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AppLovin Corporation Stock Price

NasdaqGS:APP Community·US$103.3b Market Cap
  • 5 Narratives written by author
  • 4 Comments on narratives written by author
  • 648 Fair Values set on narratives written by author

APP Share Price Performance

US$305.77
-135.91 (-30.77%)
US$528.32
Fair Value
US$305.77
-135.91 (-30.77%)
42.1% undervalued intrinsic discount
US$528.32
Fair Value
Price US$305.77
AnalystConsensusTarget US$528.32
NeuralAlpha US$625.00
AnalystLowTarget US$469.39

APP Community Narratives

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Fair Value US$528.32 42.1% undervalued intrinsic discount

APP: Index Additions And Profit Margin Gains Will Shape Outlook

5users have liked this narrative
3users have commented on this narrative
237users have followed this narrative
Fair Value
·
Fair Value US$625 51.1% undervalued intrinsic discount

AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter

1users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
·
Fair Value US$469.39 34.9% undervalued intrinsic discount

Global Regulators And Ad-Blockers Will Undermine Digital Advertising

0users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
US$625
51.1% undervalued intrinsic discount
Fair Value
Revenue
13.13% p.a.
Profit Margin
63.51%
Future PE
42.11x
Price in 2031
US$942.88
US$989.24
69.1% undervalued intrinsic discount
Fair Value
Revenue
19.96% p.a.
Profit Margin
46.24%
Future PE
71.84x
Price in 2030
US$1.49k
US$528.32
42.1% undervalued intrinsic discount
Revenue
25.54% p.a.
Profit Margin
64.96%
Future PE
25.53x
Price in 2029
US$689.58
US$813.93
62.4% undervalued intrinsic discount
Revenue
31.97% p.a.
Profit Margin
68.3%
Future PE
32.74x
Price in 2029
US$1.07k
US$469.39
34.9% undervalued intrinsic discount
Revenue
28.67% p.a.
Profit Margin
58.18%
Future PE
25.92x
Price in 2029
US$601.58

Trending Discussion

No trending discussion available.

Updated Narratives

APP logo

AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter

Fair Value: US$625 51.1% undervalued intrinsic discount
27 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AppLovin’s AI Engine Is Printing Profit

Fair Value: US$989.24 69.1% undervalued intrinsic discount
36 users have set this as their fair value
2 users have commented on this narrative
1 users have liked this narrative
APP logo

APP: AI Advertising Expansion And Buybacks Will Drive Future Upside

Fair Value: US$528.32 42.1% undervalued intrinsic discount
237 users have set this as their fair value
3 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

1 Risk
3 Rewards

AppLovin Corporation Key Details

US$6.8b

Revenue

US$787.8m

Cost of Revenue

US$6.0b

Gross Profit

US$1.6b

Other Expenses

US$4.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
13.18
88.46%
64.57%
111.1%
View Full Analysis

About APP

Founded
2011
Employees
887
CEO
Adam Foroughi
WebsiteView website
www.applovin.com

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher’s advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.

Recent APP News & Updates

Narrative Update Aug 20

APP: AI Advertising Expansion And Buybacks Will Drive Future Upside

Analysts have reduced their price target on AppLovin to about $528 from roughly $648, reflecting updated assumptions around a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a lower future P/E multiple. What’s in the News for AppLovin AppLovin shares fell about 5% after Bank of America cut its rating from Buy to Neutral and lowered its price target from US$430 to US$400, citing concerns about sustaining long term 30% year over year revenue growth and the durability of the AXON AI growth engine.
Seeking Alpha Aug 15

AppLovin: One Of The Most Impressive Businesses I Have Ever Seen

Summary With its Axon 2 AI-powered advertising platform, AppLovin is completely dominating in mobile games and is currently trying to replicate its success in new frontier markets like e-commerce and CTV. Management is confident that a top-line growth between 20% and 30% is sustainable over the long term. Annual revenue growth is expected at around 47% in the third quarter. AppLovin is one of the most profitable companies I am aware of, with a net profit margin above 65% and a free cash flow margin above 50%. The stock is currently trading at a forward 2027 price-to-earnings ratio of ~15x. Using free cash flows, we are talking about a forward 2026 yield of ~4.7%. Putting my money where my mouth is, I purchased my first APP shares on August 12th. My average cost basis currently stands at $306.94. The lower the stock goes, the more I am going to buy. Read the full article on Seeking Alpha

Recent updates

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