AppLovin Corporation (NASDAQ:APP) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 11.

Analysts expect the Palo Alto, California-based company to report quarterly earnings at $2.94 per share, up from $1.73 per share in the year-ago period. The consensus estimate for AppLovin’s quarterly revenue is $1.61 billion, versus $1.37 billion a year earlier, according to data from Benzinga Pro.

On Nov. 5, Applovin reported better-than-expected third-quarter financial results and issued fourth-quarter sales guidance above estimates.

AppLovin shares gained 2.7% to close at $472.92 on Tuesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

  • UBS analyst John Hodulik maintained a Buy rating and cut the price target from $840 to $686 on Feb. 10, 2026. This analyst has an accuracy rate of 73%.
  • Needham analyst Bernie McTernan upgraded the stock from Hold to Buy with a price target of $700 on Jan. 26, 2026. This analyst has an accuracy rate of 62%.
  • Morgan Stanley analyst Matthew Cost maintained an Overweight rating and raised the price target from $750 to $800 on Jan. 13, 2026. This analyst has an accuracy rate of 52%.
  • Jefferies analyst James Heaney maintained a Buy rating and raised the price target from $800 to $860 on Dec. 11, 2025. This analyst has an accuracy rate of 64%.
  • Benchmark analyst Mike Hickey maintained a Buy rating and increased the price target from $700 to $775 on Dec. 11, 2025. This analyst has an accuracy rate of 66%.

Considering buying APP stock? Here’s what analysts think:

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