Wedbush Has Positive Estimate for AppLovin Q1 Earnings

AppLovin Co. (NASDAQ:APP) – Equities research analysts at Wedbush increased their Q1 2025 earnings estimates for AppLovin in a research report issued to clients and investors on Thursday, February 13th. Wedbush analyst M. Pachter now expects that the company will earn $1.53 per share for the quarter, up from their prior forecast of $1.33. Wedbush has a “Outperform” rating and a $270.00 price objective on the stock. The consensus estimate for AppLovin’s current full-year earnings is $4.09 per share. Wedbush also issued estimates for AppLovin’s Q3 2025 earnings at $1.56 EPS, Q4 2025 earnings at $1.66 EPS and Q1 2026 earnings at $1.76 EPS.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, February 12th. The company reported $1.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.12 by $0.61. AppLovin had a net margin of 26.85% and a return on equity of 122.24%.

A number of other brokerages have also commented on APP. Wells Fargo & Company upped their target price on AppLovin from $360.00 to $366.00 and gave the company an “overweight” rating in a research note on Monday, January 13th. Jefferies Financial Group increased their target price on AppLovin from $400.00 to $425.00 and gave the stock a “buy” rating in a report on Wednesday, January 8th. Piper Sandler boosted their price target on AppLovin from $400.00 to $575.00 and gave the company an “overweight” rating in a research note on Thursday, February 13th. Citigroup increased their price objective on AppLovin from $335.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, December 5th. Finally, Needham & Company LLC restated a “hold” rating on shares of AppLovin in a research note on Thursday, February 13th. Four investment analysts have rated the stock with a hold rating, fourteen have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, AppLovin has an average rating of “Moderate Buy” and an average target price of $422.18.

AppLovin Stock Down 2.8 %

APP stock opened at $496.07 on Monday. The business’s 50-day simple moving average is $358.18 and its 200 day simple moving average is $237.58. The company has a quick ratio of 2.41, a current ratio of 2.41 and a debt-to-equity ratio of 3.70. The company has a market cap of $166.48 billion, a PE ratio of 150.33, a price-to-earnings-growth ratio of 3.10 and a beta of 2.30. AppLovin has a twelve month low of $54.50 and a twelve month high of $525.15.

Institutional Trading of AppLovin

A number of institutional investors and hedge funds have recently modified their holdings of APP. FMR LLC lifted its holdings in AppLovin by 622.8% during the third quarter. FMR LLC now owns 7,893,237 shares of the company’s stock worth $1,030,462,000 after acquiring an additional 6,801,138 shares in the last quarter. SVB Wealth LLC bought a new position in AppLovin in the fourth quarter valued at approximately $1,781,922,000. Baillie Gifford & Co. boosted its holdings in shares of AppLovin by 5,421.4% in the fourth quarter. Baillie Gifford & Co. now owns 4,084,496 shares of the company’s stock valued at $1,322,682,000 after buying an additional 4,010,520 shares during the period. Norges Bank bought a new stake in shares of AppLovin during the fourth quarter worth $828,138,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in AppLovin by 457.2% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,893,148 shares of the company’s stock valued at $936,888,000 after acquiring an additional 2,373,885 shares in the last quarter. 41.85% of the stock is owned by institutional investors.

Insider Activity

In related news, CTO Vasily Shikin sold 593,588 shares of AppLovin stock in a transaction on Thursday, November 21st. The stock was sold at an average price of $319.37, for a total transaction of $189,574,199.56. Following the completion of the sale, the chief technology officer now directly owns 3,919,024 shares of the company’s stock, valued at $1,251,618,694.88. The trade was a 13.15 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Victoria Valenzuela sold 15,971 shares of the stock in a transaction dated Thursday, December 19th. The shares were sold at an average price of $313.07, for a total value of $5,000,040.97. Following the completion of the transaction, the insider now directly owns 372,205 shares in the company, valued at $116,526,219.35. The trade was a 4.11 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 828,991 shares of company stock valued at $267,640,144. Company insiders own 14.69% of the company’s stock.

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.