Needham Remains Sidelined on AppLovin Corp (APP): 'Management set a higher than normal target for sequential growth'

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BofA on AppLovin Corp (APP): 'Solid Q3 print, but few details of eCommerce ramp available'

November 6, 2025 4:47 AM EST

BofA Securities analyst Omar Dessouky reiterated a Buy rating and $860.00 price target on AppLovin Corp (NASDAQ: APP).

The analyst comments "Q3 revenues were +12% Q/Q, ahead of BofA/Street/Guide of 10%/7%/6%. The print exceeded the median of investors we spoke with, although 1/3 had much higher expectations. Management pointed... More

AppLovin Corp (APP) PT Raised to $750 at RBC Capital

November 6, 2025 4:27 AM EST

RBC Capital analyst Matthew Swanson raised the price target on AppLovin Corp (NASDAQ: APP) to $750.00 (from $700.00) while maintaining a Outperform rating.

The analyst comments "AppLovin delivered another strong quarter maintaining its consistent execution around its gaming business which continued to drive growth... More

AppLovin Corp (APP) PT Raised to $705 at BTIG, Remains Top Pick

November 6, 2025 4:17 AM EST

BTIG analyst Clark Lampen raised the price target on AppLovin Corp (NASDAQ: APP) to $705.00 (from $693.00) while maintaining a Buy rating.

The analyst comments "Earlier this evening, AppLovin posted 3Q25 results that exceeded our estimates and buy-side bull case expectations on healthier q/q Gaming growth and a significant q/q percentage uptick on the non-gaming side. We assume a non-gaming contribution of approximately $180M for 3Q with just under 10% sequential growth in gaming. For 4Q, we believe AppLovin's guidance framework embeds a conservative estimate for new, referral program-driven non-gaming spend --... More

AppLovin Corp (APP) PT Raised to $720 at Goldman Sachs

November 6, 2025 4:00 AM EST

Goldman Sachs analyst Eric Sheridan raised the price target on AppLovin Corp (NASDAQ: APP) to $720.00 (from $630.00) while maintaining a Neutral rating.

The analyst comments "We recap APPs Q3'25 earnings report which reflected a few key themes: 1) continued strong Advertising revenue performance on the back of... More

After-hours movers: Snap, DoorDash, e.l.f. Beauty, and more

November 5, 2025 4:55 PM EST

After-hours movers:

Snap (NYSE: SNAP) rose 23% after strong Q3 results and unveiling that it had teamed up with AI firm Perplexity to allow users to use the AI chatbot in app.

DoorDash (NASDAQ:... More

AppLovin jumps after strong Q3 earnings and upbeat Q4 outlook

November 5, 2025 4:39 PM EST

Investing.com -- Applovin Corp (NASDAQ: APP) shares edged up nearly 3% in after-hours trading Wednesday, following third-quarter earnings that topped Wall Street forecasts and a bullish revenue outlook for the final stretch of the year. The digital marketing firm reported strong growth in both its software platform and apps... More

AppLovin (APP) Tops Q3 EPS by 8c; offers guidance

November 5, 2025 4:07 PM EST

AppLovin (NASDAQ: APP) reported Q3 EPS of $2.45, $0.08 better than the analyst estimate of $2.37. Revenue for the quarter came in at $1.41 billion versus the consensus estimate of $1.34 billion.

GUIDANCE:

AppLovin sees Q4 2025 revenue of $1.57-1.6 billion, versus the consensus of $1.548... More

AppLovin (APP) call put ratio 1.9 calls to 1 put into quarter results

November 5, 2025 10:29 AM EST

AppLovin (NASDAQ: APP) November 7 weekly call option implied volatility is at 187, November is at 95; compared to its 52-week range of 52 to 122. Call put ratio 1.9 calls to 1 put into the expected release of quarter results today after the bell.

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BofA sees ‘high expectations’ for this software firm’s Q3 as eCommerce momentum builds

November 5, 2025 10:00 AM EST

Bank of America said it has high expectations for one software companys third-quarter results, pointing to accelerating eCommerce momentum and strong investor optimism heading into earnings.

The bank reiterated a Buy rating and $860 price objective on marketing platform AppLovin (NASDAQ: APP), calling the stock a top pick in its software coverage.

BofA analysts expect both gaming and eCommerce net revenue to rise 10% quarter-on-quarter, about 4% above the top end of guidance, noting that many investors are also modeling similar growth.

A significant minority of clients expect much... More

AppLovin (APP) call put ratio 2.8 calls to 1 put into quarter results

November 4, 2025 11:00 AM EST

AppLovin (NASDAQ: APP) November 7 weekly call option implied volatility is at 170, November is at 94; compared to its 52-week range of 52 to 122. Call put ratio 2.8 calls to 1 put into the expected release of quarter results after the bell on November 5.

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AppLovin (APP) call put ratio 2.4 calls to 1 put into quarter results

November 4, 2025 5:11 AM EST

AppLovin (NASDAQ: APP) November 7 weekly 640 straddle priced for a move of 13.5%. Call put ratio 2.4 calls to 1 put into the expected release of quarter results after the bell on November 5.

... More