Nov 25, 2025 • Investing.com
NEUTRAL
AppLovin CFO Stumpf sells $2.5m in stock
AppLovin CFO Matthew Stumpf sold approximately $2.5 million worth of Class A Common Stock on November 21, 2025, from prices ranging $492.26 to $527.5. The transactions were made under a pre-arranged Rule 10b5-1 trading plan. Despite the sale, other recent news highlights AppLovin's strong Q3 2025 results, with revenue up 68% year-over-year and upgraded credit ratings from Fitch.
Nov 23, 2025 • Investing.com
SOMEWHAT-BEARISH
AppLovin CEO Foroughi sells $13.3 million in stock
AppLovin Corp's CEO, Arash Adam Foroughi, sold $13.3 million worth of Class A Common Stock across November 20 and 21, through direct and indirect holdings. These transactions, involving shares held directly and indirectly via The JAF Children’s Trust, occurred with prices ranging from $490.63 to $561.89. Despite the selling, Foroughi still holds over 5.5 million shares, and the company recently reported strong Q3 2025 results with significant revenue and EBITDA growth, leading to a Fitch credit upgrade and increased price targets from several analyst firms.
Nov 23, 2025 • TipRanks
BULLISH
AppLovin Corp. Reports Strong Q3 2025 Financial Growth
AppLovin Corp. reported significant financial growth in Q3 2025, with a 68% increase in revenue to $1.405 billion and a 92% rise in net income to $836 million. The company also announced a substantial share repurchase program and projected strong Q4 revenue between $1.57 billion and $1.6 billion. This performance reflects AppLovin's strategic focus on enhancing shareholder value and sustaining its growth trajectory.
Nov 23, 2025 • Business Wire
BEARISH
Rosen Law Firm Encourages AppLovin Corporation Investors to Inquire About Securities Class Action Investigation – APP
The Rosen Law Firm is investigating potential securities claims against AppLovin Corporation (NASDAQ: APP) following allegations that the company issued materially misleading business information. This investigation stems from a Bloomberg article reporting an SEC probe into AppLovin's data-collection practices, which led to a 14% stock drop. The firm encourages investors who purchased AppLovin securities to inquire about joining a prospective class action.
Nov 11, 2025 • The Globe and Mail
BULLISH
AppLovin Corp. Shines in Earnings Call with Strong Growth
AppLovin Corp. reported strong Q3 earnings, with revenue soaring 68% year-over-year to $1.405 billion and adjusted EBITDA increasing by 79% to $1.158 billion. The company achieved inclusion in the S&P 500, successfully launched a self-service platform, and expanded international reach despite challenges with EU market regulations and competitive pressure in monetization. AppLovin provided optimistic Q4 guidance, focusing on innovation and growth with projected revenue between $1.570 billion and $1.6 billion.
Nov 08, 2025 • Morningstar
NEUTRAL
AppLovin's Revenue Growth and Operating Margins Are Remarkable, but Largely Reflected in Price
AppLovin, an advertising tech company, has demonstrated remarkable revenue growth and operating margins, driven by its AI advertising platform. Despite this strong performance and a valuation increase, the article suggests that these positive aspects are largely already factored into the company's stock price. The firm's strategy involves providing various advertising solutions and has transitioned to a pure-play ad tech platform after divesting its gaming studios.