View ValuationAppLovin 향후 성장Future 기준 점검 6/6AppLovin (는) 각각 연간 21.7% 및 21% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 96.1% 로 예상됩니다.핵심 정보21.7%이익 성장률23.04%EPS 성장률Software 이익 성장0%매출 성장률21.0%향후 자기자본이익률96.13%애널리스트 커버리지Good마지막 업데이트28 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • 16hInvestor 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.공시 • Apr 14AppLovin Corporation, Annual General Meeting, Jun 03, 2026AppLovin Corporation, Annual General Meeting, Jun 03, 2026.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.이익 및 매출 성장 예측BVL:APPUS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202813,4108,9589,2968,9321712/31/202710,6367,0477,1406,9713112/31/20268,2065,4175,6155,509273/31/20266,1643,9154,4114,439N/A12/31/20255,4813,4333,9874,015N/A9/30/20254,8222,9263,3773,403N/A6/30/20254,2522,5232,8742,900N/A3/31/20253,7052,0522,5482,574N/A12/31/20243,2241,5872,0732,099N/A9/30/20243,1781,1631,7901,742N/A6/30/20243,2078381,4241,390N/A3/31/20243,2466171,1611,166N/A12/31/20231,8424569981,062N/A9/30/20233,032104833881N/A6/30/20232,88120820856N/A3/31/20232,907-82734733N/A12/31/20222,817-193412413N/A9/30/20222,908-85328335N/A6/30/20222,922-108278285N/A3/31/20222,815-73261268N/A12/31/20212,79332360362N/A9/30/20212,509-15373377N/A6/30/20212,164-105286290N/A3/31/20211,795-140236239N/A12/31/20201,451-125220223N/A12/31/201999476N/A198N/A12/31/2018483-260N/A139N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: APPUS 의 연간 예상 수익 증가율(21.7%)이 saving rate(6.7%)보다 높습니다.수익 vs 시장: APPUS 의 연간 수익(21.7%)이 PE 시장(6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: APPUS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: APPUS 의 수익(연간 21%)이 PE 시장(연간 4.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: APPUS 의 수익(연간 21%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: APPUS의 자본 수익률은 3년 후 96.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/30 13:24종가2026/05/29 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AppLovin Corporation는 49명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David MakArete Research Services LLPMichael HickeyBenchmark CompanyOmar DessoukyBofA Global Research46명의 분석가 더 보기
공시 • 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.
공시 • 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.
Valuation Update With 7 Day Price Move • 16hInvestor 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.
공시 • Apr 14AppLovin Corporation, Annual General Meeting, Jun 03, 2026AppLovin Corporation, Annual General Meeting, Jun 03, 2026.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.