APPLOVIN ($APP) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $3.56 per share, beating estimates of $3.43 by $0.13. The company also reported revenue of $1,842,450,000, beating estimates of $1,784,415,065 by $58,034,935.
Stock price change since market close: +4.14%
You can see Quiver Quantitative's $APP stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
APPLOVIN Insider Trading Activity
APPLOVIN insiders have traded $APP stock on the open market 493 times in the past 6 months. Of those trades, 0 have been purchases and 493 have been sales.
Here’s a breakdown of recent trading of $APP stock by insiders over the last 6 months:
- EDUARDO VIVAS has made 0 purchases and 35 sales selling 334,820 shares for an estimated $181,558,465.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 157 sales selling 195,500 shares for an estimated $95,997,733.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 270 sales selling 172,220 shares for an estimated $88,749,789.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) sold 7,609 shares for an estimated $5,000,102
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 22 sales selling 4,884 shares for an estimated $2,518,952.
- DMITRIY DOROSH (Principal Accounting Officer) has made 0 purchases and 2 sales selling 3,109 shares for an estimated $1,409,678.
- CRAIG SCOTT BILLINGS has made 0 purchases and 4 sales selling 2,350 shares for an estimated $1,393,368.
- DAWSON ALYSSA HARVEY has made 0 purchases and 2 sales selling 350 shares for an estimated $221,834.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
APPLOVIN Hedge Fund Activity
We have seen 723 institutional investors add shares of APPLOVIN stock to their portfolio, and 852 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,076,600 shares (-72.0%) from their portfolio in Q4 2025, for an estimated $2,746,894,612
- CORIENT PRIVATE WEALTH LLC added 4,063,763 shares (+3118.6%) to their portfolio in Q4 2025, for an estimated $2,738,244,784
- RAKUTEN INVESTMENT MANAGEMENT, INC. removed 1,975,963 shares (-97.5%) from their portfolio in Q4 2025, for an estimated $1,331,443,388
- JENNISON ASSOCIATES LLC removed 1,149,126 shares (-29.6%) from their portfolio in Q4 2025, for an estimated $774,304,081
- BLACKROCK, INC. removed 758,138 shares (-3.0%) from their portfolio in Q4 2025, for an estimated $510,848,547
- TIGER GLOBAL MANAGEMENT LLC removed 710,005 shares (-35.4%) from their portfolio in Q4 2025, for an estimated $478,415,569
- RENAISSANCE TECHNOLOGIES LLC removed 682,611 shares (-68.2%) from their portfolio in Q4 2025, for an estimated $459,956,944
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
APPLOVIN Congressional Stock Trading
Members of Congress have traded $APP stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $APP stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 6 times. They made 3 purchases worth up to $45,000 on 03/13, 12/19, 11/18 and 3 sales worth up to $80,000 on 03/18, 02/10, 02/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
APPLOVIN Analyst Ratings
Wall Street analysts have issued reports on $APP in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/12/2026
- Jefferies issued a "Buy" rating on 02/12/2026
- Evercore ISI Group issued a "Outperform" rating on 01/14/2026
- Benchmark issued a "Buy" rating on 12/11/2025
- Citigroup issued a "Buy" rating on 11/12/2025
To track analyst ratings and price targets for APPLOVIN, check out Quiver Quantitative's $APP forecast page.
APPLOVIN Price Targets
Multiple analysts have issued price targets for $APP recently. We have seen 16 analysts offer price targets for $APP in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- John Hodulik from UBS set a target price of $716.0 on 05/05/2026
- Joseph Bonner from Argus Research set a target price of $520.0 on 04/14/2026
- Alec Brondolo from Wells Fargo set a target price of $560.0 on 04/06/2026
- Bernie McTernan from Needham set a target price of $700.0 on 03/11/2026
- Martin Yang from Oppenheimer set a target price of $660.0 on 03/05/2026
- James Heaney from Jefferies set a target price of $700.0 on 02/12/2026
- Jason Bazinet from Citigroup set a target price of $710.0 on 02/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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