Scotiabank Issues Positive Forecast for AppLovin (NASDAQ:APP) Stock Price

AppLovin (NASDAQ:APP) had its price objective hoisted by Scotiabank from $750.00 to $775.00 in a research report released on Thursday morning, Marketbeat.com reports. Scotiabank currently has a sector outperform rating on the stock.

A number of other research analysts have also issued reports on the company. Evercore reiterated a “buy” rating on shares of AppLovin in a research report on Friday, January 30th. Morgan Stanley set a $720.00 price objective on shares of AppLovin in a report on Thursday. BTIG Research lowered their target price on shares of AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research note on Thursday. UBS Group set a $740.00 price target on shares of AppLovin in a research report on Thursday. Finally, The Goldman Sachs Group reduced their price target on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $651.77.

AppLovin Trading Down 19.7%

AppLovin stock opened at $366.91 on Thursday. AppLovin has a 52-week low of $200.50 and a 52-week high of $745.61. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market capitalization of $124.00 billion, a price-to-earnings ratio of 37.63, a PEG ratio of 1.51 and a beta of 2.49. The firm has a 50-day moving average price of $602.52 and a two-hundred day moving average price of $570.18.

AppLovin (NASDAQ:APP) last released its quarterly 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. The company had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a return on equity of 306.49% and a net margin of 57.42%.The business’s revenue for the quarter was up 66.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.73 earnings per share. Sell-side analysts expect that AppLovin will post 6.87 earnings per share for the current year.

Insider Buying and Selling at AppLovin

In other news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the sale, the insider directly owned 277,110 shares of the company’s stock, valued at $182,097,294.30. The trade was a 2.67% 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, CEO Arash Adam Foroughi sold 30,888 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $520.29, for a total value of $16,070,717.52. Following the sale, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at approximately $1,328,384,136.69. This represents a 1.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 187,786 shares of company stock valued at $100,914,925. Corporate insiders own 13.66% of the company’s stock.

Institutional Trading of AppLovin

Institutional investors and hedge funds have recently bought and sold shares of the stock. Washington Trust Advisors Inc. lifted its position in shares of AppLovin by 160.0% in the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after acquiring an additional 24 shares in the last quarter. Chilton Capital Management LLC purchased a new stake in shares of AppLovin in the third quarter valued at $29,000. Board of the Pension Protection Fund acquired a new stake in shares of AppLovin in the fourth quarter worth $27,000. Activest Wealth Management grew its holdings in shares of AppLovin by 760.0% during the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after buying an additional 38 shares in the last quarter. Finally, Heartwood Wealth Advisors LLC purchased a new position in shares of AppLovin during the third quarter valued at $33,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 results beat on EPS and revenue, with strong margins and raised 2026 revenue guidance — underlying operating metrics were robust. AppLovin press release
• Positive Sentiment: Several sell-side firms reaffirmed or raised targets (Scotiabank raised to $775; Wedbush boosted to $640; Needham and RBC reaffirmed buy/outperform), signaling continued analyst confidence in medium/long-term growth. Scotiabank raise (The Fly)
• Positive Sentiment: Bullish commentary argues the sell-off is an overreaction — analysts and commentators point to high margins, strong free cash flow and buybacks as reasons long-term holders should be constructive. Seeking Alpha bullish take
• Neutral Sentiment: Some firms trimmed price targets (BTIG, Wells Fargo, Piper Sandler, Citi lowered/tweaked targets) but largely kept buy/overweight ratings — mixed signals on near-term upside while conviction remains among many analysts. Analyst moves roundup
• Neutral Sentiment: Short-interest data published in the period appears erroneous (0 shares / NaN changes) — no reliable signal of a short squeeze or coordinated short activity from the reported figures.
• Negative Sentiment: Despite the beat, shares plunged as investors flagged AI-related risk, competitive pressure in ad markets and perceived lack of clarity in management’s commentary/guidance — headlines emphasize “AI fears” and “guidance clarity” as the proximate causes of the sell-off. 247WallStreet coverage
• Negative Sentiment: Reports flagged softer-than-expected ad demand and competitive headwinds in ad tech, which weighed on investor confidence despite strong headline numbers. Reuters report

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.