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Applovin Corporation

Applovin Corporation (APP)

320.49
-10.51
(-3.18%)
Closed February 27 4:00PM
319.9775
-0.5125
(-0.16%)
After Hours: 7:59PM

Calls

StrikeBid PriceAsk PriceLast PriceMidpointChangeChange %VolumeOPEN INTLast Trade
295.0025.6029.5035.3027.55-3.70-9.49 %2242/27/2025
297.5021.7027.3038.6024.50-3.30-7.88 %572/27/2025
300.0021.9024.2023.0023.05-12.34-34.92 %2511,3132/27/2025
302.5017.2021.4024.0019.303.6017.65 %10362/27/2025
305.0016.4020.9031.0018.65-0.40-1.27 %17672/27/2025
307.5014.8019.0020.0016.90-3.00-13.04 %7232/27/2025
310.0014.5017.6018.6016.05-9.89-34.71 %825222/27/2025
312.5012.1016.1015.3014.10-14.50-48.66 %1481452/27/2025
315.0010.1013.0012.0011.55-12.10-50.21 %2712322/27/2025
317.509.3011.0013.0010.15-7.19-35.61 %88182/27/2025
320.008.6010.009.149.30-11.16-54.98 %5951,1092/27/2025
322.506.608.207.807.40-16.43-67.81 %114382/27/2025
325.006.307.106.626.70-12.38-65.16 %3892742/27/2025
327.504.506.106.875.30-11.13-61.83 %1661162/27/2025
330.004.405.605.005.00-11.30-69.33 %1,4945132/27/2025
332.502.505.805.404.15-9.80-64.47 %195572/27/2025
335.003.104.003.403.55-10.60-75.71 %1,2381682/27/2025
337.502.152.953.202.55-9.20-74.19 %2,9682,6412/27/2025
340.002.052.452.152.25-8.55-79.91 %1,3154762/27/2025
342.501.202.102.001.65-9.44-82.52 %172272/27/2025

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Puts

StrikeBid PriceAsk PriceLast PriceMidpointChangeChange %VolumeOPEN INTLast Trade
295.001.001.551.551.275-2.45-61.25 %6033792/27/2025
297.501.502.051.691.775-2.31-57.75 %95572/27/2025
300.001.952.101.972.025-2.96-60.04 %7,1911,7162/27/2025
302.502.302.652.182.475-5.14-70.22 %303402/27/2025
305.002.803.302.703.05-5.32-66.33 %7601692/27/2025
307.500.853.903.202.375-3.80-54.29 %176372/27/2025
310.003.204.604.503.90-3.00-40.00 %1,2638562/27/2025
312.505.005.605.205.30-2.80-35.00 %1501062/27/2025
315.005.706.606.206.15-3.10-33.33 %9473302/27/2025
317.507.009.407.308.20-1.60-17.98 %166682/27/2025
320.008.108.408.508.25-3.06-26.47 %2,0117292/27/2025
322.508.7010.209.899.45-1.23-11.06 %157492/27/2025
325.0010.4012.7011.0011.55-2.30-17.29 %5753322/27/2025
327.5011.9017.0012.9814.45-4.82-27.08 %4431632/27/2025
330.0012.3015.7013.9914.00-2.01-12.56 %3,7496482/27/2025
332.5014.0019.8016.0016.900.402.56 %2281932/27/2025
335.0015.6018.3016.9016.95-1.10-6.11 %404812/27/2025
337.5017.6020.3018.8018.95-0.70-3.59 %30882/27/2025
340.0019.8023.5020.4021.65-0.60-2.86 %4003452/27/2025
342.5021.1025.3023.0023.202.3811.54 %9772/27/2025

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APP Discussion

View Posts
Whalatane Whalatane 3 hours ago
From X. AppLovin Corp has found itself at the center of Wall Street’s latest battleground after short sellers Fuzzy Panda and Culper Research released reports questioning the company’s business practices. The fallout was swift, with shares plunging 12% on Wednesday and continuing to slide into Thursday. However, major analysts are calling this a golden buying opportunity, arguing that the short reports lack substance and that AppLovin remains a dominant force in digital advertising.

Wall Street Rallies Behind AppLovin
Despite the stock’s decline, prominent Wall Street analysts remain unfazed. Many are doubling down on their bullish stance, emphasizing that the selloff is exaggerated. AppLovin still boasts 20 buy ratings, seven holds, and zero sell ratings, according to Bloomberg data. Piper Sandler analysts, led by James Callahan, reiterated their confidence, maintaining an overweight rating with a $575 price target.

The analysts argue that AppLovin’s clientele consists of some of the most sophisticated digital advertisers in the industry. If there were fraudulent activity, clients would have detected it through their own attribution and incrementality testing. The market overreaction, they believe, presents an opportunity for investors to buy in at a significant discount.

Jefferies analysts echoed this sentiment, dismissing the claims in the short reports as weak and, in many instances, inaccurate. They maintained their buy rating and set an even more aggressive price target of $600. Their argument is straightforward—AppLovin’s success comes from its ability to generate measurable revenue for its clients. If the company were engaging in fraudulent click and download schemes, it would have already faced legal repercussions.

Bank of America Stays Firm on Its Top Pick
Bank of America analysts, led by Omar Dessouky, reaffirmed their bullish stance on AppLovin, calling it their top pick. They pointed to several near-term catalysts that could drive the stock higher, including an eCommerce ramp-up and a valuation that now looks extremely attractive following the selloff.

Dessouky argued that any skepticism surrounding AppLovin is more about the complexity of mobile adtech rather than fundamental issues with the company. Over time, he expects this complexity-driven discount to disappear as investors become more familiar with the mechanics of digital advertising auctions. Maintaining a buy rating, Bank of America set a $580 price target, emphasizing that the current price drop presents a compelling entry point for long-term investors.

The Role of Buybacks and Upcoming Financial Reports
AppLovin’s aggressive share repurchase program further solidifies the bulls’ case. In 2024 alone, the company bought back $1 billion worth of its own shares, a move that analysts at Citi Research view as a strong signal of internal confidence.

Citi analysts are also keeping a close eye on AppLovin’s upcoming 10-K filing. If the company’s financial disclosures remain unchanged from previous years, it would suggest that the short sellers’ accusations hold little weight. The timing of the short reports, just as AppLovin was coming off a record-breaking 700% gain in 2024, raises questions about the motives behind them.

Fundamentals vs. Fear: What’s Next for AppLovin?
William Blair analyst Ralph Schackart sees the situation as a classic case of fundamentals versus fear. If AppLovin’s business model were fraudulent, as alleged, it would have likely faced legal action from advertisers or regulators long before now. Instead, the company has consistently reported strong earnings and revenue growth.

Schackart believes that while the debate over AppLovin will rage on in the short term, the company’s long-term fundamentals will ultimately dictate its trajectory. The real test will come with its next earnings report. If AppLovin continues to beat expectations, as it has done in the past, it could trigger a sharp rebound in share price.

Final Thoughts
The selloff in AppLovin stock may have rattled investors, but Wall Street’s confidence remains unwavering. With top analysts reaffirming their buy ratings and pointing to strong fundamentals, the dip appears to be a temporary blip rather than a red flag. The combination of upcoming financial disclosures, continued revenue growth, and strategic buybacks suggests that AppLovin is still in a strong position. For investors with a long-term horizon, this may well be the buying opportunity they’ve been waiting for.


Kiwi
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Whalatane Whalatane 8 hours ago
FWIW..... Barrons reporting several analysts calling this sell off a buying op .
Price targets in the $500's within a yr .
Lot will depend on next ER ....is the $1B E commerce analyzed run rate rev just reported in Dec , sustainable .
Kiwi
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rosemountbomber rosemountbomber 21 hours ago
Yep, price bounced back very, very quickly when it dipped under 300.  Saw an article written on Feb 18 saying the stock was overvalued.  But on Feb 18 stock was $500.  In the low 300's it is a different story. Great blowout earnings a couple of weeks ago.  

As far as the cracks (thanks for your offer by the way but getting done under warranty) it is in corners and joints at opposite ends of where the ceiling transitions from 9 ft to 12 ft.  I think there is a very long beam that runs from one side to the other that is probably 23' long.  Guess there is a big load there.  We have over the past year heard loud bangs that we could never identify but I guess it is the house settling and the joints cracking at those critical spots.  House is built on a crawl space.  When a kid, lived in house with basement, then 45 years in Fl in homes built on monolithic slabs, and now crawl space so the whole gamut. 
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Whalatane Whalatane 21 hours ago
Well if you lived nearby I'd help you out with the drywall ...usually just cosmetic . In new houses if the 2x4's used to frame the walls are wet ..or get wet ( its usually "green ' ) as they dry out ...particularly after the home being heated in the winter ..the 2x4 framing warps slightly causing cracks in the taping joints .
Pretty common for new homes .
Bigger concern would be if theres any settlement in the foundation ...that you would notice more in the corners of the house as opposed to interior partition walls.
Exterior wall framing might be 2x6 which allows for thicker insulation . Interior wall , usually 2x4

Re APP. My oldest son works for an Adtech Co based near Applovin. Said the short report was misleading . The " violations " they cite are common practice and not really violations ....as example ..you have to agree to accept app downloads etc ...they just dont automatically force them on .
Besides their game app business is in the process of being sold .
The bet is on their new AI enhanced eCommerce business...with the Dec run rate annualized of $1B.

These are early days for their E commerce effort and wether or not they can eat into Facebook / Meta's dominance in this area

Huge correction from recent high .
I was buying at $308

Kiwi
👍️ 1
rosemountbomber rosemountbomber 22 hours ago
A really great buying opp if you were buying under 300.  I had put this on my radar as it was retrenching from having hit 500 but missed grabbing any today.  Worried that there may not be another chance to grab any under 300 anymore.  Was waiting for some div stocks but I guess a lost opp.  Tomorrow drywallers coming as there has been some cracking in my 1 1/2 year old new home.  Outside of the pitiful warranty but I guess I shamed the builder enough that they are going to repair.  Probably will re-occur in a few months as this was repaired once already 7 months ago.  Will let you know if I am able to dip my toes into APP.  Now that everyone has read that the short attack was not well reasoned, this probably shoots back up. 
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Whalatane Whalatane 1 day ago
apologies ..double post .
Well timed short attack to coincide with Form 4 filings where the principals are selling very small %'s of their over all holdings, following the recent huge run up
Great buying op as a spec on their E commerce rollout ...in its early stages
Kiwi
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Whalatane Whalatane 1 day ago
https://www.applovin.com/blog/note-from-our-ceo/

Annual run rate of $1B in Dec !!

Kiwi
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Whalatane Whalatane 1 day ago
From X

See new posts
Conversation

FundamentalBottom
@FundaBottom
$APP Responding to these two short reports—actually, we analyzed these issues several months ago. The two key points were that Applovin is accused of exfiltrating META data and that Applovin is engaging in backend direct download activities.

Regarding the data exfiltration claim, Applovin has already issued a response.
AppLovin: Two short seller reports from Fuzzy Panda and Culper. Notes it has been told AppLovin stealing data from Meta in their e-commerce push. WFC analyst said he spoke to APP, they fully refuted META point, said they have an agreement with meta and Meta can audit them whenever they want.
Based on my previous research, Applovin offers a streamlined SDK that facilitates advertisers in transmitting data back; because the data belongs to the advertisers, META really has no means to block it.

As for backend downloads, almost all smartphone OEM use this approach, and Applovin is a client of these OEMs. Your app has undoubtedly been directly downloaded from other OEM as well. If there's a problem, then the responsibility should lie with the OEMs to ban this ad service.
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Whalatane Whalatane 1 day ago
Co ordinated short report ....buying at these levels $308 ...posted here to see how this decision ages :--)
Kiwi
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Whalatane Whalatane 1 week ago
Plan insider sell by chief marketing officer ..may have contributed to this sell off. Not sure of amount to be sold
https://www.applovin.com/leadership/katie-jansen/

Kiwi
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Whalatane Whalatane 1 week ago
Citigroup analyst Jason Bazinet maintains AppLovin ( APP ) with a Buy and raises the price target from $460 to $600.

Kiwi
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Whalatane Whalatane 2 weeks ago
Piper Sandler Maintains Overweight on AppLovin, Raises Price Target to $575

Kiwi
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Whalatane Whalatane 2 weeks ago
Wow ...trading close to $500 after this was announced
$APP to sell off its mobile gaming business for $900M.
Kiwi
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Whalatane Whalatane 2 weeks ago
Great earnings report. Credit to Joe T on CNBC for alerting me to this Co.... when it was around $80 a share
Kiwi
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Whalatane Whalatane 2 weeks ago
Mentioned on CNBC today
Huge upgrade by Wedbush
ER after the close 2/12
Kiwi
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Monksdream Monksdream 4 weeks ago
APP
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Monksdream Monksdream 1 month ago
APP
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BottomBounce BottomBounce 2 months ago
AppLovin Corporation $APP Total Debt (mrq) $3.51B Book Value $2.80
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Whalatane Whalatane 2 months ago
Note to myself ...added at $320 ...weither I face plant on this or not ...yet to be determined
Kiwi
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Whalatane Whalatane 3 months ago
Huge insider sell by CFO and Ceo ...some options related .
Hopefully they are done with that and the PPS will recover as per Oppy's " but the dip " view .
I guess we will know in the fullness of time
Kiwi
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Whalatane Whalatane 3 months ago
Oppy says buy this pullback ...target is still $480
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Whalatane Whalatane 3 months ago
Still believe in the Co ...altho obviously over hyped recently . Very strong growth rate but with what was a very high PE
CEO presenting tomorrow
Will probably add at $310 if it gets to that level .
Posting this for the record ....to see if I face plant on this
Kiwi
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Monksdream Monksdream 3 months ago
APP, new 52 week high
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Whalatane Whalatane 3 months ago
These guys may be better then Meta as a e commerce / marketing app ...At least thats what I'm picking up from people in the media buying / marketing App biz
If so ...they are just getting started ...huge market
Kiwi
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Whalatane Whalatane 3 months ago
And there it is ...trading at $400 a share
Kiwi
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Whalatane Whalatane 3 months ago
New $400 PT ...E commerce part of Co just starting ...Piper Sandler
Biggest mistake I've made recently was selling some of this when it hit $110
Second biggest mistake ...assigning my remaining shares to my teenage son. ...at $110. :---)
Kiwi
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Monksdream Monksdream 3 months ago
APP, new 52/high
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Whalatane Whalatane 3 months ago
Negative analysis from SA and very over bought based on RSI readings ...despite this Citi comes out with a roughly $330 PT
Raised my stops
Kiwi
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Monksdream Monksdream 3 months ago
APP, new 52 high
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Whalatane Whalatane 4 months ago
Trades at $300 pre open ..sells down 10% ...CNBC fund manager expects PPS eventually at $400 ...calls their tech a must have for App developers ...expects it to be a volatile ride
Kiwi
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Whalatane Whalatane 4 months ago
Macquarie Maintains Outperform on AppLovin, Raises Price Target to $270

Kiwi
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Whalatane Whalatane 4 months ago
Huge earnings and a share buyback ...now up 31% AH.... wow

Kiwi
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Whalatane Whalatane 4 months ago
$206 AH ...wow
Kiwi
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Monksdream Monksdream 4 months ago
APP 10Q 11/6
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Monksdream Monksdream 4 months ago
APP anew 52 week high
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Monksdream Monksdream 4 months ago
APP anew 52 week high
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Whalatane Whalatane 4 months ago
Wells Fargo Initiates Coverage On AppLovin with Overweight Rating, Announces Price Target of $200
BENZINGA - 6:05 PM ET 10/28/2024

Kiwi
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Monksdream Monksdream 4 months ago
APP anew 52 week high
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Whalatane Whalatane 4 months ago
B of A upgrade with a price target of $210 !!! plus
Elsewhere on Wall Street, Jefferies analyst James Heaney maintained his buy rating on AppLovin stock and upped his price target to 175 from 108.

Heaney cited positive findings from his firm's quarterly mobile gaming ad tech survey. Respondents predicted accelerating growth of mobile game advertising spending in 2025, he said.

"The continually positive data points from our survey suggest that AppLovin should be able to sustain 20%-30% software platform revenue growth for at least the next two years," Heaney said in a client note.


Kiwi
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Whalatane Whalatane 4 months ago
Any explanation for the recent run .....expectations on earnings due Nov 6th ?

Kiwi
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Monksdream Monksdream 5 months ago
APP new 52 week high
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Monksdream Monksdream 5 months ago
APP new 52 week high
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Monksdream Monksdream 5 months ago
APP new 52 week high
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Whalatane Whalatane 5 months ago

AppLovin (NASDAQ:APP) was in focus on Thursday after Citi upped its estimates on the mobile software company, citing an increased confidence in hitting revenue growth of 20% or more.
Shares rose 2% in early trading.

"We see multiple paths for AppLovin to achieve its targeted software revenue growth of 20% to 30% including incremental share gains of mobile gaming ad spend, higher take rates, and a likely expansion into ecommerce ad budgets," analyst.

Jason Bazinet wrote in an investor note. Bazinet cited comments AppLovin made on its most recent earnings call as it pointed to overall industry growth, increased efficacy of its machine learning model and internal developer-driven enhancements.

There's also the prospects for AppLovin to increase its total addressable market, as it moves into e-commerce advertising.

"If APP maintains its current share of mobile ad spend, we estimate APP would need to capture ~1% of the ecommerce opportunity annually to hit the midpoint of the firm’s software revenue growth target," Bazinet added.
Bazinet maintained his Buy rating on AppLovin and upped his price target to $155 from $110.


Kiwi
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Monksdream Monksdream 5 months ago
APP new 52=week high
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Monksdream Monksdream 11 months ago
APP new 52 hi
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Monksdream Monksdream 12 months ago
APP new 52 week high
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Monksdream Monksdream 12 months ago
APP new 52 week high
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