AppLovin (APP) to Release Earnings on Wednesday

AppLovin (NASDAQ:APP) will likely be posting its Q4 2025 results after the market closes on Wednesday, February 11th. Analysts expect the company to announce earnings of $2.89 per share and revenue of $1.6098 billion for the quarter. Investors can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Wednesday, February 11, 2026 at 5:00 PM ET.

AppLovin Stock Performance

Shares of APP opened at $406.72 on Monday. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. The stock has a market cap of $137.45 billion, a P/E ratio of 49.36, a P/E/G ratio of 1.34 and a beta of 2.49. The business’s 50 day moving average price is $619.83 and its 200-day moving average price is $570.94. AppLovin has a 52 week low of $200.50 and a 52 week high of $745.61.

Analysts Set New Price Targets

Several research firms have commented on APP. Morgan Stanley set a $800.00 target price on AppLovin and gave the stock an “overweight” rating in a report on Wednesday. UBS Group set a $800.00 price target on AppLovin in a research report on Tuesday, January 13th. Evercore reissued a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. Deutsche Bank Aktiengesellschaft set a $705.00 target price on shares of AppLovin and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Finally, Royal Bank Of Canada upped their target price on shares of AppLovin from $700.00 to $750.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $691.23.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Piper Sandler reiterated an Overweight rating and an $800 price target, arguing Google’s Project Genie and other competitive fears are overblown and pointing to compelling valuation and favorable gaming trends. Why Piper Sandler Says Google’s Project Genie Isn’t a Threat to AppLovin (APP)
• Positive Sentiment: Wedbush reiterated that structural moats for AppLovin and Unity remain intact despite competitors’ new product launches, supporting upside from durable ad/gaming market positions. AppLovin, Unity’s structural moats are ‘intact,’ despite CloudX launch: Wedbush
• Positive Sentiment: Zacks notes overall Wall Street analyst optimism—useful because buy-side/sell-side reaffirmations can stabilize sentiment after recent volatility tied to short reports and litigation. Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Longer-term price forecasts and models are being updated (multi‑year projections published), which may influence investor expectations but are speculative and time‑horizon dependent. AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 6)
• Neutral Sentiment: Routine financial-comparison pieces are circulating (peer/metrics comparisons) — informative for longer-term investors but unlikely to move the tape immediately. Financial Comparison: AppLovin (NASDAQ:APP) vs. Bbhc (OTCMKTS:TRNX)
• Negative Sentiment: Heightened bearish commentary: a Seeking Alpha author moved to a sell rating after the CloudX launch, arguing competitive risk justifies a downgrade and pressuring sentiment. Why I’m Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade)
• Negative Sentiment: Coverage highlighting “far more worries than a short seller’s report” amplifies uncertainty around legal, governance and competitive issues—these narrative risks can further weigh on the stock until clarified. AppLovin has far more worries than a short seller’s report
• Negative Sentiment: Unusually large put-option volume (121,413 puts; ~+80% vs. typical) signals elevated hedging or directional bearish bets, which increases downward pressure on short-term price dynamics.

Insider Activity at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Arash Adam Foroughi sold 30,888 shares of AppLovin stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the completion of the sale, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. This trade represents a 1.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 187,986 shares of company stock worth $101,032,761 over the last quarter. Company insiders own 13.66% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in APP. Hancock Whitney Corp grew its position in shares of AppLovin by 1,128.5% during the 3rd quarter. Hancock Whitney Corp now owns 22,310 shares of the company’s stock valued at $16,031,000 after acquiring an additional 20,494 shares during the period. Abel Hall LLC purchased a new position in AppLovin during the third quarter valued at $372,000. Harvest Investment Services LLC grew its holdings in AppLovin by 2.5% during the third quarter. Harvest Investment Services LLC now owns 13,758 shares of the company’s stock valued at $9,886,000 after purchasing an additional 340 shares during the period. NewEdge Advisors LLC grew its holdings in AppLovin by 36.9% during the third quarter. NewEdge Advisors LLC now owns 19,889 shares of the company’s stock valued at $14,291,000 after purchasing an additional 5,366 shares during the period. Finally, First Foundation Advisors increased its position in AppLovin by 101.6% in the third quarter. First Foundation Advisors now owns 11,457 shares of the company’s stock worth $8,232,000 after buying an additional 5,775 shares in the last quarter. 41.85% of the stock is currently owned by institutional investors.

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.