AppLovin Corporation (NASDAQ:APP) Receives Average Rating of “Moderate Buy” from Analysts

AppLovin Corporation (NASDAQ:APP) has earned a consensus recommendation of “Moderate Buy” from the twenty-five research firms that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, three have issued a hold rating, twenty have assigned a buy rating and one has given a strong buy rating to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $706.4545.

Several research analysts recently commented on the company. Benchmark reissued a “buy” rating on shares of AppLovin in a research report on Monday. Morgan Stanley set a $800.00 price target on AppLovin and gave the stock an “overweight” rating in a report on Wednesday. Evercore ISI reaffirmed a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. Scotiabank increased their price objective on shares of AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. Finally, BTIG Research restated a “buy” rating and set a $771.00 price objective on shares of AppLovin in a report on Wednesday, December 17th.

AppLovin Stock Down 2.8%

Shares of APP traded down $10.98 during midday trading on Thursday, hitting $376.36. The stock had a trading volume of 1,406,185 shares, compared to its average volume of 5,899,777. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25. The firm has a market cap of $127.19 billion, a price-to-earnings ratio of 45.42, a price-to-earnings-growth ratio of 1.52 and a beta of 2.49. The company has a 50 day simple moving average of $627.94 and a two-hundred day simple moving average of $569.02. AppLovin has a twelve month low of $200.50 and a twelve month high of $745.61.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, topping analysts’ consensus estimates of $2.34 by $0.11. The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The firm’s revenue for the quarter was up 68.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.29 earnings per share. On average, analysts anticipate that AppLovin will post 6.87 EPS for the current year.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Piper Sandler reiterated an Overweight rating and $800 price target, saying Google’s Project Genie and META bidding fears are overblown and highlighting AppLovin’s valuation and gaming tailwinds. Why Piper Sandler Says Google’s Project Genie Isn’t a Threat to AppLovin (APP)
• Positive Sentiment: Benchmark reiterated a Buy rating with a $775 target, describing AI-native game-creation risks as overstated and not an immediate impairment to AppLovin’s long-term moat. Why Benchmark Says Google’s AI Won’t Derail AppLovin (APP)
• Positive Sentiment: Analyst models ahead of Q4 show strong expected growth (large EPS and revenue beats priced in), which supports the bull case if guidance holds. Should You Buy, Sell, or Hold AppLovin Stock Before Q4 Earnings?
• Neutral Sentiment: AppLovin is due to report earnings soon — the event is a near-term catalyst that could either calm or worsen volatility depending on commentary about AI competition and ad trends. AppLovin (APP) Expected to Announce Earnings on Wednesday
• Neutral Sentiment: Reported short-interest figures appear inconsistent (showing zero), suggesting current market-positioning data may be unreliable; monitor updated short interest for a clearer picture.
• Negative Sentiment: Shares plunged amid a broader software selloff and renewed fears that AI competition (notably Google/Genie) could disrupt AppLovin’s ad and game-creation franchises. AppLovin stock falls amid broader software selloff and mobile ad tech concerns
• Negative Sentiment: Critical commentary and a bearish note argued the stock was “priced to perfection,” highlighting recent competitive headlines, profit-taking and short-seller allegations as reasons for heightened downside risk. AppLovin: Being Priced To Perfection Created Too Much Risk
• Negative Sentiment: High-profile media coverage (Jim Cramer/CNBC) amplified investor worries that AI could “eat AppLovin alive,” increasing short-term selling pressure. Jim Cramer says “Wall Street’s terrified that AI will eat AppLovin alive” Power Check: Applovin, Amazon and Apple
• Negative Sentiment: Pomerantz law firm opened an investor investigation into AppLovin, introducing legal risk and potential headline risk that can exacerbate volatility. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

Insiders Place Their Bets

In other news, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction on Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the completion of the sale, the chief executive officer owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. This trade represents a 1.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the completion of the transaction, the chief technology officer owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This trade represents a 0.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 340,336 shares of company stock worth $200,062,623 in the last 90 days. Company insiders own 13.66% of the company’s stock.

Institutional Trading of AppLovin

Several large investors have recently made changes to their positions in APP. Revolve Wealth Partners LLC bought a new position in shares of AppLovin in the 4th quarter valued at $294,000. Bison Wealth LLC bought a new stake in shares of AppLovin during the 4th quarter valued at approximately $239,000. Integrated Wealth Concepts LLC increased its position in AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after purchasing an additional 621 shares in the last quarter. ORG Partners LLC increased its position in AppLovin by 146.5% during the 2nd quarter. ORG Partners LLC now owns 106 shares of the company’s stock worth $36,000 after purchasing an additional 63 shares in the last quarter. Finally, V Square Quantitative Management LLC bought a new position in AppLovin in the 2nd quarter valued at approximately $70,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

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.