AppLovin (NASDAQ:APP) Upgraded at Arete Research

Posted by ABMN Staff on Mar 5th, 2026

Arete Research upgraded shares of AppLovin (NASDAQ:APP – Free Report) from a sell rating to a neutral rating in a research report released on Monday morning, MarketBeat Ratings reports. The brokerage currently has $340.00 price target on the stock.

A number of other brokerages have also issued reports on APP. JPMorgan Chase & Co. upped their target price on AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. Zacks Research cut shares of AppLovin from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 12th. Jefferies Financial Group reduced their price objective on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. The Goldman Sachs Group decreased their price objective on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a report on Thursday, February 12th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $700.00 target price on shares of AppLovin in a research note on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $658.14.

Read Our Latest Stock Analysis on AppLovin

AppLovin Price Performance

Shares of NASDAQ APP opened at $482.81 on Monday. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. AppLovin has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a market capitalization of $162.84 billion, a price-to-earnings ratio of 49.52, a PEG ratio of 0.90 and a beta of 2.51. The business has a 50-day moving average of $522.79 and a 200-day moving average of $571.72.

AppLovin (NASDAQ:APP – Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The business had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same period last year, the business earned $1.73 EPS. The business’s revenue was up 66.0% on a year-over-year basis. On average, equities analysts anticipate that AppLovin will post 6.87 EPS for the current fiscal year.

Insider Transactions at AppLovin

In other AppLovin news, Director Dawson Alyssa Harvey sold 150 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $693.32, for a total value of $103,998.00. Following the completion of the sale, the director directly owned 2,829 shares in the company, valued at $1,961,402.28. This represents a 5.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of AppLovin stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total value of $5,000,102.17. Following the transaction, the insider owned 277,110 shares in the company, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 13.66% of the stock is currently owned by insiders.

Institutional Investors Weigh In On AppLovin

Institutional investors and hedge funds have recently modified their holdings of the stock. Revolve Wealth Partners LLC purchased a new position in shares of AppLovin in the fourth quarter worth approximately $294,000. Bison Wealth LLC acquired a new position in AppLovin in the 4th quarter worth approximately $239,000. Integrated Wealth Concepts LLC grew its position in AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after purchasing an additional 621 shares in the last quarter. AlphaQuest LLC grew its position in AppLovin by 1,143.9% during the 2nd quarter. AlphaQuest LLC now owns 510 shares of the company’s stock worth $179,000 after purchasing an additional 469 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. raised its stake in AppLovin by 96.1% during the 2nd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 353 shares of the company’s stock valued at $124,000 after purchasing an additional 173 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: Analysts flagged AppLovin’s strong Q4 beat (EPS $3.24 vs. $2.89 est.; revenue $1.66B, +66% YoY) and upbeat commentary about AI/software recovery, supporting renewed buy-side interest. Analysts Positive on AppLovin Corporation (APP) After Q4 Results
Positive Sentiment: AppLovin was among several ad/tech names that jumped in the afternoon as a sector rally gained traction—momentum across peers likely amplified buying in APP. Health Catalyst, AppLovin, PubMatic, and Pegasystems Stocks Trade Up, What You Need To Know
Positive Sentiment: Management participation at the Morgan Stanley TMT conference (fireside chat) and the published transcript increased investor access to guidance and strategy, helping sentiment. AppLovin Presents at Morgan Stanley TMT Conference (Transcript)
Neutral Sentiment: Arete Research upgraded APP from sell to neutral, but set a $340 price target—an improvement in tone but a target below current levels, leaving the outlook mixed. Arete Upgrades AppLovin to Neutral
Neutral Sentiment: Reported short-interest figures in public feeds appear garbled (zeros/NaN) and provide no clear signal about short positioning or squeeze risk at this time.
Negative Sentiment: An ongoing SEC investigation and tighter global app-store regulation create a regulatory overhang that could raise compliance costs, disclosure risk and long-term model uncertainty. AppLovin Regulatory Scrutiny Raises Questions For Growth And Profitability

About AppLovin

(Get Free Report)

AppLovin Corporation is a Palo Alto–based mobile technology company that provides software and services to help app developers grow and monetize their businesses. The company operates a data-driven advertising and marketing platform that connects app publishers and advertisers, delivering tools for user acquisition, monetization, analytics and creative optimization. AppLovin’s technology is integrated into a broad set of mobile applications through software development kits (SDKs) and ad products designed to maximize revenue and engagement for developers.

Key components of AppLovin’s offering include an ad mediation and exchange platform that enables publishers to manage and monetize inventory across multiple demand sources, and a user-acquisition platform that helps advertisers target and scale campaigns.