Market Performance: Recent discussions on X about AppLovin Corporation (APP) have centered on its strong stock performance in the mobile app and gaming monetization sector. Many users are impressed by the company’s revenue growth, driven by its AI-powered advertising platform. The stock has been trending as investors speculate on its future in a competitive market.
Tech Innovation Buzz: There’s also chatter on X regarding AppLovin’s technological edge, with some highlighting its machine learning capabilities as a key differentiator. A few skeptics question whether the company can maintain momentum against larger tech giants. The conversation remains dynamic, with attention on upcoming earnings reports for further clarity.
Note: This discussion summary was generated from an AI condensation of post data.
AppLovin Corporation Insider Trading Activity
AppLovin Corporation insiders have traded $APP stock on the open market 751 times in the past 6 months. Of those trades, 0 have been purchases and 751 have been sales.
Here’s a breakdown of recent trading of $APP stock by insiders over the last 6 months:
- HERALD Y CHEN has made 0 purchases and 88 sales selling 800,000 shares for an estimated $354,741,719.
- EDUARDO VIVAS has made 0 purchases and 21 sales selling 275,000 shares for an estimated $155,886,440.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 297 sales selling 272,965 shares for an estimated $124,103,833.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 264 sales selling 165,000 shares for an estimated $81,206,706.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) has made 0 purchases and 22 sales selling 66,599 shares for an estimated $31,245,146.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 35 sales selling 19,472 shares for an estimated $8,656,399.
- DAWSON ALYSSA HARVEY has made 0 purchases and 16 sales selling 4,050 shares for an estimated $1,740,788.
- CRAIG SCOTT BILLINGS has made 0 purchases and 4 sales selling 2,350 shares for an estimated $1,393,368.
- BARBARA MESSING has made 0 purchases and 4 sales selling 1,500 shares for an estimated $573,691.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AppLovin Corporation Congressional Stock Trading
Members of Congress have traded $APP stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 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 3 times. They made 3 purchases worth up to $45,000 on 10/17, 10/09, 07/01 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AppLovin Corporation Hedge Fund Activity
We have seen 913 institutional investors add shares of AppLovin Corporation stock to their portfolio, and 610 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- IEQ CAPITAL, LLC added 15,724,631 shares (+28440.3%) to their portfolio in Q3 2025, for an estimated $11,298,776,358
- VANGUARD GROUP INC added 7,051,663 shares (+39.4%) to their portfolio in Q3 2025, for an estimated $5,066,901,932
- STATE STREET CORP added 6,237,051 shares (+111.1%) to their portfolio in Q3 2025, for an estimated $4,481,570,625
- BLACKROCK, INC. added 5,989,081 shares (+31.6%) to their portfolio in Q3 2025, for an estimated $4,303,394,261
- GEODE CAPITAL MANAGEMENT, LLC added 3,386,990 shares (+101.7%) to their portfolio in Q3 2025, for an estimated $2,433,687,794
- JPMORGAN CHASE & CO added 2,933,933 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $2,108,148,217
- MILLENNIUM MANAGEMENT LLC removed 2,574,629 shares (-99.1%) from their portfolio in Q3 2025, for an estimated $1,849,973,921
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AppLovin Corporation Analyst Ratings
Wall Street analysts have issued reports on $APP in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/12/2025
- Wells Fargo issued a "Overweight" rating on 11/07/2025
- Piper Sandler issued a "Overweight" rating on 11/06/2025
- Benchmark issued a "Buy" rating on 11/06/2025
- UBS issued a "Buy" rating on 11/06/2025
- BTIG issued a "Buy" rating on 11/06/2025
- Scotiabank issued a "Sector Outperform" rating on 11/06/2025
To track analyst ratings and price targets for AppLovin Corporation, check out Quiver Quantitative's $APP forecast page.
AppLovin Corporation Price Targets
Multiple analysts have issued price targets for $APP recently. We have seen 15 analysts offer price targets for $APP in the last 6 months, with a median target of $750.0.
Here are some recent targets:
- Jason Bazinet from Citigroup set a target price of $820.0 on 11/12/2025
- Alec Brondolo from Wells Fargo set a target price of $721.0 on 11/07/2025
- Eric Sheridan from Goldman Sachs set a target price of $720.0 on 11/07/2025
- Alicia Reese from Wedbush set a target price of $800.0 on 11/06/2025
- Cory Carpenter from JP Morgan set a target price of $650.0 on 11/06/2025
- Clark Lampen from BTIG set a target price of $705.0 on 11/06/2025
- James Callahan from Piper Sandler set a target price of $800.0 on 11/06/2025
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.
