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

25 Mar 2026, 08:48 by Kim Johansen · The Markets Daily

Shares of AppLovin Corporation (NASDAQ:APP – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the twenty-five ratings firms that are presently covering the stock, Marketbeat reports. Five analysts have rated the stock with a hold recommendation and twenty have issued a buy recommendation on the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $654.50.

A number of research analysts recently commented on the company. Wells Fargo & Company cut their target price on AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a research note on Thursday, February 12th. Weiss Ratings downgraded shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 10th. Wedbush boosted their price target on shares of AppLovin from $465.00 to $640.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Piper Sandler restated an “overweight” rating and issued a $650.00 price objective (down from $800.00) on shares of AppLovin in a research note on Thursday, February 12th. Finally, Evercore reaffirmed a “buy” rating on shares of AppLovin in a report on Friday, January 30th.

Read Our Latest Report on AppLovin

AppLovin Stock Down 5.0%

APP stock opened at $435.91 on Friday. AppLovin has a twelve month low of $200.50 and a twelve month high of $745.61. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65. The company has a market cap of $147.02 billion, a PE ratio of 44.71, a price-to-earnings-growth ratio of 0.80 and a beta of 2.51. The business’s 50-day simple moving average is $467.46 and its 200 day simple moving average is $572.93.

AppLovin (NASDAQ:APP – Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating 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 firm had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior 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, research analysts anticipate that AppLovin will post 6.87 earnings per share for the current year.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: William Blair reiterated an Outperform after AppLovin’s investor meeting and management emphasized AI-powered advertising as the core growth driver — a bullish fundamental catalyst for longer-term revenue and margin expansion. AppLovin (APP) Growth Driven by AI-Powered Advertising Platform
Positive Sentiment: AppLovin was highlighted as a leader during a recent enterprise-software/AI-related rally, indicating momentum interest from sector rotation trades. Enterprise software joins Monday’s rally, with Palantir and AppLovin leading
Positive Sentiment: Zacks ran a piece positioning AppLovin as a top momentum stock for long-term investors, underscoring bullish style/momentum metrics that can support investor interest. Why AppLovin (APP) is a Top Momentum Stock for the Long-Term
Neutral Sentiment: Coverage of insider transactions notes both discretionary buys and routine RSU/tax-driven sales — investors should separate planned tax/compensation sales from true insider conviction. This tempers how much weight to put on headline insider selling. These Insider Trades Look Like Clear Signals—Until You Read the Fine Print (APP)
Neutral Sentiment: Zacks noted heavy investor search interest in AppLovin — higher attention can increase volatility but is not a direct directional catalyst by itself. Investors Heavily Search AppLovin Corporation (APP): Here is What You Need to Know
Neutral Sentiment: Multiple short-interest posts for late March appear to contain reporting errors (zeros/NaN); current public short-interest snapshots look unreliable, so don’t rely on them for trading signals until corrected.
Negative Sentiment: Zacks published a piece explaining why AppLovin fell more than the broader market, noting factors (headlines, profit-taking, valuation sensitivity) that can amplify downside after a run-up. This coverage may have reinforced selling pressure. Here’s Why AppLovin (APP) Fell More Than Broader Market
Negative Sentiment: A company director sold roughly $9.59M of AppLovin stock; large insider sales can be interpreted negatively by the market, even if some sales are for diversification or tax planning. AppLovin (NASDAQ:APP) Director Sells $9,590,789.70 in Stock

Insiders Place Their Bets

In other AppLovin news, CTO Vasily Shikin sold 62,804 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90. Following the sale, the director directly owned 6,969,382 shares in the company, valued at $3,160,545,043.18. The trade was a 2.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 365,244 shares of company stock worth $169,584,607 over the last quarter. Company insiders own 13.66% of the company’s stock.

Institutional Trading of AppLovin

A number of large investors have recently bought and sold shares of APP. CBIZ Investment Advisory Services LLC grew its holdings in shares of AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after purchasing an additional 17 shares during the last quarter. Redhawk Wealth Advisors Inc. boosted its position in AppLovin by 2.9% in the fourth quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock valued at $431,000 after buying an additional 18 shares in the last quarter. Verdence Capital Advisors LLC grew its stake in AppLovin by 5.7% during the fourth quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock worth $224,000 after buying an additional 18 shares during the last quarter. Versant Capital Management Inc grew its stake in AppLovin by 2.8% during the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after buying an additional 19 shares during the last quarter. Finally, Claro Advisors LLC increased its holdings in shares of AppLovin by 3.2% during the third quarter. Claro Advisors LLC now owns 647 shares of the company’s stock worth $465,000 after buying an additional 20 shares in the last quarter. 41.85% of the stock is currently owned by institutional investors.

About AppLovin

(Get Free Report)

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.