Ticker: APP

AppLovin

Software Technology Software - Application

Price 314.49

Reco Sell Potential 29 Risk 75 Updated 2026-09-09

Official website

Forecast impact

negative

Target +29.8% target fill 77.0%

Reaction D5 pending · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-10-08

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

AppLovin Corporation operates in the technology sector, focusing on mobile app development and marketing solutions. Its core products include a platform for app developers to monetize their applications through advertising and analytics. The company generates revenue primarily from advertising services, software licensing, and in-app purchases. AppLovin serves a diverse range of clients, from small developers to large enterprises, enhancing user engagement and revenue growth for its partners.

Investment Profile

The investment profile of AppLovin suggests it is more aligned with growth investors, given its focus on expanding its market presence and revenue streams. The company's recent performance indicates potential for continued growth, appealing to those seeking capital appreciation. The stock may also attract balanced investors due to its operational stability and revenue consistency.

Category: Software Sector: Technology Industry: Software - Application Investment style: Growth Horizon: Medium-term Company type: Tech Giant

Fundamental metrics (experimental) Updated: 2026-09-08

EPS (TTM) — earnings per share for the last 12 months, $: 13.07
Revenue QoQ — quarter-over-quarter revenue growth: 4.4%
EPS surprise: 0.0%
20d volatility: 1.6%

AI recommendation changes

Date	Before	After	Reason
2026-07-31	Hold	Sell	Weak momentum and high risk; cautious outlook advised.
2026-07-21	Sell	Hold	Weak momentum and high risk offset potential growth.
2026-07-14	Hold	Sell	Weak momentum and high risk overshadow potential growth.
2026-07-11	Buy	Hold	Mixed performance; high risk with uncertain momentum.
2026-07-05	Hold	Buy	Strong revenue growth, but mixed momentum signals.
2026-06-27	Sell	Hold	Mixed performance; high risk with uncertain momentum.
2026-06-11	Hold	Sell	Weak momentum and high risk overshadow potential growth.
2026-05-20	Buy	Hold	Mixed momentum and high risk limit upside potential.
2026-05-16	Sell	Buy	Strong momentum and solid EPS growth support bullish outlook.
2026-05-14	Hold	Sell	Weak momentum and high risk limit upside potential.
2026-05-08	—	Hold	Strong recent performance and solid earnings growth.
2026-05-08	Hold	Hold	Компания демонстрирует сильный рост выручки и положительные показатели по EPS, что указывает на потенциал для дальнейшего роста. Однако волатильность за последние 120 дней вызывает определенные риски.
2026-02-26	Sell	Hold	Компания демонстрирует сильный рост выручки и положительные сюрпризы по прибыли, однако волатильность цен на акции и негативная динамика за последние 20 и 60 дней вызывает опасения.
2026-02-18	Hold	Sell	Компания Applovin демонстрирует значительное снижение цен на акции за последние месяцы, что указывает на возможные проблемы с ростом. Высокий риск и низкий потенциал роста делают её менее привлекательной для инвестиций в
2026-02-10	Sell	Hold	Компания демонстрирует высокую волатильность и негативные тренды на коротких временных интервалах, что указывает на неопределенность. Однако, положительная динамика за 120 дней может свидетельствовать о потенциальном вос
2026-02-02	Hold	Sell	Компания демонстрирует значительное снижение цен на акции в краткосрочной перспективе, что указывает на высокие риски. Отсутствие данных по EPS и выручке также вызывает опасения относительно финансового состояния.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-09-08	BTIG	Target Lowered	408 → 396	320.56
2026-09-01	Evercore ISI	Target Lowered	— → 510	312.06
2026-08-26	Needham	Target Lowered	— → 475	310.54
2026-08-21	Piper Sandler	Target Lowered	385 → 325	308.77
2026-08-19	Wells Fargo	Target Lowered	357 → 325	307.26
2026-08-17	William Blair	Target Lowered	— → 440	316.5472
2026-08-12	BTIG	Target Lowered	— → 408	318.68
2026-08-06	Wedbush	Target Lowered	640 → 610	335.19751
2026-08-06	Needham	Target Lowered	— → 500	333.13
2026-08-06	Scotiabank	Target Lowered	— → 515	417.8
2026-08-06	UBS	Target Lowered	798 → 790	417.8
2026-08-06	Wells Fargo	Rating Downgraded	— → 357	417.8
2026-08-06	BTIG	Target Lowered	640 → 574	417.8
2026-08-06	Macquarie	Target Lowered	— → 620	417.8
2026-08-06	Piper Sandler	Rating Downgraded	— → 385	417.8
2026-08-06	Goldman Sachs	Target Lowered	— → 465	417.8
2026-08-03	UBS	Target Raised	750 → 798	395.9
2026-07-07	Wells Fargo	Target Raised	571 → 575	543.79
2026-06-29	Raymond James	Update	— → 640	477.08
2026-06-10	KeyBanc	Update	— → 775	512.095
2026-05-07	Deutsche Bank	Target Raised	640 → 660	474.81
2026-05-07	UBS	Target Raised	716 → 750	470.22
2026-05-07	Piper Sandler	Target Raised	650 → 665	468.83
2026-05-05	UBS	Target Lowered	740 → 716	475.81
2026-04-14	Argus Research	Update	— → 520	417.45
2026-04-08	Macquarie	Update	— → 710	391.2
2026-03-02	Arete Research	Update	— → 340	434.77
2026-02-12	Scotiabank	Target Raised	750 → 775	372.29
2026-02-12	Wedbush	Target Raised	465 → 640	370.91
2026-02-12	Jefferies	Target Lowered	860 → 700	388.385
2026-02-12	Goldman Sachs	Target Lowered	710 → 585	388.9332
2026-02-12	Piper Sandler	Target Lowered	800 → 650	371.29
2026-02-12	Morgan Stanley	Target Lowered	800 → 720	456.81
2026-02-12	UBS	Target Raised	686 → 740	456.81

News Page 1 of 1

Stocks Making Significant Moves Midday: Jabil Upgraded by UBS, AppLovin Downgraded by Bank of America

08/11/2026, 10:38 AM review Aramark SpaceX Life360 KKR Blackstone AppLovin Apollo Global Management AECOM Jabil Upwork

A number of companies experienced significant stock movements due to earnings reports and analyst upgrades or downgrades, highlighting the impact of strategic partnerships and market forecasts on investor sentiment.

Analysts Piper Sandler downgraded Applovin (APP) to Neutral and slashed target price to $385 following Q2 revenue miss

08/06/2026, 06:41 AM economy rating_drop Analysts: analysts, Piper Sandler ai AppLovin

Applovin's shares dropped 17% after the company reported second-quarter revenue that fell short of Wall Street expectations, highlighting challenges in its advertising model improvements.

Analysts Piper Sandler downgraded AppLovin (APP) to Neutral and lowered target price to $385, indicating 7.9% downside

08/06/2026, 04:36 AM investing rating_drop Analysts: analysts, Piper Sandler software AppLovin

Piper Sandler has downgraded AppLovin's stock from overweight to neutral, significantly reducing its price target, following a mixed second-quarter report and disappointing profit guidance for the third quarter. This downgrade reflects concerns about the company's ability to meet future expectations despite its previous strong performance.

Stocks Making Significant Moves Midday: Braiin Surges 62%, AppLovin Declines 12%, and Nio Receives Goldman Sachs Upgrade

07/13/2026, 09:38 AM business review software auto SpaceX NIO AppLovin MGM ConocoPhillips Biogen Shopify Valero Energy

Several companies experienced significant stock movements, with Braiin's shares soaring 62% following the launch of its AI agent for real estate, while AppLovin faced a 12% decline, marking a challenging week for the software stock.

Analysts Deutsche Bank highlight top investment ideas for Q3 2026, including Oracle (ORCL) and Starbucks (SBUX)

06/30/2026, 09:37 AM investing research Analysts: analysts, Deutsche Bank software consumer Oracle AppLovin Humana American International Group Ralph Lauren Wyndham Hotels & Resorts Starbucks

Deutsche Bank has released its top stock picks for the third quarter, highlighting 41 companies across various sectors that are expected to perform well, including Oracle and Starbucks. This list has historically outperformed the market, making it a valuable resource for investors.

Stocks Making Significant Moves Midday: Comcast, Charter Communications, Rocket Lab, Alphabet, and Verizon Experience Notable Fluctuations

06/29/2026, 09:38 AM business review Micron Comcast TopBuild Verizon Nvidia Alphabet AppLovin Iridium Communications Charter Communications Rocket Lab

Midday trading saw significant movements in various stocks, particularly in the semiconductor sector and companies undergoing major corporate changes, highlighting investor sentiment and potential future growth opportunities.