Equities Analysts Issue Forecasts for AppLovin Q4 Earnings

AppLovin Corporation (NASDAQ:APP) – Equities research analysts at Wedbush increased their Q4 2025 EPS estimates for shares of AppLovin in a report released on Thursday, November 6th. Wedbush analyst A. Reese now forecasts that the company will post earnings of $3.20 per share for the quarter, up from their previous estimate of $2.89. Wedbush currently has a “Outperform” rating and a $800.00 target price on the stock. The consensus estimate for AppLovin’s current full-year earnings is $6.87 per share.

Other research analysts have also recently issued research reports about the stock. JPMorgan Chase & Co. upped their target price on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research report on Thursday. Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. Needham & Company LLC restated a “hold” rating on shares of AppLovin in a report on Tuesday, August 26th. Scotiabank increased their price objective on shares of AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Morgan Stanley lifted their target price on shares of AppLovin from $480.00 to $750.00 and gave the company an “overweight” rating in a report on Monday, September 29th. Twenty-one research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $659.64.

AppLovin Stock Performance

NASDAQ APP opened at $619.93 on Friday. The stock has a fifty day simple moving average of $604.87 and a 200-day simple moving average of $451.89. The company has a current ratio of 3.25, a quick ratio of 2.74 and a debt-to-equity ratio of 2.38. The stock has a market cap of $209.69 billion, a PE ratio of 75.23, a P/E/G ratio of 3.33 and a beta of 2.50. AppLovin has a twelve month low of $200.50 and a twelve month high of $745.61.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, topping the consensus estimate of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The company had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the business posted $1.29 earnings per share. The firm’s revenue for the quarter was up 68.2% compared to the same quarter last year. AppLovin has set its Q4 2025 guidance at EPS.

Institutional Trading of AppLovin

Several hedge funds have recently added to or reduced their stakes in APP. Vanguard Group Inc. grew its holdings in AppLovin by 39.4% during the 3rd 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 in the last quarter. Norges Bank purchased a new stake in shares of AppLovin during the 2nd quarter worth $951,541,000. Dynasty Wealth Management LLC grew its stake in shares of AppLovin by 117,664.4% during the first quarter. Dynasty Wealth Management LLC now owns 2,702,694 shares of the company’s stock worth $716,133,000 after purchasing an additional 2,700,399 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in AppLovin in the third quarter valued at $1,456,108,000. Finally, Price T Rowe Associates Inc. MD raised its stake in AppLovin by 36.7% in the first quarter. Price T Rowe Associates Inc. MD now owns 6,588,483 shares of the company’s stock valued at $1,745,752,000 after buying an additional 1,769,400 shares in the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insider Transactions at AppLovin

In other AppLovin news, CTO Vasily Shikin sold 30,000 shares of the stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $437.57, for a total value of $13,127,100.00. Following the sale, the chief technology officer owned 3,360,104 shares of the company’s stock, valued at $1,470,280,707.28. This trade represents a 0.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Victoria Valenzuela sold 35,000 shares of AppLovin stock in a transaction dated Thursday, September 4th. The shares were sold at an average price of $502.23, for a total value of $17,578,050.00. Following the completion of the transaction, the insider owned 269,955 shares of the company’s stock, valued at $135,579,499.65. The trade was a 11.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,159,138 shares of company stock valued at $516,256,695 in the last 90 days. Insiders own 13.66% of the company’s stock.

About AppLovin

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Software Platform and Apps. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding software that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and tools needed to grow their apps from early stage to maturity; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, ContentDiscovery, and Global FAST Pass products.