FY2025 EPS Estimates for AppLovin Raised by William Blair

AppLovin Corporation (NASDAQ:APP) – William Blair increased their FY2025 earnings per share (EPS) estimates for AppLovin in a research note issued to investors on Wednesday, November 5th. William Blair analyst R. Schackart now expects that the company will earn $9.20 per share for the year, up from their prior estimate of $9.08. The consensus estimate for AppLovin’s current full-year earnings is $6.87 per share. William Blair also issued estimates for AppLovin’s Q1 2026 earnings at $2.98 EPS, Q2 2026 earnings at $3.26 EPS, Q3 2026 earnings at $3.63 EPS and FY2026 earnings at $13.95 EPS.

APP has been the topic of several other research reports. Wells Fargo & Company lifted their price target on shares of AppLovin from $491.00 to $633.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 14th. BTIG Research lifted their target price on AppLovin from $693.00 to $705.00 and gave the company a “buy” rating in a research report on Thursday. UBS Group upped their price target on AppLovin from $810.00 to $840.00 and gave the stock a “buy” rating in a research report on Thursday. Wedbush raised their price objective on AppLovin from $745.00 to $800.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Benchmark boosted their price objective on AppLovin from $640.00 to $700.00 and gave the company a “buy” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, AppLovin has an average rating of “Moderate Buy” and a consensus target price of $635.39.

AppLovin Stock Performance

APP opened at $621.36 on Friday. AppLovin has a 12-month low of $200.50 and a 12-month high of $745.61. The company has a market cap of $210.18 billion, a price-to-earnings ratio of 75.41, a PEG ratio of 3.35 and a beta of 2.50. The company has a current ratio of 2.74, a quick ratio of 2.74 and a debt-to-equity ratio of 3.01. The company’s 50 day moving average is $602.04 and its 200 day moving average is $447.68.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a return on equity of 294.76% and a net margin of 51.27%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the previous year, the company posted $1.29 EPS. The business’s quarterly revenue was up 68.2% compared to the same quarter last year. AppLovin has set its Q4 2025 guidance at EPS.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its position in AppLovin by 0.4% in the second quarter. Vanguard Group Inc. now owns 17,902,795 shares of the company’s stock worth $6,267,410,000 after purchasing an additional 72,120 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of AppLovin by 36.7% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 6,588,483 shares of the company’s stock worth $1,745,752,000 after buying an additional 1,769,400 shares in the last quarter. State Street Corp grew its stake in shares of AppLovin by 2.4% in the 2nd quarter. State Street Corp now owns 5,615,415 shares of the company’s stock worth $1,965,844,000 after buying an additional 133,402 shares in the last quarter. Baillie Gifford & Co. increased its holdings in shares of AppLovin by 29.0% in the 1st quarter. Baillie Gifford & Co. now owns 5,270,355 shares of the company’s stock worth $1,396,486,000 after buying an additional 1,185,859 shares during the last quarter. Finally, Invesco Ltd. raised its position in shares of AppLovin by 32.9% during the 1st quarter. Invesco Ltd. now owns 4,011,306 shares of the company’s stock valued at $1,062,876,000 after buying an additional 992,316 shares in the last quarter. 41.85% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Victoria Valenzuela sold 35,000 shares of AppLovin stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $502.23, for a total value of $17,578,050.00. Following the sale, the insider directly owned 269,955 shares of the company’s stock, valued at approximately $135,579,499.65. The trade was a 11.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Eduardo Vivas sold 125,000 shares of the business’s stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $466.00, for a total value of $58,250,000.00. Following the completion of the sale, the director owned 7,283,292 shares in the company, valued at $3,394,014,072. This represents a 1.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,156,788 shares of company stock valued at $514,863,333 in the last quarter. Company insiders own 13.66% of the company’s stock.

AppLovin Company Profile

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.