BTIG Research Cuts AppLovin (NASDAQ:APP) Price Target to $640.00

AppLovin (NASDAQ:APP) had its price objective cut by stock analysts at BTIG Research from $771.00 to $640.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the stock. BTIG Research’s price target points to a potential upside of 40.10% from the company’s previous close.

Several other research firms also recently weighed in on APP. Benchmark reissued a “buy” rating on shares of AppLovin in a research note on Monday, February 2nd. Piper Sandler reissued an “overweight” rating on shares of AppLovin in a research note on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft set a $705.00 target price on AppLovin and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Wells Fargo & Company boosted their price objective on AppLovin from $721.00 to $735.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Finally, Zacks Research raised AppLovin from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $680.09.

AppLovin Price Performance

Shares of NASDAQ APP opened at $456.81 on Thursday. AppLovin has a 52 week low of $200.50 and a 52 week high of $745.61. The business’s 50 day moving average price is $608.86 and its 200 day moving average price is $571.60. 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 firm has a market cap of $154.38 billion, a P/E ratio of 55.44, a P/E/G ratio of 1.56 and a beta of 2.49.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.35. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The business had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the previous year, the firm posted $1.73 EPS. The company’s revenue for the quarter was up 66.0% on a year-over-year basis. On average, sell-side analysts expect that AppLovin will post 6.87 earnings per share for the current year.

Insider Activity at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of AppLovin 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 completion of the transaction, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Arash Adam Foroughi sold 30,888 shares of the 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 sale, the chief executive officer owned 2,553,161 shares in the company, valued at approximately $1,328,384,136.69. This trade represents a 1.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 187,786 shares of company stock worth $100,914,925 in the last three months. 13.66% of the stock is owned by company insiders.

Institutional Investors Weigh In On AppLovin

Institutional investors have recently modified their holdings of the company. Revolve Wealth Partners LLC acquired a new position in AppLovin during the fourth quarter worth approximately $294,000. Bison Wealth LLC acquired a new position in shares of AppLovin in the 4th quarter valued at $239,000. Integrated Wealth Concepts LLC raised its position in AppLovin by 58.0% in the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after purchasing an additional 621 shares during the last quarter. Sequoia Financial Advisors LLC boosted its stake in AppLovin by 28.7% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 4,086 shares of the company’s stock worth $1,431,000 after purchasing an additional 912 shares during the period. Finally, Sagespring Wealth Partners LLC grew its position in AppLovin by 31.3% during the 2nd quarter. Sagespring Wealth Partners LLC now owns 1,304 shares of the company’s stock worth $456,000 after purchasing an additional 311 shares during the last quarter. 41.85% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 results beat on earnings and showed big revenue growth: AppLovin reported $3.24 EPS (vs. $2.89 consensus) and revenue of $1.66B, up ~66% year‑over‑year, with very strong margins. This underpins the company’s high profitability profile. AppLovin Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analysts and data services flagged the beat and strong margin expansion (profit rise and revenue surge), supporting the beat narrative and validating execution on monetization. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: CEO commentary sought to calm investor concerns about AI disruption, downplaying immediate AI risk to AppLovin’s advertising platform — a mixed signal that may reassure some long‑term investors. AppLovin CEO downplays risks from AI
• Neutral Sentiment: Recent volatility also reflects non‑operational news: a prior short‑seller report was retracted/apologized for, which caused a large intraday swing in APP earlier this week; that episode adds noise to current price moves. Can Applovin Stock Keep Up its Post-Earnings Win Streak?
• Negative Sentiment: Market reaction was negative despite the beat — shares slid as some outlets and investors focused on signs of tepid advertising demand and increased competition in the ad market, creating concern over revenue sustainability. AppLovin misses quarterly revenue estimates amid advertising competition
• Negative Sentiment: Some coverage noted shares dipped even though Q1 guidance/readouts were in parts constructive — investors appear to be weighing macro/advertising headwinds and valuation (APP’s P/E is elevated vs. peers), which pressured the stock. AppLovin dips despite Q4 results, Q1 outlook topping expectations

About AppLovin

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.