Market Cap
$97.2B
APP
AppLovin Corp
$272.16 ▼ -3.25%
Prev close $281.31Market cap$97.2B
ConsensusBuy
12-mo target$497.05 (+82.6%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)35 New Institutional Positions15 Institutional ExitsCongressional Activity (3) Software & IT
Snapshot
The big-picture read on APP right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$96.1B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $86.3M sell
Insider Net $
-$86.3M
Social Sentiment
51° Neutral
SEC Reports
15
Congressional
9 trades
Price chart 30d -14.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Pomerantz Law Firm Announces the Filing of a Class Action Against AppLovin Corporation and Certain Officers - APP
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been
Aug 20, 2026 Insider
Stumpf Matthew surrendered for taxes 2,021 shares
Chief Financial Officer (CFO) @ $308.77 ($624.0K)
Aug 20, 2026 Insider
Valenzuela Victoria surrendered for taxes 2,730 shares
Director @ $308.77 ($842.9K)
Aug 20, 2026 Insider
Ge Xiaochuan surrendered for taxes 5,459 shares
CTO @ $308.77 ($1.7M)
Aug 18, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
Aug 10, 2026 Congress
Aug 4, 2026 SEC Ro Khanna sell
$1,001 - $15,000 — House
A mixed institutional cluster in AppLovin (APP) for Q2 2026 shows 8 buyers adding $111.6M in net new positions, concentr
INST-CLUSTER — Impact 5/10
Director Maynard G. Webb Jr. filed a Form 144 indicating intent to sell 3,076 shares of AppLovin common stock, with an e
144 — Impact 2/10
Analyst ratings buy % -4.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 37 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 8, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 26, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 21, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 19, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 17, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 12, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 11, 2026 | B of A Securities | DOWNGRADE | Neutral | 54% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 19 | 8 | 0 | 0 | 78% | |
| Aug 1, 2026 | 11 | 21 | 4 | 0 | 0 | 89% | |
| Jul 1, 2026 | 11 | 21 | 4 | 0 | 0 | 89% | |
| Jun 1, 2026 | 10 | 22 | 4 | 0 | 0 | 89% | |
| May 1, 2026 | 10 | 22 | 4 | 0 | 0 | 89% | |
| Apr 1, 2026 | 9 | 21 | 4 | 0 | 0 | 88% | |
| Mar 1, 2026 | 9 | 20 | 4 | 1 | 0 | 85% | |
| Feb 1, 2026 | 9 | 20 | 4 | 1 | 0 | 85% |
Price targets
Where 31 covering analysts think APP trades over the next 12 months.
$497.05 +82.6% upside Strong Buy
Current$272.14 Low$325.00 Median$475.00 High$790.00 31 analysts
$325.00$790.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -10.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
51°
Neutral
BearishNeutralBullish
Recent posts
APP: maybe not a moat monster, but these numbers are getting hard to ignore
▲ 1 · 💬 1· ⚡ 0.5
Which stocks do you think are mispriced despite strong fundamentals?
▲ 1 · 💬 7· ⚡ 0.5
AppLovin (APP) balance sheet looks mind-blowing
▲ 1 · 💬 8· ⚡ 0.5
Is building AI overvalued and leveraging it undervalued?
▲ 1 · 💬 5· ⚡ 0.5
APP vs TSLA , for instance
▲ 1 · 💬 7· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 1 bullish, 3 bearish, 1 mixed, 10 neutral · avg impact 3.9/10.
BEARISHINST-CLUSTER5/10
A mixed institutional cluster in AppLovin (APP) for Q2 2026 shows 8 buyers adding $111.6M in net new
Aug 4, 2026
NEUTRAL1442/10
Director Maynard G. Webb Jr. filed a Form 144 indicating intent to sell 3,076 shares of AppLovin com
Jul 6, 2026
NEUTRALCLUSTER2/10
CEO Arash Foroughi sold $2.21M in open-market shares over three days (June 10-12) as part of a broad
Jun 12, 2026
NEUTRALCLUSTER2/10
AppLovin CEO Arash Foroughi and two other insiders sold a total of ~$1.1M in stock over a 7-day wind
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Pomerantz Law Firm Announces the Filing of a Class Action Against AppLovin Corporation and Certain Officers - APP
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against AppLovin Corporation ("AppLovin" or
Oct 1, 2026
m_and_a
AppLovin (NASDAQ: APP) Faces Securities Class Action Amid Concerns Over Model Improvements - Hagens Berman
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- AppLovin Corporation (NASDAQ: APP) faces a securities class action seeking to represent investors who purc
Sep 30, 2026
short_volume
Short Volume: APP — 56.6% short (1.5M / 2.6M)
Short: 1,465,062 | Exempt: 1,241 | TRF Vol: 2,587,481 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
m_and_a
APP INVESTOR DEADLINE: AppLovin Corporation Investors with Substantial Losses Have Opportunity to Lead Shareholder Class Action Lawsuit
SAN FRANCISCO, Sept. 29, 2026 /PRNewswire/ -- AppLovin Corporation (NASDAQ: APP) faces a securities class action seeking to represent investors who pu
Sep 29, 2026
short_volume
Short Volume: APP — 56.5% short (0.9M / 1.6M)
Short: 907,191 | Exempt: 909 | TRF Vol: 1,605,868 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.01 | $3.76–$4.53 | 63.8% | -0.4% | 5↑ 12↓ | $2.1B | 18 |
| Next Q | $4.45 | $4.04–$4.93 | 37.5% | -1.6% | 4↑ 13↓ | $2.3B | 18 |
| Current FY | $15.66 | $13.22–$16.55 | 60.6% | -0.2% | 7↑ 15↓ | $8.1B | 27 |
| Next FY | $20.00 | $16.00–$22.50 | 27.7% | -0.7% | 5↑ 19↓ | $10.2B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.012 | — |
| 7d ago | $4.030 | -0.017 |
| 30d ago | $4.029 | -0.017 |
| 60d ago | $4.069 | -0.057 |
| 90d ago | $4.085 | -0.072 |
Institutional ownership
Which big funds own APP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $96.1B total value (187,074,138 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,040,619 | $12.4B | 12.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,744,980 | $9.1B | 9.5% | — |
| FMR LLC | 17,293,553 | $8.9B | 9.3% | — |
| STATE STREET CORP | 12,101,830 | $6.2B | 6.5% | — |
| Invesco Ltd. | 10,975,993 | $5.7B | 5.9% | — |
| Capital World Investors | 8,150,954 | $4.2B | 4.4% | DOUBLED +156.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,362,995 | $3.8B | 3.9% | — |
| BAILLIE GIFFORD & CO | 6,471,615 | $3.3B | 3.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,350,652 | $3.3B | 3.4% | — |
| MORGAN STANLEY | 5,791,247 | $3.0B | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | DOUBLED | 3,179,560 | 8,150,954 | +156.4% | $4.2B |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 5,001,600 | 3,709,328 | -25.8% | $1.9B |
| NORGES BANK | NEW | — | 2,921,649 | — | $1.5B |
| Capital Research Global Investors | TRIM | 2,638,869 | 1,905,302 | -27.8% | $981.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 408,309 | 1,075,667 | +163.4% | $554.2M |
| LONE PINE CAPITAL LLC | TRIM | 1,464,923 | 1,042,268 | -28.9% | $537.0M |
| Fundsmith LLP | NEW | — | 696,568 | — | $358.9M |
| Winslow Capital Management, LLC | ADD | 431,891 | 640,362 | +48.3% | $329.9M |
| CITIGROUP INC | ADD | 416,476 | 608,661 | +46.1% | $313.6M |
| Whale Rock Capital Management LLC | TRIM | 695,537 | 461,611 | -33.6% | $237.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net -$86.3M — $0.00 bought, $86.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Stumpf Matthew | Chief Financial Officer (CFO) | TAX W/H | 2,021 | $308.77 | $624.0K |
| Aug 20, 2026 | Valenzuela Victoria | Director | TAX W/H | 2,730 | $308.77 | $842.9K |
| Aug 20, 2026 | Ge Xiaochuan | CTO | TAX W/H | 5,459 | $308.77 | $1.7M |
| Aug 20, 2026 | Foroughi Arash Adam | CEO | TAX W/H | 2,730 | $308.77 | $842.9K |
| Aug 20, 2026 | Cacovean Corina I | Chief Legal Officer | TAX W/H | 1,540 | $308.77 | $475.5K |
| Aug 13, 2026 | Chen Herald Y | Director | GIFT | 100,000 | — | — |
| Aug 13, 2026 | Chen Herald Y | Director | CONVERT | 143,791 | — | — |
| Aug 13, 2026 | Chen Herald Y | Director | CONVERT | 143,791 | — | — |
| Aug 7, 2026 | Vivas Eduardo | Director | GIFT | 213,675 | — | — |
| Jul 15, 2026 | Messing Barbara | Director | AWARD | 40 | — | — |
Congressional trades
APP trades disclosed by members of Congress, with disclosure delay.
2 members · 3 buys / 6 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | APPLOVIN CORP | Sep 11, 2026(25d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | APPLOVIN CORP | Sep 7, 2026(29d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | APPLOVIN CORP | Sep 7, 2026(53d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | APPLOVIN CORP | May 11, 2026(28d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | APPLOVIN CORP | May 13, 2026(31d) |
| Mar 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | APPLOVIN CORP | Apr 8, 2026(22d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | APPLOVIN CORP | Apr 8, 2026(27d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | APPLOVIN CORP | Mar 10, 2026(29d) |
| Feb 5, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | APPLOVIN CORP | Mar 10, 2026(34d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APP.
Shares short
10,944,088
Settlement Sep 15, 2026
Change vs prior
+3.7%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All APP filing & press-release reports (15)
- INST-CLUSTER reportAug 4, 2026
- 144 reportJul 6, 2026
- CLUSTER reportJun 12, 2026
- CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportJun 8, 2026
- 144 reportJun 5, 2026
- CLUSTER reportMay 29, 2026
- S-3ASR reportMay 6, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportApr 21, 2026
- 8-K reportApr 7, 2026
- CLUSTER reportMar 20, 2026
- CLUSTER reportMar 18, 2026
- CLUSTER reportMar 13, 2026