AppLovin CorporationAPPNASDAQ
LOADING
|||

Analyst Sentiment

Analysts lean bullish — 92% recommend buying.

Consensus Rating
Buy
24 analysts·High coverage
92%
Rating Distribution
Strong Buy
00%
Buy
2292%
Hold
28%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see significant upside — consensus target 52% higher.

Bear Case
$465.00
-3%
Consensus
$726.93
+52%
Bull Case
$860.00
+80%
Price Range24 analysts
Low
Consensus
High
$465.00
$860.00
Current Target
Current Price
$478.41
Upside to Target
$248.52

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$14.83(18 analysts)
P/E55x
Current: 55.1x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+27.12%
EPS+29.73%
FY2028
Rev+25.96%
EPS+33.30%
FY2029
Rev+19.21%
EPS+34.10%

Earnings Surprises

Beat rate:83%(10/12 quarters)
Avg surprise:-17.8%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 10, 2026UBS
AppLovin price target lowered to $686 from $840 at UBS
Target:$686.00
+49.0%from $460.38
Feb 5, 2026Wedbush
AppLovin price target lowered to $465 from $800 at Wedbush
Target:$465.00
+20.7%from $385.29
Feb 4, 2026Morgan Stanley
AppLovin derating creates potential opportunity, says Morgan Stanley
Target:$800.00
+106.5%from $387.34
Jan 26, 2026Needham
AppLovin upgraded to Buy from Hold at Needham
Target:$700.00
+33.5%from $524.41
Jan 14, 2026Evercore ISI
AppLovin initiated with an Outperform at Evercore ISI
Target:$835.00
+24.9%from $668.63
Jan 13, 2026UBS
AppLovin price target raised to $800 from $750 at Morgan Stanley
Target:$800.00
+20.7%from $662.95
Jan 8, 2026Wells Fargo
AppLovin price target raised to $735 from $721 at Wells Fargo
Target:$735.00
+16.1%from $632.92
Dec 17, 2025BTIG
AppLovin price target raised to $771 from $705 at BTIG
Target:$771.00
+13.8%from $677.30
Dec 11, 2025Jefferies
AppLovin price target raised to $860 from $800 at Jefferies
Target:$860.00
+20.0%from $716.45
Dec 11, 2025UBS
AppLovin Corp (APP) PT Raised to $775 at Benchmark
Target:$775.00
+8.0%from $717.59
Nov 6, 2025Scotiabank
AppLovin price target raised to $750 from $575 at Scotiabank
Target:$750.00
+19.4%from $627.92
Nov 6, 2025Piper Sandler
AppLovin price target raised to $800 from $740 at Piper Sandler
Target:$800.00
+29.2%from $619.22
Oct 31, 2025BTIG
AppLovin price target raised to $693 from $664 at BTIG
Target:$693.00
+11.7%from $620.62
Oct 22, 2025Deutsche Bank
AppLovin initiated with a Buy at Deutsche Bank
Target:$705.00
+27.6%from $552.64
Oct 14, 2025Goldman Sachs
AppLovin price target raised to $630 from $445 at Goldman Sachs
Target:$630.00
+6.8%from $590.03
Oct 14, 2025Wells Fargo
AppLovin price target raised to $633 from $491 at Wells Fargo
Target:$633.00
+7.3%from $590.11
Oct 13, 2025RBC Capital
RBC starts AppLovin at Outperform, sees outsized growth continuing
Target:$700.00
+18.6%from $590.11
Oct 8, 2025Wells Fargo
AppLovin lack of 8K implies informal SEC inquiry, says BofA
Target:$860.00
+38.1%from $622.89
Oct 7, 2025Oppenheimer
Oppenheimer remains long-term bullish on AppLovin, expects more near-term noise
Target:$740.00
+17.8%from $628.27
Sep 29, 2025Morgan Stanley
AppLovin price target raised to $750 from $480 at Morgan Stanley
Target:$750.00
+12.0%from $669.86
Sep 26, 2025UBS
AppLovin price target raised to $810 from $540 at UBS
Target:$810.00
+22.6%from $660.94
Sep 26, 2025Piper Sandler
AppLovin price target raised to $740 from $500 at Piper Sandler
Target:$740.00
+12.2%from $659.58
Sep 15, 2025BTIG
AppLovin price target raised to $664 from $547 at BTIG
Target:$664.00
+11.9%from $593.14
Aug 28, 2025Scotiabank
AppLovin price target raised to $575 from $450 at Scotiabank
Target:$575.00
+19.1%from $482.78
Jul 9, 2025Scotiabank
What's Going On With AppLovin Stock This Week?
Target:$430.00
+21.9%from $352.74