AppLovin Corporation (APP) – What Are Analysts Saying About This Stock?

AppLovin Corporation (NASDAQ:APP) has been given an average rating of “Moderate Buy” by the twenty-eight analysts that are covering the company, MarketBeat Ratings reports. Eight analysts have rated the stock with a hold rating, seventeen have assigned a buy rating and three have given a strong buy rating to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $497.93.

Several equities research analysts have recently weighed in on the stock. Piper Sandler reaffirmed a “neutral” rating and issued a $355.00 price target (up from $325.00) on shares of AppLovin in a research report on Thursday. Weiss Ratings upgraded shares of AppLovin from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, October 16th. Loop Capital decreased their target price on AppLovin from $860.00 to $600.00 and set a “buy” rating on the stock in a report on Thursday, August 20th. Bank of America cut AppLovin from a “buy” rating to a “neutral” rating and cut their target price for the stock from $430.00 to $400.00 in a report on Tuesday, August 11th. Finally, Evercore reissued an “outperform” rating and set a $510.00 price objective (down from $630.00) on shares of AppLovin in a research note on Tuesday, September 1st.

Institutional Trading of AppLovin

A number of institutional investors have recently bought and sold shares of the company. Ibex Wealth Advisors grew its position in AppLovin by 0.5% during the 3rd quarter. Ibex Wealth Advisors now owns 46,082 shares of the company’s stock worth $13,384,000 after purchasing an additional 215 shares in the last quarter. Diversified Trust Co boosted its holdings in shares of AppLovin by 78.9% during the 3rd quarter. Diversified Trust Co now owns 5,852 shares of the company’s stock worth $1,700,000 after buying an additional 2,580 shares in the last quarter. Aberdeen Group plc lifted its holdings in AppLovin by 2,693.5% during the third quarter. Aberdeen Group plc now owns 875,345 shares of the company’s stock valued at $254,226,000 after purchasing an additional 844,010 shares during the last quarter. Money Concepts Capital Corp grew its position in AppLovin by 4.7% during the 3rd quarter. Money Concepts Capital Corp now owns 690 shares of the company’s stock worth $200,000 after acquiring an additional 31 shares during the last quarter. Finally, Allworth Financial LP lifted its stake in shares of AppLovin by 24.3% in the third quarter. Allworth Financial LP now owns 7,918 shares of the company’s stock worth $2,300,000 after buying an additional 1,546 shares in the last quarter. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

AppLovin Stock Up 9.9%

APP stock opened at $391.22 on Friday. AppLovin has a 52-week low of $225.19 and a 52-week high of $738.01. The firm has a market capitalization of $130.92 billion, a P/E ratio of 26.33, a P/E/G ratio of 0.51 and a beta of 2.51. The company’s 50 day simple moving average is $293.36 and its 200-day simple moving average is $409.91. The company has a debt-to-equity ratio of 1.11, a current ratio of 4.30 and a quick ratio of 4.30.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, November 4th. The company reported $4.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.03 by $0.27. The company had revenue of $2.18 billion during the quarter, compared to analysts’ expectations of $2.07 billion. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. AppLovin’s quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.45 earnings per share. As a group, equities research analysts anticipate that AppLovin will post 15.79 EPS for the current year.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported Q3 revenue of $2.18 billion, up 55.5% year over year, and EPS of $4.30, beating analyst estimates. Net income rose 72% to $1.44 billion, with a net margin near 66%. AppLovin Q3 results
• Positive Sentiment: Q4 revenue guidance of $2.365 billion–$2.395 billion came in above expectations, supporting hopes that growth from AppLovin’s AI-powered advertising models can continue as their rollout expands. CEO Adam Foroughi also said the business could grow roughly 30% annually over the long term. CEO comments on long-term growth
• Positive Sentiment: The company expanded its share repurchase authorization to $3.6 billion, while strong cash generation gives it capacity to return capital to shareholders. Cash generation and buyback
• Neutral Sentiment: Analyst views are mixed: RBC and Oppenheimer raised their targets to $520 and reiterated positive ratings, while Wells Fargo’s raised $347 target remains below the shares’ recent trading level and carries an equal-weight rating. Analyst target changes
• Negative Sentiment: Multiple law firms publicized a pending securities class action covering investors who bought shares from February 12 through August 5, 2026. The suit alleges misleading statements about AI-model readiness and adoption of self-service ad tools; the allegations are not established findings, but the litigation could create uncertainty. The lead-plaintiff deadline is November 16. Class-action notice

AppLovin Company Profile

AppLovin is a technology company that provides software to help mobile app developers and advertisers grow their businesses. Its platform connects advertisers seeking users with app publishers looking to monetize their audiences, using data and machine-learning tools to support advertising and user acquisition.

The company’s products include AXON, its advertising optimization engine; AppDiscovery, which helps advertisers find and acquire users; and MAX, a platform for managing in-app advertising.