AppLovin Corporation (NASDAQ:APP) Receives $654.50 Consensus Target Price from Analysts

Shares of AppLovin Corporation (NASDAQ:APP) have received a consensus rating of “Moderate Buy” from the twenty-five analysts that are presently covering the stock, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold recommendation and twenty have assigned a buy recommendation to the company. The average 12 month price target among analysts that have issued ratings on the stock in the last year is $654.50.

A number of research firms recently commented on APP. Royal Bank Of Canada reiterated an “outperform” rating and set a $700.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Evercore reaffirmed a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. BTIG Research lowered their price target on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Benchmark reissued a “buy” rating on shares of AppLovin in a research report on Friday, March 6th. Finally, Morgan Stanley set a $720.00 target price on shares of AppLovin in a research report on Thursday, February 12th.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Zacks highlights AppLovin’s standout margins — very high adjusted EBITDA and net-income metrics — which support cash generation and profitability even as top-line volatility rises. AppLovin’s Margin Strength Stands Out
• Positive Sentiment: Comparative pieces (Yahoo/ Zacks republish) argue APP’s Axon-powered ad platform and faster revenue growth give it an edge over peers like Duolingo, suggesting relative competitive resilience in mobile ad monetization. APP vs DUOL: Which Mobile-Tech Growth Stock Is the Better Buy Now?
• Neutral Sentiment: Investopedia provides a broader recap of why APP’s run has been volatile this year — rising macro uncertainty, rotation away from high-beta growth, and the recent acceleration in negative headlines — useful context but not new company-specific catalysts. AppLovin’s Had a Rollercoaster Year
• Neutral Sentiment: CNBC listed APP among the day’s biggest movers, reflecting elevated intraday volume and volatility but offering no single definitive new fundamental development. Stocks making the biggest moves midday
• Negative Sentiment: Investing.com and MSN report APP shares fell after clients in e-commerce categories cut ad spend, signaling near-term revenue pressure from a sector that had been a growth driver. AppLovin stock falls 7% on weak e-commerce spending trends AppLovin shares drop 7 amid concerns over e-commerce demand and client churn
• Negative Sentiment: Several outlets (Blockonomi, 247WallStreet) report a sharp rise in short interest and renewed short-seller attention, amplifying downside pressure and volatility as hedge funds position for further weakness. AppLovin (APP) Stock Plunges 9% as Short Interest Spikes AppLovin Plunges 8% as Short Sellers Circle
• Negative Sentiment: Opinion pieces warn that the “easy money” growth phase may be over and advise caution — a narrative that can lengthen sell-offs if macro or ad-spend headwinds persist. AppLovin’s Easy Money Era Is Over

AppLovin Trading Down 10.4%

Shares of AppLovin stock opened at $391.21 on Friday. The business has a 50 day moving average price of $459.52 and a 200 day moving average price of $570.73. The company has a market capitalization of $131.95 billion, a P/E ratio of 40.12, a P/E/G ratio of 0.76 and a beta of 2.51. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. AppLovin has a 1 year low of $200.50 and a 1 year high of $745.61.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The company had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter last year, the business posted $1.73 earnings per share. AppLovin’s revenue was up 66.0% compared to the same quarter last year. Sell-side analysts anticipate that AppLovin will post 6.87 EPS for the current fiscal year.

Insider Buying and Selling at AppLovin

In other AppLovin news, CEO Arash Adam Foroughi sold 50,000 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $466.04, for a total transaction of $23,302,000.00. Following the transaction, the chief executive officer owned 2,480,414 shares of the company’s stock, valued at $1,155,972,140.56. This represents a 1.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CTO Vasily Shikin sold 62,804 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $486.43, for a total value of $30,549,749.72. Following the sale, the chief technology officer owned 3,255,273 shares in the company, valued at $1,583,462,445.39. This trade represents a 1.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 365,244 shares of company stock worth $169,584,607. Insiders own 13.66% of the company’s stock.

Institutional Trading of AppLovin

Several hedge funds and other institutional investors have recently added to or reduced their stakes in APP. Washington Trust Advisors Inc. grew its holdings in AppLovin by 160.0% in the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after purchasing an additional 24 shares during the period. Chilton Capital Management LLC purchased a new position in AppLovin during the third quarter worth approximately $29,000. Board of the Pension Protection Fund purchased a new position in AppLovin during the fourth quarter worth approximately $27,000. Mcguire Capital Advisors Inc. acquired a new position in shares of AppLovin in the 4th quarter valued at $27,000. Finally, Activest Wealth Management grew its stake in shares of AppLovin by 760.0% during the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after buying an additional 38 shares during the period. Hedge funds and other institutional investors own 41.85% of the company’s stock.

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.