Recent chatter on X about AppLovin Corporation (APP) has centered on the company’s upcoming second-quarter earnings report, set to be released after the market close. Many users are expressing anticipation over whether the company can continue its streak of surpassing earnings expectations, with some pointing to strong year-over-year revenue growth projections. The discussion reflects a keen interest in how AppLovin’s strategic focus on ad tech will play out in the numbers.
Posts on X also highlight a mix of optimism and caution regarding AppLovin’s stock performance amidst recent tech sector volatility. Some voices are bullish, citing the company’s consistent outperformance and potential for margin expansion, while others note concerns over slowing momentum and high expectations. This dynamic has kept the conversation lively as investors await key insights from the earnings call.
Note: This discussion summary was generated from an AI condensation of post data.
AppLovin Corporation Congressional Stock Trading
Members of Congress have traded $APP stock 12 times in the past 6 months. Of those trades, 6 have been purchases and 6 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. purchased up to $15,000 on 07/01.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 06/06 and 2 sales worth up to $30,000 on 02/26, 02/25.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 4 times. They made 2 purchases worth up to $30,000 on 05/28, 03/13 and 2 sales worth up to $30,000 on 04/16, 04/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 04/07, 02/24 and 2 sales worth up to $100,000 on 05/12, 03/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AppLovin Corporation Insider Trading Activity
AppLovin Corporation insiders have traded $APP stock on the open market 362 times in the past 6 months. Of those trades, 0 have been purchases and 362 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 72 sales selling 1,100,000 shares for an estimated $405,821,104.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 105 sales selling 280,000 shares for an estimated $107,024,624.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 136 sales selling 165,000 shares for an estimated $49,105,153.
- VICTORIA VALENZUELA (CLO & Corp. Secretary) has made 0 purchases and 16 sales selling 13,184 shares for an estimated $4,875,335.
- CRAIG SCOTT BILLINGS has made 0 purchases and 3 sales selling 12,000 shares for an estimated $4,237,396.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 2 sales selling 9,714 shares for an estimated $4,108,994.
- DAWSON ALYSSA HARVEY has made 0 purchases and 24 sales selling 4,070 shares for an estimated $1,663,702.
- 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 Hedge Fund Activity
We have seen 596 institutional investors add shares of AppLovin Corporation stock to their portfolio, and 550 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC removed 8,434,521 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $2,234,895,029
- DYNASTY WEALTH MANAGEMENT, LLC removed 2,701,038 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $945,579,383
- MORGAN STANLEY added 2,180,194 shares (+64.4%) to their portfolio in Q1 2025, for an estimated $577,686,004
- SVB WEALTH LLC removed 2,000,741 shares (-36.4%) from their portfolio in Q1 2025, for an estimated $530,136,342
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,769,400 shares (+36.7%) to their portfolio in Q1 2025, for an estimated $468,837,918
- TIGER GLOBAL MANAGEMENT LLC added 1,668,240 shares (+inf%) to their portfolio in Q1 2025, for an estimated $442,033,552
- JPMORGAN CHASE & CO added 1,605,530 shares (+24.4%) to their portfolio in Q1 2025, for an estimated $425,417,284
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 11 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 07/23/2025
- Piper Sandler issued a "Overweight" rating on 06/26/2025
- Morgan Stanley issued a "Overweight" rating on 06/09/2025
- Wells Fargo issued a "Overweight" rating on 05/08/2025
- Oppenheimer issued a "Outperform" rating on 05/08/2025
- Benchmark issued a "Buy" rating on 05/08/2025
- Jefferies issued a "Buy" rating on 05/08/2025
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 14 analysts offer price targets for $APP in the last 6 months, with a median target of $479.0.
Here are some recent targets:
- Clark Lampen from BTIG set a target price of $483.0 on 07/23/2025
- Nat Schindler from Scotiabank set a target price of $430.0 on 07/07/2025
- James Callahan from Piper Sandler set a target price of $470.0 on 06/26/2025
- Matthew Cost from Morgan Stanley set a target price of $460.0 on 06/09/2025
- Cory Carpenter from JP Morgan set a target price of $400.0 on 06/03/2025
- Eric Sheridan from Goldman Sachs set a target price of $435.0 on 05/09/2025
- John Hodulik from UBS set a target price of $475.0 on 05/08/2025
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.
