Loading...
Back to narrative

Update shared on17 Sep 2025

Fair value Increased 3.74%
AnalystConsensusTarget's Fair Value
US$517.81
17.2% overvalued intrinsic discount
17 Sep
US$606.66
Loading
1Y
392.6%
7D
7.0%

The upward revision in AppLovin’s price target reflects a modest increase in its expected future P/E multiple while revenue growth forecasts remain largely unchanged, resulting in a new consensus target of $517.81.


What's in the News


  • Repurchased 732,000 shares for $270.03 million from April to June, completing the buyback of 75.45 million shares (21.07%) for $3.67 billion.
  • Issued Q3 2025 revenue guidance of $1,320 million to $1,340 million.
  • Added to the Russell Top 200 Index, Russell Top 200 Growth Index, and Russell Top 200 Growth Benchmark.
  • Dropped from the Russell Midcap Index, Russell Midcap Growth Index, and Russell Midcap Growth Benchmark.

Valuation Changes


Summary of Valuation Changes for AppLovin

  • The Consensus Analyst Price Target has risen slightly from $499.14 to $517.81.
  • The Future P/E for AppLovin has risen slightly from 35.52x to 36.65x.
  • The Consensus Revenue Growth forecasts for AppLovin remained effectively unchanged, moving only marginally from 22.2% per annum to 22.3% per annum.

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.