Published

15 Apr 25

Updated

04 Sep 26

Views

436

Not Invested

Fair Value

US$734.96

Share price04 Sep

US$305.0658.5% undervalued

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1Y-46.21%

7D-4.38%

AXON Rollout Will Drive Global Mobile Ad Revolution

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AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

15 Apr 25

Updated

04 Sep 26

Views

436

Not Invested

Shared on 04 Sep 26

Fair value Decreased 9.70%

APP: Accelerating Buybacks And Q3 Guidance Will Support Future Upside

AppLovin steps up share buybacks and sets a clear outlook for the next quarter, giving investors fresh signals about demand for its advertising tools. Analysts still dial back what they think the company is worth as they update their expectations for future growth and long-term profitability.

28 views

Shared on 06 Aug 26

Fair value Decreased 4.52%

APP: Buybacks And Officer Exculpation Will Support Post Selloff Recovery

AppLovin stumbles after its latest results, but the company keeps buying back its own shares and aims to reduce personal legal exposure for officers—moves that could help steady confidence after the selloff. Wall Street also tweaks its long-term expectations, so the key question is whether this drop is a temporary slip or the start of something more lasting.

77 views

Shared on 30 May 26

Fair value Decreased 0.88%

APP: Ongoing Buybacks And Officer Exculpation Will Support Future Upside

AppLovin keeps shrinking its share count through buybacks while giving investors a clearer near-term sales outlook, two moves that can support future per-share results. It’s also pushing a legal change that could limit certain officer liabilities, which may shift how shareholders think about accountability and risk.

37 views

Shared on 14 May 26

APP: Ongoing Buybacks Will Support Future Upside At Current Pricing

AppLovin keeps buying back its own shares, which can boost each remaining share’s claim on the business even if growth slows a bit. Analysts still stick with the same long-term target because several small changes to their outlook cancel each other out.

37 views

Shared on 29 Apr 26

APP: Share Repurchases Will Support Future Upside At Current Pricing

Analysts now see AppLovin's fair value holding at $860, with a slightly lower discount rate, a modestly higher revenue growth outlook near 40%, a stable profit margin around 72%, and a marginally lower future P/E closer to 34. Together, these factors support a steady price target narrative rather than a major reset.

35 views

Shared on 18 Mar 26

Fair value Increased 32%

APP: Share Repurchases And Margin Outlook Will Drive Future Upside

Analysts now see higher upside for AppLovin, lifting the fair value estimate from $650.00 to $860.00 as they factor in updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News AppLovin completed a buyback tranche between October 1, 2025 and December 31, 2025, repurchasing 660,000 shares for $409.49 million, equal to 0.19% of its shares under the existing program (Key Developments).

19 views

Shared on 07 May 25

Fair value Increased 0.54%

4 views

Shared on 30 Apr 25

Fair value Decreased 0.53%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

Fair value Decreased 0.0062%

AnalystHighTarget has increased future PE multiple from 47.9x to 53.4x.

0 views

Fair Value vs Share Price

US$734.96

vs US$305.0658.5% undervalued

32.4%

Revenue growth

68.2%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on AppLovin

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Solid track record with excellent balance sheet.

Market capUS$104.4b

PB32.3x

Estimated Growth19.2%

Dividend YieldN/A

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.