Applovin
About: AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max, and gaming studios, which develop mobile games. AppLovin announced in February 2025 its plans to divest from the lower-margin gaming studios to focus exclusively on the ad tech platform. AppLovin's primary tool for future growth is Axon 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
Employees: 1,563
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
628% more first-time investments, than exits
New positions opened: 342 | Existing positions closed: 47
174% more capital invested
Capital invested by funds: $24.1B [Q3] → $66B (+$41.9B) [Q4]
81% more funds holding in top 10
Funds holding in top 10: 36 [Q3] → 65 (+29) [Q4]
77% more call options, than puts
Call options by funds: $6.04B | Put options by funds: $3.4B
40% more funds holding
Funds holding: 689 [Q3] → 967 (+278) [Q4]
6.27% more ownership
Funds ownership: 61.86% [Q3] → 68.13% (+6.27%) [Q4]
31% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 356
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$270
1%
downside
Avg. target
$466
71%
upside
High target
$650
138%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
JP Morgan Cory Carpenter 30% 1-year accuracy 8 / 27 met price target | 1%downside $270 | Neutral Maintained | 22 Apr 2025 |
Goldman Sachs Eric Sheridan 40% 1-year accuracy 24 / 60 met price target | 23%upside $335 | Neutral Maintained | 14 Apr 2025 |
UBS John Hodulik 52% 1-year accuracy 11 / 21 met price target | 65%upside $450 | Buy Maintained | 11 Apr 2025 |
Piper Sandler James Callahan 0% 1-year accuracy 0 / 4 met price target | 56%upside $425 | Overweight Maintained | 10 Apr 2025 |
Morgan Stanley Matthew Cost 25% 1-year accuracy 3 / 12 met price target | 28%upside $350 | Overweight Upgraded | 10 Apr 2025 |
Financial journalist opinion
Based on 456 articles about APP published over the past 30 days
Neutral
Accesswire
46 minutes ago
APP LAWSUIT ALERT: Levi & Korsinsky Notifies AppLovin Corporation Investors of a Class Action Lawsuit and Upcoming Deadline
NEW YORK, NY / ACCESS Newswire / April 24, 2025 / If you suffered a loss on your AppLovin Corporation (NASDAQ:APP) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/applovin-corporation-lawsuit-submission-form?prid=144924&wire=1 or contact Joseph E. Levi, Esq.
Neutral
GlobeNewsWire
1 hour ago
AppLovin (NASDAQ: APP) Deadline Approaching: Berger Montague Advises Investors of Deadline in Securities Fraud Lawsuit
PHILADELPHIA, April 24, 2025 (GLOBE NEWSWIRE) -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against AppLovin Corporation (“AppLovin” or the “Company”) (NASDAQ: APP) on behalf of purchasers of AppLovin securities between May 10, 2023 through March 26, 2025, inclusive (the “Class Period”).
Neutral
The Motley Fool
2 hours ago
Can AppLovin Stock Rebound This Year?
Short-seller reports can have a devastating impact on a stock. This year, tech company AppLovin (APP 4.11%) has been hit with multiple short reports questioning the validity of its business model.
Neutral
Accesswire
4 hours ago
Class Action Filed Against AppLovin Corporation (APP) - May 5, 2025 Deadline to Join - Contact Levi & Korsinsky
NEW YORK, NY / ACCESS Newswire / April 24, 2025 / If you suffered a loss on your AppLovin Corporation (NASDAQ:APP) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/applovin-corporation-lawsuit-submission-form?prid=144853&wire=1 or contact Joseph E. Levi, Esq.
Neutral
Accesswire
4 hours ago
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in AppLovin Corporation of Class Action Lawsuit and Upcoming Deadlines - APP
NEW YORK CITY, NY / ACCESS Newswire / April 24, 2025 / Pomerantz LLP announces that a class action lawsuit has been filed against AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ:APP). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext.
Neutral
Accesswire
5 hours ago
Lost Money on AppLovin Corporation(APP)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky
NEW YORK, NY / ACCESS Newswire / April 24, 2025 / If you suffered a loss on your AppLovin Corporation (NASDAQ:APP) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/applovin-corporation-lawsuit-submission-form?prid=144838&wire=1 or contact Joseph E. Levi, Esq.
Neutral
Accesswire
5 hours ago
APP INVESTOR ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that AppLovin Corporation Shareholders Have Opportunity to Lead Class Action Lawsuit!
NEW YORK, NY / ACCESS Newswire / April 24, 2025 / Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against AppLovin Corporation ("AppLovin" or "the Company") (NASDAQ:APP) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired AppLovin securities between May 10, 2023 and March 26, 2025, both dates inclusive (the "Class Period").
Neutral
PRNewsWire
7 hours ago
Shareholders that lost money on AppLovin Corporation(APP) Urged to Join Class Action - Contact The Gross Law Firm to Learn More
NEW YORK , April 24, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of AppLovin Corporation (NASDAQ: APP). Shareholders who purchased shares of APP during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.
Neutral
Accesswire
13 hours ago
May 5, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against APP
NEW YORK, NY / ACCESS Newswire / April 23, 2025 / If you suffered a loss on your AppLovin Corporation (NASDAQ:APP) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/applovin-corporation-lawsuit-submission-form?prid=144814&wire=1 or contact Joseph E. Levi, Esq.
Neutral
GlobeNewsWire
13 hours ago
APPLOVIN SHAREHOLDER ALERT: CLAIMSFILER REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuits Against AppLovin Corporation - APP
NEW ORLEANS, April 23, 2025 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until May 5, 2025 to file lead plaintiff applications in securities class action lawsuits against AppLovin Corporation (NasdaqGS: APP), if they purchased the Company's securities between May 10, 2023 and March 26, 2025, inclusive (the “Class Period”). These actions are pending in the United States District Court for the Northern District of California.
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