AppLovin (APP) Aktienübersicht
Die AppLovin Corporation bietet End-to-End-Werbelösungen auf der Grundlage künstlicher Intelligenz für Unternehmen in den Vereinigten Staaten und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 6/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
APP Community Fair Values
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Analyst Price Targets
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AppLovin Corporation Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$481.68 |
| 52-Wochen-Hoch | US$745.61 |
| 52-Wochen-Tief | US$320.00 |
| Beta | 2.37 |
| 1 Monat Veränderung | 7.45% |
| 3 Monate Veränderung | 22.50% |
| 1 Jahr Veränderung | 35.96% |
| 3 Jahre Veränderung | 1,902.83% |
| 5 Jahre Veränderung | 548.20% |
| Veränderung seit IPO | 638.77% |
Aktuelle Nachrichten und Updates
Seeking Alpha • May 15
AppLovin's Breakout Is Nearly Here - Robust Performance Metrics & Bullish Support
Summary APP's dominant ad mediation position, vertical SSP/DSP integration, and expansion into new verticals underpin their highly successful ad-tech prospects at a time of AI boom. Beyond the promising FQ2'26 guidance, the ad-tech company is likely to deliver robust H2'26 numbers, attributed by the potentially robust uptake of AXON 2.0 upon public launch. APP has also demonstrated their accelerating, profitable growth trends through the Rule of 144.2% outperformance in FQ1'26 (+5.7 points YoY), across revenue growth and adj EBITDA margins. Valuations remain compelling at EV/EBITDA of 22.91x and 3Y PEG of 0.72x, with potential P/E re-rating to historical levels triggering an expanded upside potential to my bull-case LTPT of $892.40. APP remains a Great Buy here, with the uptrend technical support and the bottoming trading volumes implying a potential breakout in the near-term. Read the full article on Seeking Alpha
Narrativ-Update • May 14
APP: Ongoing Buybacks Will Support Future Upside At Current Pricing
Analysts are keeping their $860.00 price target for AppLovin unchanged, citing adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that largely offset each other in their updated models. What's in the News From January 1, 2026 to March 31, 2026, AppLovin repurchased 2,170,000 shares, representing 0.64%, for US$1,004.46m.
Neues Narrativ • May 13
AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter
AppLovin has quietly built one of the most profitable AI software platforms in the public markets. The core thesis is simple: AXON, the company's proprietary AI advertising engine, is expanding beyond its proven mobile gaming foundation into e-commerce — a transition that could dramatically expand the total addressable market and re-rate the stock.Recent updates
Seeking Alpha • May 15
AppLovin's Breakout Is Nearly Here - Robust Performance Metrics & Bullish Support
Summary APP's dominant ad mediation position, vertical SSP/DSP integration, and expansion into new verticals underpin their highly successful ad-tech prospects at a time of AI boom. Beyond the promising FQ2'26 guidance, the ad-tech company is likely to deliver robust H2'26 numbers, attributed by the potentially robust uptake of AXON 2.0 upon public launch. APP has also demonstrated their accelerating, profitable growth trends through the Rule of 144.2% outperformance in FQ1'26 (+5.7 points YoY), across revenue growth and adj EBITDA margins. Valuations remain compelling at EV/EBITDA of 22.91x and 3Y PEG of 0.72x, with potential P/E re-rating to historical levels triggering an expanded upside potential to my bull-case LTPT of $892.40. APP remains a Great Buy here, with the uptrend technical support and the bottoming trading volumes implying a potential breakout in the near-term. Read the full article on Seeking AlphaNarrativ-Update • May 14
APP: Ongoing Buybacks Will Support Future Upside At Current Pricing
Analysts are keeping their $860.00 price target for AppLovin unchanged, citing adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that largely offset each other in their updated models. What's in the News From January 1, 2026 to March 31, 2026, AppLovin repurchased 2,170,000 shares, representing 0.64%, for US$1,004.46m.Neues Narrativ • May 13
AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter
AppLovin has quietly built one of the most profitable AI software platforms in the public markets. The core thesis is simple: AXON, the company's proprietary AI advertising engine, is expanding beyond its proven mobile gaming foundation into e-commerce — a transition that could dramatically expand the total addressable market and re-rate the stock.Narrativ-Update • Apr 29
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.
Narrativ-Update • Apr 15
APP: Ongoing Buybacks And Strong 2026 Guidance Will Support Further Upside
Analysts have trimmed their average price target for AppLovin slightly, by about $5 per share. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views.
Narrativ-Update • Apr 01
APP: Share Buybacks And 2026 Revenue Outlook Will Support Balanced Return Potential
Analysts have lowered their price target on AppLovin from $476.89 to $429.35, citing updated assumptions for revenue growth, profit margins, and a reduced future P/E multiple as the main factors behind the revision. What's in the News AppLovin reported that between October 1, 2025 and December 31, 2025 it repurchased 660,000 shares, representing 0.19% of its shares, for US$409.49 million under its ongoing buyback program (Key Developments).Narrativ-Update • Mar 18
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).Narrativ-Update • Mar 04
APP: Higher 2026 Guidance And Strong Margins Will Support Further Upside
Analysts have lowered their AppLovin price target to $651.43 from $737.21 as they incorporate updated assumptions around revenue growth, profit margins and a reduced future P/E multiple, which reflects a more balanced view of the company’s risk and return profile. What's in the News AppLovin issued earnings guidance for the first quarter of 2026, with total revenue expected to be in the range of $1.745 billion to $1.775 billion (Key Developments).Narrativ-Update • Feb 17
APP: Higher 2026 Revenue Outlook And Rich Margins Will Support Upside Potential
Analysts have adjusted their price target on AppLovin to $476.89 from $530.78, citing updated assumptions around revenue growth, profit margins, and future P/E multiples. What's in the News AppLovin issued new earnings guidance for the first quarter of 2026, setting expected total revenue in a range of US$1.745b to US$1.775b (Key Developments).Analyseartikel • Feb 04
AppLovin Corporation (NASDAQ:APP) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless
AppLovin Corporation ( NASDAQ:APP ) shareholders that were waiting for something to happen have been dealt a blow with...Narrativ-Update • Feb 03
APP: Ongoing Buybacks And Rich Margins Will Likely Keep Shares Rangebound
Analysts now see lower upside for AppLovin, trimming their price expectations from about US$544.25 to roughly US$530.78, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News AppLovin issued earnings guidance for the fourth quarter of 2025, with expected revenue in a range of US$1,570m to US$1,600m.Narrativ-Update • Jan 20
APP: Heavy Buybacks And Lofty Margins Will Likely Cap Future Upside
Analysts have nudged their fair value estimate for AppLovin to $544.25, a modest move from $538.97. The change reflects refreshed assumptions around revenue growth, profit margins, discount rate and future P/E multiples.Narrativ-Update • Jan 06
APP: Rich Buybacks And Margin Assumptions Will Likely Overstretch Future Returns
Analysts have lifted their price target on AppLovin from US$318.43 to US$538.97, citing updated assumptions around revenue growth, profit margins and future P/E. They now view these assumptions as more supportive of a higher fair value range.Analyseartikel • Dec 19
Subdued Growth No Barrier To AppLovin Corporation (NASDAQ:APP) With Shares Advancing 31%
AppLovin Corporation ( NASDAQ:APP ) shares have had a really impressive month, gaining 31% after a shaky period...Narrativ-Update • Dec 17
APP: Share Repurchases And Index Additions Will Support Future Measured Upside
Analysts have raised their price target on AppLovin by about 9 dollars to roughly 737 dollars per share, citing slightly stronger long term revenue growth assumptions and a modest uptick in expected valuation multiples, despite a marginally lower projected profit margin. What's in the News AppLovin completed a major share repurchase tranche, buying back 1,187,000 shares in the third quarter of 2025.Narrativ-Update • Dec 03
APP: Expanded Share Repurchases Will Drive Future Bullish Momentum
Analysts have modestly raised their price target on AppLovin by about 1 percent to approximately 728.25 dollars, citing slightly stronger expected revenue growth, marginally improved profit margins, and a still elevated but easing future earnings multiple. What's in the News AppLovin expanded its share repurchase activity, completing the buyback of 76.6 million shares, or about 21.4% of shares outstanding, for roughly 4.18 billion dollars, including 1.19 million shares repurchased in the latest quarter for 510.29 million dollars (company buyback update).Narrativ-Update • Nov 19
APP: Share Buyback Authorization Will Drive Increased Bullish Momentum
Analysts have raised their price target for AppLovin from $649.96 to $718.71, citing improved profit margins and a lower discount rate as key drivers for the updated valuation. What's in the News AppLovin completed the repurchase of over 76.6 million shares, representing 21.42% of its outstanding shares for $4.18 billion.Narrativ-Update • Nov 01
APP: Index Additions And Profit Margin Gains Will Shape Outlook
Analysts have slightly raised their price target for AppLovin from $646.30 to $649.96, citing expectations for higher revenue growth and improved profit margins in the future. What's in the News AppLovin has been added to several major indices, including the S&P Global 1200, S&P 500 Growth, S&P Composite 1500, and S&P 500 (Key Developments) The company was added to the S&P 500 Equal Weighted and S&P 500 Software & Services (Industry Group) indices (Key Developments) AppLovin was removed from the Russell Small Cap Comp Growth Index (Key Developments) The company repurchased 732,000 shares, bringing the total buyback to over 75 million shares under the program announced in 2022 (Key Developments) Earnings guidance for the third quarter of 2025 was provided, with expected revenue between $1,320 million and $1,340 million (Key Developments) Valuation Changes Consensus Analyst Price Target has risen slightly from $646.30 to $649.96.Narrativ-Update • Oct 18
AXON And Shopify Integration Will Unlock Global Mobile Advertising
Narrative Update: AppLovin Analyst Price Target Revised Upward Analysts have raised their fair value price target for AppLovin from $613.59 to $646.30, citing improved revenue growth projections and a slight increase in expected profit margins. What's in the News AppLovin Corporation was added to the S&P Global 1200 index (Key Developments) AppLovin joined the S&P 500 Equal Weighted index (Key Developments) The company was dropped from the Russell Small Cap Comp Growth Index (Key Developments) A repurchase of 732,000 shares was completed between April and June 2025, marking over 21% completed under the buyback program (Key Developments) The company issued earnings guidance for the third quarter of 2025, with expected revenue between $1,320 million and $1,340 million (Key Developments) Valuation Changes Consensus Analyst Price Target increased from $613.59 to $646.30, reflecting a higher valuation outlook.Narrativ-Update • Oct 03
AXON And Shopify Integration Will Unlock Global Mobile Advertising
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.Narrativ-Update • Sep 17
AXON And Shopify Integration Will Unlock Global Mobile Advertising
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.Analyseartikel • Sep 05
Investors Appear Satisfied With AppLovin Corporation's (NASDAQ:APP) Prospects As Shares Rocket 32%
AppLovin Corporation ( NASDAQ:APP ) shares have had a really impressive month, gaining 32% after a shaky period...Narrativ-Update • Sep 02
AXON And Shopify Integration Will Unlock Global Mobile Advertising
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.Seeking Alpha • Apr 23
It's Time To Start Loving AppLovin Shares Again!
Summary AppLovin's shares are undervalued due to a 50% drawdown, despite strong growth in its core in-game advertising business and promising expansion into e-commerce advertising. Three catalysts could drive a rerating: potential earnings surprise, a report refuting short-seller allegations, and the sale of the game studio business. AppLovin's Axon platform, leveraging AI for targeted advertising, has shown exceptional ROI for game developers and is gaining traction in e-commerce. Despite macroeconomic uncertainties, AppLovin's strong profitability and growth prospects make it a compelling buy at current valuations. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
AppLovin: A High-Growth Play In A Trillion-Dollar Market
Summary AppLovin has outperformed competitors like Unity and large tech firms by capturing significant market share in the mobile app ad space. Despite recent short-seller reports, AppLovin's growth prospects remain strong, with expected revenue growth of 21% and EPS growth of more than double that. The current valuation, with a forward P/E ratio of 41x and a PEG ratio of 0.77x, is justified given the growth rate. Investors should be prepared for volatility but consider the recent dip an attractive entry point for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
AppLovin: Misplaced Priorities And Wild Overvaluation
Summary AppLovin is poised to face fierce competition over the next few years, which will be difficult to overcome given questionable priorities in capital allocation. It is almost certain that a niche that allows AppLovin to generate close to 80% EBITDA margin will attract numerous competitors, including digital advertising monsters like Google and Meta. APP's valuation is disconnected from fundamentals, with forward P/E ratios higher than Nvidia's and the DCF model flagging massive overvaluation. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
AppLovin's Stock Can't Outrun The Broader Selloff - Rating Downgraded
Summary I foresee continued downside for AppLovin, possibly testing the mid-$100s support levels, despite seeing no major changes in the company's internal operations. I believe AppLovin's premium valuation is unsustainable in a market downturn. Paying 39x operating cash flow doesn’t make sense compared to cheaper competitors like Unity. The stock has declined 5.6x more than the S&P 500 since February 20, indicating the potential for steeper losses if the broader selloff continues toward SPY’s $480 support. I am not particularly excited by the CEO's insider selling activity at the end of February. If the $900M app segment deal closes, I anticipate a temporary share price boost, but I believe macro pressures will ultimately outweigh investor enthusiasm. I downgrade APP stock to a strong sell. Read the full article on Seeking AlphaAktionärsrenditen
| APP | US Software | US Markt | |
|---|---|---|---|
| 7D | -2.2% | 0.3% | 1.2% |
| 1Y | 36.0% | -6.6% | 28.7% |
Rendite im Vergleich zur Industrie: APP übertraf die Branche US Software , die im vergangenen Jahr eine Rendite von -6.6 erzielte.
Rendite vs. Markt: APP übertraf den Markt US, der im vergangenen Jahr eine Rendite von 28.7 erzielte.
Preisvolatilität
| APP volatility | |
|---|---|
| APP Average Weekly Movement | 9.2% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: APP hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: APPDie wöchentliche Volatilität (9%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2011 | 887 | Adam Foroughi | www.applovin.com |
Die AppLovin Corporation bietet End-to-End-Werbelösungen auf der Grundlage künstlicher Intelligenz für Unternehmen in den Vereinigten Staaten und international. Das Unternehmen ist in zwei Segmenten tätig: Werbung und Apps. Das Unternehmen bietet Axon Ads Manager, eine Suite von Marketing-Lösungen, die es Entwicklern ermöglicht, Marketing-Bemühungen zu automatisieren, zu optimieren und zu verwalten; MAX, eine In-App-Bidding-Technologie, die den Wert des Werbeinventars eines Publishers optimiert, indem sie eine Echtzeit-Auktion durchführt; Adjust, eine Mess- und Analyse-Marketing-Plattform; und Wurl, eine Connected-TV-Plattform, die Streaming-Videos für Content-Unternehmen vertreibt, bietet Werbe- und Publishing-Lösungen.
AppLovin Corporation's Grundlagenzusammenfassung
| APP grundlegende Statistiken | |
|---|---|
| Marktanteil | US$161.82b |
| Gewinn(TTM) | US$3.91b |
| Umsatz(TTM) | US$6.16b |
41.3x
Kurs-Gewinn-Verhältnis 26.3x
Kurs-Umsatz-VerhältnisIst APP zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| APP Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$6.16b |
| Kosten der Einnahmen | US$717.09m |
| Bruttogewinn | US$5.45b |
| Sonstige Ausgaben | US$1.53b |
| Gewinn | US$3.91b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 11.65 |
| Bruttomarge | 88.37% |
| Nettogewinnspanne | 63.51% |
| Schulden/Eigenkapital-Verhältnis | 148.7% |
Wie hat sich APP auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/25 08:04 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
AppLovin Corporation wird von 49 Analysten beobachtet. 31 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Mak | Arete Research Services LLP |
| Michael Hickey | Benchmark Company |
| Omar Dessouky | BofA Global Research |