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

AppLovin Corporation (NASDAQ:APP) has been given a consensus recommendation of “Moderate Buy” by the twenty-five research firms that are presently covering the firm, MarketBeat Ratings reports. Five equities research analysts have rated the stock with a hold recommendation and twenty have given a buy recommendation to the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $654.50.

Several research firms recently weighed in on APP. Oppenheimer decreased their price objective on AppLovin from $740.00 to $660.00 and set an “outperform” rating for the company in a report on Thursday, March 5th. Needham & Company LLC reiterated a “buy” rating and set a $700.00 target price on shares of AppLovin in a report on Wednesday, March 11th. Jefferies Financial Group cut their target price on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. BTIG Research reduced 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. Finally, Scotiabank increased their price objective on shares of AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Growth thesis: Analysts and research pieces highlight AppLovin’s push into e‑commerce and its AXON 2.0 platform as a potential new growth engine that could expand monetization beyond gaming. APP’s Next Growth Engine: Can E-Commerce Expansion Drive Growth?
• Positive Sentiment: Analyst backing: The consensus remains skewed to Buy, with multiple firms maintaining overweight/buy views and multi‑hundred dollar price targets — a supportive backdrop for institutional holders. Analyst and market commentary
• Neutral Sentiment: Short‑interest reporting anomalies: Several feeds show March short interest values as zero or NaN — these inconsistent data points are not a reliable signal until exchange‑confirmed figures are published. (Multiple data posts)
• Neutral Sentiment: Valuation/volatility debate: Coverage notes high implied volatility and asks whether the current multiple fully reflects growth, a discussion that can influence trading posture but not immediate fundamentals. Is It Time To Reconsider AppLovin (APP)?
• Negative Sentiment: Insider sale: Director Eduardo Vivas sold 163,910 shares (~$74.3M at ~$453.49/share), trimming his stake by ~2.3% — outlets cite this disclosure as the primary near‑term catalyst for selling pressure. Eduardo Vivas insider trade
• Negative Sentiment: Market reaction & liquidity: Coverage links the price drop to the insider sale and reports below‑average intraday volume, suggesting weaker bid support and amplified downside on the news. AppLovin Stock Price Down Following Insider Selling
• Negative Sentiment: Reputational/KYC headline: JPMorgan ended a relationship with a large AppLovin investor (reported stake ~3.2%), citing KYC concerns — this raises headline risk around major shareholders even if it doesn’t change AppLovin’s fundamentals. JPMorgan Ends Ties With AppLovin Investor
• Negative Sentiment: Small institutional trimming: Filings show minor sales by advisers (e.g., Advisory Services Network LLC), which, combined with the director sale, feed the negative narrative. Advisory Services Network sells shares

Insiders Place Their Bets

In other AppLovin news, CTO Vasily Shikin sold 5,231 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $477.47, for a total transaction of $2,497,645.57. Following the completion of the sale, the chief technology officer owned 30,658 shares in the company, valued at $14,638,275.26. This represents a 14.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Arash Adam Foroughi sold 40,704 shares of the stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $459.85, for a total value of $18,717,734.40. Following the sale, the chief executive officer directly owned 2,430,414 shares in the company, valued at $1,117,625,877.90. This trade represents a 1.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 344,334 shares of company stock worth $159,993,818 over the last 90 days. Company insiders own 13.66% of the company’s stock.

Institutional Investors Weigh In On AppLovin

A number of institutional investors have recently added to or reduced their stakes in APP. CBIZ Investment Advisory Services LLC boosted 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 valued at $33,000 after buying an additional 17 shares in the last quarter. Redhawk Wealth Advisors Inc. grew its position in shares of AppLovin by 2.9% in the 4th quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock worth $431,000 after buying an additional 18 shares during the last quarter. Verdence Capital Advisors LLC raised its stake in shares of AppLovin by 5.7% during the 4th quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock worth $224,000 after acquiring an additional 18 shares in the last quarter. Versant Capital Management Inc raised its stake in shares of AppLovin by 2.8% during the 3rd quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock worth $504,000 after acquiring an additional 19 shares in the last quarter. Finally, Claro Advisors LLC lifted its position in AppLovin by 3.2% during the third quarter. Claro Advisors LLC now owns 647 shares of the company’s stock valued at $465,000 after acquiring an additional 20 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.

AppLovin Stock Down 0.6%

Shares of NASDAQ:APP opened at $439.92 on Friday. The business’s 50 day moving average is $480.22 and its 200 day moving average is $572.62. The stock has a market cap of $148.38 billion, a P/E ratio of 45.12, a price-to-earnings-growth ratio of 0.78 and a beta of 2.51. AppLovin has a 52-week low of $200.50 and a 52-week 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.

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

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.