AppLovin (APP) to Release Earnings on Wednesday

AppLovin (NASDAQ:APP) is expected to issue its Q4 2025 results after the market closes on Wednesday, February 11th. Analysts expect the company to announce earnings of $2.89 per share and revenue of $1.6098 billion for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Wednesday, February 11, 2026 at 5:00 PM ET.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, beating the consensus estimate of $2.34 by $0.11. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The business’s quarterly revenue was up 68.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.29 earnings per share. On average, analysts expect AppLovin to post $7 EPS for the current fiscal year and $9 EPS for the next fiscal year.

AppLovin Stock Performance

Shares of APP opened at $461.79 on Wednesday. AppLovin has a one year low of $200.50 and a one year high of $745.61. The company has a market cap of $156.06 billion, a PE ratio of 56.04, a P/E/G ratio of 1.59 and a beta of 2.49. The stock has a 50-day moving average of $631.92 and a 200-day moving average of $570.29. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

Insiders Place Their Bets

In other AppLovin news, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $545.38, for a total value of $14,803,249.34. Following the completion of the transaction, the chief technology officer owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This represents a 0.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the sale, the insider owned 277,110 shares in the company, valued at $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 340,336 shares of company stock valued at $200,062,623. 13.66% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in APP. Hancock Whitney Corp increased its stake in shares of AppLovin by 1,128.5% during the 3rd quarter. Hancock Whitney Corp now owns 22,310 shares of the company’s stock worth $16,031,000 after purchasing an additional 20,494 shares during the last quarter. Abel Hall LLC bought a new position in AppLovin during the third quarter valued at $372,000. Harvest Investment Services LLC increased its position in AppLovin by 2.5% in the third quarter. Harvest Investment Services LLC now owns 13,758 shares of the company’s stock worth $9,886,000 after buying an additional 340 shares during the last quarter. NewEdge Advisors LLC raised its stake in shares of AppLovin by 36.9% in the third quarter. NewEdge Advisors LLC now owns 19,889 shares of the company’s stock valued at $14,291,000 after buying an additional 5,366 shares during the period. Finally, First Foundation Advisors raised its stake in shares of AppLovin by 101.6% in the third quarter. First Foundation Advisors now owns 11,457 shares of the company’s stock valued at $8,232,000 after buying an additional 5,775 shares during the period. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Morgan Stanley boosted their price objective on AppLovin from $750.00 to $800.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. JPMorgan Chase & Co. upped their price objective on shares of AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Needham & Company LLC raised shares of AppLovin from a “hold” rating to a “buy” rating and set a $700.00 price objective on the stock in a research note on Monday, January 26th. Evercore ISI reissued a “buy” rating on shares of AppLovin in a research report on Friday. Finally, UBS Group set a $800.00 target price on shares of AppLovin in a report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $706.45.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Analysts and commentators argue Project Genie is not a meaningful threat to AppLovin’s core adtech business and recommend buying the dip; this supports a recovery narrative. MSN: AppLovin stock is a buy
• Positive Sentiment: Seeking Alpha preview argues the pullback is a buying opportunity ahead of earnings, implying upside if results beat expectations. Seeking Alpha: Earnings Preview
• Positive Sentiment: A separate Seeking Alpha piece contends fears around Google are overblown, highlights very high margins, strong free cash flow and a $3.3B buyback — factors that can support a rebound. Seeking Alpha: The Genie Is Still In The Bottle
• Positive Sentiment: Market recap reports a recent uptick in the stock versus the broader market, signaling some intraday buying interest. Zacks: AppLovin rises
• Neutral Sentiment: Forbes piece compares AppLovin’s sector performance to peers (e.g., Workday), providing context but no direct near‑term catalyst. Forbes: Sector comparison
• Neutral Sentiment: Short‑interest notes in filings show conflicting/erroneous figures (reports of a rise but numeric values read as zero/NaN), so the true level of short positioning is unclear — this creates uncertainty rather than a definitive bearish signal.
• Negative Sentiment: Pomerantz LLP announced an investor investigation into AppLovin, which typically weighs on sentiment and can increase downward pressure while unresolved. GlobeNewswire: Pomerantz investor alert
• Negative Sentiment: Recent coverage documents renewed short‑seller attacks and investor panic tied to AI competition, which triggered sharp selling in January and remains a headline risk. Fool: Why APP lost 30% in January
• Negative Sentiment: AppLovin has publicly responded to short‑seller claims; ongoing disputes and negative reports keep near‑term volatility elevated. Yahoo Finance: Confronts short seller claims

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.