AppLovin (APP) News Today

AppLovin Corporation (NASDAQ:APP) shares are trading lower today amid heightened regulatory scrutiny and mixed analyst guidance. Below are the key developments driving investor sentiment:

• Positive Sentiment: Weiss Ratings reiterated its Buy (B–) rating on APP, signaling continued confidence in the company’s ad-tech growth trajectory. Weiss Ratings
• Positive Sentiment: Wedbush analysts raised EPS estimates across multiple upcoming quarters and fiscal years—ranging from Q4 2025 through FY 2027—while maintaining an Outperform rating and a $745 price target, reflecting optimism on revenue momentum and profitability. Wedbush Has Positive Outlook
• Neutral Sentiment: An industry report from Adjust points to resilient global mobile-app demand—driven by gaming and emerging-market expansion—which could support AppLovin’s ad monetization platform. Adjust Mobile App Growth Report
• Neutral Sentiment: Market commentary highlights an 85% gain for APP year-to-date but underscores recent volatility, including a pullback ahead of these regulatory and legal updates. Forbes Analysis
• Negative Sentiment: Reports that the SEC has opened an investigation into AppLovin’s data-collection practices triggered a sharp share-price drop, raising concerns over potential enforcement actions. Proactive Investors
• Negative Sentiment: Three law firms—Bragar Eagel & Squire, DJS Law Group, and the Schall Law Firm—have filed securities-fraud investigations and are soliciting long-term shareholders, signaling potential litigation risks. Bragar Eagel & Squire Investigation Alert
• Negative Sentiment: Zacks Research downgraded APP from a “Strong-Buy” to a “Hold” rating, citing stretched valuation after its strong run-up. Zacks Research