AppLovin Corporation (NASDAQ:APP) Receives $654.50 Average Target Price from Brokerages

Shares of AppLovin Corporation (NASDAQ:APP) have earned an average recommendation of “Moderate Buy” from the twenty-five brokerages that are presently covering the firm, Marketbeat reports. Five analysts have rated the stock with a hold rating and twenty have assigned a buy rating to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $654.50.

A number of research firms have recently weighed in on APP. Morgan Stanley set a $720.00 target price on shares of AppLovin in a report on Thursday, February 12th. The Goldman Sachs Group lowered their price target on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a report on Thursday, February 12th. Citigroup dropped their price target on AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Scotiabank upped their price objective on AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Jefferies Financial Group lowered their price objective on AppLovin from $860.00 to $700.00 and set a “buy” rating for the company in a research note on Thursday, February 12th.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AXON & MAX revenue momentum — Research notes highlight AXON and the MAX unified auction driving strong expansion outside gaming, with Zacks citing ~70% revenue growth drivers for 2025 that underpin near‑term top‑line momentum. AppLovin’s Axon and MAX Power 70% Revenue Growth in 2025
• Positive Sentiment: Analyst backing and upside thesis — Consensus broker ratings remain bullish (average ≈ Moderate Buy) and multiple houses still see substantial upside versus the current price, which supports buyer interest on dips. Why Analysts Love AppLovin Stock but the Market Doesn’t
• Positive Sentiment: Long‑term growth case intact — Style/score pieces continue to list APP among top growth names based on AI ad stack and monetization tools, supporting longer‑term holders. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Valuation vs. buybacks — Analysts note AppLovin trades at steep premiums to peers; buybacks and cash flow are supportive but execution (notably 2026 margin improvement) must materialize to justify multiples. Is APP Overvalued? Valuation, Buybacks and 2026 Margin Signals
• Neutral Sentiment: Noise around major investor relationships — Reporting that JPMorgan cut ties with a prominent investor in AppLovin creates headline risk but does not directly change AppLovin’s fundamentals; it’s a short‑term sentiment factor to monitor. JPMorgan Ends Ties With AppLovin Investor Holding $4.6 Billion Stake
• Negative Sentiment: Insider selling — Director Eduardo Vivas sold ~163,910 shares (~$74M) recently; large director sales have been cited as the main catalyst for recent intraday weakness. AppLovin (NASDAQ:APP) Director Sells 163,910 Shares
• Negative Sentiment: Market reaction & thinner liquidity — Coverage links the recent price drop to that insider sale plus below‑average volume, suggesting weaker bid support can amplify declines until clearer execution or fresh buying appears. AppLovin Stock Price Down Following Insider Selling

AppLovin Price Performance

NASDAQ:APP opened at $442.39 on Friday. The business’s 50-day moving average is $476.11 and its 200 day moving average is $573.61. AppLovin has a 12 month low of $200.50 and a 12 month high of $745.61. The company has a market capitalization of $149.21 billion, a P/E ratio of 45.37, a P/E/G ratio of 0.77 and a beta of 2.51. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter last year, the business posted $1.73 EPS. The firm’s revenue for the quarter was up 66.0% compared to the same quarter last year. On average, equities research analysts forecast that AppLovin will post 6.87 earnings per share for the current fiscal year.

Insider Buying and Selling at AppLovin

In other news, Director Eduardo Vivas sold 163,910 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90. Following the completion of the sale, the director owned 6,969,382 shares in the company, valued at approximately $3,160,545,043.18. This trade represents a 2.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Vasily Shikin sold 62,804 shares of AppLovin stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the transaction, the chief technology officer directly owned 3,255,273 shares of the company’s stock, valued at approximately $1,583,462,445.39. This represents a 1.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 365,244 shares of company stock worth $169,584,607 over the last quarter. Insiders own 13.66% of the company’s stock.

Institutional Trading of AppLovin

Institutional investors have recently added to or reduced their stakes in the company. Board of the Pension Protection Fund bought a new position in AppLovin in the 4th quarter worth about $27,000. Washington Trust Advisors Inc. raised its stake in shares of AppLovin by 160.0% during the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after acquiring an additional 24 shares in the last quarter. Mcguire Capital Advisors Inc. purchased a new stake in shares of AppLovin in the fourth quarter valued at approximately $27,000. Chilton Capital Management LLC purchased a new stake in shares of AppLovin in the third quarter valued at approximately $29,000. Finally, Activest Wealth Management grew its stake in AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after purchasing an additional 38 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

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.