William Blair Issues Positive Estimate for AppLovin Earnings

AppLovin Co. (NASDAQ:APP) – Research analysts at William Blair lifted their Q1 2025 earnings estimates for shares of AppLovin in a research note issued to investors on Thursday, February 13th. William Blair analyst R. Schackart now expects that the company will post earnings per share of $1.42 for the quarter, up from their prior forecast of $1.37. The consensus estimate for AppLovin’s current full-year earnings is $4.09 per share. William Blair also issued estimates for AppLovin’s Q2 2025 earnings at $1.46 EPS, Q3 2025 earnings at $1.66 EPS and FY2025 earnings at $6.46 EPS.

Other equities research analysts have also issued research reports about the stock. Needham & Company LLC restated a “hold” rating on shares of AppLovin in a report on Thursday, February 13th. The Goldman Sachs Group lifted their price objective on shares of AppLovin from $220.00 to $335.00 and gave the stock a “neutral” rating in a research report on Monday, January 27th. Piper Sandler lifted their price objective on shares of AppLovin from $400.00 to $575.00 and gave the stock an “overweight” rating in a research report on Thursday, February 13th. Citigroup boosted their target price on shares of AppLovin from $335.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. Finally, Stifel Nicolaus boosted their target price on shares of AppLovin from $250.00 to $435.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. Four analysts have rated the stock with a hold rating, fourteen have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $422.18.

AppLovin Trading Down 2.8 %

NASDAQ:APP opened at $496.07 on Monday. AppLovin has a one year low of $54.50 and a one year high of $525.15. The company has a debt-to-equity ratio of 3.70, a quick ratio of 2.41 and a current ratio of 2.41. The firm has a market cap of $166.48 billion, a P/E ratio of 150.33, a P/E/G ratio of 3.10 and a beta of 2.30. The firm has a 50-day simple moving average of $358.18 and a 200-day simple moving average of $237.58.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Wednesday, February 12th. The company reported $1.73 EPS for the quarter, beating 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%.

Insider Buying and Selling at AppLovin

In related news, CFO Herald Y. Chen sold 400 shares of the business’s stock in a transaction on Monday, December 9th. The shares were sold at an average price of $366.16, for a total value of $146,464.00. Following the completion of the transaction, the chief financial officer now directly owns 207,649 shares in the company, valued at $76,032,757.84. The trade was a 0.19 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Victoria Valenzuela sold 15,971 shares of the company’s stock in a transaction on Thursday, December 19th. The stock was sold at an average price of $313.07, for a total transaction of $5,000,040.97. Following the transaction, the insider now owns 372,205 shares of the company’s stock, valued at $116,526,219.35. This represents a 4.11 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 828,991 shares of company stock worth $267,640,144. Company insiders own 14.69% of the company’s stock.

Hedge Funds Weigh In On AppLovin

A number of large investors have recently added to or reduced their stakes in the stock. JFS Wealth Advisors LLC raised its position in AppLovin by 38.2% during the fourth quarter. JFS Wealth Advisors LLC now owns 105 shares of the company’s stock worth $34,000 after acquiring an additional 29 shares during the period. HighPoint Advisor Group LLC raised its position in AppLovin by 1.7% during the fourth quarter. HighPoint Advisor Group LLC now owns 1,822 shares of the company’s stock worth $590,000 after acquiring an additional 31 shares during the period. Quadrant Capital Group LLC raised its position in AppLovin by 6.7% during the fourth quarter. Quadrant Capital Group LLC now owns 526 shares of the company’s stock worth $170,000 after acquiring an additional 33 shares during the period. Forum Financial Management LP grew its holdings in shares of AppLovin by 0.9% during the fourth quarter. Forum Financial Management LP now owns 3,776 shares of the company’s stock worth $1,223,000 after buying an additional 33 shares in the last quarter. Finally, Truvestments Capital LLC grew its holdings in shares of AppLovin by 0.7% during the fourth quarter. Truvestments Capital LLC now owns 5,236 shares of the company’s stock worth $1,696,000 after buying an additional 38 shares in the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

About AppLovin

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.