Update shared on03 Oct 2025
Fair value Increased 18%AppLovin's analyst price target has been revised upward by analysts, increasing from $517.81 to $613.59. This reflects continued optimism about the company's revenue growth and future earnings outlook.
What's in the News
- AppLovin has been added to the S&P Global 1200, marking a significant milestone for the company (Key Developments).
- The company was recently included in the S&P 500, S&P 500 Growth, and several other major indices, including the S&P Composite 1500 and S&P 500 Information Technology (Key Developments).
- AppLovin was removed from the Russell Small Cap Comp Growth Index (Key Developments).
- The company completed a repurchase of 732,000 shares, contributing to a total buyback of over 75 million shares, or 21.07 percent of its outstanding shares since February 2022 (Key Developments).
- AppLovin provided earnings guidance for Q3 2025 with expected revenue between $1,320 million and $1,340 million (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased from $517.81 to $613.59, reflecting an improved outlook.
- The Discount Rate has risen slightly from 8.47% to 8.50%, suggesting a minor adjustment to perceived risks or costs of capital.
- The Revenue Growth Forecast has edged up from 22.32% to 22.36%.
- The Net Profit Margin estimate has decreased moderately from 59.41% to 57.88%.
- The Future Price-to-Earnings (P/E) Ratio has grown from 36.65x to 44.57x, indicating higher anticipated earnings multiples.
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