AppLovin Corporation
305.06USD
-6.9500 (-2.23%)
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.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $4.03▼ | $4.09 | 5 | 12 |
| Next quarter | $4.5▼ | $4.71 | 4 | 13 |
| Current year | $15.68▼ | $16.1 | 6 | 14 |
| Next year | $20.04▼ | $21.03 | 5 | 17 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 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%) |
291 ratings from 31 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| BTIG | Maintained | Buy | $408 $396 | Sep 8, 2026 |
| Evercore ISI Group | Maintained | Outperform | $630 $510 | Sep 1, 2026 |
| Needham | Maintained | Buy | $500 $475 | Aug 26, 2026 |
| Piper Sandler | Maintained | Neutral | $385 $325 | Aug 21, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $357 $325 | Aug 19, 2026 |
| Benchmark | Maintained | Buy | $500 $440 | Aug 17, 2026 |
| BTIG | Maintained | Buy | $574 $408 | Aug 12, 2026 |
| B of A Securities | Downgraded from Buy | Neutral | $430 $400 | Aug 11, 2026 |
| Citigroup | Maintained | Buy | $710 $650 | Aug 7, 2026 |
| UBS | Maintained | Buy | $798 $790 | Aug 6, 2026 |
| Macquarie | Maintained | Outperform | $730 $620 | Aug 6, 2026 |
| Morgan Stanley | Maintained | Overweight | $720 $650 | Aug 6, 2026 |
| Piper Sandler | Downgraded from Overweight | Neutral | $665 $385 | Aug 6, 2026 |
| RBC Capital | Maintained | Outperform | $700 $575 | Aug 6, 2026 |
| Wedbush | Maintained | Outperform | $640 $610 | Aug 6, 2026 |
| Benchmark | Maintained | Buy | $775 $500 | Aug 6, 2026 |
| Goldman Sachs | Maintained | Neutral | $585 $465 | Aug 6, 2026 |
| Needham | Maintained | Buy | $700 $500 | Aug 6, 2026 |
| Wells Fargo | Downgraded from Overweight | Equal-Weight | $575 $357 | Aug 6, 2026 |
| B of A Securities | Maintained | Buy | $705 $430 | Aug 6, 2026 |
| BTIG | Maintained | Buy | $640 $574 | Aug 6, 2026 |
| UBS | Maintained | Buy | $750 $798 | Aug 3, 2026 |
| Wells Fargo | Maintained | Overweight | $571 $575 | Jul 7, 2026 |
| Raymond James | Initiated | Strong Buy | $640 | Jun 29, 2026 |
| Citigroup | Maintained | Buy | $710 | Jun 1, 2026 |
153 filings from 13 insiders · 17 buy / 20 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.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| CHEN HERALD YDirector | Gift | 100.0k | — | — | Aug 13, 2026 |
| CHEN HERALD YDirector | Other | 143.8k | — | — | Aug 13, 2026 |
| VIVAS EDUARDODirector | Gift | 213.7k | — | — | Aug 7, 2026 |
| WEBB MAYNARD GEORGE JRDirector | Grant | 41 | — | — | Jul 15, 2026 |
| MESSING BARBARADirector | Grant | 40 | — | — | Jul 15, 2026 |
| WEBB MAYNARD GEORGE JRDirector | Sellindirect | 3.1k | $516.25 | $1.60M | Jul 6, 2026 |
| VIVAS EDUARDODirector | Sell | 163.9k | $494.84 | $82.62M | Jun 16, 2026 |
| FOROUGHI ARASH ADAMChief Executive Officer | Sell | 52.2k | $473.92 | $25.31M | Jun 12, 2026 |
| FOROUGHI ARASH ADAMChief Executive Officer | Sell | 22.5k | $489.94 | $11.16M | Jun 12, 2026 |
| FOROUGHI ARASH ADAMChief Executive Officer | Sell | 29.5k | $473.55 | $14.61M | Jun 11, 2026 |
| FOROUGHI ARASH ADAMChief Executive Officer | Gift | 16.7k | — | — | Jun 10, 2026 |
| WEBB MAYNARD GEORGE JRDirector | Sellindirect | 3.1k | $577.83 | $1.79M | Jun 5, 2026 |
| VALENZUELA VICTORIAOfficer | Sell | 20.0k | $555.63 | $11.32M | Jun 4, 2026 |
| WEBB MAYNARD GEORGE JRDirector | Grant | 525 | — | — | Jun 3, 2026 |
| CHEN HERALD YDirector | Grant | 525 | — | — | Jun 3, 2026 |
| VIVAS EDUARDODirector | Grant | 525 | — | — | Jun 3, 2026 |
| BILLINGS CRAIG SCOTTDirector | Grant | 525 | — | — | Jun 3, 2026 |
| GEORGIADIS MARY MARGARET HASTINGSDirector | Grant | 525 | — | — | Jun 3, 2026 |
| MORGENFELD TODD RDirector | Grant | 525 | — | — | Jun 3, 2026 |
| MESSING BARBARADirector | Grant | 525 | — | — | Jun 3, 2026 |
No analyst notes on APP yet.
Analyst Ratings
31 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 20 | 7 | 0 | 0 | Buy2.03 |
| 1 mo ago | 6 | 20 | 7 | 0 | 0 | Buy2.03 |
| 2 mo ago | 7 | 22 | 3 | 0 | 0 | Buy1.88 |
| 3 mo ago | 7 | 22 | 3 | 0 | 0 | Buy1.88 |