Equities Analysts Offer Predictions for AppLovin Q4 Earnings

AppLovin Corporation (NASDAQ:APP) – Research analysts at Wedbush increased their Q4 2025 earnings per share estimates for shares of AppLovin in a report issued on Thursday, November 6th. Wedbush analyst A. Reese now forecasts that the company will earn $3.20 per share for the quarter, up from their prior forecast of $2.89. Wedbush currently has a “Outperform” rating and a $800.00 target price on the stock. The consensus estimate for AppLovin’s current full-year earnings is $6.87 per share.

AppLovin (NASDAQ:APP) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same period in the previous year, the company posted $1.29 earnings per share. The company’s quarterly revenue was up 68.2% compared to the same quarter last year. AppLovin has set its Q4 2025 guidance at EPS.

A number of other research analysts also recently commented on APP. BTIG Research boosted their price target on AppLovin from $693.00 to $705.00 and gave the company a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. raised their price objective on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a report on Thursday. Wall Street Zen downgraded AppLovin from a “buy” rating to a “hold” rating in a report on Saturday, August 9th. Zacks Research lowered shares of AppLovin from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Benchmark raised their target price on AppLovin from $640.00 to $700.00 and gave the stock a “buy” rating in a research note on Thursday. Twenty investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $659.64.

AppLovin Trading Down 0.2%

Shares of NASDAQ:APP opened at $619.93 on Friday. The stock has a market cap of $209.69 billion, a PE ratio of 75.23, a P/E/G ratio of 3.34 and a beta of 2.50. The business has a 50 day moving average of $604.87 and a 200-day moving average of $450.40. The company has a quick ratio of 2.74, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin has a 12-month low of $200.50 and a 12-month high of $745.61.

Insider Transactions at AppLovin

In related news, insider Victoria Valenzuela sold 35,000 shares of the company’s stock in a transaction that occurred on Thursday, September 4th. The shares were sold at an average price of $502.23, for a total transaction of $17,578,050.00. Following the sale, the insider directly owned 269,955 shares in the company, valued at approximately $135,579,499.65. This represents a 11.48% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CTO Vasily Shikin sold 30,000 shares of the firm’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $437.57, for a total value of $13,127,100.00. Following the completion of the transaction, the chief technology officer directly owned 3,360,104 shares of the company’s stock, valued at $1,470,280,707.28. The trade was a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,159,138 shares of company stock valued at $516,256,695. 13.66% of the stock is currently owned by insiders.

Institutional Investors Weigh In On AppLovin

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC bought a new stake in shares of AppLovin during the 4th quarter valued at about $294,000. Bison Wealth LLC bought a new position in shares of AppLovin in the fourth quarter worth approximately $239,000. Principal Financial Group Inc. boosted its stake in AppLovin by 33.5% during the 1st quarter. Principal Financial Group Inc. now owns 78,928 shares of the company’s stock valued at $20,914,000 after purchasing an additional 19,822 shares during the last quarter. Stratos Wealth Partners LTD. increased its holdings in AppLovin by 5.4% in the 1st quarter. Stratos Wealth Partners LTD. now owns 8,601 shares of the company’s stock worth $2,279,000 after buying an additional 441 shares in the last quarter. Finally, Cornerstone Planning Group LLC raised its holdings in shares of AppLovin by 428.0% during the first quarter. Cornerstone Planning Group LLC now owns 132 shares of the company’s stock valued at $33,000 after purchasing an additional 107 shares during the last quarter. 41.85% of the stock is currently owned by institutional investors.

AppLovin Company Profile

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Software Platform and Apps. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding software that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and tools needed to grow their apps from early stage to maturity; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, ContentDiscovery, and Global FAST Pass products.