最新ニュース AppLovin (NASDAQ:APP) 株価情報

AppLovin

AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max, and gaming studios, which develop mobile games. AppLovin announced in February 2025 its plans to divest from the lower-margin gaming studios to focus exclusively on the ad tech platform. AppLovin's primary tool for future growth is Axon 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.

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Shares of software companies are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Also, Trump indicated the final tariff rate would be lower than the current 145% but not 0%.

JP Morgan analyst Cory Carpenter maintains AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) with a Neutral and lowers the price target from $475 to $270.

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Analyst Ratings

JP Morgan Maintains Neutral on AppLovin, Lowers Price Target to $270

At least one analyst says Take-Two Interactive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) and Roblox Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) are best positioned to ride out whatever macro headwinds the gaming sector goes through, such as <a href="https://www.benzinga.com/general/gaming">potential console cost hikes</a>.
As markets brace for market turbulence and the tariff chatter gets louder, JPMorgan's Cory Carpenter says the gaming sector may not take a full hit but will still feel some rumble.
While the low cost and hit-driven nature of video games helped them hold steady during the 2008/09 downturn, things are more complicated now thanks to the rise of mobile and live services. 
"AAA titles and free-to-play mobile games will likely prove most resilient," Carpenter says, while in-app purchases and catalog titles could take a hit.
But within this mixed bag, some stocks are still flashing green.
Read Also: <a href="https://www.benzinga.com/25/04/44672218/gamestop-enters-the-danger-zone-death-cross-flashes-but-ryan-cohen-isnt-flinching">GameStop Enters The Danger Zone: Death Cross Flashes, But Ryan Cohen Isn&#8217;t Flinching</a>
<h2 class="wp-block-heading">GTA Hype Keeps Take-Two In The Game</h2>
Take-Two remains a top pick. Carpenter sees a potential upside surprise this quarter, thanks to steady NBA 2K trends and a surprise mobile breakout in Color Block Jam. Zynga's migration to AppLovin Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) mediation platform might also quietly boost Take-Two's mobile business.
Of course, all eyes remain on GTA VI. Investor nerves are growing as the Fall 2025 window nears with no second trailer. Carpenter thinks a Winter release won't shake the stock too much &#8211; but early 2026? That's another story.
JPMorgan holds its $225 price target steady, assuming 36 million GTA VI units at $70 apiece &#8211; numbers that might even prove conservative.
<h2 class="wp-block-heading">Roblox Levels Up With User Surge, Ad Power-Up</h2>
Roblox is the only name in JPM's coverage where estimates are getting a real upgrade. Daily active users just hit a record 97 million, and that's a strong setup for a first-quarter beat.
The newly launched rewarded video ads and programmatic ad partnership with Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google could turbocharge 2025 results. 
Carpenter nudges his full-year bookings estimate to $5.296 billion &#8211; at the high end of company guidance.
<h2 class="wp-block-heading">EA Gets FC Boost, Playstudios Stays In Penalty Box</h2>
Electronic Arts Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>) sees a modest lift to its price target ($135) on stronger FC trends, helped by frequent content updates that re-energized player sentiment. But with no word on when Battlefield will deploy, JPMorgan is keeping its FY26 outlook cautious. 
Meanwhile, Playstudios Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MYPS#NASDAQ">MYPS</a>) stays on the bench with an Underweight rating as in-app purchase revenue continues to fall. Without a breakout from its upcoming Sweepstakes and Tetris titles, JPMorgan expects 2025 revenue to hover at the low end of guidance.
While macro clouds linger over gaming, JPMorgan sees selective bright spots &#8211; particularly in Roblox and Take-Two. For investors, it's less about beating the market and more about backing the right boss battle.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/25/04/44903063/star-wars-highlights-tv-new-movie-with-ryan-gosling-fortnite-collab-will-the-force-be-with-disney-stock">Star Wars Highlights TV, New Movie With Ryan Gosling, Fortnite Collab: Will The Force Be With Disney Stock?</a></li>
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Image: Shutterstock

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Shares of stocks in the broader tech sector are trading lower amid overall market weakness amid President Trump's criticism of Fed Chair Powell.

Applovin shares are trading lower. Needham reiterated its Hold rating on the stock.

Needham analyst Bernie McTernan reiterates AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) from Hold to Hold.

Reiteration

Needham Reiterates Hold on AppLovinto Hold

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<li>Global Payments Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPN#NYSE">GPN</a>) shares declined 16.55% after the company announced it had bought a <a href="https://www.benzinga.com//node/44862867" target="_blank" rel="noreferrer noopener">stake in Worldpay for $6.6 billion</a>.</li>
<li>Applovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) stock decreased 9.71% after Goldman Sachs analyst Eric Sheridan cut its price <a href="https://www.benzinga.com/quote/app/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast from $500 to $335</a>.</li>
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<li>DaVita Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVA#NYSE">DVA</a>) shares fell 8.69% in the last week.</li>
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) stock declined 8.20% amid <a href="https://www.benzinga.com//node/44821791" target="_blank" rel="noreferrer noopener">the FTC&#8217;s antitrust trial</a>. Several analysts lowered the <a href="https://www.benzinga.com/quote/meta/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
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<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares declined 6.46% after JP Morgan analyst Samik Chatterjee cut its price forecast on the <a href="https://www.benzinga.com/quote/smci/analyst-ratings" target="_blank" rel="noreferrer noopener">stock from $45 to $39</a>.</li>
<li>GlobalFoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>) shares declined 6.24% after NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) said the US government recently informed that it would need a <a href="https://www.benzinga.com//node/44856114" target="_blank" rel="noreferrer noopener">license to export chips to China</a>.</li>
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These Large Cap Tech And Healthcare Stocks Had A Poor Run In Easter Week (Apr 14-Apr 18): Are These In Your Portfolio?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$100.00</td>
<td>$108.3K</td>
<td>31.0K</td>
<td>57.6K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$205.00</td>
<td>$28.6K</td>
<td>8.9K</td>
<td>15.8K</td>
</tr>
<tr>
<td>APLD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/15/27</td>
<td>$5.00</td>
<td>$60.6K</td>
<td>18.4K</td>
<td>7.5K</td>
</tr>
<tr>
<td>CTSH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$70.00</td>
<td>$30.0K</td>
<td>5.9K</td>
<td>2.1K</td>
</tr>
<tr>
<td>CLSK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$10.00</td>
<td>$29.0K</td>
<td>2.6K</td>
<td>1.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$85.00</td>
<td>$209.0K</td>
<td>11.1K</td>
<td>955</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$150.00</td>
<td>$224.2K</td>
<td>3.6K</td>
<td>913</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$63.00</td>
<td>$59.3K</td>
<td>74</td>
<td>822</td>
</tr>
<tr>
<td>ON</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$33.00</td>
<td>$47.4K</td>
<td>613</td>
<td>543</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$350.00</td>
<td>$57.0K</td>
<td>361</td>
<td>466</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a put option sweep with bullish sentiment. It expires in 8 day(s) on April 25, 2025. Parties traded 401 contract(s) at a $100.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $108.3K, with a price of $270.0 per contract. There were 31057 open contracts at this strike prior to today, and today 57602 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on April 25, 2025. Parties traded 200 contract(s) at a $205.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $143.0 per contract. There were 8906 open contracts at this strike prior to today, and today 15874 contract(s) were bought and sold. 
• For APLD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>), we notice a put option sweep that happens to be neutral, expiring in 638 day(s) on January 15, 2027. This event was a transfer of 213 contract(s) at a $5.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $60.6K, with a price of $284.0 per contract. There were 18428 open contracts at this strike prior to today, and today 7513 contract(s) were bought and sold. 
• For CTSH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>), we notice a put option sweep that happens to be bullish, is expiring today. Parties traded 500 contract(s) at a $70.00 strike. This particular put needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $30.0K, with a price of $60.0 per contract. There were 5917 open contracts at this strike prior to today, and today 2142 contract(s) were bought and sold. 
• For CLSK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>), we notice a call option sweep that happens to be bullish, expiring in 218 day(s) on November 21, 2025. This event was a transfer of 200 contract(s) at a $10.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $29.0K, with a price of $145.0 per contract. There were 2694 open contracts at this strike prior to today, and today 1254 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a put option sweep that happens to be neutral, expiring in 155 day(s) on September 19, 2025. This event was a transfer of 200 contract(s) at a $85.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $209.0K, with a price of $1045.0 per contract. There were 11139 open contracts at this strike prior to today, and today 955 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option trade that happens to be bearish, expiring in 64 day(s) on June 20, 2025. This event was a transfer of 750 contract(s) at a $150.00 strike. The total cost received by the writing party (or parties) was $224.2K, with a price of $299.0 per contract. There were 3654 open contracts at this strike prior to today, and today 913 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on April 25, 2025. Parties traded 100 contract(s) at a $63.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $59.3K, with a price of $593.0 per contract. There were 74 open contracts at this strike prior to today, and today 822 contract(s) were bought and sold. 
• Regarding ON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), we observe a put option sweep with bearish sentiment. It expires in 8 day(s) on April 25, 2025. Parties traded 500 contract(s) at a $33.00 strike. This particular put needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $47.4K, with a price of $96.0 per contract. There were 613 open contracts at this strike prior to today, and today 543 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option trade with bullish sentiment. It expires in 22 day(s) on May 9, 2025. Parties traded 200 contract(s) at a $350.00 strike. The total cost received by the writing party (or parties) was $57.0K, with a price of $285.0 per contract. There were 361 open contracts at this strike prior to today, and today 466 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

APLD

CLSK

CTSH

10 Information Technology Stocks Whale Activity In Today's Session

Whales with a lot of money to spend have taken a noticeably bearish stance on AppLovin.
Looking at options history for AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) we detected 28 trades.
If we consider the specifics of each trade, it is accurate to state that 28% of the investors opened trades with bullish expectations and 50% with bearish.
From the overall spotted trades, 12 are puts, for a total amount of $1,469,533 and 16, calls, for a total amount of $1,009,249.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $190.0 to $480.0 for AppLovin over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of AppLovin stands at 573.05, with a total volume reaching 6,143.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in AppLovin, situated within the strike price corridor from $190.0 to $480.0, throughout the last 30 days.
<h3>AppLovin 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744905649_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>APP</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$136.8</td>
<td>$133.9</td>
<td>$136.8</td>
<td>$370.00</td>
<td>$574.5K</td>
<td>0</td>
<td align="right">42</td>
</tr>
<tr>
<td>APP</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$51.8</td>
<td>$50.7</td>
<td>$50.9</td>
<td>$230.00</td>
<td>$279.9K</td>
<td>129</td>
<td align="right">75</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$15.9</td>
<td>$11.6</td>
<td>$15.0</td>
<td>$230.00</td>
<td>$150.0K</td>
<td>377</td>
<td align="right">113</td>
</tr>
<tr>
<td>APP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$13.0</td>
<td>$12.2</td>
<td>$12.99</td>
<td>$227.50</td>
<td>$129.9K</td>
<td>1.3K</td>
<td align="right">245</td>
</tr>
<tr>
<td>APP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$12.5</td>
<td>$12.0</td>
<td>$12.5</td>
<td>$227.50</td>
<td>$125.0K</td>
<td>1.3K</td>
<td align="right">145</td>
</tr>
</tbody>
</table>

<h3>About AppLovin</h3>
AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max, and gaming studios, which develop mobile games. AppLovin announced in February 2025 its plans to divest from the lower-margin gaming studios to focus exclusively on the ad tech platform. AppLovin's primary tool for future growth is Axon 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
After a thorough review of the options trading surrounding AppLovin, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>AppLovin's Current Market Status</h3>
<ul>
<li>Trading volume stands at 1,964,625, with APP's price up by 0.75%, positioned at $231.53.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 20 days.</li>
</ul>
<h3>What Analysts Are Saying About AppLovin</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $389.2.
Turn $1000 into $1270 in just 20 days?
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&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Buy rating for AppLovin, targeting a price of $450. 
&#x2A; An analyst from Morgan Stanley upgraded its action to Overweight with a price target of $350. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on AppLovin with a target price of $386. 
&#x2A; Consistent in their evaluation, an analyst from Piper Sandler keeps a Overweight rating on AppLovin with a target price of $425. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Neutral rating on AppLovin with a target price of $335. 
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Markets

Market Whales and Their Recent Bets on APP Options

TikTok&#8216;s U.S. public policy chief, Michael Beckerman, is leaving his Washington-based role to transition to a global advisory position.
The departure comes as President Donald Trump recently <a href="https://benzinga.com/25/04/44655624/trumps-tariff-hike-pushes-back-tiktok-us-deal-as-china-opposes-the-sale-extending-the-deadline-for-bytedances-divestment">extended the deadline for ByteDance&#8216;s sale</a> of TikTok&#8217;s U.S. assets by 75 days, The Information <a href="https://www.theinformation.com/articles/tiktok-policy-chief-fought-ban-leave-job">reported</a> on Wednesday, citing a staff memo.
ByteDance did not immediately respond to <a href="http://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
Meanwhile, competition to acquire TikTok&#8217;s international operations intensifies, with AppLovin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APP#NYSE">APP</a>) confirming a preliminary bid in an exchange filing. Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and a group led by OnlyFans founder Tim Stokely are <a href="https://www.benzinga.com/trading-ideas/movers/25/04/44645102/applovin-wants-tiktok-but-can-it-beat-amazon-and-onlyfans-to-the-punch">reportedly exploring potential bids</a>.
Beijing&#8217;s resistance complicates the sale, which affects over 170 million American users. The White House has taken an active role in negotiations, with Vice President JD Vance expressing optimism that terms will be <a href="https://www.benzinga.com/news/global/25/02/43604572/jd-vance-quarterbacking-tiktok-deal-will-his-venture-capital-experience-secure-a-win?tblci=GiAShVRBa42nCBtWlx7IMC67Vo2BcWpr85L5I7snseW6sCCN1VcolqTZ7-yIiJzNATDviEo&amp;_gl=1&#x2A;uzxmwu&#x2A;_gcl_au&#x2A;MTUxNzE3MzM4LjE3Mzc1OTI3Mzc.&#x2A;_ga&#x2A;R1MxLjIuMTczNTg4MjcyMS4xLjEuMTczNTg4Mjg5Ny42MC4wLjA.&#x2A;_ga_V7ZK73W7N0&#x2A;MTc0NDg2NDM0Mi4xLjAuMTc0NDg2NDU5MC4wLjAuMA..">finalized by the deadline</a> that was set on April 5.
This forced divestiture occurs amid broader tech industry scrutiny, as Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) simultaneously fights a Federal Trade Commission antitrust case seeking divestiture of Instagram and WhatsApp. Prosecutors allege Meta employed an illegal &#8220;buy or bury&#8221; <a href="https://www.benzinga.com/25/04/44821791/meta-platforms-used-buy-or-bury-strategy-to-monopolize-social-media-ftc-says">strategy to dominate social networking</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/04/44854372/gold-hits-new-record-highs-as-safe-haven-demand-climbs-2-ways-to-invest#google_vignette">Gold Hits New Record Highs As Safe-Haven Demand Climbs: 2 Ways To Invest</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: XanderSt / Shutterstock.com

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TikTok's US Policy Chief Steps Down As Bidding War Heats Up After Trump Extends Deadline: Report

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Shares of companies within the broader tech sector are trading lower after Fed Chair Powell made remarks at the Economic Club. Also, the broader tech industry may be weighed down by NVIDIA after the United States informed the company that it may require a license to export chips to China

Applovin shares are trading lower after Goldman Sachs cut its price target from $500 to $335.

Goldman Sachs analyst Eric Sheridan maintains AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) with a Neutral and lowers the price target from $500 to $335.

Goldman Sachs Maintains Neutral on AppLovin, Lowers Price Target to $335

Applovin shares are trading lower after UBS cut its price target on the stock from $630 to $450.

UBS analyst John Hodulik maintains AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) with a Buy and lowers the price target from $630 to $450.

UBS Maintains Buy on AppLovin, Lowers Price Target to $450

Ratings for AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) were provided by 14 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">6</td>
<td align="right">6</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">5</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $492.64, along with a high estimate of $650.00 and a low estimate of $335.00. This current average has increased by 19.26% from the previous average price target of $413.07. 
<img src="https://www.benzinga.com/files/images/story/2025/1744311660_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of AppLovin among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;James Callahan &#x7C;Piper Sandler &#x7C;Lowers &#x7C;Overweight &#x7C; $425.00&#x7C;$575.00 &#x7C; 
&#x7C;Matthew Cost &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Overweight &#x7C; $350.00&#x7C;$470.00 &#x7C; 
&#x7C;Alec Brondolo &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Overweight &#x7C; $386.00&#x7C;$538.00 &#x7C; 
&#x7C;Rob Sanderson &#x7C;Loop Capital &#x7C;Raises &#x7C;Buy &#x7C; $650.00&#x7C;$450.00 &#x7C; 
&#x7C;Jason Bazinet &#x7C;Citigroup &#x7C;Raises &#x7C;Buy &#x7C; $600.00&#x7C;$460.00 &#x7C; 
&#x7C;Martin Yang &#x7C;Oppenheimer &#x7C;Raises &#x7C;Outperform &#x7C; $560.00&#x7C;$480.00 &#x7C; 
&#x7C;Mike Hickey &#x7C;Benchmark &#x7C;Raises &#x7C;Buy &#x7C; $525.00&#x7C;$375.00 &#x7C; 
&#x7C;Cory Carpenter &#x7C;JP Morgan &#x7C;Raises &#x7C;Neutral &#x7C; $475.00&#x7C;$325.00 &#x7C; 
&#x7C;James Callahan &#x7C;Piper Sandler &#x7C;Raises &#x7C;Overweight &#x7C; $575.00&#x7C;$400.00 &#x7C; 
&#x7C;John Hodulik &#x7C;UBS &#x7C;Raises &#x7C;Buy &#x7C; $630.00&#x7C;$440.00 &#x7C; 
&#x7C;Omar Dessouky &#x7C;B of A Securities &#x7C;Raises &#x7C;Buy &#x7C; $580.00&#x7C;$375.00 &#x7C; 
&#x7C;Eric Sheridan &#x7C;Goldman Sachs &#x7C;Raises &#x7C;Neutral &#x7C; $335.00&#x7C;$220.00 &#x7C; 
&#x7C;John Hodulik &#x7C;UBS &#x7C;Raises &#x7C;Buy &#x7C; $440.00&#x7C;$315.00 &#x7C; 
&#x7C;Alec Brondolo &#x7C;Wells Fargo &#x7C;Raises &#x7C;Overweight &#x7C; $366.00&#x7C;$360.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to AppLovin. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of AppLovin compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of AppLovin's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of AppLovin's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/APP/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on AppLovin analyst ratings.</a>
<h2>Delving into AppLovin's Background</h2>
AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max, and gaming studios, which develop mobile games. AppLovin announced in February 2025 its plans to divest from the lower-margin gaming studios to focus exclusively on the ad tech platform. AppLovin's primary tool for future growth is Axon 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
<h3>Key Indicators: AppLovin's Financial Health</h3>
Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.
Revenue Growth: Over the 3M period, AppLovin showcased positive performance, achieving a revenue growth rate of 44.01% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 43.61%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): AppLovin's ROE stands out, surpassing industry averages. With an impressive ROE of 59.04%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): AppLovin's ROA stands out, surpassing industry averages. With an impressive ROA of 10.58%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: AppLovin's debt-to-equity ratio surpasses industry norms, standing at 3.26. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>Analyst Ratings: Simplified</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

14 Analysts Assess AppLovin: What You Need To Know

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Shares of software and IT stocks are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Piper Sandler analyst James Callahan maintains AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) with a Overweight and lowers the price target from $575 to $425.

Piper Sandler Maintains Overweight on AppLovin, Lowers Price Target to $425

Morgan Stanley analyst Matthew Cost upgrades AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) from Equal-Weight to Overweight and lowers the price target from $470 to $350.

Upgrades

Morgan Stanley Upgrades AppLovin to Overweight, Lowers Price Target to $350

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Shares of software companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Press Releases

AppLovin Corporation (APP) Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

Short Sellers

DEADLINE APPROACHING: Berger Montague Advises AppLovin (NASDAQ: APP) Investors to Inquire About a Securities Fraud Class Action by May 5, 2025

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in AppLovin Corporation of Class Action Lawsuit and Upcoming Deadlines - APP

Legal

TOP RANKED ROSEN LAW FIRM Encourages AppLovin Corporation Investors to Secure Counsel Before Important May 5 Deadline in Securities Class Action – APP

APPLOVIN SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuits Against AppLovin Corporation - APP

AppLovin Corporation Sued for Securities Law Violations – Investors Should Contact The Gross Law Firm Before May 5, 2025 to Discuss Your Rights – APP

Moore Law Encourages AppLovin Corporation Investors to Contact Law Firm

APP Investors Have Opportunity to Lead AppLovin Corporation Securities Fraud Lawsuit

APP DEADLINE ALERT: AppLovin (APP) Investors with Losses Encouraged to Contact Hagens Berman Before May 5th Deadline in Securities Class Action

APPLOVIN SHAREHOLDER ALERT: CLAIMSFILER REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuits Against AppLovin Corporation - APP

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