ApplovinAPP
APP
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 7,398 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
610% more first-time investments, than exits
New positions opened: 341 | Existing positions closed: 48
170% more capital invested
Capital invested by funds: $24.5B [Q3] → $66B (+$41.5B) [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] → 964 (+275) [Q4]
5.28% more ownership
Funds ownership: 62.86% [Q3] → 68.13% (+5.28%) [Q4]
31% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 355
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$335
21%
upside
Avg. target
$520
88%
upside
High target
$650
135%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
Loop Capital Rob Sanderson 64% 1-year accuracy 38 / 59 met price target | 135%upside $650 | Buy Maintained | 20 Feb 2025 |
Citigroup Jason Bazinet 64% 1-year accuracy 21 / 33 met price target | 117%upside $600 | Buy Maintained | 19 Feb 2025 |
Oppenheimer Martin Yang 64% 1-year accuracy 21 / 33 met price target | 103%upside $560 | Outperform Reiterated | 13 Feb 2025 |
Benchmark Mike Hickey 57% 1-year accuracy 53 / 93 met price target | 90%upside $525 | Buy Maintained | 13 Feb 2025 |
JP Morgan Cory Carpenter 43% 1-year accuracy 10 / 23 met price target | 72%upside $475 | Neutral Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 395 articles about APP published over the past 30 days
Positive
Seeking Alpha
4 hours ago
AppLovin: Only Pure AdTech Innovation Here (Drown Out The Noise)
AppLovin's rapid growth and technological advancements, particularly its migration to Google's GCP and development of Axon 2.0, underpin its strong adtech business. Despite skepticism and short-seller attention, AppLovin's fundamentals remain robust, with significant revenue growth and high profitability metrics. The company's strategic shift to focus solely on adtech, including divesting its apps business, positions it for continued success and expansion into new markets.
Neutral
Zacks Investment Research
5 hours ago
Invest in These 5 AI Wealth Destroyers of Q1 Set for a Big Jump in Q2
Five AI stocks currently looks very promising for the rest of 2025 despite negative returns in Q1. These are: APP, APH, AVGO, ANET, MRVL.
Positive
Zacks Investment Research
5 hours ago
5 Momentum Stocks to Buy for April Despite a Disappointing March
Five stocks have strong momentum for April. These are: APP, MRVL, DOCS, RDDT, VEEV.
Neutral
Accesswire
7 hours ago
APP LAWSUIT ALERT: Levi & Korsinsky Notifies AppLovin Corporation Investors of a Class Action Lawsuit and Upcoming Deadline
NEW YORK, NY / ACCESS Newswire / April 1, 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=140170&wire=1 or contact Joseph E. Levi, Esq.
Neutral
Accesswire
8 hours ago
APP SHAREHOLDER ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that AppLovin Corporation Shareholders Have Opportunity to Lead Class Action Lawsuit!
NEW YORK, NY / ACCESS Newswire / April 1, 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 February 25, 2025, both dates inclusive (the "Class Period").
Neutral
Accesswire
16 hours ago
AppLovin Corporation Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before May 5, 2025 to Discuss Your Rights - APP
NEW YORK, NY / ACCESS Newswire / March 31, 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=140129&wire=1 or contact Joseph E. Levi, Esq.
Neutral
Accesswire
16 hours ago
APPLOVIN SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against AppLovin Corporation - APP
NEW YORK CITY, NY AND NEW ORLEANS, LA / ACCESS Newswire / March 31, 2025 / Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until May 5, 2025 to file lead plaintiff applications in a securities class action lawsuit against AppLovin Corporation (NasdaqGS:APP), if they purchased the Company's securities between May 10, 2023 and February 25, 2025, inclusive (the "Class Period").
Neutral
Accesswire
19 hours ago
Shareholders that Lost Money on AppLovin Corporation (APP) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
NEW YORK, NY / ACCESS Newswire / March 31, 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=140089&wire=1 or contact Joseph E. Levi, Esq.
Neutral
GlobeNewsWire
19 hours ago
AppLovin Corporation (APP) Market Value Craters $20 Billion On March 27 After Muddy Waters Takes Aim, Class Action Pending – Hagens Berman
SAN FRANCISCO, March 31, 2025 (GLOBE NEWSWIRE) -- On March 27, 2025, investors in AppLovin (NASDAQ: APP) saw the price of their shares drop $65.92, wiping out about $20 billion of the company's market value, after prominent short seller Muddy Waters Research revealed its short position in the stock.
Neutral
GlobeNewsWire
19 hours ago
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages AppLovin Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – APP
NEW YORK, March 31, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AppLovin Corporation (NASDAQ: APP) between May 10, 2023 and February 25, 2025, both dates inclusive (the “Class Period”), of the important May 5, 2025 lead plaintiff deadline.
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