Options Activity Intensifies: Market participants have highlighted profitable put positions on the shares amid recent price swings. Call buyers are monitoring attempts to reclaim key resistance levels after initial momentum faded. Discussions emphasize patience in waiting for clearer breakout confirmation.
Valuation Scrutiny Emerges: Observers note the company trades at elevated multiples relative to peers in the advertising sector. Some point to potential margin pressures as growth scales without clear competitive advantages. Others reference expansion into new advertising verticals as a counterbalance to those concerns.
Broader Ad Tech Context: Reports on developments at major platforms have fueled talks about untapped mobile advertising opportunities. Traders link these shifts to potential gains in the stock's AI-driven tools. Sentiment remains divided on near-term trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
AppLovin Insider Trading Activity
AppLovin insiders have traded $APP stock on the open market 191 times in the past 6 months. Of those trades, 0 have been purchases and 191 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 21 sales selling 184,820 shares for an estimated $83,922,000.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 44 sales selling 100,000 shares for an estimated $46,213,471.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 122 sales selling 89,720 shares for an estimated $43,642,445.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) sold 7,609 shares for an estimated $5,000,102
- DMITRIY DOROSH (Principal Accounting Officer) has made 0 purchases and 2 sales selling 3,109 shares for an estimated $1,409,678.
- DAWSON ALYSSA HARVEY sold 150 shares for an estimated $103,998
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 insider transaction endpoint.
AppLovin Revenue
AppLovin had revenues of $1.8B in Q1 2026. This is an increase of 24.15% from the same period in the prior year.
You can track APP financials on Quiver Quantitative's APP stock page.
You can access data on APP stock 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, 2 have been purchases and 4 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 2 purchases worth up to $30,000 on 03/13, 12/19 and 4 sales worth up to $95,000 on 04/14, 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 Congress trades endpoint.
AppLovin Hedge Fund Activity
We have seen 698 institutional investors add shares of AppLovin stock to their portfolio, and 994 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- IEQ CAPITAL, LLC removed 15,515,834 shares (-98.9%) from their portfolio in Q1 2026, for an estimated $6,175,301,932
- CORIENT PRIVATE WEALTH LLC removed 4,056,153 shares (-96.7%) from their portfolio in Q1 2026, for an estimated $1,614,348,894
- FMR LLC added 2,600,386 shares (+19.9%) to their portfolio in Q1 2026, for an estimated $1,034,953,628
- RAKUTEN INVESTMENT MANAGEMENT, INC. removed 1,975,963 shares (-97.5%) from their portfolio in Q4 2025, for an estimated $1,331,443,388
- CAPITAL INTERNATIONAL INVESTORS added 1,842,846 shares (+187.8%) to their portfolio in Q1 2026, for an estimated $733,452,708
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,429,238 shares (+118.2%) to their portfolio in Q1 2026, for an estimated $568,836,724
- COATUE MANAGEMENT LLC removed 895,739 shares (-41.0%) from their portfolio in Q1 2026, for an estimated $356,504,122
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 13F endpoint.
AppLovin Analyst Ratings
Wall Street analysts have issued reports on $APP in the last several months. We have seen 4 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
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 18 analysts offer price targets for $APP in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- Clark Lampen from BTIG set a target price of $640.0 on 05/07/2026
- James Callahan from Piper Sandler set a target price of $665.0 on 05/07/2026
- Bernie McTernan from Needham set a target price of $700.0 on 05/07/2026
- Alicia Reese from Wedbush set a target price of $640.0 on 05/07/2026
- Alec Brondolo from Wells Fargo set a target price of $571.0 on 05/07/2026
- Cory Carpenter from JP Morgan set a target price of $515.0 on 05/07/2026
- Aaron Lee from Macquarie set a target price of $730.0 on 05/07/2026
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.
