Recent discussions on X about AppLovin Corporation (APP) have been highly active, with much of the focus on the company’s latest Q2 earnings report. Many users expressed surprise at the initial after-hours stock price drop despite revenue growth of 77% year-over-year to $1.26 billion, though sentiment shifted as positive remarks from management during the earnings call sparked renewed interest. The dramatic swings in post-market trading have kept the conversation lively and dynamic.
Additionally, there’s significant buzz around AppLovin’s forward-looking guidance, with projections for Q3 revenue between $1.32 billion and $1.34 billion, surpassing some expectations. Commentators on X are debating whether the company can sustain its momentum, particularly with adjusted EBITDA nearly doubling year-over-year. The mix of optimism and caution among participants reflects the high stakes surrounding this ad tech player’s next moves.
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 599 institutional investors add shares of AppLovin Corporation stock to their portfolio, and 557 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:
- Piper Sandler issued a "Overweight" rating on 08/07/2025
- BTIG issued a "Buy" rating on 07/23/2025
- Morgan Stanley issued a "Overweight" rating on 06/09/2025
- Wells Fargo issued a "Overweight" rating on 05/08/2025
- Benchmark issued a "Buy" rating on 05/08/2025
- UBS issued a "Buy" rating on 05/08/2025
- Oppenheimer issued a "Outperform" 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 $491.5.
Here are some recent targets:
- James Callahan from Piper Sandler set a target price of $500.0 on 08/07/2025
- 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
- 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
- James Heaney from Jefferies set a target price of $530.0 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.
