Earnings Beat Triggers Selloff: AppLovin delivered a robust Q4 performance, surpassing revenue estimates at $1.66 billion and posting record EBITDA margins above 84 percent. Guidance for Q1 also exceeded expectations, yet the stock tumbled around 9 percent post-earnings, amplifying a year-to-date drop exceeding 40 percent.
AI Competition Concerns Mount: Debates on social media center on whether rivals' AI advancements from Meta and Google threaten AppLovin's ad optimization moat in gaming and e-commerce. Fears of commoditized technology have overshadowed expansion into broader advertising, prompting questions about sustained premium valuations at 20-24 times forward sales.
Bullish Analyst Targets Persist: Analysts remain optimistic with price targets near $700, highlighting 50 percent-plus growth rates and strong cash conversion as undervalued attributes cited by some observers. A short-seller's apology earlier fueled brief rebounds, while parallels to prior crashes suggest potential multi-fold recoveries for patient investors.
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 516 times in the past 6 months. Of those trades, 0 have been purchases and 516 have been sales.
Here’s a breakdown of recent trading of $APP stock by insiders over the last 6 months:
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 175 sales selling 219,471 shares for an estimated $102,475,490.
- EDUARDO VIVAS has made 0 purchases and 14 sales selling 150,000 shares for an estimated $97,636,464.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 264 sales selling 165,000 shares for an estimated $81,206,706.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) has made 0 purchases and 23 sales selling 74,208 shares for an estimated $36,245,248.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 33 sales selling 9,758 shares for an estimated $4,547,405.
- CRAIG SCOTT BILLINGS has made 0 purchases and 4 sales selling 2,350 shares for an estimated $1,393,368.
- DAWSON ALYSSA HARVEY has made 0 purchases and 3 sales selling 700 shares for an estimated $392,623.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AppLovin Revenue
AppLovin had revenues of $1.7B in Q4 2025. This is an increase of 20.77% from the same period in the prior year.
You can track APP financials on Quiver Quantitative's APP stock page.
AppLovin Congressional Stock Trading
Members of Congress have traded $APP stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 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 4 times. They made 4 purchases worth up to $60,000 on 12/19, 11/18, 10/17, 10/09 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
AppLovin Hedge Fund Activity
We have seen 860 institutional investors add shares of AppLovin stock to their portfolio, and 761 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,076,600 shares (-72.0%) from their portfolio in Q4 2025, for an estimated $2,746,894,612
- CORIENT PRIVATE WEALTH LLC added 4,063,763 shares (+3118.6%) to their portfolio in Q4 2025, for an estimated $2,738,244,784
- RAKUTEN INVESTMENT MANAGEMENT, INC. removed 1,975,963 shares (-97.5%) from their portfolio in Q4 2025, for an estimated $1,331,443,388
- HRT FINANCIAL LP removed 1,577,072 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,133,189,314
- JENNISON ASSOCIATES LLC removed 1,149,126 shares (-29.6%) from their portfolio in Q4 2025, for an estimated $774,304,081
- QUBE RESEARCH & TECHNOLOGIES LTD removed 845,092 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $607,232,405
- BLACKROCK, INC. removed 758,138 shares (-3.0%) from their portfolio in Q4 2025, for an estimated $510,848,547
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AppLovin Analyst Ratings
Wall Street analysts have issued reports on $APP in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 02/12/2026
- BTIG 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
- Citigroup issued a "Buy" rating on 11/12/2025
- Wells Fargo issued a "Overweight" rating on 11/07/2025
- Piper Sandler issued a "Overweight" rating on 11/06/2025
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 17 analysts offer price targets for $APP in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- Alicia Reese from Wedbush set a target price of $640.0 on 02/12/2026
- Jason Bazinet from Citigroup set a target price of $710.0 on 02/12/2026
- Nat Schindler from Scotiabank set a target price of $775.0 on 02/12/2026
- Eric Sheridan from Goldman Sachs set a target price of $585.0 on 02/12/2026
- Clark Lampen from BTIG set a target price of $640.0 on 02/12/2026
- Matthew Swanson from RBC Capital set a target price of $700.0 on 02/12/2026
- John Hodulik from UBS set a target price of $740.0 on 02/12/2026
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.
