APPCommunication Services · Advertising AgenciesThe 33 Wall Street analysts covering Applovin Corp. hold a median 12-month price target of $470 — +79.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 48 of 100 as at 14 Oct 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Applovin Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (100): The business earns solid, repeatable profits on what it owns.
Momentum (15): The shares have been drifting down relative to others.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on APP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +79.3% from it.
Of the 20 most recent actions, 0 moved their price target up and 12 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Oct 2026 | Wedbush | Maintains | Outperform | $610 → $560 |
| 13 Oct 2026 | Morgan Stanley | Maintains | Overweight | $450 → $400 |
| 12 Oct 2026 | Oppenheimer | Maintains | Outperform | $560 → $490 |
| 8 Oct 2026 | Jefferies | Maintains | Buy | $550 → $375 |
| 6 Oct 2026 | Needham | Reiterates | Buy | $475 |
| 14 Sept 2026 | Morgan Stanley | Maintains | Overweight | $650 → $450 |
| 14 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 8 Sept 2026 | BTIG | Maintains | Buy | — |
| 8 Sept 2026 | BTIG | Maintains | Buy | $408 → $396 |
| 1 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $630 → $510 |
| 1 Sept 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 26 Aug 2026 | Needham | Maintains | Buy | $500 → $475 |
| 26 Aug 2026 | Needham | Maintains | Buy | — |
| 21 Aug 2026 | Piper Sandler | Maintains | Neutral | $385 → $325 |
| 21 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 19 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $357 → $325 |
| 19 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 17 Aug 2026 | Benchmark | Maintains | Buy | $500 → $440 |
| 17 Aug 2026 | Benchmark | Maintains | Buy | — |
| 12 Aug 2026 | BTIG | Maintains | Buy | $574 → $408 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. APP appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Applovin Corp. returned −55.6% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 36% of US stocks
Cheaper than 11% of US stocks
Cheaper than 3% of US stocks
Cheaper than 19% of US stocks
Higher than 86% of US stocks
Higher than 76% of US stocks
Higher than 95% of US stocks
Higher than 99% of US stocks
Higher than 97% of US stocks
Higher than 98% of US stocks
Higher than 99% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Applovin Corp. has a market value of $91.1B and an enterprise value of $91.6B.
Revenue in the twelve months to 30 June 2026: $6.8B. The latest quarter grew 52.8% year on year.
Net income over the same four quarters: $4.4B, a 64.6% net margin.
Diluted earnings per share, trailing twelve months: $13.01.
Free cash flow in the twelve months to 30 June 2026: $4.5B.
Applovin Corp. spent $2.5B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 20.5×; forward P/E: 13.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Applovin Corp. employs 876 people — $7.8M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| APPApplovin Corp. | $91.1B | 48 |
| OMCOmnicom Group, Inc. | $22.3B | 50 |
| TTDThe Trade Desk, Inc. | $5.7B | 43 |
| WBDWarner Bros. Discovery, Inc.* | $77.6B | — |
| CMCSAComcast Corp.* | $76.7B | 72 |
| SPOTSpotify Technology SA* | $107.9B | 71 |
| MGNIMagnite, Inc. | $3.4B | 81 |
* Nearest Communication Services names by size — few advertising agencies companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Applovin Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Wedbush says its checks indicate AppLovin is not losing market share, despite its valuation implying otherwise. Advertisers it contacted kept spending steady in Q3 and expect an e-commerce-led lift in Q4.
Why it matters — The advertiser feedback makes Q3 a key test of AppLovin’s model update and provides context for expectations heading into Q4.
Unity Software shares fell 10% to $42.13 despite Wedbush raising its price target and saying its Vector advertising platform is gaining traction. AppLovin fell 3%, while Trade Desk also slipped.
Why it matters — The declines in AppLovin and Trade Desk alongside Unity's move provide relevant context on trading across advertising technology stocks.
Kaplan Fox & Kilsheimer LLP announced that a class action lawsuit has been filed against AppLovin on behalf of investors who acquired the company’s securities from February 12 through August 5, 2026. The firm noted a lead plaintiff deadline of November 16, 2026.
Why it matters — APP watchers may wish to note the securities lawsuit and the stated deadline for investors seeking to serve as lead plaintiff.
DJS Law Group announced a class action lawsuit against AppLovin alleging violations of federal securities laws. It encouraged shareholders who purchased APP shares during the stated class period to contact the firm regarding possible lead plaintiff appointments.
Why it matters — The lawsuit and related shareholder outreach are a legal development involving AppLovin that APP watchers may wish to follow.
Kaplan Fox & Kilsheimer LLP announced that a class action securities lawsuit has been filed against AppLovin on behalf of investors who acquired its securities between February 12 and August 5, 2026. The firm stated that the lead plaintiff deadline is November 16, 2026.
Why it matters — The lawsuit and lead plaintiff deadline are developments AppLovin investors may want to monitor.
The 33 Wall Street analysts covering Applovin Corp. have a median 12-month price target of $470, with estimates ranging from $325 to $790. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 33 analysts covering Applovin Corp., 27 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applovin Corp. 48 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Applovin Corp. ranks 48 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (100 of 100).
No one can know that. What the data says: the median 12-month target from 33 analysts implies +79.3% from the last close, and Ticker Nerd's factor model ranks Applovin Corp. 48 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Applovin Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for APP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $325 to $790 over the next 12 months.
Applovin Corp. returned -55.6% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
AppLovin Corporation Class A Common Stock represents equity in AppLovin Corporation, a Palo Alto, California-based advertising technology company. The company develops and operates software and artificial intelligence-powered marketing solutions that help businesses reach, measure, and monetize audiences across mobile and connected TV environments.
The most recent item we track (Proactive Investors, 14 Oct 2026): "AppLovin Q3 seen by Wedbush as key test of model update". Wedbush says its checks indicate AppLovin is not losing market share, despite its valuation implying otherwise. Advertisers it contacted kept spending steady in Q3 and expect an e-commerce-led lift in Q4.
AppLovin Corporation Class A Common Stock represents equity in AppLovin Corporation, a Palo Alto, California-based advertising technology company. The company develops and operates software and artificial intelligence-powered marketing solutions that help businesses reach, measure, and monetize audiences across mobile and connected TV environments. Its current product suite includes tools for user acquisition, in-app monetization, campaign management, analytics, and streaming-advertising distribution, serving advertisers, app developers, publishers, and digital content companies. AppLovin’s business is organized around advertising technology and app-related services, giving it a role in both the demand and supply sides of digital advertising. The Class A common stock is the company’s primary publicly traded equity class and is used by investors to gain exposure to its operating performance and capital structure.
CEO Mr. Adam Arash Foroughi · 876 employees · United States · https://www.applovin.com
