AppLovin Corp Insider Sells 125,000 Shares, Stock Overvalued Based on GF Value

Eduardo Vivas, a Director at AppLovin Corp (APP), sold 125,000 shares of the company, reducing his holdings to 7,283,292.249 shares. This is part of a broader trend of insiders selling shares over the past year. AppLovin Corp provides a platform for mobile app developers to enhance their marketing and monetization efforts. The company has a market cap of $146,577.218 million and a price-to-GF-Value ratio of 4.76, indicating the stock is overvalued.

Eduardo Vivas, a Director at AppLovin Corp (APP), sold 125,000 shares of the company, reducing his holdings to 7,283,292.249 shares. This transaction occurred on August 12, 2025, and is part of a broader trend of insiders selling shares over the past year. The sale was disclosed in a document filed with the Securities & Exchange Commission [1].

AppLovin Corp provides a platform for mobile app developers to enhance their marketing and monetization efforts. The company reported a 77.1% year-over-year increase in revenue during the last quarter but missed market expectations, leading to a 2.9% decline in stock price [1]. Despite this, equity analysts maintain a consensus rating of "Moderate Buy" for AppLovin, with target prices ranging from $480 to $620, indicating strong investor interest [1].

The company's market capitalization stands at $146.577.218 million, and its price-to-GF-Value ratio is 4.76, indicating that the stock is overvalued [1]. This valuation metric compares the current stock price to the company's fair value, suggesting that the stock may be priced higher than its intrinsic value.

AppLovin's stock has experienced significant volatility, trading between a 52-week low of $82.51 and a 52-week high of $525.15 [1]. The company's earnings per share (EPS) for the quarter ending August 6, 2025, were $2.26, exceeding analysts' expectations of $2.05 [1]. However, revenue fell short of projections at $1.26 billion [1].

Several research analysts have issued mixed ratings for AppLovin. Wedbush, for instance, reissued an "outperform" rating with a target price of $620.00, indicating a potential upside of 43.18% from current levels [2]. Jefferies Financial Group and Piper Sandler have also increased their price targets and ratings, reflecting positive sentiment towards the stock [2].

Institutional investors have shown significant interest in AppLovin, with hedge funds and other institutional investors buying and selling shares over the past year. Revolve Wealth Partners LLC, Rockefeller Capital Management L.P., and SageView Advisory Group LLC, among others, have acquired new stakes in AppLovin [1].

The broader insider selling trend at AppLovin may indicate a cautious approach to the company's future prospects. However, the strong analyst ratings and institutional interest suggest that the stock remains attractive to investors. As always, investors should conduct thorough research and consider their risk tolerance before making investment decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/applovin-corporation-nasdaqapp-director-herald-y-chen-sells-200000-shares-2025-08-14/
[2] https://www.marketbeat.com/instant-alerts/applovin-nasdaqapp-earns-outperform-rating-from-wedbush-2025-08-07/