Recent discussions on X about AppLovin Corporation (APP) have been lively, with a sharp focus on the company's latest quarterly performance and strategic advancements. Many users are buzzing with excitement over the significant growth in software revenue, often citing impressive year-over-year increases as a sign of strong momentum. The conversation frequently highlights the role of AI-driven advertising technology as a key driver behind the company's success.
However, not all sentiments are positive, as some voices on X express skepticism about the sustainability of AppLovin's market position, raising concerns over competitive pressures and undisclosed business dealings. Despite the polarized views, the stock remains a hot topic, with ongoing debates about its long-term prospects in the mobile app monetization space. These discussions reflect a broader curiosity about whether AppLovin can maintain its edge in a rapidly evolving industry.
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 748 times in the past 6 months. Of those trades, 0 have been purchases and 748 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 150 sales selling 1,800,000 shares for an estimated $718,572,281.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 263 sales selling 412,465 shares for an estimated $162,344,572.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 252 sales selling 247,500 shares for an estimated $85,204,515.
- EDUARDO VIVAS has made 0 purchases and 7 sales selling 125,000 shares for an estimated $58,249,976.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) has made 0 purchases and 32 sales selling 29,783 shares for an estimated $11,792,362.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 13 sales selling 14,588 shares for an estimated $6,137,446.
- CRAIG SCOTT BILLINGS has made 0 purchases and 3 sales selling 12,000 shares for an estimated $4,237,396.
- 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 684 institutional investors add shares of AppLovin Corporation stock to their portfolio, and 605 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SVB WEALTH LLC removed 3,501,904 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,225,946,552
- JPMORGAN CHASE & CO removed 3,440,731 shares (-42.0%) from their portfolio in Q2 2025, for an estimated $1,204,531,108
- DYNASTY WEALTH MANAGEMENT, LLC removed 2,701,038 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $945,579,383
- MILLENNIUM MANAGEMENT LLC added 2,315,114 shares (+818.6%) to their portfolio in Q2 2025, for an estimated $810,475,109
- BLACKROCK, INC. removed 2,155,885 shares (-10.2%) from their portfolio in Q2 2025, for an estimated $754,732,220
- D. E. SHAW & CO., INC. added 1,630,363 shares (+692.6%) to their portfolio in Q2 2025, for an estimated $570,757,479
- SANDS CAPITAL MANAGEMENT, LLC removed 1,240,847 shares (-60.3%) from their portfolio in Q2 2025, for an estimated $434,395,717
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 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 08/21/2025
- Scotiabank issued a "Sector Outperform" rating on 08/07/2025
- Piper Sandler issued a "Overweight" rating on 08/07/2025
- Morgan Stanley issued a "Overweight" rating on 08/07/2025
- BTIG issued a "Buy" rating on 07/23/2025
- Jefferies 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 11 analysts offer price targets for $APP in the last 6 months, with a median target of $483.0.
Here are some recent targets:
- Alec Brondolo from Wells Fargo set a target price of $491.0 on 08/21/2025
- Cory Carpenter from JP Morgan set a target price of $425.0 on 08/07/2025
- James Callahan from Piper Sandler set a target price of $500.0 on 08/07/2025
- Nat Schindler from Scotiabank set a target price of $450.0 on 08/07/2025
- Matthew Cost from Morgan Stanley set a target price of $480.0 on 08/07/2025
- Clark Lampen from BTIG set a target price of $483.0 on 07/23/2025
- Eric Sheridan from Goldman Sachs set a target price of $435.0 on 05/09/2025
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.
