AppLovin

AppLovin’s AI Engine Is Printing Profit

yiannisz

Not Invested

Community Contributor

Published

09 Nov 25

Updated

12 Nov 25

Views

307

n/a

yiannisz's Fair Value

n/a

-22.2%

-2.2%

-22.2%

-2.2%

You can edit this narrative until Nov 13 6:11 AM. Then, changes will post as Updates.

Author's Valuation

US$989.2462.9% undervalued

yiannisz's Fair Value

Narrative

Updates1

Shared on 12 Nov 25

AppLovin (NASDAQ: APP) posted another stunning quarter, solidifying its position as one of the most profitable AI-powered software platforms in the public markets. For Q3 2025, revenue surged 68% year-over-year to $1.405 billion , while net income nearly doubled to $836 million , up 92%.

yiannisz'sFair Value

US$989.24

62.9% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

20.67%

Software revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.47%

Calculation

US$7.24b

Earnings '30

71.84x

PE Ratio '30

US$520.35b

Market Cap '30

US$520.35b

Market Cap '30

350.02m

No. shares '30

US$1.49k

Share Price '30

US$1.49k Share Price '30

Discounted to 2025 @ 8.49% p.a.

US$989.24

Fair Value '25