ApplovinAPP
APP
About: AppLovin Corp is a mobile app technology company. It focuses on growing the mobile app ecosystem by enabling the success of mobile app developers. The company's software solutions provide tools for mobile app developers to grow their businesses by automating and optimizing the marketing and monetization of their applications.
Employees: 1,745
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
142% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 67
123% more call options, than puts
Call options by funds: $1.5B | Put options by funds: $674M
59% more capital invested
Capital invested by funds: $15.4B [Q2] → $24.5B (+$9.1B) [Q3]
50% more funds holding in top 10
Funds holding in top 10: 24 [Q2] → 36 (+12) [Q3]
45% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 198
15% more funds holding
Funds holding: 597 [Q2] → 686 (+89) [Q3]
4.56% less ownership
Funds ownership: 67.52% [Q2] → 62.96% (-4.56%) [Q3]
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$66
81%
downside
Avg. target
$345
1%
upside
High target
$480
40%
upside
16 analyst ratings
13 positive
81%
2 neutral
13%
1 negative
6%
Wells Fargo Alec Brondolo 75% 1-year accuracy 6 / 8 met price target | 7%upside $366 | Overweight Maintained | 13 Jan 2025 |
Benchmark Mike Hickey 68% 1-year accuracy 54 / 80 met price target | 10%upside $375 | Buy Initiated | 10 Jan 2025 |
JP Morgan Cory Carpenter 55% 1-year accuracy 11 / 20 met price target | 5%downside $325 | Neutral Maintained | 10 Jan 2025 |
Jefferies James Heaney 80% 1-year accuracy 8 / 10 met price target | 24%upside $425 | Buy Maintained | 8 Jan 2025 |
Loop Capital Rob Sanderson 73% 1-year accuracy 37 / 51 met price target | 31%upside $450 | Buy Maintained | 16 Dec 2024 |
Financial journalist opinion
Based on 49 articles about APP published over the past 30 days
Positive
Zacks Investment Research
6 hours ago
AppLovin Corporation (APP) Is a Trending Stock: Facts to Know Before Betting on It
AppLovin (APP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Neutral
Market Watch
6 hours ago
Forget the ‘Magnificent 7'. These ‘MAGA 7' stocks have soared since Trump's election.
These are the stocks that have reacted the most to Donald Trump's presidential election victory.
Positive
The Motley Fool
12 hours ago
4 Artificial Intelligence (AI) Stock Splits That Could Happen in 2025
Stock splits, which occur when a company divides its existing shares into multiple shares, effectively increasing the outstanding shares while maintaining the same market capitalization, have been all the rage on Wall Street over the past few years, with companies like Amazon, Nvidia, and Tesla participating in the frenzy.
Positive
The Motley Fool
2 days ago
4 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
Growth stocks have been helping propel the stock market higher for the past decade. Although the market has been off to a choppy start in 2025, there is good reason to believe that growth stocks can continue to lead it higher in the years ahead.
Neutral
Benzinga
3 days ago
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Positive
Invezz
3 days ago
Top 7 stocks that could benefit from TikTok US shutdown
Morgan Stanley expects a bunch of US companies to benefit if a federal ban on TikTok goes into effect on Sunday. There have been reports that the renowned social platform for sharing short videos plans on drawing the curtains on its app in the United States on January 19th.
Neutral
Seeking Alpha
4 days ago
AppLovin: High Volatility Into Earnings, Margins In Focus, A Deserved Valuation
I have a buy rating on AppLovin due to its strong Q3 results, high-growth potential, and favorable technical setup ahead of Q4 earnings. APP's Q3 GAAP EPS of $1.25 beat expectations, with revenue up 39% YoY; the stock surged 46% post-earnings. APP's scalable business model, high margins, and robust revenue growth justify its premium valuation despite macroeconomic and interest rate risks.
Positive
Seeking Alpha
5 days ago
AppLovin's Ad Dominance Is Here To Stay
AppLovin's strategic partnership with Google Cloud has significantly improved its unit economics, benefiting both the company and its customers, leading to strong performance in 2024. The company's expansion into e-commerce is expected to contribute ~10% of total ad dollars it earns, enhancing ad platform economics and driving future growth. Management's positive outlook on e-commerce and robust ad performance signal potential revenue growth of 27% y/y in CY25, with adj. EBITDA margins reaching 56-57%.
Neutral
CNBC Television
5 days ago
Final Trades: QXO, Stanley Black & Decker, Healthcare and Applovin
The Investment Committee reveals their top stocks to watch. Don't miss their picks!
Positive
Zacks Investment Research
5 days ago
Why Investors Need to Take Advantage of These 2 Business Services Stocks Now
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Charts implemented using Lightweight Charts™