AppLovin (NASDAQ:APP) Trading Up 10.8% – Here’s Why

AppLovin Corporation (NASDAQ:APP) shares were up 10.8% during trading on Monday . The company traded as high as $446.56 and last traded at $450.4530. Approximately 2,476,773 shares changed hands during trading, a decline of 59% from the average daily volume of 6,029,890 shares. The stock had previously closed at $406.72.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short-seller CapitalWatch retracted and apologized for portions of its report that had linked an AppLovin shareholder to criminal syndicates, removing a principal trigger for the earlier sell-off and improving sentiment. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: Jefferies and other analysts framed the post-report decline as a buying opportunity, defending AppLovin’s fundamentals and helping spark a rebound in the shares. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: Several commentaries and analysts called the dip overblown and labeled it a “must-buy,” which amplified buying interest from value/contrarian investors. AppLovin Stock Regains Ground After Sell-Off That Analyst Calls ‘Overblown’
• Positive Sentiment: Broader AI-positive narratives include AppLovin on lists of attractive AI-exposed stocks (its AI-driven ad/recommendation tech is cited as a structural tailwind), which supports longer-term investor interest. A Once-in-a-Decade Investment Opportunity: The 2 Best AI Stocks to Buy in February 2026
• Neutral Sentiment: AppLovin reports earnings this week; the upcoming results and guidance could drive short-term volatility and reset expectations. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Neutral Sentiment: Technical analysis notes (hammer pattern, upward estimate revisions) suggest the stock may have found short-term support, but technicals alone don’t guarantee a sustained trend. Here’s Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
• Negative Sentiment: Wedbush cut its price target from $800 to $465, citing a valuation reset, softer industry sentiment and regulatory/competitive headwinds — a reminder that some analysts still see elevated downside risk vs. prior forecasts. Wedbush Lowers AppLovin (APP) PT to $465, Cites Valuation Reset, Industry Headwinds

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on APP shares. Morgan Stanley set a $800.00 price target on AppLovin and gave the stock an “overweight” rating in a report on Wednesday. BTIG Research reiterated a “buy” rating and issued a $771.00 target price on shares of AppLovin in a research note on Wednesday, December 17th. Wedbush reiterated an “outperform” rating and issued a $465.00 target price on shares of AppLovin in a report on Thursday. Evercore restated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. Finally, 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 note on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $691.23.

AppLovin Trading Up 13.2%

The stock’s 50 day simple moving average is $619.83 and its two-hundred day simple moving average is $570.94. The stock has a market capitalization of $155.59 billion, a PE ratio of 55.87, a PEG ratio of 1.34 and a beta of 2.49. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

Insider Buying and Selling

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. This represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Vasily Shikin sold 14,867 shares of AppLovin stock in a transaction on Monday, November 24th. The shares were sold at an average price of $546.93, for a total value of $8,131,208.31. Following the sale, the chief technology officer directly owned 35,889 shares of the company’s stock, valued at $19,628,770.77. This represents a 29.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 187,986 shares of company stock worth $101,032,761. Insiders own 13.66% of the company’s stock.

Hedge Funds Weigh In On AppLovin

Several institutional investors have recently modified their holdings of APP. Vanguard Group Inc. boosted its stake in shares of AppLovin by 39.4% in the 3rd quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock valued at $17,930,776,000 after purchasing an additional 7,051,663 shares in the last quarter. State Street Corp grew its position in AppLovin by 111.1% during the 3rd quarter. State Street Corp now owns 11,852,466 shares of the company’s stock worth $8,516,471,000 after acquiring an additional 6,237,051 shares during the last quarter. Norges Bank purchased a new position in AppLovin in the 2nd quarter worth approximately $951,541,000. Rakuten Investment Management Inc. purchased a new stake in shares of AppLovin during the third quarter valued at approximately $1,456,108,000. Finally, Jennison Associates LLC grew its holdings in shares of AppLovin by 55.2% in the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after purchasing an additional 1,381,970 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors.

AppLovin Company 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.