Jan. 31 at 12:59 PM
$APP face melting two weeks ahead.
Analysts have maintained a bullish stance on AppLovin (APP) ahead of its February 11, 2026 earnings, with recent price target adjustments reflecting confidence despite short-term volatility.
Recent Upgrades
Needham raised its target to
$700 from prior levels, citing scalable ad tech growth and e-commerce potential, aligning with a “Strong Buy” consensus from 21 of 27 analysts. Other firms like those referenced in quant models held steady at
$706 average (30% upside), dismissing short-seller noise as overblown.
Downgrades or Holds
No major cuts noted in the past two weeks; isolated slides tied to market rotation rather than APP-specific changes, with implied volatility pointing to 15.4% post-earnings moves but upside bias intact. Consensus implies recovery to
$600+ short-term if Q4 beats
$2.89 EPS and
$1.6B revenue estimates.