AppLovin Corporation (APP) Stock Price & Analysis

AppLovin Corporation (APP) closed at USD 264.28 on Thursday, October 22, 2026, down 1.35% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 267.9; the Oct 22, 2026 session ranged USD 260.97–270.6 on volume of 2,853,759 shares. Market capitalization is $88.78B, with a 52-week range of USD 260.59–738.01 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:23 UTC.

Also available as compact Markdown for AI agents: nexqual.com/APP.md

Key facts (APP)

• Last four reported quarters (through Jun 30, 2026): revenue $6.83B, net income $4.41B (64.6% margin) (SEC filings).
• Valuation: P/E 20.1x (avg 60.3x at the last 3 fiscal year-ends), EV/EBITDA 16.5x, net debt $462M.
• 4 of 80 tracked superinvestors hold APP (13F, Q2 2026): 1 new, 1 added, 2 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 11 Form 4 filings, $197M; 4 not under a Rule 10b5-1 plan ($62.4M); 4 by opportunistic insiders (3 outside 10b5-1 plans), 4 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 1.97 on a 1–5 scale) (33 analysts), mean target USD 476.85 (range 325–790).
• Total return with dividends: 1Y -55.2% vs S&P 500 +14.9%; 5Y +180.4% vs S&P 500 +80.3%.
• Next earnings: 2026-11-04, EPS estimate USD 4.03, revenue estimate $2.07B.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (APP)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (APP)

P/E 20.1x · P/S 13.0x · EV/EBITDA 16.5x · EV/Sales 13.1x · P/B 28.1x · Earnings yield 4.97% · Buyback yield (TTM) 2.76% · Net debt $462M · EV $89.2B

P/E at fiscal year-ends: Dec 2025 69.1x, Dec 2024 71.3x, Dec 2023 40.5x.

Superinvestors (SEC 13F-HR, Q2 2026) (APP)

4 of 80 tracked investors hold APP. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (APP)

7 of 11 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (APP)

Consensus Buy (mean 1.97 on a 1–5 scale), 33 analysts; mean target USD 476.85 (low 325, high 790).

Rating changes, last 120 days:

Total return (dividends reinvested) (APP)

APP revenue by region (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

APP suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 19, 2026.

Companies that name APP in their SEC reports

APP analyst estimates and revisions

APP options: expected move

Options price a move of about ±16.8% (±$44.50) by Nov 6, 2026, which includes earnings on Nov 4, 2026; the earnings reaction alone is priced at about ±14.1%. Over the last 8 reports the stock moved ±18.9% on average.

30-day implied volatility 81.4% vs 49.2% realized over the last 30 trading days. Put/call ratio (volume) 1. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:23 UTC)

Technical Analysis (APP)

Nexqual's technical model rates APP "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:23 UTC.

Analyst Ratings (APP)

Wall Street analysts rate APP "Buy" based on 33 analysts, with a mean price target of USD 476.85 (range USD 325–790), per Nexqual as of October 23, 2026 at 09:23 UTC.

Earnings (APP)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Financials & Fundamentals (APP)

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Financial Health Score (APP)

Nexqual rates AppLovin Corporation's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:23 UTC.

Ownership (APP)

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Leadership (APP)

AppLovin Corporation is led by Adam Arash Foroughi, Co-Founder, CEO & Director, per Nexqual as of October 23, 2026 at 09:23 UTC.

Major Backers & Investors (APP)

Notable institutional backers of AppLovin Corporation include FMR, LLC, Invesco, Capital Group, according to Nexqual as of October 23, 2026 at 09:23 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:23 UTC.

From AppLovin Corporation's Latest SEC 10-K Filing (filed 2026-02-19)

Key Strengths & Strategy (as disclosed to the SEC)

• Our software-as-a-service ("SaaS") platform is an end-to-end solution for optimizing ad performance and maximizing returns, powered by accurate attribution data and in-depth reporting that are essential for meeting business goals.
• We provide end-to-end artificial intelligence-powered ("AI") advertising solutions for businesses to reach, monetize and grow their global audience.
• Our comprehensive, end-to-end advertising solutions deliver value by helping companies scale their businesses and maximize their revenue by automating their marketing, engagement, and monetization efforts.
• We take steps to protect our proprietary information, in part, by entering into confidentiality agreements with our employees, consultants, developers, and vendors, and generally limiting access to and distribution of our proprietary information.

Legal & Regulatory Risks (Item 1A, quoted)

• We are subject to laws and regulations concerning privacy, information security, data protection, consumer protection, advertising, tracking, targeting, and protection of minors, and these laws and regulations are continually evolving. Our actual or perceived failure to comply with these laws and regulations could adversely affect our business, financial condition, and results of operations.
• Our business is subject to a variety of U.S. and foreign laws, many of which are unsettled and still developing, which could subject us to claims or otherwise adversely affect our business, financial condition, and results of operations.
• The development and use of AI in our business, combined with an uncertain regulatory environment, may adversely affect our business, reputation, financial condition or results of operations.
• We are subject to the Foreign Corrupt Practices Act, and similar anti-corruption and anti-bribery laws, and non-compliance with such laws could subject us to criminal penalties or significant fines and adversely affect our business and reputation.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:23 UTC. This page is informational and not investment advice.

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