On July 6, 2026, Marietta Investment Partners LLC reported reducing its AppLovin Corporation (NASDAQ:APP) holdings by 30.5%. The firm sold 2,332 shares during the first quarter. Marietta now holds 5,310 shares, valued at approximately $2.1 million.
Company insiders also conducted recent sales. Director Eduardo Vivas sold 163,910 shares for approximately $82.6 million. CFO Matthew Stumpf sold 9,052 shares for approximately $5.4 million.
Analysts maintain a bullish outlook on AppLovin. The company holds a consensus 'Moderate Buy' rating. AppLovin recently surpassed earnings expectations. It reported an EPS of $3.56 on $1.84 billion in revenue.