Throughout the last three months, 19 analysts have evaluated AppLovin (NASDAQ:APP), offering a diverse set of opinions from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 9 | 9 | 1 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 6 | 5 | 1 | 0 | 0 |
| 2M Ago | 1 | 3 | 0 | 0 | 0 |
| 3M Ago | 2 | 0 | 0 | 0 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $707.05, with a high estimate of $860.00 and a low estimate of $543.00. Highlighting a 4.21% decrease, the current average has fallen from the previous average price target of $738.12.
Decoding Analyst Ratings: A Detailed Look
A comprehensive examination of how financial experts perceive AppLovin is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Martin Yang | Oppenheimer | Lowers | Outperform | $660.00 | $740.00 |
| James Heaney | Jefferies | Lowers | Buy | $700.00 | $860.00 |
| Jason Bazinet | Citigroup | Lowers | Buy | $710.00 | $820.00 |
| John Hodulik | UBS | Raises | Buy | $740.00 | $686.00 |
| Matthew Swanson | RBC Capital | Maintains | Outperform | $700.00 | $700.00 |
| Eric Sheridan | Goldman Sachs | Lowers | Neutral | $585.00 | $710.00 |
| Nat Schindler | Scotiabank | Raises | Sector Outperform | $775.00 | $750.00 |
| James Callahan | Piper Sandler | Lowers | Overweight | $650.00 | $800.00 |
| Alec Brondolo | Wells Fargo | Lowers | Overweight | $543.00 | $735.00 |
| Alicia Reese | Wedbush | Raises | Outperform | $640.00 | $465.00 |
| Bernie McTernan | Needham | Maintains | Buy | $700.00 | $700.00 |
| Clark Lampen | BTIG | Lowers | Buy | $640.00 | $771.00 |
| John Hodulik | UBS | Lowers | Buy | $686.00 | $840.00 |
| Bernie McTernan | Needham | Announces | Buy | $700.00 | - |
| Robert Coolbrith | Evercore ISI Group | Announces | Outperform | $835.00 | - |
| Matthew Cost | Morgan Stanley | Raises | Overweight | $800.00 | $750.00 |
| Alec Brondolo | Wells Fargo | Raises | Overweight | $735.00 | $721.00 |
| James Heaney | Jefferies | Raises | Buy | $860.00 | $800.00 |
| Mike Hickey | Benchmark | Raises | Buy | $775.00 | $700.00 |
Key Insights:
- Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to AppLovin. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of AppLovin compared to the broader market.
- Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of AppLovin's stock. This comparison reveals trends in analysts' expectations over time.
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of AppLovin's market position. Stay informed and make well-informed decisions with our Ratings Table.
Stay up to date on AppLovin analyst ratings.
Discovering AppLovin: A Closer Look
AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
AppLovin's Economic Impact: An Analysis
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: AppLovin's revenue growth over a period of 3M has been noteworthy. As of 31 December, 2025, the company achieved a revenue growth rate of approximately 65.88%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Net Margin: AppLovin's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 66.48%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): AppLovin's ROE excels beyond industry benchmarks, reaching 61.09%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 16.21%, the company showcases effective utilization of assets.
Debt Management: AppLovin's debt-to-equity ratio stands notably higher than the industry average, reaching 1.66. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
The Significance of Analyst Ratings Explained
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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