AppLovin (NASDAQ:APP) Given Buy Rating at Needham & Company LLC

AppLovin (NASDAQ:APP)‘s stock had its “buy” rating reissued by Needham & Company LLC in a note issued to investors on Thursday,Benzinga reports. They presently have a $700.00 price objective on the stock. Needham & Company LLC’s price target points to a potential upside of 53.24% from the stock’s previous close.

A number of other analysts also recently issued reports on APP. The Goldman Sachs Group lifted their price objective on shares of AppLovin from $630.00 to $720.00 and gave the company a “neutral” rating in a report on Friday, November 7th. BTIG Research reissued a “buy” rating and issued a $771.00 price objective on shares of AppLovin in a research report on Wednesday, December 17th. UBS Group reduced their target price on shares of AppLovin from $840.00 to $686.00 and set a “buy” rating for the company in a report on Tuesday. Wells Fargo & Company increased their price target on shares of AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Finally, Morgan Stanley set a $800.00 price objective on shares of AppLovin and gave the stock an “overweight” rating in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, AppLovin presently has an average rating of “Moderate Buy” and a consensus target price of $680.09.

AppLovin Stock Performance

APP stock opened at $456.81 on Thursday. AppLovin has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 2.38. The firm has a market cap of $154.38 billion, a PE ratio of 55.44, a P/E/G ratio of 1.56 and a beta of 2.49. The business’s 50-day moving average price is $608.86 and its two-hundred day moving average price is $571.60.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.35. The business had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.AppLovin’s quarterly revenue was up 66.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.73 EPS. As a group, research analysts forecast that AppLovin will post 6.87 earnings per share for the current year.

Insiders Place Their Bets

In other news, CTO Vasily Shikin sold 14,708 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $548.45, for a total transaction of $8,066,602.60. Following the completion of the transaction, the chief technology officer owned 35,889 shares of the company’s stock, valued at approximately $19,683,322.05. The trade was a 29.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 187,786 shares of company stock worth $100,914,925. 13.66% of the stock is owned by company insiders.

Institutional Investors Weigh In On AppLovin

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Lazard Freres Gestion S.A.S. purchased a new stake in AppLovin in the 3rd quarter worth about $2,514,000. Mediolanum International Funds Ltd lifted its holdings in AppLovin by 73.5% during the third quarter. Mediolanum International Funds Ltd now owns 76,736 shares of the company’s stock valued at $54,664,000 after purchasing an additional 32,510 shares during the last quarter. Thames Capital Management LLC boosted its position in AppLovin by 114.8% during the third quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock worth $12,001,000 after purchasing an additional 8,925 shares during the period. CIBC Asset Management Inc increased its stake in shares of AppLovin by 14.8% in the third quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock worth $84,160,000 after purchasing an additional 15,074 shares in the last quarter. Finally, Rakuten Securities Inc. increased its stake in shares of AppLovin by 118.0% in the third quarter. Rakuten Securities Inc. now owns 10,540 shares of the company’s stock worth $7,573,000 after purchasing an additional 5,705 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Q4 results beat on earnings and showed big revenue growth: AppLovin reported $3.24 EPS (vs. $2.89 consensus) and revenue of $1.66B, up ~66% year‑over‑year, with very strong margins. This underpins the company’s high profitability profile. AppLovin Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analysts and data services flagged the beat and strong margin expansion (profit rise and revenue surge), supporting the beat narrative and validating execution on monetization. AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: CEO commentary sought to calm investor concerns about AI disruption, downplaying immediate AI risk to AppLovin’s advertising platform — a mixed signal that may reassure some long‑term investors. AppLovin CEO downplays risks from AI
• Neutral Sentiment: Recent volatility also reflects non‑operational news: a prior short‑seller report was retracted/apologized for, which caused a large intraday swing in APP earlier this week; that episode adds noise to current price moves. Can Applovin Stock Keep Up its Post-Earnings Win Streak?
• Negative Sentiment: Market reaction was negative despite the beat — shares slid as some outlets and investors focused on signs of tepid advertising demand and increased competition in the ad market, creating concern over revenue sustainability. AppLovin misses quarterly revenue estimates amid advertising competition
• Negative Sentiment: Some coverage noted shares dipped even though Q1 guidance/readouts were in parts constructive — investors appear to be weighing macro/advertising headwinds and valuation (APP’s P/E is elevated vs. peers), which pressured the stock. AppLovin dips despite Q4 results, Q1 outlook topping expectations

AppLovin Company Profile

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.