AppLovin (APP) News Today

AppLovin Corporation (NASDAQ:APP) shares have been moving today on a mix of bullish catalysts, analyst actions and lingering caution from recent volatility. Key drivers include:

• Positive Sentiment: Unusual bullish options activity: Traders bought 135,980 call options on APP, a 114% jump over normal volume, suggesting strong upside bets. Traders Purchase High Volume of Call Options on AppLovin
• Positive Sentiment: Stock rally on earnings outlook: Shares jumped over 12% after management highlighted key growth catalysts and raised Q3 guidance. AppLovin Stock Jump 12% On Outlook Driven Catalysts
• Positive Sentiment: Analyst upgrades lift shares: APP traded up 3.8% following an upgrade from a major Wall Street firm. AppLovin Trading Up 3.8% Following Analyst Upgrade
• Positive Sentiment: Top‐rated stock: APP joined an elite list of names with a 95+ composite score, reflecting broad analyst confidence. AppLovin Joins Elite List Of Stocks With 95-Plus Composite Rating
• Positive Sentiment: Q2 earnings beat: AppLovin topped estimates on both revenue and EPS, driving optimism around its high‐margin advertising business. AppLovin Second Quarter 2025 Earnings: Beats Expectations
• Positive Sentiment: Analysts lift forecasts: Wedbush and William Blair raised their Q3 EPS estimates to $2.44 and $2.39, respectively, and reaffirmed outperform/sector‐outperform ratings. Wedbush Issues Positive Forecast for AppLovin Earnings, Research Analysts Issue Forecasts for AppLovin Q3 Earnings
• Positive Sentiment: Higher price targets across the board: Scotiabank to $450, Morgan Stanley to $480 (overweight), Wells Fargo to $480 (overweight) and Piper Sandler to $500 (overweight) underline significant upside potential. Price Target Raised to $450.00 at Scotiabank, Given New $480.00 Price Target at Morgan Stanley, Price Target Raised to $480.00 at Wells Fargo, Piper Sandler Forecasts Strong Price Appreciation
• Neutral Sentiment: Long‐term outlook: Analysts published 2025–2030 price forecasts highlighting both upside potential and risks over the next five years. AppLovin Price Prediction and Forecast 2025-2030
• Neutral Sentiment: Analyst caution: Some research suggests “muted upside” outside gaming as AppLovin diversifies into e-commerce, advising investors to monitor execution closely. Applovin Analysts See 'Muted Upside'
• Negative Sentiment: Q2 results initially spooked investors: APP shares plunged ~13% in after-hours trading before partially recovering, as growth beat but revenue fell short of lofty expectations. AppLovin’s Q2 Miss Spooks Market, But Wall Street Doubles Down
• Negative Sentiment: Lingering legal risk: Shares remain under pressure from a pending class-action lawsuit and critical short-seller reports that knocked off over 35% from February highs. Class Action Lawsuit and Short Seller Reports Weigh on APP
• Negative Sentiment: Mixed reactions post-earnings: Despite beating estimates, the stock fell over 5% in extended trading amid profit-taking and concerns about reaching lofty valuation levels. Trading Up 13% on Strong Earnings (Extended Session Pullback)