Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$135.7B
336M shares
52-week range
$359.00 – $745.61
12% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
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.
www.applovin.comNo one on the platform currently holds APP.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,464,923 | $583.0M |
| Renaissance Technologiesas of 2026-03-31 | 436,540 | $173.7M |
No one on the platform has traded APP yet.
| 9,867 |
| $6.6M |
$APP Yesterday, July 30, Bank of America reiterated a “Strong Buy” rating on AppLovin with a $705 price target. This is huge because this is the same analyst who precipitated the recent declines by saying he had concerns about weak growth. So, here he is, with a Strong Buy and maintaining a price target that is 75% higher than the current price. So what the hell was he even talking about? That selloff down to $400 should never have happened. This is surely due for a rebound.
View on StockTwits ↗$APP stayed flat while the data center stocks crashed and bounced back violently. holders of applovin did not make or lose money.
View on StockTwits ↗$APP Adding anywhere near 400$ before earnings. expecting another beat with strong quarter.
View on StockTwits ↗$APP Omar is the man behind sell off , he said without credible information about slow growth yet he gave 705 target last night . Wall Street is buying $APP $MSFT $AMZN $PLTR $APP >>>>> $AAPL
View on StockTwits ↗$APP One stat that I keep coming back to is APP’s revenue per employee which is $6.1 million. $NVDA is $5.1 million, $AAPL is $2.5 million and $GOOG is $2.1 million. This is a highly capital efficient growth machine and these types of businesses tend to do well in the long run.
View on StockTwits ↗$APP I had to jump in and buy more here. I’m willing to wait for the market to catch up to this growth story.
View on StockTwits ↗$APP This is sleeping today. seems like noone is willing to take risk before earnings now.
View on StockTwits ↗$APP has an interesting cash flow setup. High margins are attractive, but the real question is whether growth and profitability can hold together. Great software economics still need consistent execution.
View on StockTwits ↗@Etrading I'm deeply grateful for your willingness to share your trades publicly. Your unwavering confidence and conviction have been instrumental in guiding my trading decisions, resulting in substantial profits in a short period of time. I feel fortunate to have discovered you and followed your trades at exactly the right moment. Thank you! $BE $NBIS $APP $IREN
View on StockTwits ↗@ChickenLOVEACDC $APP now 5,000 share..it like $2M which I made that in $NBIS $BE $SOXL today.. So app can wait and now free $$ for me .
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.2B | +44.7% | $16.07 | $15.37–$16.80 | 25.3× | 19 |
| 2027 | $10.7B | +30.8% | $21.57 | $20.39–$23.04 | 18.9× | 20 |
| 2028 | $13.8B | +28.8% | $28.49 | $21.60–$31.71 | 14.3× | 15 |
| 2029 | $13.7B | -1.0% | $34.38 | $31.16–$37.88 | 11.8× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-06 | $3.44 | $3.56 | +3.5% |
| 2026-02-11 | $2.95 | $3.24 | +9.8% |
| 2025-11-05 | $2.38 | $2.45 | +2.9% |
| 2025-08-06 | $1.96 | $2.26 | +15.3% |
| 2025-05-07 | $1.44 | $1.67 | +16.0% |
| 2025-02-12 | $1.12 | $1.73 | +54.5% |
| 2024-11-06 | $0.92 | $1.25 | +35.9% |
| 2024-08-07 | $0.75 |
| $0.89 |
| +18.7% |
| $95.6B |
| — |
| DOCUDocuSign, Inc. | $54.29 | -6.67% | $10.4B | — |
| FROGJFrog Ltd. | $78.42 | +7.02% | $9.5B | — |
Source: Financial Modeling Prep · peers by sector/industry