AppLovin (NASDAQ:APP) Price Target Lowered to $574.00 at BTIG Research

AppLovin (NASDAQ:APP) had its target price decreased by equities research analysts at BTIG Research from $640.00 to $574.00 in a research note issued to investors on Thursday, Marketbeat Ratings reports. The firm presently has a “buy” rating on the stock. BTIG Research’s price target indicates a potential upside of 37.39% from the stock’s previous close.

A number of other analysts have also weighed in on the company. Raymond James Financial began coverage on AppLovin in a research note on Monday, June 29th. They set a “strong-buy” rating and a $640.00 price objective for the company. KeyCorp set a $775.00 price objective on shares of AppLovin in a report on Wednesday, June 10th. UBS Group upped their target price on AppLovin from $750.00 to $798.00 and gave the stock a “buy” rating in a report on Monday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $660.00 price objective on shares of AppLovin in a report on Thursday, May 7th. Finally, JPMorgan Chase & Co. boosted their target price on shares of AppLovin from $500.00 to $515.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $612.45.

AppLovin Stock Performance

AppLovin stock opened at $417.80 on Thursday. The firm has a fifty day simple moving average of $484.79 and a two-hundred day simple moving average of $466.38. The company has a quick ratio of 3.24, a current ratio of 3.24 and a debt-to-equity ratio of 1.49. AppLovin has a twelve month low of $359.00 and a twelve month high of $745.61. The company has a market capitalization of $140.36 billion, a PE ratio of 35.89, a P/E/G ratio of 0.69 and a beta of 2.54.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Tuesday, August 4th. The company reported $3.76 EPS for the quarter, hitting the consensus estimate of $3.76. The firm had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $1.94 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The company’s quarterly revenue was up 52.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.39 earnings per share. Research analysts expect that AppLovin will post 15.93 EPS for the current year.

Insider Transactions at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $504.06, for a total transaction of $82,620,474.60. Following the completion of the sale, the director owned 6,785,087 shares in the company, valued at approximately $3,420,090,953.22. This represents a 2.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Vasily Shikin sold 62,804 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the sale, the chief technology officer directly owned 3,189,739 shares of the company’s stock, valued at $1,545,173,366.38. The trade was a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 393,000 shares of company stock worth $197,297,363. Company insiders own 12.81% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Verdence Capital Advisors LLC boosted its stake in AppLovin by 5.7% during the fourth quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock worth $224,000 after buying an additional 18 shares in the last quarter. Finivi Inc. grew its position in AppLovin by 3.2% in the fourth quarter. Finivi Inc. now owns 711 shares of the company’s stock valued at $479,000 after acquiring an additional 22 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of AppLovin by 2.8% in the 2nd quarter. Revolve Wealth Partners LLC now owns 851 shares of the company’s stock valued at $438,000 after purchasing an additional 23 shares in the last quarter. Rehmann Capital Advisory Group boosted its position in AppLovin by 2.2% in the third quarter. Rehmann Capital Advisory Group now owns 1,115 shares of the company’s stock valued at $828,000 after buying an additional 24 shares in the last quarter. Finally, Alta Wealth Advisors LLC increased its holdings in shares of AppLovin by 0.6% during the fourth quarter. Alta Wealth Advisors LLC now owns 3,925 shares of the company’s stock worth $2,645,000 after buying an additional 24 shares in the last quarter. 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: AppLovin reported adjusted earnings of $3.76 per share, in line with the primary consensus estimate and above the $3.72 Zacks estimate. Revenue increased 52.8% year over year to $1.924 billion, demonstrating continued strong growth. AppLovin Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management said an SEC investigation involving the company has been closed, removing a regulatory overhang for investors. APP Stock Plunges After Revenue Miss and Soft Guidance
• Neutral Sentiment: The company continues to benefit from the broader AI and application-software investment theme, with some analysts viewing AppLovin as an application-layer AI business capable of converting growth into substantial profits. However, the market’s reaction indicates that future growth expectations are already demanding. Three Stocks That Prove the AI Trade Is Not Over
• Negative Sentiment: Second-quarter revenue came in below Wall Street’s roughly $1.94 billion forecast. The modest top-line miss was particularly disappointing because earnings growth and AppLovin’s elevated valuation had set a very high bar. AppLovin Reports Second-Quarter Revenue Below Estimates
• Negative Sentiment: Third-quarter revenue guidance of $2.055 billion to $2.085 billion, or approximately $2.07 billion at the midpoint, was below the approximately $2.08 billion analyst expectation. The softer outlook fueled concerns that AppLovin’s rapid growth may be moderating. AppLovin Gives Soft Third-Quarter Outlook
• Negative Sentiment: A law firm is investigating potential claims on behalf of AppLovin investors, adding a separate headline risk, although the investigation itself does not establish wrongdoing. Pomerantz Investor Alert

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.