328.54 USD
-10.97
3.23%
At close May 9, 4:00 PM EDT
Pre-market
349.00
+20.46
6.23%
1 day
-3.23%
5 days
9.81%
1 month
19.49%
3 months
-14.53%
6 months
14.70%
Year to date
-3.87%
1 year
287.93%
5 years
403.90%
10 years
403.90%
 

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 7,425 funds
0
Analysts bullish %
of 12 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

626% more first-time investments, than exits

New positions opened: 341 | 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] → 966 (+277) [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

12 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$355
8%
upside
Avg. target
$494
50%
upside
High target
$650
98%
upside

12 analyst ratings

10 positive
83%
neutral
17%
negative
0%
Goldman Sachs
Eric Sheridan
43% 1-year accuracy
25 / 58 met price target
32%upside
$435
Neutral
Maintained
9 May 2025
UBS
John Hodulik
64% 1-year accuracy
14 / 22 met price target
45%upside
$475
Buy
Maintained
8 May 2025
Piper Sandler
James Callahan
20% 1-year accuracy
1 / 5 met price target
38%upside
$455
Overweight
Maintained
8 May 2025
JP Morgan
Cory Carpenter
63% 1-year accuracy
17 / 27 met price target
8%upside
$355
Neutral
Maintained
8 May 2025
Jefferies
James Heaney
57% 1-year accuracy
4 / 7 met price target
61%upside
$530
Buy
Maintained
8 May 2025

Financial journalist opinion

Based on 313 articles about APP published over the past 30 days

Positive
Benzinga
2 days ago
AppLovin's Rapid Ad Growth, AI Gains Drive Hike In Analyst Price Forecast
AppLovin stock surged 12% after Q1 sales beat, rising 40% YoY to $1.48B, and EPS crushed estimates.
AppLovin's Rapid Ad Growth, AI Gains Drive Hike In Analyst Price Forecast
Negative
24/7 Wall Street
2 days ago
AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2025-2030 (May 9)
After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% afterward, due to a pending class action lawsuit and to short seller reports.
AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2025-2030 (May 9)
Positive
Seeking Alpha
3 days ago
AppLovin Q1: A Top Stock To Capitalize On New Intelligent Ads (Upgrade)
Investors should view AppLovin Corporation's strategic shift away from gaming toward AI-driven advertising as a decisive step, significantly enhancing its competitive strength—now is an opportune entry point. AppLovin's sharpened strategic clarity and robust operating leverage position it ideally to dominate digital advertising; overlook short-term volatility and focus on substantial long-term upside. While competition and regulatory concerns persist, AppLovin's disciplined AI innovation and focused leadership strongly outweigh these risks; the recent pullback in APP shares offers an exceptional buying opportunity.
AppLovin Q1: A Top Stock To Capitalize On New Intelligent Ads (Upgrade)
Neutral
Invezz
3 days ago
AppLovin earnings show resilience despite short reports: is APP stock on track for $400?
Wells Fargo analyst Alec Brondolo said he never believed allegations of questionable advertising practices, including violating user privacy against AppLovin Corp (NASDAQ: APP), put forth by Muddy Waters Research in March.
AppLovin earnings show resilience despite short reports: is APP stock on track for $400?
Positive
The Motley Fool
3 days ago
Why AppLovin Stock Surged Higher This Week
Shares of AppLovin (APP 12.17%), an adtech company, spiked by 12.4% this week, according to data compiled by S&P Global Market Intelligence, after the company reported better-than-expected revenue and earnings and said it would sell its gaming division.
Why AppLovin Stock Surged Higher This Week
Positive
Schaeffers Research
3 days ago
AppLovin Stock Soars on Earnings Beat, Gaming Unit Sale
AppLovin Corp (NASDAQ:APP) stock is up 15.5% at $350.56 at last glance, after the AI-powered marketing platform posted blowout quarterly results and announced a major business shift.
AppLovin Stock Soars on Earnings Beat, Gaming Unit Sale
Positive
Schwab Network
3 days ago
APP Rebound Rally, TPR Strong Earnings, SHOP Slumps
In this morning's biggest morning movers, Diane King Hall turns to Applovin (APP), rallying big after posting strong earnings and confirming the sale of its mobile gaming business. On Tapestry (TPR), Diane says the company's Coach brand is "leading the charge" as the business adjusts to a changing consumer.
APP Rebound Rally, TPR Strong Earnings, SHOP Slumps
Positive
Seeking Alpha
3 days ago
AppLovin: A Post-Earnings Share Price Spike Makes It Late To Buy (Rating Upgrade)
AppLovin's Q1 earnings were impressive, with a 71% YoY growth in advertising revenue and a 40% consolidated revenue growth, more than doubling net income to $576 million. The fact that the management reiterated its focus on innovation is also quite bullish. The company's forward P/E ratio is attractive, but the DCF model suggests optimism is priced in.
AppLovin: A Post-Earnings Share Price Spike Makes It Late To Buy (Rating Upgrade)
Positive
Reuters
4 days ago
Tripledot buys AppLovin's mobile games portfolio for $800 million
Mobile game developer Tripledot Studios said on Thursday it has agreed to buy marketing platform AppLovin's mobile games studio portfolio for about $800 million in cash and stock.
Tripledot buys AppLovin's mobile games portfolio for $800 million
Neutral
Business Wire
4 days ago
Tripledot Studios emerges as the newest multi-billion dollar global games powerhouse on the back of acquiring AppLovin's Games Portfolio for $800m
LONDON--(BUSINESS WIRE)-- #GameOn--Tripledot Studios, one of the world's fastest-growing mobile game developers, is today announcing the acquisition of AppLovin's mobile games studio portfolio for approximately $800 million. The half cash, half equity deal will see AppLovin become a minority shareholder in Tripledot Studios while allowing Tripledot to expand its footprint in key strategic markets, including the US and Asia. As a result of this deal and subject to its closing, Tripledot Studios will opera.
Tripledot Studios emerges as the newest multi-billion dollar global games powerhouse on the back of acquiring AppLovin's Games Portfolio for $800m
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