AppLovin Corporation (NASDAQ:APP) Stock Rated “Moderate Buy” by Wall Street Brokerages

Shares of AppLovin Corporation (NASDAQ:APP) have been given a consensus rating of “Moderate Buy” by the twenty-eight ratings firms that are covering the stock, MarketBeat reports. Eight investment analysts have rated the stock with a hold recommendation, seventeen have assigned a buy recommendation and three have given a strong buy recommendation to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $519.71.

Several analysts have issued reports on APP shares. HSBC lowered their price objective on shares of AppLovin from $450.00 to $409.00 and set a “buy” rating for the company in a research report on Monday, October 5th. Wedbush dropped their price objective on shares of AppLovin from $640.00 to $610.00 and set an “outperform” rating on the stock in a research note on Thursday, August 6th. Arete Research boosted their target price on shares of AppLovin from $340.00 to $406.00 and gave the stock a “neutral” rating in a research report on Monday, June 22nd. Weiss Ratings cut shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, September 24th. Finally, Loop Capital decreased their target price on shares of AppLovin from $860.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, August 20th.

Hedge Funds Weigh In On AppLovin

A number of institutional investors have recently added to or reduced their stakes in APP. Moody National Bank Trust Division increased its position in shares of AppLovin by 5.9% in the 3rd quarter. Moody National Bank Trust Division now owns 2,399 shares of the company’s stock worth $697,000 after purchasing an additional 134 shares during the last quarter. QRG Capital Management Inc. lifted its position in shares of AppLovin by 18.7% during the second quarter. QRG Capital Management Inc. now owns 26,965 shares of the company’s stock worth $13,893,000 after purchasing an additional 4,242 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of AppLovin by 22.5% during the second quarter. Envestnet Asset Management Inc. now owns 600,090 shares of the company’s stock worth $309,184,000 after purchasing an additional 110,208 shares during the last quarter. State Street Corp lifted its holdings in AppLovin by 28.3% during the 2nd quarter. State Street Corp now owns 15,095,667 shares of the company’s stock worth $7,777,741,000 after buying an additional 3,328,338 shares during the last quarter. Finally, SkyView Investment Advisors LLC bought a new position in AppLovin during the 2nd quarter worth approximately $515,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham maintained a Buy rating and a $475 price target, implying substantial upside from recent levels. Another analyst also upgraded AppLovin to Buy, citing the valuation reset and the company’s strong profitability. Needham AppLovin price target article
• Positive Sentiment: Jefferies’ survey of 30 advertisers indicated that AppLovin’s share of e-commerce advertising budgets could increase to 8.1% in the fourth quarter, up from 6.7% a year earlier. The company remained the third-largest platform behind Meta and Google, supporting the outlook for advertising momentum. Jefferies AppLovin advertising survey
• Neutral Sentiment: Reported short-interest data showed zero shares sold short and a zero-day short-interest ratio. Because the figure conflicts with the description of a large increase in short interest, investors should treat it cautiously until verified.
• Negative Sentiment: Several law firms publicized a securities class action against AppLovin and its executives. The lawsuit alleges that the company overstated the progress of its AI models and self-service or generative-AI advertising tools. Investors have until November 16, 2026 to seek lead-plaintiff status. AppLovin securities class action deadline
• Negative Sentiment: San Diego County sued AppLovin over alleged tracking, data-collection and inappropriate ad targeting involving children under 13, creating additional regulatory and reputational risk. AppLovin kids advertising lawsuit
• Negative Sentiment: Recent commentary highlighted slowing gaming installations, competitive threats and uncertainty surrounding AI execution. Those concerns have contributed to AppLovin’s sharp annual decline despite its high margins and strong profitability. AppLovin stock decline analysis

AppLovin Price Performance

APP stock opened at $277.04 on Tuesday. The company has a debt-to-equity ratio of 1.11, a quick ratio of 4.30 and a current ratio of 4.30. AppLovin has a 1 year low of $266.84 and a 1 year high of $738.01. The firm has a market cap of $92.71 billion, a P/E ratio of 21.29, a price-to-earnings-growth ratio of 0.58 and a beta of 2.56. The stock has a 50-day simple moving average of $316.67 and a 200-day simple moving average of $416.52.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, August 5th. The company reported $3.76 EPS for the quarter, meeting the consensus estimate of $3.76. The business 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 193.10% and a net margin of 64.58%. The company’s revenue was up 52.8% on a year-over-year basis. During the same period last year, the business posted $2.39 EPS. On average, equities analysts predict that AppLovin will post 15.72 earnings per share for the current fiscal year.

AppLovin Company Profile

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and analyze their businesses. Its platform supports user acquisition, advertising, in-app monetization and performance measurement for mobile apps.

The company’s products include MAX, a software platform that helps developers manage in-app advertising and maximize advertising revenue, as well as AppDiscovery, which supports app marketing and user acquisition.