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AppLovin Faces Investor Scrutiny Amid Stock Decline

2/12/2026

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Story summary
  • AppLovin Corp executives sold shares in late 2025 at prices ranging from $490 to $564.
  • The stock declined 34% in early 2026, fueling investor scrutiny.
  • AppLovin reports Q4 2025 earnings tonight, with Wall Street forecasting $1.62 billion in revenue and $2.95 per share.
  • Investors focus on the AXON advertising platform, particularly its AI-driven ad targeting.
  • Guidance for Q1 and growth in user acquisition and monetization will determine the near-term outlook.