AppLovin (APP) to Release Quarterly Earnings on Wednesday

Key Points

• AppLovin is set to release its Q2 2025 earnings report on August 6, with analysts predicting earnings of $2.05 per share and revenue of $1.37 billion.
• The company's previous quarterly results showed a net margin of 37.38% and revenue growth of 40.3% year-over-year, indicating a strong performance compared to last year.
• Currently, AppLovin has an average analyst rating of "Moderate Buy" with a consensus price target of $447.57.

AppLovin (NASDAQ:APP - Get Free Report) will likely be announcing its Q2 2025 earnings results after the market closes on Wednesday, August 6th. Analysts expect the company to announce earnings of $2.05 per share and revenue of $1.37 billion for the quarter.

AppLovin (NASDAQ:APP - Get Free Report) last posted its quarterly earnings results on Wednesday, May 7th. The company reported $1.67 EPS for the quarter, beating the consensus estimate of $1.45 by $0.22. AppLovin had a net margin of 37.38% and a return on equity of 224.65%. The company had revenue of $1.48 billion for the quarter, compared to analyst estimates of $1.38 billion. During the same period in the prior year, the company earned $0.67 earnings per share. The firm's revenue was up 40.3% on a year-over-year basis. On average, analysts expect AppLovin to post $7 EPS for the current fiscal year and $9 EPS for the next fiscal year.

AppLovin Stock Performance

NASDAQ:APP traded down $11.53 during mid-day trading on Friday, hitting $379.17. The company's stock had a trading volume of 6,325,484 shares, compared to its average volume of 7,105,278. AppLovin has a 1 year low of $60.67 and a 1 year high of $525.15. The company has a debt-to-equity ratio of 6.10, a current ratio of 1.68 and a quick ratio of 1.68. The stock has a market cap of $128.31 billion, a price-to-earnings ratio of 68.44, a PEG ratio of 2.16 and a beta of 2.42. The business's fifty day moving average is $362.95 and its two-hundred day moving average is $337.13.

Analyst Upgrades and Downgrades

APP has been the topic of several recent research reports. Citigroup reaffirmed a "buy" rating on shares of AppLovin in a report on Thursday, May 29th. Jefferies Financial Group raised their target price on AppLovin from $460.00 to $530.00 and gave the company a "buy" rating in a research report on Thursday, May 8th. Scotiabank upgraded AppLovin to a "strong-buy" rating in a research report on Tuesday, July 8th. JPMorgan Chase & Co. raised their target price on AppLovin from $355.00 to $400.00 and gave the company a "neutral" rating in a research report on Tuesday, June 3rd. Finally, Oppenheimer restated an "outperform" rating and set a $500.00 target price (down from $560.00) on shares of AppLovin in a research report on Thursday, May 8th. One analyst has rated the stock with a sell rating, three have given a hold rating, seventeen have issued a buy rating and three have given a strong buy rating to the stock. Based on data from MarketBeat.com, AppLovin has an average rating of "Moderate Buy" and a consensus target price of $447.57.

Insider Buying and Selling at AppLovin

In other news, Director Herald Y. Chen sold 171,420 shares of AppLovin stock in a transaction that occurred on Tuesday, May 13th. The shares were sold at an average price of $373.77, for a total transaction of $64,071,653.40. Following the sale, the director owned 221,209 shares of the company's stock, valued at approximately $82,681,287.93. The trade was a 43.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Arash Adam Foroughi sold 100,000 shares of the stock in a transaction that occurred on Wednesday, May 21st. The stock was sold at an average price of $367.51, for a total value of $36,751,000.00. Following the completion of the transaction, the chief executive officer owned 2,760,363 shares of the company's stock, valued at $1,014,461,006.13. The trade was a 3.50% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 1,212,968 shares of company stock valued at $455,062,980. Company insiders own 13.66% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Bison Wealth LLC acquired a new stake in AppLovin in the 4th quarter valued at approximately $239,000. Revolve Wealth Partners LLC acquired a new position in shares of AppLovin in the fourth quarter worth $294,000. Finally, Integrated Wealth Concepts LLC grew its stake in shares of AppLovin by 58.0% in the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company's stock worth $448,000 after acquiring an additional 621 shares in the last quarter. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

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.