AppLovin 과거 순이익 실적
과거 기준 점검 5/6
AppLovin은 연평균 74.2%의 비율로 수입이 증가해 온 반면, Media 산업은 수입이 6.9% 증가했습니다. 매출은 연평균 19.3%의 비율로 증가했습니다. AppLovin의 자기자본이익률은 139.4%이고 순이익률은 64.6%입니다.
핵심 정보
74.17%
순이익 성장률
74.35%
주당순이익(EPS) 성장률
| Media 산업 성장률 | 13.17% |
| 매출 성장률 | 19.29% |
| 자기자본이익률 | 139.42% |
| 순이익률 | 64.57% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Sep 18
APP: AI Advertising And Streaming Data Will Shape Balanced 2026 Return Profile
Analysts have reset their price target for AppLovin to $325, with the change framed around updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E. What's in the News for AppLovin Wurl, a streaming TV subsidiary of AppLovin, launched its Content Intelligence Platform that connects streaming content data with programmatic demand, aimed at helping demand side platforms scale advanced targeting across connected TV inventory.
새로운 내러티브 • Sep 16
Why the Market Still Misprices AppLovin as Just a Gaming Network
Where the stock stands after Q2 2026 AppLovin is down from its highs while the business it describes has never been larger. LTM revenue has gone from roughly $4.5B to $6.8B in four quarters.Seeking Alpha • Sep 15
AppLovin: A Misunderstood Business Makes For One Of The Best Investments
Summary AppLovin is rated Strong Buy due to exceptional 55% revenue and 77% net income growth, yet trades at a discounted 24x earnings multiple. APP's SEC investigation has concluded with no action, but market sentiment remains muted amid insider selling and short reports. APP's AI-driven AXON platform is expanding market share in mobile advertising, with margins and adjusted EBITDA reaching 84.19% and 65.65% in H1 2026. Despite a 13.4% cost of debt, APP's robust cash position supports continued buybacks, while risks remain if margin expansion slows or competition intensifies. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 04
APP: Accelerating Buybacks And Q3 Guidance Will Support Future Upside
Analysts have reduced their fair value estimate for AppLovin to $734.96 from $813.93 as they update assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for AppLovin Between April 1, 2026 and June 30, 2026, AppLovin repurchased 1,805,000 shares for US$1,123.11 million, representing 0.54% of its shares, under its existing buyback program.
새로운 내러티브 • Sep 01
AppLovin's Future Looks Bright with 19% Revenue Growth
AppLovin Investment Thesis AppLovin is an AI-powered advertising technology company that helps businesses acquire, measure and monetise users across mobile applications and other digital channels. Its investment case is based on the possibility that the Axon advertising platform can continue improving campaign performance, expand beyond mobile gaming and become a broader performance-marketing infrastructure layer.
내러티브 업데이트 • Aug 20
APP: AI Advertising Expansion And Buybacks Will Drive Future Upside
Analysts have reduced their price target on AppLovin to about $528 from roughly $648, reflecting updated assumptions around a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a lower future P/E multiple. What’s in the News for AppLovin AppLovin shares fell about 5% after Bank of America cut its rating from Buy to Neutral and lowered its price target from US$430 to US$400, citing concerns about sustaining long term 30% year over year revenue growth and the durability of the AXON AI growth engine.내러티브 업데이트 • Aug 06
APP: Buybacks And Officer Exculpation Will Support Post Selloff Recovery
Analysts have trimmed their fair value estimate for AppLovin from about $852.42 to $813.93 as they apply a higher discount rate and slightly adjust long term assumptions on revenue growth, profit margin and future P/E expectations. What’s in the News for AppLovin AppLovin reported Q2 revenue of about US$1.92b versus Wall Street estimates of US$1.94b, while earnings per share of US$3.76 came in above the estimated US$3.67.내러티브 업데이트 • Jul 11
APP: AI Advertising Expansion And Buybacks Will Shape Balanced 2026 Return Profile
Analysts raised their AppLovin price target by about $11 to $469, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E that collectively support a slightly higher valuation framework. What’s in the News for AppLovin Raymond James initiated coverage of AppLovin with a Strong Buy rating and a US$640 price target, highlighting the company’s push beyond mobile gaming into e commerce advertising through its AXON AI platform, which was recently opened globally as AppLovin Ads.내러티브 업데이트 • Jun 27
APP: AI Ad Platform Launch And Buybacks Will Support Measured 2026 Return Potential
Analysts have modestly raised their fair value estimate for AppLovin from $429.35 to $458.24, citing updated assumptions for revenue growth, discount rate, profit margin, and future P/E that feed into refreshed price target models. What’s in the News for AppLovin AppLovin reported Q1 2026 revenue of US$1.84b and adjusted EPS of US$3.56, with an adjusted EBITDA margin of about 85% and net income of roughly US$1.2b, driven by its AI powered AXON 2.0 advertising platform and strength in both mobile gaming and newer consumer and e commerce verticals.내러티브 업데이트 • Jun 13
APP: AI Advertising Rollout And Buybacks Will Support Further Upside
Analysts now set a slightly higher price target for AppLovin at $648.10, compared with the prior $646.86. The adjustment is tied to updated fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and a projected future P/E of 30.99x.내러티브 업데이트 • May 30
APP: Ongoing Buybacks And Officer Exculpation Will Support Future Upside
Analysts have slightly reduced their fair value estimate for AppLovin from about $860 to roughly $852 per share, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that modestly reset the stock's risk and reward profile. What's in the News From January 1, 2026 to March 31, 2026, AppLovin repurchased 2,170,000 shares, or 0.64% of its stock, for US$1,004.46m under its existing buyback program, bringing total repurchases under the plan announced on February 28, 2022 to 79,469,556 shares, or 22.26%, for US$5,595.52m (Key Developments).내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.매출 및 비용 세부 내역
매출 및 비용 세부 내역
AppLovin가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 6,829 | 4,410 | 433 | 320 |
| 31 Mar 26 | 6,164 | 3,915 | 431 | 264 |
| 31 Dec 25 | 5,481 | 3,433 | 437 | 227 |
| 30 Sep 25 | 4,822 | 2,926 | 432 | 250 |
| 30 Jun 25 | 4,252 | 2,523 | 424 | 287 |
| 31 Mar 25 | 3,705 | 2,052 | 428 | 342 |
| 31 Dec 24 | 3,224 | 1,587 | 418 | 375 |
| 30 Sep 24 | 3,178 | 1,163 | 564 | 420 |
| 30 Jun 24 | 3,207 | 838 | 719 | 498 |
| 31 Mar 24 | 3,246 | 617 | 836 | 536 |
| 31 Dec 23 | 1,842 | 456 | 379 | 334 |
| 30 Sep 23 | 3,032 | 104 | 954 | 560 |
| 30 Jun 23 | 2,881 | 20 | 937 | 523 |
| 31 Mar 23 | 2,907 | -82 | 989 | 526 |
| 31 Dec 22 | 2,817 | -193 | 1,073 | 508 |
| 30 Sep 22 | 2,908 | -85 | 1,190 | 509 |
| 30 Jun 22 | 2,922 | -108 | 1,272 | 495 |
| 31 Mar 22 | 2,815 | -73 | 1,295 | 432 |
| 31 Dec 21 | 2,793 | 32 | 1,272 | 366 |
| 30 Sep 21 | 2,509 | -15 | 1,158 | 328 |
| 30 Jun 21 | 2,164 | -105 | 1,007 | 270 |
| 31 Mar 21 | 1,795 | -140 | 856 | 222 |
| 31 Dec 20 | 1,451 | -125 | 686 | 181 |
| 31 Dec 19 | 994 | 76 | 510 | 45 |
| 31 Dec 18 | 483 | -260 | 182 | 16 |
양질의 수익: APP는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: APP의 현재 순 이익률 (64.6%)은 지난해 (59.3%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: APP는 지난 5년 동안 흑자전환하며 연평균 74.2%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 APP 의 수익 증가율(74.8%)은 연간 평균(74.2%)을 초과합니다.
수익 대 산업: APP의 지난 1년 수익 증가율(74.8%)은 Media 업계의 -2.5%를 상회했습니다.
자기자본이익률
높은 ROE: APP의 자본 수익률(139.42%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 03:56 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AppLovin Corporation는 49명의 분석가가 다루고 있습니다. 이 중 32명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Mak | Arete Research Services LLP |
| Omar Dessouky | BofA Global Research |
| William Lampen | BTIG |