APP — Applovin Corp

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Applovin Corp

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$567.83
Market Cap$165.46B
Float241.4M
Shares Outstanding305.7M
P/E (Forward)30.67
P/E (TTM)42.90
Price/Sales (TTM)26.84
vs. Analyst Target+13.5% to analyst PT
Profit Margin64.29%
Operating Margin (TTM)78.15%
Revenue (TTM)$6.16B
Earnings Growth (YoY)113.10%
Dividend RateNone
Analyst Target Price$644.47 (26 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.45B -$125M $896M $197M
2021 $2.79B $35.4M $1.81B $581M
2022 $2.82B -$193M $1.56B $514M
2023 $1.84B $357M $1.49B $1.26B
2024 $3.22B $1.58B $2.70B $2.38B
2025 $5.48B $3.33B $4.82B $4.35B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $1.26B $820M
Sep 2025 $1.41B $836M
Dec 2025 $1.66B $1.10B
Mar 2026 $1.84B $1.21B

Ownership & Float

Insider Ownership18.4%
Institutional Ownership75.1%
Short Float4.6%
% of All Funds Holding15.85%
Number of Funds Holding1,303

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$456.35Near-term / short-term trend
Weekly40-Week SMA$538.12Medium-term trend
Weekly80-Week SMA$442.62Cyclical trend (business cycle)
Weekly200-Week SMA$207.60Secular trend (multi-year)
Monthly10-Month SMA$542.78Near-term monthly trend
Monthly20-Month SMA$431.06Medium-term monthly trend
Monthly40-Month SMA$241.31Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$282.00 support 1.08x 11 months ago
$172.00 support 1.63x 17 months ago
$93.00 support 1.29x 19 months ago

Historical Earnings Reactions (21 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 10.90% 12.43% 80.95% 36.46% -18.80%
1 Day 12.16% 14.20% 71.43% 46.27% -19.68%
1 Week 14.25% 12.47% 76.19% 68.79% -28.40%
2 Weeks 12.47% 7.22% 66.67% 88.81% -33.09%
1 Month 15.32% 18.01% 70.00% 90.48% -34.06%

Next earnings: August 5, 2026 (69 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.28% 55.5% 238
Tuesday -0.09% 51.5% 266
Wednesday 0.05% 49.4% 263
Thursday 0.76% 52.7% 256
Friday 0.39% 55.0% 260

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 75.1%

Insider Transactions — Smart Summary

Total insider ownership: 18.4%

Founder-led management: Adam Foroughi (Co-Founder, CEO & Chairperson)

12-Month Insider Activity Summary

Total Filings28
Net Value-$397M
Net Shares Change-1,425,382
% of Float-0.6%
C-Suite Filings15
Clusters Detected5

Key Insiders

NameTitleNet ValueFilingsActivity
Foroughi Arash Adam CEO and Chairperson -$179M 3 5 sell
Chen Herald Y -$129M 1 2 sell
Vivas Eduardo -$9.6M 1 1 sell
Valenzuela Victoria CALO and Corp. Secretary -$5.0M 1 1 sell
Harvey Dawson Alyssa -$1.6M 2 2 sell
Dorosh Dmitriy Principal Accounting Officer -$1.4M 1 1 sell
Messing Barbara -$573,691.65 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-28 – 2025-06-06 4 4 -$76.2M 2 C-suite
2025-08-14 – 2025-08-27 8 6 -$512M 5 C-suite
2025-11-07 – 2025-11-13 3 3 -$99.1M
2025-11-24 – 2025-11-26 3 3 -$105M 3 C-suite
2026-03-12 – 2026-03-20 5 4 -$175M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-13 Dorosh Dmitriy Principal Accounting Officer -$1.4M Transaction at $453.42, now +25.2%
2026-03-13 Foroughi Arash Adam CEO and Chairperson -$46.2M Transaction at $462.13, now +22.9%
2026-03-20 Vivas Eduardo -$9.6M Transaction at $458.67, now +23.8%
2025-11-24 Foroughi Arash Adam CEO and Chairperson -$54.5M Transaction at $521.17, now +9.0%
2025-08-22 Foroughi Arash Adam CEO and Chairperson -$78.1M Transaction at $414.35, now +37.0%
2025-12-19 Valenzuela Victoria CALO and Corp. Secretary -$5.0M Transaction at $657.13, now -13.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Applovin Corp (APP) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for APP on Trend Edge →