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Update shared on02 Sep 2025

Fair value Increased 1.21%
AnalystConsensusTarget's Fair Value
US$499.14
0.2% overvalued intrinsic discount
04 Sep
US$499.97
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1Y
466.9%
7D
3.4%

AppLovin’s valuation outlook remains stable, with both its future P/E and discount rate essentially unchanged, resulting in only a slight increase in the consensus analyst price target from $493.19 to $499.14.


What's in the News


  • Repurchased 732,000 shares for $270.03 million, completing 75,452,556 shares or 21.07% under the buyback program since February 2022.
  • Provided Q3 2025 earnings guidance with expected revenue between $1,320 million and $1,340 million.
  • Added to the Russell Top 200, Russell Top 200 Growth, and Russell Top 200 Growth Benchmark indexes.
  • Dropped from the Russell Midcap, Russell Midcap Growth, and Russell Midcap Growth Benchmark indexes.

Valuation Changes


Summary of Valuation Changes for AppLovin

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $493.19 to $499.14.
  • The Future P/E for AppLovin remained effectively unchanged, moving only marginally from 35.10x to 35.52x.
  • The Discount Rate for AppLovin remained effectively unchanged, at 8.46%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.