AppLovin Corporation (NASDAQ:APP) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of AppLovin Corporation (NASDAQ:APP) have earned a consensus rating of “Moderate Buy” from the twenty-four research firms that are currently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, three have issued a hold rating, nineteen have given a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $696.60.

A number of equities research analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft set a $705.00 price target on shares of AppLovin and gave the company a “buy” rating in a report on Wednesday, October 22nd. Royal Bank Of Canada upped their price objective on AppLovin from $700.00 to $750.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. The Goldman Sachs Group lifted their target price on AppLovin from $630.00 to $720.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Wedbush boosted their price target on AppLovin from $745.00 to $800.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Finally, Phillip Securities raised AppLovin to a “moderate buy” rating in a report on Monday, September 29th.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Benchmark reiterated a Buy on APP with a $775 price target (Mike Hickey, Jan. 6); the coverage note (which cites continued confidence in AppLovin’s growth) reinforces upward analyst momentum and likely contributed to buying interest. Benchmark Reiterates Buy InsiderMonkey Coverage
• Positive Sentiment: High-profile media endorsement — Jim Cramer said he “can’t name a single competitor to AppLovin,” a bullish narrative that can attract momentum buyers and retail interest. Cramer Says No Competitor
• Neutral Sentiment: Zacks published a piece comparing Skillsoft (SKIL) and AppLovin (APP) for value-oriented investors — useful context on sector valuation but it’s comparative rather than company-specific news that would immediately move APP. Zacks SKIL vs APP
• Neutral Sentiment: 247WallSt published a forward-looking price forecast noting AppLovin’s stock recovery after last year’s decline and citing better-than-expected quarterly results — supportive narrative but inherently speculative. 247WallSt Forecast
• Neutral Sentiment: Bristlemoon Global Fund published its Q4 2025 report (institutional activity/context). These fund reports can signal shifting ownership but the entry provided doesn’t note a clear, direct trade action for APP. Bristlemoon Q4 Report
• Neutral Sentiment: A general “3 growth stocks” roundup appeared on The Motley Fool; it offers sector context but is not APP-specific in the provided entry and is unlikely to be a primary driver of APP’s move. Fool Growth Stocks

AppLovin Price Performance

APP opened at $647.72 on Friday. The firm has a market cap of $218.90 billion, a PE ratio of 78.61, a P/E/G ratio of 2.14 and a beta of 2.50. The stock has a 50-day moving average price of $639.00 and a 200-day moving average price of $543.91. AppLovin has a 1 year low of $200.50 and a 1 year high of $745.61. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

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

Insiders Place Their Bets

In other AppLovin news, Director Eduardo Vivas sold 150,000 shares of the company’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $650.91, for a total transaction of $97,636,500.00. Following the transaction, the director owned 7,133,292 shares in the company, valued at approximately $4,643,131,095.72. This represents a 2.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CTO Vasily Shikin sold 27,143 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the sale, the chief technology officer directly owned 3,323,681 shares in the company, valued at approximately $1,812,669,143.78. The trade was a 0.81% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 340,336 shares of company stock valued at $200,062,623. 13.66% of the stock is owned by insiders.

Institutional Investors Weigh In On AppLovin

A number of hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of AppLovin by 39.4% in the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock worth $17,930,776,000 after acquiring an additional 7,051,663 shares during the period. State Street Corp lifted its holdings in AppLovin by 111.1% in the third quarter. State Street Corp now owns 11,852,466 shares of the company’s stock valued at $8,516,471,000 after acquiring an additional 6,237,051 shares during the period. Norges Bank purchased a new position in AppLovin in the second quarter worth about $951,541,000. Rakuten Investment Management Inc. bought a new stake in shares of AppLovin during the 3rd quarter valued at about $1,456,108,000. Finally, Jennison Associates LLC grew its stake in shares of AppLovin by 55.2% during the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock valued at $2,792,355,000 after purchasing an additional 1,381,970 shares during the period. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

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.