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18 stories mentioning APP

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Insider Trading

AppLovin Insider Sold Shares Worth $14,605,504, According to a Recent SEC Filing

Arash Adam Foroughi, 10% Owner, Director, Chief Executive Officer, on June 10, 2026, sold 29,457 shares in AppLovin (APP) for $14,605,504. Following the Form 4 filing with the SEC, Foroughi has control over a total of 5,364,577 Class A common shares of the company, with 2,402,393 shares held directly and 2,962,184 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1751008/000184839526000010/xslF345X05/primarydocument.xml

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Insider Trading

AppLovin Insider Sold Shares Worth $11,158,868, According to a Recent SEC Filing

Arash Adam Foroughi, 10% Owner, Director, Chief Executive Officer, on June 12, 2026, sold 22,544 shares in AppLovin (APP) for $11,158,868. Following the Form 4 filing with the SEC, Foroughi has control over a total of 4,638,722 Class A common shares of the company, with 2,327,684 shares held directly and 2,311,038 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1751008/000184839526000012/xslF345X05/primarydocument.xml

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Insider Trading

Applovin Insider Sold Shares Worth $11,317,856, According to a Recent SEC Filing

Victoria Valenzuela, Chief Administrative & Legal Officer & Corporate Secretary, on June 04, 2026, sold 20,000 shares in Applovin (APP) for $11,317,856. Following the Form 4 filing with the SEC, Valenzuela has control over a total of 243,961 Class A common shares of the company, with 243,961 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1751008/000184699826000005/xslF345X05/primarydocument.xml

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Equities

S&P 500 Posts Monthly Gain to New High, Ninth Straight Weekly Rise

The Standard & Poor's 500 index rose 1.4% this week, marking its ninth consecutive weekly increase and ending the trading month with a 5.15% climb to a record closing high.The S&P 500 ended the week at 7,580.06, its highest close ever. The index also posted a record intraday high on Friday at 7,599.38.The last time the S&P 500 had a weekly winning streak this long was in late 2023. It is now up 11% this year.Friday marked the final trading day of May, a month of consistent weekly gains that followed a 10% jump in April as investors' worries about the war in Iran waned. On Friday, hopes for a peace deal increased as President Donald Trump said on Truth Social that he was meeting in the Situation Room to make a final determination on a memorandum of understanding between the US and Iran.Economic data this week showed the US economy expanded at a slower rate in the first quarter than previously estimated as consumer spending growth decelerated, according to the second estimate by the Bureau of Economic Analysis. Real gross domestic product increased at a 1.6% annualized rate in the March quarter, the report said, down from a 2% increase reported in the initial estimate.The advance this week wasn't broad; only four of the S&P 500's 11 sectors rose, led heavily by a 4.6% jump in the technology sector. The consumer discretionary rose 1.5%, materials added 1.2% and industrials edged up 0.8%.Dell Technologies (DELL) was the best performer in the technology sector, with its stock soaring 43% on the week as the company reported record fiscal first-quarter results that surpassed Wall Street's estimates amid a surge in demand for artificial intelligence-optimized servers. Dell also boosted its fiscal 2027 outlook.Super Micro Computer's (SMCI) stock also boosted the technology sector, with its stock surging 30% as the company said it is collaborating with Taiwanese authorities to prevent illicit diversion of its servers into the restricted Chinese market.AppLovin (APP) was also strong, with its stock jumping 27% as the company reported Q1 earnings per share and revenue above year-earlier results and analysts' mean estimates. AppLovin also forecast Q2 revenue above the Street view.In addition, NetApp (NTAP) shares climbed 25% as the company posted fiscal Q4 adjusted earnings per share and revenue above year-earlier results and analysts' expectations. NetApp also issued fiscal 2027 guidance above Street consensus views.Best Buy (BBY) led the week's gains in consumer discretionary, with its stock leaping 26%. The electronics retailer's fiscal first-quarter results came in stronger than expected and Chief Financial Officer Matt Bilunas said its comparable sales "have started strong in May, with month-to-date growth up high single digits." It has been years since Best Buy generated a high-single-digit increase in comparable sales even for a couple-week period, Truist Securities said in a note.On the downside, the energy sector fell 5.4% on the week, followed by a 3.2% drop in consumer staples, a 2.1% decline in utilities and a 1.4% slip in real estate. Financials, health care and communication services also edged lower.The energy sector's drop came as crude oil futures also fell on the week amid chatter about the US and Iran nearing a peace deal. Hardest-hit stocks included shares of ONEOK (OKE), down 11%, and Williams (WMB), down 9%.Next week, earnings reports are expected from companies including Palo Alto Networks (PANW), Broadcom (AVGO), CrowdStrike Holdings (CRWD) and Medtronic (MDT).In economic data, all eyes will be on the government's May employment report due Friday. Other reports expected next week include April construction spending and factory orders.

Dow JonesNasdaq CompositeS&P 500$APP$BBY$DELL$NTAP$OKE$SMCI$WMB
Insider Trading

AppLovin Insider Sold Shares Worth $34,346,828, According to a Recent SEC Filing

Vasily Shikin, Chief Technology Officer, on May 22, 2026, sold 70,916 shares in AppLovin (APP) for $34,346,828. Following the Form 4 filing with the SEC, Shikin has control over a total of 3,208,544 Class A common shares of the company, with 3,189,739 shares held directly and 18,805 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1751008/000184775726000011/xslF345X05/primarydocument.xml

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Insider Trading

AppLovin Insider Sold Shares Worth $1,412,419, According to a Recent SEC Filing

Vasily Shikin, Chief Technology Officer, on May 22, 2026, sold 2,889 shares in AppLovin (APP) for $1,412,419. Following the Form 4 filing with the SEC, Shikin has control over a total of 17,945 Class A common shares of the company, with 17,945 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1751008/000184775726000013/xslF345X05/primarydocument.xml

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Insider Trading

AppLovin Insider Sold Shares Worth $7,702,632, According to a Recent SEC Filing

Vasily Shikin, Chief Technology Officer, on May 22, 2026, sold 15,915 shares in AppLovin (APP) for $7,702,632. Following the Form 4 filing with the SEC, Shikin has control over a total of 20,834 Class A common shares of the company, with 20,834 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1751008/000184775726000012/xslF345X05/primarydocument.xml

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Wire

AppLovin Shares Rise After Phillip Securities Upgrade

AppLovin (APP) shares rose 2.2% on Tuesday after Phillip Securities upgraded the stock to buy from accumulate and adjusted its price target to $635 per share from $725.Trading volume stood at about 2.9 million shares compared with a daily average of close to 5 million.Price: $488.18, Change: $+9.76, Percent Change: +2.04%

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Research

Phillip Securities Upgrades AppLovin to Buy From Accumulate, Adjusts PT to $635 From $725

AppLovin (APP) has an average rating of buy and mean price target of $655.34, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Applovin Corporation.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from $595 to $627 on an EV/EBITDA multiple of 30x our 2026 adjusted EBITDA estimate of $7.05B, above its three-year average. We raise our 2026 forecast from $15.69 to $16.04 and our 2027 view from $20.24 to $21.49. APP reported solid Q1 2026 results, with revenue of $1.84B up 59% Y/Y and 11% sequentially, exceeding guidance, while adjusted EBITDA of $1.56B rose 66% Y/Y, with margins expanding 400 bps to 85%. Q2 guidance of $1.915B-$1.945B implies 52%-55% Y/Y growth, with management maintaining 84%-85% EBITDA margins. New model releases and enhancements, Gen AI video creation tools, and early revenue ramps in its consumer vertical support our view of sustained 50% plus growth this year. Sales from its Consumer segment grew 25% more in March compared to January, while achieving a record month in April. Its gaming vertical remains strong, with hybrid monetization gaining traction.

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Wire

AppLovin's Q1 Results, April Trends Show That Consumer Ads Are Gathering Momentum, Oppenheimer Says

AppLovin's (APP) better-than-expected Q1 results as well as its April ad spend rising above any peak Q4 month are strong proof that the company's consumer ads are gathering momentum, Oppenheimer said in a Thursday note.While Q2 is structurally the weakest quarter for the company, Oppenheimer said is expects consumer ads to further accelerate with the expansion of its ad technology in June, with AppLovin's management currently projecting over $70,000 in first-year ad spend for every new customer.Oppenheimer said it is incrementally more confident on AppLovin's growth momentum in 2026 and beyond as mobile games' shift to hybrid monetization continues to remain a long-term tailwind for the industry.The brokerage maintained its outperform rating with a $660 price target.Price: $508.96, Change: $+40.13, Percent Change: +8.56%

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Wire

AppLovin Retains Strong Mobile Gaming Advertising Moat, Wedbush Says

AppLovin (APP) retains a significant moat in mobile gaming advertising and expanding into consumer advertising and Connected TV should protect it from long-term competitive pressure, Wedbush Securities said Thursday.The shift from e-commerce to the new consumer designation reflects a larger opportunity for AppLovin as it improves ad density, relevance, and efficiency, the brokerage said.The company expects Q2 revenue of $1.92 billion to $1.95 billion, above Street consensus of $1.89 billion.Wedbush highlighted three forward catalysts, including an early-stage lead-generation model in testing for fintech, insurance, and food delivery, ongoing IAP-to-hybrid conversion in mobile gaming, and early Connected TV initiatives pairing Wurl's supply with Axon's demand, according to the note.Management reiterated that gaming continues to grow well above its long-term forecast of 20% to 30%, with no observed cannibalization from the consumer ramp, the brokerage said.Wedbush has an outperform rating on AppLovin with a price target of $640.Shares of AppLovin rose more than 7% in Thursday trading.Price: $502.69, Change: $+33.86, Percent Change: +7.22%

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Research

Research Alert: App's Results Beat, But Q2 Guidance May Not Impress Enough

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:APP delivered strong Q1 2026 results, reporting revenue of $1.842B, up 59% Y/Y, beating guidance by $67M and consensus by $60M. GAAP EPS of $3.56 exceeded expectations by $0.10, while adjusted EBITDA of $1.557B grew 66% Y/Y with margin expanding to 85% from 81% in Q1 2025. The company continues to demonstrate industry-leading profitability and operating leverage from its AI-powered advertising platform, with net margin from continuing operations reaching 65%. Q2 2026 revenue guidance of $1,915M-$1,945M (midpoint $1,930M) came in above consensus estimates of $1,898M, though sequential growth moderates to approximately 5%. Strong capital returns continued with $1.0B in share repurchases during Q1, reducing share count to 336M from 338M at year-end 2025. Free cash flow of $1.287B represented a 70% FCF margin, while the company's Rule of 40 score remained well above 140. Management's expectation of 50%-plus growth reflects sustained demand momentum in the business.

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US Markets

Equity Markets Rise Intraday, Oil Plunges Amid US-Iran Peace Deal Optimism

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to reports saying that Washington and Tehran are nearing a potential agreement to end the war.The Nasdaq Composite was up 1.6% at 25,726 after midday Wednesday, while the S&P 500 advanced 1.1% to 7,339.3. Both indexes were on track for back-to-back record-high closings. The Dow Jones Industrial Average rose 1% to 49,792.1.Among sectors, industrials was outperforming with a 2.2% gain, while energy saw the steepest drop of 4.1%.West Texas Intermediate crude was down 6.6% at $95.57 per barrel, while Brent slumped 7% to $102.20.The US is nearing a deal with Iran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.The two countries are moving closer to an agreement on a short memorandum to end the war, CNN also reported, citing a regional source familiar with the negotiations."Traders in the US woke up to see some real excitement in the markets today caused by the (Axios) news," Macquarie said in a note. "The good news, for now, is that the same sources that leaked the existence of a deal to Axios said this was the closest the parties had been to an agreement since the war began."US President Donald Trump issued a fresh warning to Iran, saying the "bombing starts" again if a deal is not reached."Assuming Iran agrees to give what has been agreed to, which is, perhaps, a big assumption, the already legendary Epic Fury will be at an end, and the highly effective blockade will allow the Hormuz Strait to be open to all, including Iran," Trump said in a social media post.Iran said it is still reviewing the latest US proposal, according to news reports.US Treasury yields were lower intraday, with the 10-year rate down 7.4 basis points at 4.36% and the two-year rate falling 7.2 basis points to 3.88%.In company news, Advanced Micro Devices (AMD) shares surged nearly 17%, among the best performers on the S&P 500. Late Tuesday, the chipmaker reported stronger-than-expected first-quarter results as demand for artificial intelligence infrastructure pushed data center revenue higher year over year.Walt Disney's (DIS) fiscal second-quarter results came in ahead of market estimates Wednesday amid revenue gains across all business operations, while the media and entertainment giant reiterated its expectations for growth to accelerate in the second half. Disney's shares climbed 6.5%, the top performer on the Dow.Nvidia (NVDA) followed Disney on the Dow, up 4.5%. Specialty glass maker Corning (GLW) will boost its optical connectivity manufacturing capacity under a multiyear partnership with chipmaking giant to support AI factory buildouts. Corning shares jumped 14%.Arista Networks (ANET) shares tumbled 16%, among the worst S&P 500 performers. Late Tuesday, the cloud networking company issued a second-quarter revenue outlook slightly below market estimates.Arm (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) are expected to report after the closing bell Wednesday, along with others.In economic news, employment in the US private sector grew at its fastest pace in more than a year in April, ADP (ADP) data showed."The uptick in private payroll gains from the ADP employment report not only suggests a stable labor market, but one that was potentially warming despite the outbreak of the war in Iran," Oxford Economics said in a note. "If this signal is echoed in the official measure on Friday, the unemployment rate is likely to fall given the low break-even rate, which we estimate is near zero."Data from the Bureau of Labor Statistics are expected to show Friday that the US economy added 65,000 nonfarm jobs last month, which would represent a fall from a 178,000 increase reported for March, according to a Bloomberg-compiled survey. The unemployment rate is seen unchanged at 4.3%.Gold rose 2.8% to $4,695.90 per troy ounce, while silver climbed 5.3% to $77.48 per ounce.

Dow JonesNasdaq CompositeS&P 500$ADP$AMD$ANET$APP$ARM$DASH$DIS$GLW$NVDA$WBD
US Markets

Stocks Rise Pre-Bell, Oil Prices Fall After Report Says US, Iran Nearing Peace Agreement

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices declined after a media report said the US and Iran are nearing a potential agreement to end their conflict.The S&P 500 and the Dow Jones Industrial Average rose 0.7% each before the opening bell, while the Nasdaq advanced 1.2%. The indexes finished the previous trading session in the green, with the S&P 500 and the Nasdaq closing with new highs.Washington is nearing an agreement with Tehran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.In a social media post on Tuesday, President Donald Trump said the US is temporarily pausing "Project Freedom," its effort to guide neutral ships locked up in the Strait of Hormuz out of the crucial waterway. Trump noted that the US blockade on Iranian ports will remain in effect.US Defense Secretary Pete Hegseth reportedly said Tuesday that the ceasefire agreement with Iran remained intact despite recently renewed tensions in the Gulf region.West Texas Intermediate crude oil dropped 9.3% to $92.88 a barrel in premarket action, while Brent fell 8.3% to $100.77.Treasury yields slipped before the open, with the two-year rate retreating 7.3 basis points to 3.87% and the 10-year rate off 6.8 basis points to 4.35%.Walt Disney (DIS), Uber Technologies (UBER), CVS Health (CVS), Marriott International (MAR), Johnson Controls International (JCI), Restaurant Brands International (QSR), Kraft Heinz (KHC) and Performance Food Group (PFGC) are some of the major companies scheduled to report their latest financial results before the bell, among others.Arm Holdings (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) post earnings after the markets close.Shares of Advanced Micro Devices (AMD) jumped 18% pre-bell after the chipmaker reported stronger-than-expected first-quarter results. Novo Nordisk's (NVO) US-listed stock climbed 7.5% as the Danish pharmaceutical giant issued an improved full-year sales outlook. Arista Networks (ANET) declined 8.1% after it issued a downbeat second-quarter revenue outlook.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for April at 8:15 am. The weekly EIA domestic petroleum inventories report is out at 10:30 am.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 9:30 am, while Chicago Fed President Austan Goolsbee speaks at 1 pm.Gold increased 3.1% to $4,710 per troy ounce, while bitcoin moved up 0.8% to $82,210.

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$APP$ARM$CVS$DASH$DIS$JCI$KHC$MAR$NVO$PFGC$QSR$UBER$WBD
Wire

AppLovin Seen Delivering Steady Growth, Strong Margins Beyond Quarter, Wedbush Says

AppLovin (APP) is expected to deliver steady growth at strong profit margins beyond the quarter on the back of its expansion initiatives, Wedbush Securities said in a note on Thursday.The brokerage said the company maintains a strong competitive position in mobile gaming advertising and that its expansion into eCommerce and, eventually, CTV is expected to provide protection against long-term competitive pressure.Wedbush also said AppLovin's "core gaming business continues to benefit from ongoing UA momentum" and its "AI-integrated flywheel remains exceptionally difficult for competitors to replicate at scale."The firm noted the stock has weathered a recent short report and an active SEC inquiry without fundamental impact, and said it maintains confidence in the company's long-term strategy of perfecting its eCommerce rollout before scaling.Wedbush maintained an outperform rating on the company's stock with a price target of $640.Shares of AppLovin were down 1.6% in Thursday trading.Price: $436.43, Change: $-7.01, Percent Change: -1.58%

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Wire

HSBC Adjusts AppLovin Price Target to $644 From $628, Maintains Buy Rating

AppLovin (APP) has an average rating of Buy and mean price target of $654.86, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $453.01, Change: $-30.70, Percent Change: -6.35%

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Research

Argus Initiates Coverage on AppLovin With Buy Rating, $520 Price Target

AppLovin (APP) has an average rating of Buy and mean price target of $652.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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