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Overview
Smart money at a glance
Filings to Sep 25, 2026Net selling: insiders sold $1.6M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $2K to $30K in total in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$1.6M netNet selling
- CongressSTOCK Act, last 180 days
- $2K to $30K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 4 cutEven
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 25- Open
- $314.87
- 52-wk high
- $745.61
- High
- $320.45
- 52-wk low
- $297.50
- Low
- $308.24
- Prev close
- $312.47
- Mkt cap
- $104.57B
- P/E
- 24.2x
- Volume
- 3.97M
- Fwd P/E
- 15.4x
- Beta
- 2.49
- P/S
- 15.4x
- P/B
- 33.4x
- Profit margin
- +64.6%
- Op margin
- +77.7%
- ROE
- +203.7%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about APP filings
Are insiders buying or selling Applovin Corp (APP) stock?
Net selling: insiders sold $1.6M and bought $0 of APP stock on the open market in the 90 days to Sep 25, 2026, according to SEC Form 4 filings. $1.6M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Webb, Maynard G Jr (Director), who sold $1.6M. The latest filing was on Jul 8, 2026.
Which members of Congress have traded APP recently?
Rep. Gilbert Cisneros (D) sold $1K to $15K on Aug 18, 2026, disclosed 23 days later. Rep. Gilbert Cisneros (D) bought $1K to $15K on Jul 17, 2026, disclosed 49 days later. In total, 1 member disclosed 2 APP trades with trade dates in the last 180 days, filed a median 36 days after trading.
How current is this APP smart-money data?
This summary uses filings available on Sep 25, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 7 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (2)
- TS
Terry Smith
$358.9M
bought
- BR
Bridgewater
$75.5M
bought
Sells/Trims (1)
- TG
Tiger Global
$398.0M
sold
What insiders are doing
Sells (3)
- WM
Webb Maynard G Jr
$1.6M
sold
- VE
Vivas Eduardo
$82.6M
sold
- FA
Foroughi Arash Adam
$25.3M
sold
What Congress is doing
Buys (1)
Sells (1)
What fin-fluencers are saying
How top traders are positioned
No tracked top-trader positions in APP right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 1.1% above what analysts expected.
Earnings per share
$3.72 expected
Revenue
$1.94B expected
Q3 2026 guidance
$2.06B to $2.08B
$2.08B expected-0.3%at the midpoint
Reports Nov 4, 2026, in 40 days
EPS expected
$3.76 to $4.53
Revenue expected
21 analysts
Last 30 days
Analysts cutting estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.41B | $1.66B | $1.84B | $1.92B |
| Cost of what it sold | $174.9M | $183.5M | $203.6M | $225.8M |
| Gross profit | $1.23B | $1.47B | $1.64B | $1.70B |
| What it spent | ||||
| Research and development | $43.9M | $82.2M | $94.1M | $99.9M |
| Sales and admin | $58.8M | $68.2M | $44.0M | $40.3M |
| Other operating costs | $48.6M | $48.8M | $60.8M | $63.4M |
| Total operating expenses | $151.2M | $199.2M | $198.9M | $203.6M |
| What was left | ||||
| Operating profit | $1.08B | $1.28B | $1.44B | $1.49B |
| Interest on debt | $51.4M | $51.3M | $51.2M | $51.2M |
| Profit before tax | $1.02B | $1.25B | $1.43B | $1.51B |
| Tax | $185.4M | $151.1M | $225.8M | $239.0M |
| Net profit | $835.5M | $1.10B | $1.21B | $1.27B |
| EBITDA | $1.11B | $1.34B | $1.52B | $1.56B |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
35 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bearish
Tone of tracked coverage
Applovin Corp Stock (APP) Moved Up by 6.06% on Sep 21: Drivers Behind the Movement
NeutralSep 22AppLovin Corp stock gains over 6 percent as class action risk meets strong growth signal
NeutralSep 21AppLovin stock falls as class action adds to pressure
BearishSep 20Applovin Corp Stock (APP) Moved Down by 3.35% on Sep 18: What Investors Need To Know
BearishSep 19AppLovin Is Well Positioned to Continue Taking Share in the Digital Advertising Market
BullishSep 16
Macro
32 macro signals shaping APP right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results