Stock dips amid rotation: AppLovin shares have fallen more than 40 percent from recent peaks as investors rotate out of high-performing names into others. Social media commentary highlights the company's 77 percent operating margins and string of earnings beats despite the pullback.
Platform expansion draws focus: Discussion centers on the decision to open the advertising platform to any business, modeled after larger peers, which some see as a growth accelerator for its AI-driven engine. Analysts note this shift could broaden revenue while introducing risks around advertiser quality and competition.
Earnings outlook debated: Market watchers point to upcoming quarterly results as a key test for revenue guidance and the impact of recent changes. Sentiment remains cautiously optimistic on the long-term AI advertising opportunity.
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 400 times in the past 6 months. Of those trades, 0 have been purchases and 400 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 48 sales selling 348,730 shares for an estimated $166,542,804.
- ARASH ADAM FOROUGHI (CEO) has made 0 purchases and 113 sales selling 204,166 shares for an estimated $97,285,375.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 190 sales selling 179,440 shares for an estimated $87,104,324.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) has made 0 purchases and 29 sales selling 20,000 shares for an estimated $11,317,855.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) sold 9,052 shares for an estimated $5,431,200
- MAYNARD G JR WEBB has made 0 purchases and 17 sales selling 6,152 shares for an estimated $3,393,853.
- DMITRIY DOROSH (Principal Accounting Officer) has made 0 purchases and 2 sales selling 3,109 shares for an estimated $1,409,678.
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 7 times in the past 6 months. Of those trades, 3 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 05/15, 03/13 and 4 sales worth up to $95,000 on 04/14, 03/18, 02/10, 02/05.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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 633 institutional investors add shares of AppLovin stock to their portfolio, and 815 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
- 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
- LONE PINE CAPITAL LLC added 684,393 shares (+87.7%) to their portfolio in Q1 2026, for an estimated $272,388,414
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 2 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
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 16 analysts offer price targets for $APP in the last 6 months, with a median target of $662.5.
Here are some recent targets:
- Alec Brondolo from Wells Fargo set a target price of $575.0 on 07/07/2026
- Andrew Marok from Raymond James set a target price of $640.0 on 06/29/2026
- Jason Bazinet from Citigroup set a target price of $710.0 on 06/01/2026
- Bernie McTernan from Needham set a target price of $700.0 on 05/28/2026
- 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
- Alicia Reese from Wedbush set a target price of $640.0 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.
