Insiders Trades
Applovin Corp Stock: price and insider trades · United States
Applovin Corp: what insiders have been doing
This page follows insider dealings at Applovin Corp as filed with SEC (Form 4), a company from the Media & Communication sector based in Palo Alto, United States. The group dates from 2012. The last twelve months, up to 18 October 2026, brought 267 filings signed by 22 insiders.
Only sales appear on the open market, 206 sales in all totalling €69.7M, filed by 8 insiders. The amount is not disclosed for 96 filings. Vivas Eduardo filed the largest sale, €8.3M, on 20 March 2026.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. The legal deadline for a Form 4 is two business days after the transaction. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
Across the 5,813 companies tracked on its exchange, the median is 19 filings; at 267 filings, this issuer sits above that mark. Our records for Applovin Corp go back to 2021, with 4 purchases and 465 sales on the open market in total. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 5.48 bn USD and net income of 3.33 bn USD.
In the same sector, recent insider purchases at Globalstar, Inc. and Liberty Latin America Ltd. also feature in our signals. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
704
Thresholds
n/a
Buy Volume
€6M
4 ops. · all time
Sell Volume
€2B
465 ops. · all time
Who traded when
BuySaleArash Adam Foroughi69 sales
Shikin Vasily57 sales
Victoria Valenzuela29 sales
Eduardo Vivas27 sales
MAYNARD G. WEBB Jr.17 sales
Matthew Stumpf1 sale
Since the insiders bought
- -59.9%Entry US$67.10 · Close at T+365 US$26.93
- -41.0%Entry US$67.90 · Close at T+365 US$40.03
- -41.0%Entry US$67.90 · Close at T+365 US$40.03
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Applovin Corp Buy (bullish), based on 31 analysts. Average price target: US$480.08.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 3,998 of 24,148 companies
68.9
score / 100
Value47
Quality91
FCF yld4.5%
Earn yld3.8%
EV/EBITDA21.0x
ROE204%
Gross mgn88%
Net mgn61%
Debt/EBITDA0.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$262.19
Analyst consensus
31 analystsBuy
US$325.00Target US$480.08(+83%)US$790.00
Income statement
RevenueUS$5.5B
Gross profitUS$4.8B88% margin
EBITDAUS$4.4B79% margin
Net incomeUS$3.3B64.6% margin
Valuation
PER (trailing)20.9x
PER (forward)12.8x
P/Book27.8x
Beta2.56
Balance sheet & cash
Market capUS$87.7B
Total debtUS$3.5B
Free Cash FlowUS$3.9B
Debt / Equity111%
Profitability & ownership
ROE203.7%
ROA46.5%
% insiders4.7%
% institutions76.0%
Last declaration on 16 October 2026
Declarations704 total
64 shares0Class A Common StockSEC:0001615151-26-000006:0
67 shares0Class A Common StockSEC:0001209189-26-000010:0
117,598 shares@ US$302.72990.033% mcap5.6% of flowCommonSEC144:0001959173-26-006334
2,730 shares@ US$308.770.0008% mcap0.9% of flowClass A Common StockSEC:0001846998-26-000006:0
2,730 shares@ US$308.770.0008% mcap0.1% of flowClass A Common StockSEC:0001848395-26-000013:0
2,021 shares@ US$308.770.0006% mcap1.4% of flowClass A Common StockSEC:0002003065-26-000006:0
1,540 shares@ US$308.770.0004% mcap100.0% of flowClass A Common StockSEC:0002133938-26-000004:0
5,459 shares@ US$308.770.0016% mcap100.0% of flowClass A Common StockSEC:0002133947-26-000006:0
100,000 shares0Class A Common StockSEC:0001348636-26-000005:2
143,791 shares0Class A Common StockSEC:0001348636-26-000005:0
100,000 shares0Class A Common StockSEC:0001348636-26-000005:1
213,675 shares0Class A Common StockSEC:0001848493-26-000008:0
213,675 shares0Class A Common StockSEC:0001848493-26-000008:1
40 shares0Class A Common StockSEC:0001615151-26-000005:0
41 shares0Class A Common StockSEC:0001209189-26-000009:0
262 shares@ US$524.120.0001% mcap2.0% of flowClass A Common StockSEC:0001209189-26-000008:8
1,140 shares@ US$523.490.0006% mcap8.9% of flowClass A Common StockSEC:0001209189-26-000008:7
380 shares@ US$516.250.0002% mcap2.9% of flowClass A Common StockSEC:0001209189-26-000008:0
202 shares@ US$517.190.0001% mcap1.6% of flowClass A Common StockSEC:0001209189-26-000008:1
182 shares@ US$518.630.0001% mcap1.4% of flowClass A Common StockSEC:0001209189-26-000008:2
240 shares@ US$519.560.0001% mcap1.9% of flowClass A Common StockSEC:0001209189-26-000008:3
138 shares@ US$520.600.0001% mcap1.1% of flowClass A Common StockSEC:0001209189-26-000008:4
120 shares@ US$521.490.0001% mcap0.9% of flowClass A Common StockSEC:0001209189-26-000008:5
412 shares@ US$522.420.0002% mcap3.2% of flowClass A Common StockSEC:0001209189-26-000008:6
3,076 shares@ US$521.28220.0015% mcap23.8% of flowCommonSEC144:0001959173-26-005101
25 of 704 declarations
About Applovin Corp
AppLovin Corp. is a U.S.-listed technology company trading on the NASDAQ under the ticker APP in the United States. For international investors, AppLovin is best understood as a digital advertising and mobile monetization platform rather than a traditional app publisher. The company was incorporated in Delaware on July 18, 2011, and is headquartered in Palo Alto, California. Its core proposition is to provide end-to-end software and AI-enabled solutions that help businesses acquire customers, monetize audiences, and measure advertising performance across mobile and connected digital channels.
Operationally, AppLovin’s advertising stack has included AppDiscovery, MAX, Adjust, and Wurl. AppDiscovery is the user-acquisition engine, designed to help apps and brands scale efficiently. MAX is its monetization and mediation platform for app publishers, helping developers optimize ad inventory and improve yield. Adjust adds mobile marketing measurement, attribution, and analytics, while Wurl expands the company’s footprint into connected TV and streaming environments. This product mix gives AppLovin a vertically integrated position across the adtech value chain, combining demand generation, monetization, measurement, and increasingly cross-channel distribution. The company describes itself as serving businesses of all sizes and helping them connect to their ideal customers and global audiences.
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AppLovin’s strategic profile changed materially in 2025 when it completed the sale of its mobile gaming business to Tripledot Studios on June 30, 2025, with the transaction announced and disclosed on July 1, 2025. The deal included $400 million in cash, subject to closing adjustments, plus equity consideration representing roughly 20% of Tripledot’s fully diluted equity at closing. That transaction significantly streamlined the group and sharpened AppLovin’s focus on its core advertising platform. From an investor perspective, this is an important milestone because it reduced the weight of the legacy gaming segment and reinforced the company’s identity as a pure-play adtech and AI-powered marketing platform.
The latest full-year 2025 results, reported on February 11, 2026, showed strong growth in revenue, net income, and adjusted EBITDA, along with robust free cash flow generation and substantial share repurchases. Management also increased the share repurchase authorization during 2025, underscoring both confidence in the business and a disciplined capital allocation approach. While these figures should always be assessed in the context of a fast-changing adtech market, they indicate a company with strong operating leverage and considerable cash generation.
Geographically, AppLovin is a United States company with a California headquarters, but it operates internationally, including offices and business activity across North America, Asia, and Europe. For French-speaking investors in France, Belgium, or Switzerland, the key investment thesis is clear: AppLovin is a scaled NASDAQ-listed platform business with exposure to global mobile advertising, AI-driven optimization, and cross-device monetization. Its competitive strength lies in its integrated product suite, its data and automation capabilities, and its repositioning around advertising after the sale of mobile gaming.
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