We analyzed the transcripts of 38 finance YouTube channels we track daily. Only eight carry a qualified call on AppLovin — 20 calls in total, which leaves it outside the 100 most-covered names in a database of 1,930 stocks — and the latest stances split 5 buy, 1 hold, 0 sell, 1 avoid, plus one conditional buy the board logs as a watcher. The interesting part is the calendar. Four separate channels put buy-side calls on the record between July 19 and August 16, while the stock fell from $424.54 to $315.44, including a 19.7% single-session drop on August 6. Then, on August 18, the highest-ranked creator covering the stock filed an avoid — and AppLovin fell 42 places on our board in one week, from #24 to #66 of 1,930, score 30 out of 100. Here is who bought, at what price, and why the board marked the stock down while the buyers stayed put.
TL;DR
- Eight channels cover AppLovin: latest stances 5 buy · 1 hold · 0 sell · 1 avoid (plus 1 conditional buy counted as a watcher) — consensus score 30/100, rank #66 of 1,930, down 42 places week over week.
- Four channels logged buy-side calls in 28 days (Jul 19 – Aug 16), at closes of $424.54, $346.80, $346.80 and $315.44. Against the last close of $308.77, every one of them is underwater — by 27%, 11%, 11% and 2%.
- One channel has been buying AppLovin all year: seven buy calls since January 20, at prices from $565.52 down to $346.80, through a decline of roughly 39%.
- The stock is 57.9% below its December 22, 2025 high of $733.60, 54.2% down year to date, and set a 52-week low of $303.76 on August 12.
- The one negative call in the file comes from a top-3 ranked creator who held a buy on this name in December — the only stance change in the data, and the reason the rank collapsed. Live consensus, updated twice a day: AppLovin on BullVox.
What the data says
AppLovin has been the most volatile rank on our board this quarter, in both directions. The weekly ticks: #304 on July 15, then #55 on July 22, #77, #104, a jump to #24 on August 12 — and #66 today. Our score weights each call by recency and conviction rather than counting votes, so a stock rises when fresh buys land and falls when they age out or get contradicted. AppLovin has done all three inside six weeks.
Two things landed between the August 12 tick and today, and they pull in opposite directions. One is a conditional buy — a creator who already owns the stock and will add “once it’s convinced me that it’s hit the floor.” Because the entry is gated on an event, the board logs it as a watcher: it contributes nothing to the score. The other is an avoid, filed August 18 with full recency weight by the best-ranked creator in this file. Five buyers still outnumber one negative on head count, which is why the board’s direction label still reads buy — but the weighted arithmetic is what sets the number, and 30 out of 100 is a weak score for a stock with five buyers.
For scale: Meta sits at #2 with a score of 96 and 19 buyers among the 31 channels that cover it, and Alphabet at #19 with 56. The closest peers by business model are no better than AppLovin — Zeta Global at #67 (score 30) and The Trade Desk at #96 (score 22, with 5 buyers against 4 sellers). Ad tech, as a category, is not where the conviction is in our data right now.
Is AppLovin stock a buy? What the buyers argue
Four buy-side calls in four weeks, and the arguments barely overlap — one is a margin story, one is a valuation story, one is a discounted-cash-flow number, one is a technical entry.
- Felix & Friends (Goat Academy) (Jul 19, buy) filed the earliest and most expensive of the four, at a $424.54 close. His case is quality at a fair price: “a genuine high growth darling,” gross margin “almost 90%,” and “still priced sanely enough at a 27 times PE.” Accuracy 69% over 1,586 scored calls — the strongest measured record among the named buyers — with a copy-portfolio return of +61.6% over 12 months against the S&P’s +32.4%. Video: 14:20 mark
- Let’s Talk Money! with Joseph Hogue, CFA (Aug 7, buy) bought the day after the crash, at $346.80, and framed it as a trade rather than a thesis: “I like it at least for this next quarter, not necessarily for a long-term play.” His number is a 0.57 PEG ratio, and his explanation for the sell-off is that management deliberately delayed a product rollout — which, if he is right, should reverse at the next print. Accuracy 62% over 3,445 scored calls, one of the largest samples we rank, though his 12-month copy-portfolio return (+40.1%) trails the S&P’s +45.6%. Video: 12:50 mark
- Parkev Tatevosian, CFA (Aug 9, buy) is the only one in the file who published a fair value: a DCF at $452 against a market price he quoted at $337 (our last close before the call: $346.80). He cites a 15.7 forward P/E, “historically low,” plus management buying back stock. Accuracy 57% over 283 scored calls — the smallest sample and the weakest hit rate among the four. Video: AppLovin Stock: Buy or Sell?
- BWB - Business With Brian (Aug 16, conditional buy) is the freshest call, logged at the $315.44 close, and the only one that admits to waiting: “I already own a lot of it. And I’ll continue to buy more once it’s convinced me that it’s hit the floor.” He calls it “the highest quality business on the list” — 80% operating margins, 53% revenue growth last quarter, 21x next year’s earnings — and argues the market overreacted to a small guidance miss while ignoring that the SEC closed its investigation into the company with no wrongdoing found. Accuracy 64% over 496 scored calls. Video: 01:22:50 mark
Two of those four explanations of the August 6 drop — a delayed product rollout and a small guidance miss — are the creators’ own readings, not company filings. Our system extracts what creators say, not what the company reported.
The tell: one channel has bought this stock seven times this year
The August 7 call is not a new position. The same channel has filed seven buy calls on AppLovin since January 20, 2026, at closes of $565.52, $524.41, $406.72, $461.45, $436.69, $386.37 and $346.80. The reasoning evolves — 21% revenue growth and 60% operating margins in January, “48% drop from its peak” and a 25x multiple against a four-year average near 90x in April, a PEG ratio in August — but the direction never changes. Marked against the $308.77 last close, those seven calls are down 45%, 41%, 24%, 33%, 29%, 20% and 11%.
That is what averaging down looks like in a call file, and it is the single most useful thing in this data. The stock has fallen through every one of his entry points, and he has never marked the position to a hold. Whether that reads as conviction or as anchoring is the reader’s call — but it is on the record, dated, with a price attached to each one.
The oldest buy in the file is also the best one, and nobody is talking about it. FINANZFOKUS logged a buy in June 2024 at $77.52, on a thesis about Axon 2 and mobile ad tech margins. That call is up 298% and has not been renewed since. Our recency weighting discounts it to near-nothing — which is correct for a live consensus score, and worth remembering when a 30/100 tempts you to read the file as a verdict on the business. Jerry Romine Stocks bought the other end of the range: October 28, 2025 at $626.82, now -50.7%.
The dissenting view: one avoid, and it cost the stock 42 places
The only negative call in AppLovin’s entire history in our data was filed on August 18 at a $307.26 close. It comes from a creator inside our current top three, whose identity sits behind the Terminal, so here is the substance without the name.
It is a stance change. The same channel carried a buy on AppLovin in late December 2025, near $693.71, on the back of a sell-side price target of $860 and an expected ad-platform expansion in the first half of 2026. That expansion is the thing the last eight months have been arguing about, and the new position is a pass: decelerating growth rates, concentration in mobile gaming, and a dependence on further model breakthroughs that cannot be scheduled. The preference stated instead is for the large advertising platforms — the same two names our board has at #2 and #19. The call is not a short thesis; it explicitly allows that AppLovin could outperform if management proves the market wrong.
One avoid against five buys moved the rank 42 places because of how the weighting works: this creator has the strongest measured record of anyone in the file — thousands of scored calls, a hit rate above every named buyer here, and a 12-month copy-portfolio return well ahead of the S&P — and the call is three days old. The buys it is netted against are two to five weeks old and, in one case, conditional.
The uncomfortable part: nobody in this file has changed their mind on the way down
Read the dates in order and a pattern shows up that has nothing to do with AppLovin’s business. The stock has fallen 57.9% from its December high, 54.2% year to date, and 40.1% since June 30. In that entire decline, exactly one channel in our data has changed direction — the one that went from buy to avoid last week. Every other stance in the file is either a buy that predates the fall, a buy that was reiterated during the fall, or a hold from December 2024 (Asymmetric Investing by Travis Hoium, who flagged a P/E over 100 back when the stock was $335 and asked whether the growth rate could hold — a question that now looks better than the price action that followed it).
That is the honest read on a score of 30. It does not say AppLovin is expensive; on the buyers’ own numbers — 53% revenue growth, 80% operating margins, a mid-teens forward multiple — it is the cheapest this stock has screened since 2024. What the 30 measures is that a thin, one-directional file finally met a credible dissent, and there is not much fresh conviction underneath it. Eight channels is a small sample, and small samples move hard in whichever direction the newest voice points. See the full call history, every quote and the live score on the AppLovin stock page.
FAQ
Do more finance YouTubers say buy or sell AppLovin stock? Buy, on head count: of the 38 channels we track, eight carry a qualified AppLovin call, and the latest stances are 5 buy, 1 hold, 0 sell and 1 avoid, plus one conditional buy logged as a watcher. There has never been a sell on this stock in our data. But the consensus score is only 30 out of 100 and the rank is #66 of 1,930, because the score weights each call by recency, conviction and analysis quality rather than counting votes.
Why did AppLovin fall 42 places on the board this week? Because the newest call is negative and it came from the best-ranked creator covering the stock — one of our current top three, with the strongest track record in this file — while the fresh call on the other side was conditional and therefore scores as zero. Price return is not an input to our ranking. AppLovin’s climb to #24 on August 12 was driven by three buy calls landing inside three weeks; the drop back to #66 is those buys aging one week while an avoid landed with full weight.
What is the bull case for AppLovin stock right now? Margins and multiple. The buyers in our data cite gross margins near 90%, operating margins around 80%, 53% revenue growth in the most recent quarter, and a forward P/E between 15.7 and 27 depending on the date of the call — against a four-year average multiple one of them puts near 90x. One published a DCF fair value of $452 versus a market price of $337. Two separately argue the August sell-off was an overreaction to a delayed product rollout or a small guidance miss, and one notes the SEC closed its investigation into the company with no wrongdoing found.
What is the bear case? Deceleration and concentration, not valuation. The single negative call in the file argues growth rates are slowing, the business is still concentrated in mobile gaming, and the path to the CEO’s stated ambitions depends on model breakthroughs nobody can schedule — with the large ad platforms available as better risk-adjusted alternatives. A stale hold from December 2024 raised the earlier version of the same worry: whether the growth rate could survive the multiple.
Has anyone in the file been right on AppLovin? Yes, and it is the oldest call in it: a buy from June 2024 at $77.52, up 298% and never renewed. The most recent four buy calls are all underwater — 27%, 11%, 11% and 2% against the last close of $308.77 — and the October 2025 buy at $626.82 is down 50.7%. One channel has now bought this stock seven times in 2026, from $565.52 down to $346.80, without ever moving to a hold.
Methodology: we transcribe every new video from 38 tracked finance channels and use AI to extract only qualified calls — a named stock, a clear stance, and real reasoning. See how it works.
Not financial advice. This article aggregates third-party opinions for informational purposes.
See the live, twice-daily-updated consensus on the AppLovin stock page, compare it with The Trade Desk, Zeta Global and Meta, check creator track records on Felix & Friends (Goat Academy), Let’s Talk Money! with Joseph Hogue, CFA and BWB - Business With Brian, and browse the newest calls in the Latest Stock Calls feed.