an “equal weight” rating and issued a $357.00 target price (down from $575.00) on shares of AppLovin in a research report on Thursday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $660.00 price target on shares of AppLovin in a research note on Thursday, May 7th. Scotiabank reiterated a “sector outperform” rating and set a $515.00 price objective on shares of AppLovin in a research report on Thursday. Finally, KeyCorp set a $775.00 price objective on AppLovin in a report on Wednesday, June 10th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, AppLovin presently has an average rating of “Moderate Buy” and an average price target of $574.82.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported second-quarter revenue of $1.92 billion, up 52.8% year over year, while earnings of $3.76 per share were in line with consensus. Strong consumer-vertical momentum and a robust third-quarter outlook support the company’s growth narrative. AppLovin Q2 2026 earnings call highlights
• Positive Sentiment: Management said recent AI model improvements were affected by timing, while live gains and broader consumer adoption could drive stronger growth in the third quarter. The expansion of AXON Ads into self-serve advertising and new verticals such as fintech and connected TV could increase AppLovin’s addressable market. APP Q2 earnings call highlights
• Positive Sentiment: Citigroup lowered its price target from $710 to $650 but maintained a “buy” rating. Morgan Stanley also kept an “overweight” rating with a $650 target, indicating analysts still see substantial upside after the selloff.
• Positive Sentiment: AppLovin’s chief financial officer said the SEC investigation involving the company has been closed, removing a potentially significant regulatory overhang. SEC probe closure report

Insiders Place Their Bets

In related news, CFO Matthew Stumpf sold 9,052 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were 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 in the company, valued at $106,470,000. This trade represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Arash Adam Foroughi sold 33,042 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $486.95, for a total value of $16,089,801.90. Following the sale, the chief executive officer directly owned 2,369,351 shares in the company, valued at approximately $1,153,755,469.45. The trade was a 1.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 393,000 shares of company stock valued at $197,297,363. 12.81% of the stock is currently owned by insiders.

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.