AppLovin (NASDAQ:APP) Given New $543.00 Price Target at Wells Fargo & Company

AppLovin (NASDAQ:APP) had its price target trimmed by Wells Fargo & Company from $735.00 to $543.00 in a research note issued to investors on Thursday, MarketBeat.com reports. They currently have an overweight rating on the stock.

A number of other research analysts have also recently issued reports on APP. UBS Group reduced their price objective on AppLovin from $840.00 to $686.00 and set a “buy” rating on the stock in a research note on Tuesday. JPMorgan Chase & Co. raised their price target on AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Scotiabank lifted their price target on AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Wedbush reissued an “outperform” rating and set a $465.00 price objective on shares of AppLovin in a research note on Thursday, February 5th. Finally, Jefferies Financial Group raised their target price on shares of AppLovin from $800.00 to $860.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $651.77.

AppLovin Stock Down 19.7%

Shares of NASDAQ APP opened at $366.91 on Thursday. The stock has a market capitalization of $124.00 billion, a P/E ratio of 37.63, a PEG ratio of 1.51 and a beta of 2.49. AppLovin has a one year low of $200.50 and a one year high of $745.61. The firm’s 50 day simple moving average is $602.52 and its two-hundred day simple moving average is $570.18. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

AppLovin (NASDAQ:APP) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 306.49%. The firm 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 business posted $1.73 EPS. The business’s quarterly revenue was up 66.0% on a year-over-year basis. As a group, analysts expect that AppLovin will post 6.87 EPS for the current fiscal year.

Insider Buying and Selling at AppLovin

In other AppLovin news, CTO Vasily Shikin sold 27,143 shares of the company’s stock in a transaction on Monday, November 24th. The shares were 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 directly owned 3,323,681 shares in the company, valued at approximately $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 can be accessed through the SEC website. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider owned 277,110 shares in the company, valued at $182,097,294.30. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 187,786 shares of company stock valued at $100,914,925. 13.66% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Advisors Asset Management Inc. lifted its stake in shares of AppLovin by 61.9% in the 4th quarter. Advisors Asset Management Inc. now owns 2,829 shares of the company’s stock valued at $1,906,000 after purchasing an additional 1,082 shares during the period. Laurel Oak Wealth Management LLC bought a new position in AppLovin in the fourth quarter worth $352,000. Northwest & Ethical Investments L.P. lifted its position in AppLovin by 6.0% during the fourth quarter. Northwest & Ethical Investments L.P. now owns 2,035 shares of the company’s stock valued at $1,371,000 after buying an additional 116 shares during the period. Rossby Financial LCC boosted its holdings in shares of AppLovin by 6,900.0% during the 4th quarter. Rossby Financial LCC now owns 70 shares of the company’s stock valued at $47,000 after buying an additional 69 shares in the last quarter. Finally, Hollencrest Capital Management grew its position in shares of AppLovin by 1,604.0% in the 4th quarter. Hollencrest Capital Management now owns 1,704 shares of the company’s stock worth $1,148,000 after buying an additional 1,604 shares during the period. Institutional investors own 41.85% of the company’s stock.

More AppLovin News

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.