APP - NASDAQ
AppLovin Corporation
$570.83
-7.0%AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction. Its business clients include various advertisers, publishers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.
At a Glance
Live SnapshotAppLovin Corporation Street Expectations Map
Wall Street analysts project that APP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 652.20, with estimates ranging from a low of 340.00 to a high of 835.00.
The consensus 1-year price target stands at 652.20, with estimates ranging from a low of 340.00 to a high of 835.00.
Analyst Consensus Analysis
Upside Potential
Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuation—requires deep sector expertise and contrarian mindset.
AppLovin Corporation Forward Estimates of Revenue
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
AppLovin Corporation Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
AppLovin Corporation Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
AppLovin Corporation Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
AppLovin Corporation Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
AppLovin Corporation Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
AppLovin Corporation Insider Positioning
During the last 12 months, insiders have sold $40.72M worth of APP shares, with no buying activity reported.
3 Months
0
0.00
31.9K
15.94M
-15.9M
-$15.94M
3-6 Months
0
0.00
7.8K
5.10M
-5.1M
-$5.10M
6-9 Months
0
0.00
1.3K
776.06K
-776K
-$776K
9-12 Months
0
0.00
41.6K
18.90M
-18.9M
-$18.90M
Top Buyers
No buying activity
Top Sellers
Valenzuela Victoria
Officer: Calo & Corp. Secretary
$15.31M
Vivas Eduardo
Director
$11.07M
Stumpf Matthew
Officer: Chief Financial Officer (Cfo)
$7.54M
Chen Herald Y
Director
$4.64M
Shikin Vasily
Officer: Chief Technology Officer
$679K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $40.72M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your APP research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.