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Published
09 Nov 25
Updated
12 Nov 25
Views
3.4k
Not Invested
AppLovinAPP
APP logo
Fair Value
US$989.24
Share price12 Nov
US$308.0668.9% undervalued intrinsic discount
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1Y-52.58%
7D-4.91%

AppLovin’s AI Engine Is Printing Profit

YI
yiannisz

Author hasn't set their bio yet

Published
09 Nov 25
Updated
12 Nov 25
Views
3.4k
Not Invested
Fair ValueUS$989.24
Share priceUS$308.06
68.9% undervalued intrinsic discount
Narrative
Updates1

Shared on 12 Nov 25

AppLovin’s AI ad system keeps pushing profits higher, and the company is using the cash to aggressively buy back shares. The big open question is whether this performance can hold up as rivals catch up and privacy or economic shifts make it harder to target ads.
Read more
667 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$989.24
vs US$308.0668.9% undervalued intrinsic discount
PastFuture-260m16b20182020202220242025202620282030Revenue US$15.7bEarnings US$7.2b
20%
Revenue growth
46.2%
Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Undervalued with solid track record.

Market capUS$107.6b
PB32.6x
Estimated Growth19.1%
Dividend YieldN/A
Full analysis

CEO & management

Adam Foroughi
CEO
1.4yrs
CEO Tenure

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

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Level 5, 320 Pitt Street, Sydney
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