William Blair Has Bullish Estimate for AppLovin Q1 Earnings

AppLovin Co. (NASDAQ:APP) – Research analysts at William Blair upped their Q1 2025 earnings per share estimates for AppLovin in a research note issued on Thursday, February 13th. William Blair analyst R. Schackart now anticipates that the company will earn $1.42 per share for the quarter, up from their prior estimate 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.

APP has been the topic of several other reports. UBS Group increased their price objective on AppLovin from $440.00 to $630.00 and gave the company a “buy” rating in a research report on Thursday, February 13th. Wells Fargo & Company raised their target price on AppLovin from $360.00 to $366.00 and gave the stock an “overweight” rating in a research report on Monday, January 13th. BTIG Research raised their target price on AppLovin from $202.00 to $291.00 and gave the stock a “buy” rating in a research report on Thursday, November 7th. Needham & Company LLC reissued a “hold” rating on shares of AppLovin in a research report on Thursday, February 13th. Finally, Oppenheimer reissued an “outperform” rating and issued a $560.00 target price (up from $480.00) on shares of AppLovin in a research report on Thursday, February 13th. Four analysts have rated the stock with a hold rating, fourteen have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $422.18.

AppLovin Trading Down 2.8 %

AppLovin stock opened at $496.07 on Monday. The company has a debt-to-equity ratio of 3.70, a current ratio of 2.41 and a quick ratio of 2.41. AppLovin has a one year low of $54.50 and a one year high of $525.15. The stock has a market capitalization of $166.48 billion, a PE ratio of 150.33, a price-to-earnings-growth ratio of 3.10 and a beta of 2.30. The business’s fifty day moving average is $358.18 and its 200 day moving average is $237.58.

AppLovin (NASDAQ:APP) last released its earnings results on Wednesday, February 12th. The company reported $1.73 EPS for the quarter, topping analysts’ consensus estimates of $1.12 by $0.61. AppLovin had a return on equity of 122.24% and a net margin of 26.85%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Capital Performance Advisors LLP bought a new stake in shares of AppLovin in the 3rd quarter worth about $25,000. GHP Investment Advisors Inc. bought a new stake in shares of AppLovin in the 4th quarter worth about $25,000. Fuller & Thaler Asset Management Inc. bought a new stake in shares of AppLovin in the 4th quarter worth about $25,000. DT Investment Partners LLC bought a new stake in shares of AppLovin in the 3rd quarter worth about $27,000. Finally, Meeder Asset Management Inc. bought a new stake in shares of AppLovin in the 3rd quarter worth about $27,000. 41.85% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at AppLovin

In other AppLovin news, Director Craig Scott Billings sold 18,000 shares of AppLovin stock in a transaction that occurred on Thursday, November 21st. The stock was sold at an average price of $318.94, for a total value of $5,740,920.00. Following the sale, the director now owns 2,987 shares of the company’s stock, valued at $952,673.78. The trade was a 85.77 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CTO Vasily Shikin sold 593,588 shares of AppLovin stock in a transaction that occurred on Thursday, November 21st. The stock was sold at an average price of $319.37, for a total value of $189,574,199.56. Following the completion of the sale, the chief technology officer now directly owns 3,919,024 shares in the company, valued at approximately $1,251,618,694.88. The trade was a 13.15 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 828,991 shares of company stock valued at $267,640,144. 14.69% of the stock is owned by company insiders.

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.