AppLovin Market Sentiment

Market sentiment signals for AppLovin (APP): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus▲ Buy

Short Interest▼ 4.0% short float

Options Flow▲ 0.90 P/C ratio

Insider Activity— N/A

Analyst Consensus

Buy

21 analysts

Options Flow (P/C)

0.90

More calls — Bullish

11,460 calls · 10,260 puts

Avg Consensus PT

$516

+94.1%

Highest Price Target

$798

+200.4%

UBS

Lowest Price Target

$325

+22.4%

Piper Sandler

Short Interest

4.0%

Rising — Bearish

Insider Activity (30d)

—

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Oct 19, 2026	Citigroup	Jason Bazinet—	+88.2%	$600 → $500	Maintained	Buy
Oct 14, 2026	Goldman Sachs	Eric Sheridan—	+50.6%	$465 → $400	Maintained	Neutral
Oct 14, 2026	Wedbush	Alicia Reese—	+110.8%	$610 → $560	Maintained	Outperform
Oct 13, 2026	Morgan Stanley	Matthew Cost—	+50.6%	$450 → $400	Maintained	Overweight
Oct 12, 2026	Oppenheimer	Martin Yang—	+84.5%	$560 → $490	Maintained	Outperform
Oct 8, 2026	Jefferies	James Heaney—	+41.2%	$550 → $375	Maintained	Buy
Oct 6, 2026	Needham	Bernie McTernan—	+78.8%	$475 → $475	Maintained	Buy
Sep 14, 2026	Morgan Stanley	Matthew Cost—	+69.4%	$650 → $450	Maintained	Overweight
Sep 8, 2026	BTIG	Clark Lampen—	+49.1%	$408 → $396	Maintained	Buy
Sep 1, 2026	Evercore ISI Group	Robert Coolbrith—	+92.0%	$630 → $510	Maintained	Outperform
Aug 26, 2026	Needham	Bernie McTernan—	+78.8%	$500 → $475	Maintained	Buy
Aug 21, 2026	Piper Sandler	James Callahan—	+22.4%	$385 → $325	Maintained	Neutral
Aug 19, 2026	Wells Fargo	Alec Brondolo—	+22.4%	$357 → $325	Maintained	Equal-Weight
Aug 17, 2026	Benchmark	Mike Hickey—	+65.7%	$500 → $440	Maintained	Buy
Aug 12, 2026	BTIG	Clark Lampen—	+53.6%	$574 → $408	Maintained	Buy
Aug 11, 2026	B of A Securities	Omar Dessouky—	+50.6%	$430 → $400	Downgrade	Buy→Neutral
Aug 7, 2026	Citigroup	Jason Bazinet—	+144.7%	$710 → $650	Maintained	Buy
Aug 6, 2026	UBS	Stephen Ju—	+197.4%	$798 → $790	Maintained	Buy
Aug 6, 2026	Macquarie	Aaron Lee—	+133.4%	$730 → $620	Maintained	Outperform
Aug 6, 2026	Morgan Stanley	Matthew Cost—	+144.7%	$720 → $650	Maintained	Overweight
Aug 6, 2026	Piper Sandler	James Callahan—	+44.9%	$665 → $385	Downgrade	Overweight→Neutral
Aug 6, 2026	RBC Capital	Matthew Swanson —	+116.5%	$700 → $575	Maintained	Outperform
Aug 6, 2026	Wedbush	Alicia Reese—	+129.7%	$640 → $610	Maintained	Outperform
Aug 6, 2026	Benchmark	Mike Hickey—	+88.2%	$775 → $500	Maintained	Buy
Aug 6, 2026	Goldman Sachs	Eric Sheridan—	+75.1%	$585 → $465	Maintained	Neutral