Applovin
APP
Market cap $133B

392.46 USD

+29.15

8.02%

Updated Jul 31, 10:12 AM EDT

1 day

8.02%

5 days

9.02%

1 month

12.11%

3 months

45.73%

6 months

6.19%

Year to date

14.83%

1 year

409.03%

5 years

501.93%

10 years

501.93%

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

Communication Services Advertising Agencies

0

Funds holding %

of 7,323 funds

0

Analysts bullish %

of 11 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

48% more call options, than puts

Call options by funds: $4.99B | Put options by funds: $3.37B

26% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 151

12% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 356

2% more funds holding

Funds holding: 972 [Q4 2024] → 991 (+19) [Q1 2025]

1.45% less ownership

Funds ownership: 68.19% [Q4 2024] → 66.74% (-1.45%) [Q1 2025]

18% less capital invested

Capital invested by funds: $66.1B [Q4 2024] → $54B (-$12B) [Q1 2025]

32% less funds holding in top 10

Funds holding in top 10: 65 [Q4 2024] → 44 (-21) [Q1 2025]

See Fund Rankings

Research analyst outlook

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

Low target

$400

2%

upside

Avg. target

$465

18%

upside

High target

$530

35%

upside

11 analyst ratings

9 positive

82%

2 neutral

18%

0 negative

0%

BTIG Clark Lampen	23%upside $483	Buy Maintained	23 Jul 2025
Scotiabank Nat Schindler	10%upside $430	Sector Outperform Initiated	7 Jul 2025
Piper Sandler James Callahan	20%upside $470	Overweight Reiterated	26 Jun 2025
Morgan Stanley Matthew Cost	17%upside $460	Overweight Maintained	9 Jun 2025
JP Morgan Cory Carpenter	2%upside $400	Neutral Maintained	3 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 52 articles about APP published over the past 30 days

Wurl and TVision Unveil New Report Linking Emotion Alignment to Higher Ad Attention on Streaming TV

PALO ALTO, Calif.--(BUSINESS WIRE)--Wurl, a leader in the streaming TV industry, in partnership with TVision, the company measuring every second of TV and CTV viewer engagement, published a new report today called, The Impact of Emotion Alignment on Ad Attention in Streaming TV. The report offers a first-of-its-kind analysis across 50+ advertiser campaigns to explore how emotional alignment between ads and on-screen content can boost attention on streaming TV. Streaming TV now reaches hundreds.

Wurl and TVision Unveil New Report Linking Emotion Alignment to Higher Ad Attention on Streaming TV

Robinhood or AppLovin Could Join S&P 500 if Paramount Is Dumped

Robinhood and AppLovin are the two largest companies that aren't in the index. Both companies were snubbed during recent additions.

Robinhood or AppLovin Could Join S&P 500 if Paramount Is Dumped

Top 5 Tech Stocks For A Trade War Truce

The U.S. and China are considering an additional 90-day pause on retaliatory tariffs as they work toward a comprehensive trade deal. The potential trade truce follows the Trump administration's sweeping trade deals with Japan and the EU, which have fueled a market rally and tech valuations. Valuations among the S&P 500's top 10 companies have become more stretched than they were during the dot-com bubble, per Apollo Global Management.

Top 5 Tech Stocks For A Trade War Truce

Zacks Investment Research

AppLovin (APP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

AppLovin (APP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AppLovin (APP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

The Motley Fool

1 Incredible Reason to Buy AppLovin Before Aug. 6

AppLovin (APP -2.48%) was one of the best performers on the stock market last year, but the mobile app-focused adtech company still gets relatively little attention in an era when investors are squarely focused on artificial intelligence (AI).

1 Incredible Reason to Buy AppLovin Before Aug. 6

The Motley Fool

3 Millionaire-Maker Artificial Intelligence (AI) Stocks?

Artificial intelligence (AI) is a once-in-a-generation technological shift that should help create some huge winners over the long haul. While it will take time to sort out the winners, let's look at three AI stocks that have potential to make millionaires out of investors.

3 Millionaire-Maker Artificial Intelligence (AI) Stocks?

Zacks Investment Research

Will AppLovin (APP) Beat Estimates Again in Its Next Earnings Report?

AppLovin (APP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will AppLovin (APP) Beat Estimates Again in Its Next Earnings Report?

Zacks Investment Research

KD or APP: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Technology Services sector have probably already heard of Kyndryl Holdings, Inc. (KD) and AppLovin (APP). But which of these two stocks offers value investors a better bang for their buck right now?

KD or APP: Which Is the Better Value Stock Right Now?

AppLovin: A Golden Buying Opportunity

I am upgrading AppLovin (APP) to 'Strong Buy' as its financial growth far outpaces its modest 2025 share price appreciation. APP's valuation is highly attractive, with strong revenue and EPS growth, bullish earnings revisions, and a forward P/E ratio that justifies current multiples. Upcoming Q2 earnings look bullish due to positive EPS revisions and strategic divestments, positioning APP for improved long-term profitability.

AppLovin: A Golden Buying Opportunity

The Motley Fool

Own AppLovin (APP) Stock? This Is the 1 Thing to Watch Now.

AppLovin (APP 1.18%) is an advertising-technology (adtech) stock that's up nearly 1,200% over just the last two years, as of this writing. These incredible gains were fueled by stunning revenue growth and an extraordinary surge in investor confidence in the underlying business.

Own AppLovin (APP) Stock? This Is the 1 Thing to Watch Now.

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