⌘K
OverviewStock screenerAnalyst actionsTicker roomsCalendar
MarketsInvestorsSign in
StockUnited StatesNasdaqGS

APP

AppLovin Corporation

Communication Services · Advertising Agencies

260.25USD

-4.0300 (-1.52%)

Alert
DescriptionHistoricalFinancialsRelative ValueResearchNewsCommunityRoomOptionsPrice Chart ↗Fundamental Chart ↗

Community sentiment

Not enough data yet

A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.

Sign in to share your take on APP.

Members' own stated views, weighted by account age and track record on this site (simulated portfolios and calls). Not a forecast or a price signal. How this is worked out
  • Only members whose accounts are at least 14 days old and who have a track record on this site (simulated portfolios and calls) count, and bots never do. A take from anyone else is saved and starts to count the day they qualify.
  • A take fades: it counts half as much after 7 days and drops out after 30.
  • Members with a strong record count more. Everyone else counts together for a capped share, so many accounts cannot outweigh a few strong ones.
  • Nothing is shown until 5 qualifying members have taken part, 2 of them with a strong record. It stays an early read until 3 have one and the sample is large enough.
  • Until 20 members have taken part the marker only says bullish, bearish or mixed, at a fixed spot, and the number of members is given as a band, not a count.
  • The reading is refreshed about every 30 minutes, so a take you have just made will not move it straight away.
  • Your own take is private: only the totals are shown, and never who said what.

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$4.03▼$4.0922
Next quarter$4.45▼$4.702
Current year$15.64▼$16.0613
Next year$19.89▼$21.1912

Recent quarters

Beat in 4 of the last 4

QuarterEstimateActualSurprise
2026-06-30$3.74$3.76+0.02 (+0.4%)
2026-03-31$3.44$3.56+0.12 (+3.4%)
2025-12-31$2.94$3.24+0.30 (+10.1%)
2025-09-30$2.39$2.45+0.06 (+2.6%)

Wall Street coverage

299 ratings from 31 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
CitigroupMaintainedBuy$600 $500Oct 19, 2026
Goldman SachsMaintainedNeutral$465 $400Oct 14, 2026
WedbushMaintainedOutperform$610 $560Oct 14, 2026
Morgan StanleyMaintainedOverweight$450 $400Oct 13, 2026
OppenheimerMaintainedOutperform$560 $490Oct 12, 2026
JefferiesMaintainedBuy$550 $375Oct 8, 2026
NeedhamReiteratedBuy$475Oct 6, 2026
Morgan StanleyMaintainedOverweight$650 $450Sep 14, 2026
BTIGMaintainedBuy$408 $396Sep 8, 2026
Evercore ISI GroupMaintainedOutperform$630 $510Sep 1, 2026
NeedhamMaintainedBuy$500 $475Aug 26, 2026
Piper SandlerMaintainedNeutral$385 $325Aug 21, 2026
Wells FargoMaintainedEqual-Weight$357 $325Aug 19, 2026
BenchmarkMaintainedBuy$500 $440Aug 17, 2026
BTIGMaintainedBuy$574 $408Aug 12, 2026
B of A SecuritiesDowngraded from BuyNeutral$430 $400Aug 11, 2026
CitigroupMaintainedBuy$710 $650Aug 7, 2026
UBSMaintainedBuy$798 $790Aug 6, 2026
MacquarieMaintainedOutperform$730 $620Aug 6, 2026
Morgan StanleyMaintainedOverweight$720 $650Aug 6, 2026
Piper SandlerDowngraded from OverweightNeutral$665 $385Aug 6, 2026
RBC CapitalMaintainedOutperform$700 $575Aug 6, 2026
WedbushMaintainedOutperform$640 $610Aug 6, 2026
BenchmarkMaintainedBuy$775 $500Aug 6, 2026
Goldman SachsMaintainedNeutral$585 $465Aug 6, 2026

Insider transactions

156 filings from 15 insiders · 16 buy / 11 sell over 6m

Officers and directors of APP, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
WEBB MAYNARD G JRDirectorGrant67——Oct 15, 2026
Messing BarbaraDirectorGrant64——Oct 15, 2026
CHEN HERALD YDirectorGift100.0k——Aug 13, 2026
CHEN HERALD YDirectorOther143.8k——Aug 13, 2026
VIVAS EDUARDODirectorGift213.7k——Aug 7, 2026
WEBB MAYNARD GEORGE JRDirectorGrant41——Jul 15, 2026
MESSING BARBARADirectorGrant40——Jul 15, 2026
WEBB MAYNARD GEORGE JRDirectorSellindirect3.1k$516.25$1.60MJul 6, 2026
VIVAS EDUARDODirectorSell163.9k$494.84$82.62MJun 16, 2026
FOROUGHI ARASH ADAMChief Executive OfficerSell52.2k$473.92$25.31MJun 12, 2026
FOROUGHI ARASH ADAMChief Executive OfficerSell22.5k$489.94$11.16MJun 12, 2026
FOROUGHI ARASH ADAMChief Executive OfficerSell29.5k$473.55$14.61MJun 11, 2026
FOROUGHI ARASH ADAMChief Executive OfficerGift16.7k——Jun 10, 2026
WEBB MAYNARD GEORGE JRDirectorSellindirect3.1k$577.83$1.79MJun 5, 2026
VALENZUELA VICTORIAOfficerSell20.0k$555.63$11.32MJun 4, 2026
WEBB MAYNARD GEORGE JRDirectorGrant525——Jun 3, 2026
CHEN HERALD YDirectorGrant525——Jun 3, 2026
VIVAS EDUARDODirectorGrant525——Jun 3, 2026
BILLINGS CRAIG SCOTTDirectorGrant525——Jun 3, 2026
GEORGIADIS MARY MARGARET HASTINGSDirectorGrant525——Jun 3, 2026

Analyst Notes

Sign in to write

No analyst notes on APP yet.

Analyst Ratings

31 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current720600Buy1.97
1 mo ago720600Buy1.97
2 mo ago620700Buy2.03
3 mo ago722300Buy1.88
Price target$476.85$325.00 – $790.00
+83.2% to target

Top voices on APP

Members whose judged calls on APP have played out most reliably.

No settled calls on APP yet. Nobody has filed a call with a deadline on it.

A member is listed once they have three judged calls on a name.

Sign in to make a call

A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.

A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.

A member’s prediction, judged on price history · not investment advice