Recent Research Analysts’ Ratings Updates for AppLovin (APP)

A number of research firms have changed their ratings and price targets for AppLovin (NASDAQ: APP):

• 3/2/2026 – AppLovin was given a new $340.00 price target by Arete Research. They now have a “neutral” rating on the stock.
• 2/20/2026 – AppLovin was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 2/12/2026 – AppLovin had its price target raised by Scotiabank from $750.00 to $775.00. They now have an “outperform” rating on the stock.
• 2/12/2026 – AppLovin had its price target lowered by Jefferies Financial Group Inc. from $860.00 to $700.00. They now have a “buy” rating on the stock.
• 2/12/2026 – AppLovin had its price target lowered by The Goldman Sachs Group, Inc. from $710.00 to $585.00. They now have a “neutral” rating on the stock.
• 2/12/2026 – AppLovin was given a new $720.00 price target by Morgan Stanley.
• 2/12/2026 – AppLovin was given a new $740.00 price target by UBS Group AG.
• 2/12/2026 – AppLovin was downgraded by Zacks Research from “strong-buy” to “hold”.
• 2/12/2026 – AppLovin had its price target lowered by Citigroup Inc. from $820.00 to $710.00. They now have a “buy” rating on the stock.
• 2/12/2026 – AppLovin had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $700.00 price target on the stock.
• 2/12/2026 – AppLovin had its “overweight” rating reaffirmed by Piper Sandler. They now have a $650.00 price target on the stock, down from $800.00.
• 2/12/2026 – AppLovin had its price target raised by Scotiabank from $750.00 to $775.00. They now have a “sector outperform” rating on the stock.
• 2/12/2026 – AppLovin had its price target raised by Wedbush from $465.00 to $640.00. They now have an “outperform” rating on the stock.
• 2/12/2026 – AppLovin had its price target lowered by Wells Fargo & Company from $735.00 to $543.00. They now have an “overweight” rating on the stock.
• 2/12/2026 – AppLovin had its price target lowered by BTIG Research from $771.00 to $640.00. They now have a “buy” rating on the stock.
• 2/12/2026 – AppLovin had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $700.00 price target on the stock.
• 2/10/2026 – AppLovin had its price target lowered by UBS Group AG from $840.00 to $686.00. They now have a “buy” rating on the stock.
• 2/5/2026 – AppLovin had its “outperform” rating reaffirmed by Wedbush. They now have a $465.00 price target on the stock.
• 2/4/2026 – AppLovin was given a new $800.00 price target by Morgan Stanley. They now have an “overweight” rating on the stock.
• 2/2/2026 – AppLovin had its “buy” rating reaffirmed by Benchmark Co..
• 1/30/2026 – AppLovin had its “buy” rating reaffirmed by Evercore Inc.
• 1/26/2026 – AppLovin was upgraded by Needham & Company LLC from “hold” to “buy”. They now have a $700.00 price target on the stock.
• 1/20/2026 – AppLovin had its “overweight” rating reaffirmed by Piper Sandler.
• 1/15/2026 – AppLovin was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 1/14/2026 – AppLovin is now covered by Evercore Inc. They set an “outperform” rating and a $835.00 price target on the stock.
• 1/13/2026 – AppLovin was given a new $800.00 price target by UBS Group AG.
• 1/13/2026 – AppLovin had its price target raised by Morgan Stanley from $750.00 to $800.00. They now have an “overweight” rating on the stock.
• 1/8/2026 – AppLovin had its price target raised by Wells Fargo & Company from $721.00 to $735.00. They now have an “overweight” rating on the stock.
• 1/1/2026 – AppLovin was upgraded by Zacks Research from “hold” to “strong-buy”.

Insiders Place Their Bets

In related news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the sale, the insider directly owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $693.32, for a total value of $103,998.00. Following the completion of the transaction, the director directly owned 2,829 shares in the company, valued at approximately $1,961,402.28. This represents a 5.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 13.66% of the company’s stock.

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.