AppLovin Corporation (NASDAQ:APP) Receives $706.45 Consensus Target Price from Analysts

AppLovin Corporation (NASDAQ:APP) has been given an average rating of “Moderate Buy” by the twenty-five ratings firms that are presently covering the stock, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, twenty have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month price objective among brokerages that have updated their coverage on the stock in the last year is $706.4545.

APP has been the topic of several research reports. Benchmark raised their price target on AppLovin from $700.00 to $775.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Morgan Stanley increased their target price on shares of AppLovin from $750.00 to $800.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Oppenheimer set a $740.00 target price on shares of AppLovin in a research report on Tuesday, October 7th. Scotiabank upped their price target on shares of AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research report on Thursday, November 6th. Finally, Jefferies Financial Group increased their price objective on shares of AppLovin from $800.00 to $860.00 and gave the company a “buy” rating in a research note on Thursday, December 11th.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Evercore ISI initiated coverage with an Outperform and $835 price target, citing expansion into e‑commerce ads and a wider growth runway — a formal analyst endorsement that can support the stock on rebounds. Evercore ISI Initiates Coverage on AppLovin (APP) With Outperform Amid Mobile Gaming and E-Commerce Ad Expansion
• Positive Sentiment: Forbes explains the broader rally: accelerating revenue, margin improvement, divestitures that refocused the company, analyst upgrades and buybacks — factors that underpin medium‑term upside if fundamentals remain intact. Why Is AppLovin Stock Rallying?
• Positive Sentiment: Seeking Alpha lays out a bullish case ahead of earnings: AppLovin is now a pure‑play ad platform, AXON 2.0 and Ads Manager adoption could reaccelerate growth, and Q4 guidance implies sequential revenue and high EBITDA margins — suggesting upside if management delivers. AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview)
• Positive Sentiment: Coverage pieces (e.g., Needham/Yahoo) highlight large TAM and product potential, framing AppLovin as a high‑growth ad platform with upside if user and e‑commerce ad monetization scale. Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?
• Neutral Sentiment: Zacks notes increased investor attention — useful context but not a direct catalyst; attention can amplify moves in either direction. AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Longer‑term price forecasts and recovery narratives (price‑target pieces) remind investors of prior volatility and the upside recovery potential but are speculative. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Jan 30)
• Neutral Sentiment: Reported short‑interest data this week appeared inconsistent (zero values), signaling either a data glitch or reporting lag — monitor accurate short‑interest updates for positioning signals.
• Negative Sentiment: A new short report alleged money‑laundering links and triggered a sharp sell‑off; such allegations can materially affect sentiment, regulatory scrutiny and short‑term liquidity. AppLovin Faces Money-Laundering Claims—Here’s What’s Missing
• Negative Sentiment: AppLovin has publicly disputed the short report, but media coverage highlights execution risk for its AI/e‑commerce push and keeps sentiment fragile until investigations and disclosures resolve. AppLovin Disputes Short Report As AI E Commerce Push Faces Test
• Negative Sentiment: Pomerantz launched an investor investigation into AppLovin, escalating legal risk and potential litigation costs — a tangible negative catalyst until cleared. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

Insider Buying and Selling

In related news, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the completion of the sale, the chief technology officer directly owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This represents a 0.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Dawson Alyssa Harvey sold 150 shares of AppLovin stock in a transaction dated 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 owned 2,829 shares in the company, valued at $1,961,402.28. This trade represents a 5.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 340,336 shares of company stock worth $200,062,623 over the last quarter. Insiders own 13.66% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC purchased a new stake in shares of AppLovin during the fourth quarter valued at $294,000. Bison Wealth LLC purchased a new position in AppLovin in the 4th quarter worth $239,000. Integrated Wealth Concepts LLC lifted 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 acquiring an additional 621 shares during the period. ORG Partners LLC grew its stake in AppLovin by 146.5% during the 2nd quarter. ORG Partners LLC now owns 106 shares of the company’s stock valued at $36,000 after purchasing an additional 63 shares during the last quarter. Finally, V Square Quantitative Management LLC acquired a new position in shares of AppLovin in the second quarter valued at about $70,000. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

AppLovin Stock Performance

Shares of NASDAQ:APP opened at $473.11 on Thursday. The firm’s 50 day simple moving average is $635.34 and its 200-day simple moving average is $567.28. The company has a debt-to-equity ratio of 2.38, a quick ratio of 3.25 and a current ratio of 3.25. AppLovin has a one year low of $200.50 and a one year high of $745.61. The firm has a market cap of $159.89 billion, a PE ratio of 57.42, a price-to-earnings-growth ratio of 1.88 and a beta of 2.50.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.34 by $0.11. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.AppLovin’s revenue was up 68.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.29 earnings per share. As a group, equities analysts predict that AppLovin will post 6.87 EPS for the current year.

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.