AppLovin Corp. Class A (APP)

Over the past six months, AppLovin's stock price has increased. Key events impacting the stock include Q3 2025 earnings beat, positive Q4 2025 guidance and analyst upgrades, stock volatility and AI trade pressure, and insider selling.

AppLovin's products and services experience demand seasonality, benefiting from positive gaming and e-commerce seasonality. The fourth quarter is a major milestone for the company, capturing significant holiday shopping advertising dollars.

AppLovin Corporation is a mobile technology company that provides a software-based platform for mobile application developers to market, monetize, analyze, and publish their applications. The company operates through two main segments: Advertising and Apps. Its major products and services include AppDiscovery, MAX, Adjust, SparkLabs, Wurl, AppLovin Exchange, Array, and various free-to-play mobile games.

AppLovin Corporation builds its software-based platform for advertisers to enhance content marketing and monetization in the United States and internationally. The company has expressed a focus on expanding its reach in the UK and Europe.

In September 2024, AppLovin released its "Consumer Mobile Trends 2024" report, which suggested that customers acquired through in-app ads are more engaged and loyal compared to those acquired through social media, potentially boosting its brand reputation. However, in November 2025, AppLovin's stock was reported to be under pressure due to an SEC investigation and short-seller allegations, which undermined investor confidence in the company.

AppLovin Corp. has a mixed ownership structure comprising institutional, retail, and individual investors. Approximately 48.82% of the company's stock is owned by institutional investors. Insiders own about 22.89% of the stock, with Arash Adam Foroughi owning the most shares among insiders. Public companies and individual investors collectively own approximately 28.29% of the stock.