View Past PerformanceAppLovin バランスシートの健全性財務の健全性 基準チェック /66AppLovinの総株主資本は$2.4B 、総負債は$3.5Bで、負債比率は148.7%となります。総資産と総負債はそれぞれ$7.7Bと$5.3Bです。 AppLovinの EBIT は$4.7Bで、利息カバレッジ比率24.8です。現金および短期投資は$2.8Bです。主要情報148.68%負債資本比率US$3.51b負債インタレスト・カバレッジ・レシオ24.8x現金US$2.76bエクイティUS$2.36b負債合計US$5.34b総資産US$7.71b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesRecent Insider Transactions • Jun 10Chief Administrative recently sold US$11m worth of stockOn the 4th of June, Victoria Valenzuela sold around 20k shares on-market at roughly US$566 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$46m. Insiders have been net sellers, collectively disposing of US$451m more than they bought in the last 12 months.Buy Or Sell Opportunity • Jun 03Now 23% undervaluedOver the last 90 days, the stock has risen 29% to US$565. The fair value is estimated to be US$735, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$610, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$740 per share.Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$3.57 (vs US$2.13 in 1Q 2025)First quarter 2026 results: EPS: US$3.57 (up from US$2.13 in 1Q 2025). Revenue: US$1.84b (up 59% from 1Q 2025). Net income: US$1.21b (up 67% from 1Q 2025). Profit margin: 65% (up from 62% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.お知らせ • Apr 14AppLovin Corporation, Annual General Meeting, Jun 03, 2026AppLovin Corporation, Annual General Meeting, Jun 03, 2026.お知らせ • Apr 09AppLovin Corporation Announces Board and Executive ChangesAppLovin Corporation announced succession plans relating to its executive management team and the appointment of Craig Billings as independent Chairperson of its Board of Directors (the “Board”). The Company announced the following management succession plans: Chief Technology Officer: Basil Shikin, AppLovin’s current Chief Technology Officer, will transition into the role of Distinguished Engineer, effective July 1, 2026, at which time Giovanni (“Gio”) Ge, the Company’s current Chief Product and Engineering Officer, will become AppLovin’s next Chief Technology Officer. Chief Legal Officer: Victoria (“Tory”) Valenzuela, AppLovin’s current Chief Administrative & Legal Officer, will retire, effective August 1, 2026, and will be nominated for election as a director at the Company’s 2026 Annual Meeting of Stockholders. Upon Ms. Valenzuela’s retirement, Corina Cacovean, the Company’s current Deputy General Counsel, Privacy, Litigation & Regulatory, will become AppLovin’s next Chief Legal Officer. The Company also announced the appointment of Craig Billings as independent Chairperson of the Board, building on his tenure as Lead Independent Director since the Company's IPO. Adam Foroughi will continue to serve as Chief Executive Officer and a member of the Board. Mr. Ge has served as the Company’s Chief Product and Engineering Officer since November 2025, having previously served in various senior engineering roles since joining AppLovin in November 2022. Mr. Ge led the development of Axon 2.0 and currently runs the Company’s engineering and product teams, which creates a natural transition to the CTO role. Ms. Cacovean has served as the Company’s Deputy General Counsel, Privacy, Litigation & Regulatory since September 2023 and has played key roles leading the privacy, litigation and regulatory teams since she joined AppLovin in connection with its acquisition of Machine Zone in 2020. The Company also announced that Alyssa Harvey Dawson will not be standing for re-election at the Company’s 2026 Annual Meeting of Stockholders.お知らせ • Apr 03AppLovin Corporation to Report Q1, 2026 Results on May 06, 2026AppLovin Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Buy Or Sell Opportunity • Feb 26Now 26% overvaluedOver the last 90 days, the stock has fallen 25% to US$437. The fair value is estimated to be US$346, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$437, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$346 per share.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$10.13 (vs US$4.68 in FY 2024)Full year 2025 results: EPS: US$10.13 (up from US$4.68 in FY 2024). Revenue: US$5.48b (up 16% from FY 2024). Net income: US$3.43b (up 118% from FY 2024). Profit margin: 63% (up from 34% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.お知らせ • Feb 12AppLovin Corporation Provides Earnings Guidance for First Quarter of 2026AppLovin Corporation provided earnings guidance for first quarter of 2026. For the quarter, the company expects total revenue to be in the range of $1,745 million to $1,775 million.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$476, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$355 per share.お知らせ • Jan 08AppLovin Corporation to Report Q4, 2025 Results on Feb 11, 2026AppLovin Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026お知らせ • Nov 06AppLovin Corporation Provides Earnings Guidance for the Fourth Quarter 2025AppLovin Corporation provided earnings guidance for the fourth quarter 2025. For the quarter, the company expected revenue to be in the range of $1,570 million to $1,600 million.財務状況分析短期負債: APPUSの 短期資産 ( $4.8B ) が 短期負債 ( $1.5B ) を超えています。長期負債: APPUSの短期資産 ( $4.8B ) が 長期負債 ( $3.8B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: APPUSの 純負債対資本比率 ( 32% ) は 満足できる 水準であると考えられます。負債の削減: APPUSは 5 年前には株主資本がマイナスでしたが、現在はプラスになっており、改善されています。債務返済能力: APPUSの負債は 営業キャッシュフロー によって 十分にカバー されています ( 126.3% )。インタレストカバレッジ: APPUSの負債に対する 利息支払い は EBIT ( 24.8 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/13 01:38終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AppLovin Corporation 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47 アナリスト機関David MakArete Research Services LLPMichael HickeyBenchmark CompanyOmar DessoukyBofA Global Research44 その他のアナリストを表示
Recent Insider Transactions • Jun 10Chief Administrative recently sold US$11m worth of stockOn the 4th of June, Victoria Valenzuela sold around 20k shares on-market at roughly US$566 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$46m. Insiders have been net sellers, collectively disposing of US$451m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Jun 03Now 23% undervaluedOver the last 90 days, the stock has risen 29% to US$565. The fair value is estimated to be US$735, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$610, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$740 per share.
Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$3.57 (vs US$2.13 in 1Q 2025)First quarter 2026 results: EPS: US$3.57 (up from US$2.13 in 1Q 2025). Revenue: US$1.84b (up 59% from 1Q 2025). Net income: US$1.21b (up 67% from 1Q 2025). Profit margin: 65% (up from 62% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.
お知らせ • Apr 14AppLovin Corporation, Annual General Meeting, Jun 03, 2026AppLovin Corporation, Annual General Meeting, Jun 03, 2026.
お知らせ • Apr 09AppLovin Corporation Announces Board and Executive ChangesAppLovin Corporation announced succession plans relating to its executive management team and the appointment of Craig Billings as independent Chairperson of its Board of Directors (the “Board”). The Company announced the following management succession plans: Chief Technology Officer: Basil Shikin, AppLovin’s current Chief Technology Officer, will transition into the role of Distinguished Engineer, effective July 1, 2026, at which time Giovanni (“Gio”) Ge, the Company’s current Chief Product and Engineering Officer, will become AppLovin’s next Chief Technology Officer. Chief Legal Officer: Victoria (“Tory”) Valenzuela, AppLovin’s current Chief Administrative & Legal Officer, will retire, effective August 1, 2026, and will be nominated for election as a director at the Company’s 2026 Annual Meeting of Stockholders. Upon Ms. Valenzuela’s retirement, Corina Cacovean, the Company’s current Deputy General Counsel, Privacy, Litigation & Regulatory, will become AppLovin’s next Chief Legal Officer. The Company also announced the appointment of Craig Billings as independent Chairperson of the Board, building on his tenure as Lead Independent Director since the Company's IPO. Adam Foroughi will continue to serve as Chief Executive Officer and a member of the Board. Mr. Ge has served as the Company’s Chief Product and Engineering Officer since November 2025, having previously served in various senior engineering roles since joining AppLovin in November 2022. Mr. Ge led the development of Axon 2.0 and currently runs the Company’s engineering and product teams, which creates a natural transition to the CTO role. Ms. Cacovean has served as the Company’s Deputy General Counsel, Privacy, Litigation & Regulatory since September 2023 and has played key roles leading the privacy, litigation and regulatory teams since she joined AppLovin in connection with its acquisition of Machine Zone in 2020. The Company also announced that Alyssa Harvey Dawson will not be standing for re-election at the Company’s 2026 Annual Meeting of Stockholders.
お知らせ • Apr 03AppLovin Corporation to Report Q1, 2026 Results on May 06, 2026AppLovin Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Buy Or Sell Opportunity • Feb 26Now 26% overvaluedOver the last 90 days, the stock has fallen 25% to US$437. The fair value is estimated to be US$346, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$437, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$346 per share.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$10.13 (vs US$4.68 in FY 2024)Full year 2025 results: EPS: US$10.13 (up from US$4.68 in FY 2024). Revenue: US$5.48b (up 16% from FY 2024). Net income: US$3.43b (up 118% from FY 2024). Profit margin: 63% (up from 34% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
お知らせ • Feb 12AppLovin Corporation Provides Earnings Guidance for First Quarter of 2026AppLovin Corporation provided earnings guidance for first quarter of 2026. For the quarter, the company expects total revenue to be in the range of $1,745 million to $1,775 million.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$476, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$355 per share.
お知らせ • Jan 08AppLovin Corporation to Report Q4, 2025 Results on Feb 11, 2026AppLovin Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
お知らせ • Nov 06AppLovin Corporation Provides Earnings Guidance for the Fourth Quarter 2025AppLovin Corporation provided earnings guidance for the fourth quarter 2025. For the quarter, the company expected revenue to be in the range of $1,570 million to $1,600 million.