AppLovin Ranks 37th in Trading Volume with $1.354 Billion as Revenue Surges 30.9%

On May 6, 2025, Applovin (APP) saw a trading volume of $1.354 billion, ranking 37th in the day's stock market activity. The stock price increased by 0.92%.

Analysts are projecting a 30.9% year-over-year increase in AppLovin's revenue for the first quarter of 2025, reaching $1.38 billion. This growth, while significant, is slower than the 47.9% increase recorded in the same period last year. Management has guided for $1.4 billion in sales for the first quarter, slightly above the consensus estimate of $1.37 billion.

AppLovin is expected to report a substantial earnings performance for the first quarter of 2025, with an anticipated 192.5% increase in earnings per share (EPS). Revenue is forecasted to climb by 30.2%, driven by the continued expansion of its Software Platform segment. The consensus estimate for Software Platform revenues is $1.05 billion, indicating a 54.3% increase year over year, largely due to the company’s advanced AXON 2.0 technology. Meanwhile, Apps revenues are expected to decline by 12.7% to $331.7 million.

Profitability is also anticipated to improve significantly. The consensus estimate for Software Platform’s adjusted EBITDA is $829.4 million, implying 68.6% year-over-year growth. Earnings per share are expected to show a massive 116.4% increase, with the consensus estimate at $1.45. These projections highlight AppLovin’s ability to capitalize on its technology-driven business model, reinforcing its position as a leading player in the digital advertising and gaming industries.

Jefferies has reiterated its Buy rating and $460 price target on AppLovin ahead of the company's upcoming first-quarter earnings on May 7. The analyst consensus for AppLovin is a Moderate Buy, with a price target consensus of $470.41, implying a 61.1% upside from current levels.