Recent Research Analysts’ Ratings Updates for AppLovin (APP)

AppLovin (NASDAQ: APP) recently received a number of ratings updates from brokerages and research firms:

• 4/21/2025 – AppLovin had its “hold” rating reaffirmed by analysts at Needham & Company LLC.
• 4/14/2025 – AppLovin had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $500.00 to $335.00. They now have a “neutral” rating on the stock.
• 4/11/2025 – AppLovin had its price target lowered by analysts at UBS Group AG from $630.00 to $450.00. They now have a “buy” rating on the stock.
• 4/10/2025 – AppLovin was upgraded by analysts at Morgan Stanley from an “equal weight” rating to an “overweight” rating. They now have a $350.00 price target on the stock, down previously from $470.00.
• 4/10/2025 – AppLovin had its price target lowered by analysts at Piper Sandler from $575.00 to $425.00. They now have an “overweight” rating on the stock.
• 4/8/2025 – AppLovin had its price target lowered by analysts at Wells Fargo & Company from $538.00 to $386.00. They now have an “overweight” rating on the stock.
• 3/28/2025 – AppLovin had its “buy” rating reaffirmed by analysts at Loop Capital. They now have a $650.00 price target on the stock.
• 3/28/2025 – AppLovin is now covered by analysts at FBN Securities. They set an “outperform” rating and a $385.00 price target on the stock.
• 3/27/2025 – AppLovin had its “outperform” rating reaffirmed by analysts at Oppenheimer Holdings Inc.. They now have a $560.00 price target on the stock.
• 3/17/2025 – AppLovin had its “hold” rating reaffirmed by analysts at Needham & Company LLC.
• 3/5/2025 – AppLovin was given a new $200.00 price target on by analysts at Arete Research.
• 3/5/2025 – AppLovin was upgraded by analysts at Arete Research to a “strong sell” rating.
• 2/27/2025 – AppLovin was given a new $538.00 price target on by analysts at Wells Fargo & Company. They now have an “overweight” rating on the stock.

AppLovin Stock Performance

Shares of APP stock opened at $228.13 on Tuesday. The firm has a market capitalization of $77.55 billion, a PE ratio of 50.25, a price-to-earnings-growth ratio of 3.02 and a beta of 2.39. The firm has a fifty day simple moving average of $310.23 and a two-hundred day simple moving average of $298.90. AppLovin Co. has a 12 month low of $60.67 and a 12 month high of $525.15. The company has a current ratio of 2.41, a quick ratio of 2.41 and a debt-to-equity ratio of 3.70.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, February 12th. The company reported $1.73 EPS for the quarter, topping analysts’ consensus estimates of $1.12 by $0.61. AppLovin had a return on equity of 188.55% and a net margin of 33.54%. Analysts forecast that AppLovin Co. will post 6.87 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CEO Arash Adam Foroughi sold 45,000 shares of AppLovin stock in a transaction that occurred on Friday, February 21st. The shares were sold at an average price of $422.21, for a total value of $18,999,450.00. Following the sale, the chief executive officer now owns 2,914,492 shares of the company’s stock, valued at approximately $1,230,527,667.32. The trade was a 1.52 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Vasily Shikin sold 17,500 shares of the stock in a transaction on Monday, March 10th. The shares were sold at an average price of $241.65, for a total value of $4,228,875.00. Following the transaction, the chief technology officer now directly owns 88,389 shares of the company’s stock, valued at approximately $21,359,201.85. This trade represents a 16.53 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 306,900 shares of company stock worth $106,401,841. 14.69% of the stock is owned by insiders.

Institutional Investors Weigh In On AppLovin

Several large investors have recently added to or reduced their stakes in the company. ORG Wealth Partners LLC purchased a new position in shares of AppLovin in the first quarter worth about $29,000. Friedenthal Financial raised its holdings in AppLovin by 32.3% during the 1st quarter. Friedenthal Financial now owns 3,214 shares of the company’s stock valued at $852,000 after acquiring an additional 785 shares during the period. CWA Asset Management Group LLC lifted its position in shares of AppLovin by 14.6% during the first quarter. CWA Asset Management Group LLC now owns 19,223 shares of the company’s stock worth $5,094,000 after acquiring an additional 2,455 shares in the last quarter. Kingswood Wealth Advisors LLC boosted its holdings in shares of AppLovin by 5.1% in the first quarter. Kingswood Wealth Advisors LLC now owns 1,663 shares of the company’s stock worth $445,000 after acquiring an additional 80 shares during the period. Finally, Optivise Advisory Services LLC purchased a new position in shares of AppLovin in the first quarter valued at $203,000. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Software Platform and Apps. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding software that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and tools needed to grow their apps from early stage to maturity; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, ContentDiscovery, and Global FAST Pass products.