AppLovin Corporation

NasdaqGS:APP 주식 리포트

시가총액: US$177.1b

AppLovin 향후 성장

Future 기준 점검 6/6

AppLovin (는) 각각 연간 21.8% 및 21.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 100.1% 로 예상됩니다.

핵심 정보

21.8%

이익 성장률

23.09%

EPS 성장률

Software 이익 성장20.2%
매출 성장률21.1%
향후 자기자본이익률100.14%
애널리스트 커버리지

Good

마지막 업데이트30 Jun 2026

최근 향후 성장 업데이트

Recent updates

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.
Seeking Alpha • Jun 26

AppLovin: This Catalyst Changes Everything

Summary AppLovin is rated a Strong Buy, driven by robust Q1 results and a compelling growth trajectory. Q1 revenue grew 59% YoY with Adjusted EBITDA margins reaching 85%, validating APP's profitable growth thesis. The global opening of AXON in June is a major catalyst, potentially adding $7 billion in annualized ad spend. APP trades at a forward P/E of 26 and a PEG below 1, suggesting significant upside remains as execution risks are monitored. Read the full article on Seeking Alpha
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.
분석 기사 • 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...
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.
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 Alpha

이익 및 매출 성장 예측

NasdaqGS:APP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202813,3518,9339,3188,79817
12/31/202710,6367,0557,2246,98631
12/31/20268,1965,4205,5525,52728
3/31/20266,1643,9154,4114,439N/A
12/31/20255,4813,4333,9874,015N/A
9/30/20254,8222,9263,3773,403N/A
6/30/20254,2522,5232,8742,900N/A
3/31/20253,7052,0522,5482,574N/A
12/31/20243,2241,5872,0732,099N/A
9/30/20243,1781,1631,7901,742N/A
6/30/20243,2078381,4241,390N/A
3/31/20243,2466171,1611,166N/A
12/31/20231,8424569981,062N/A
9/30/20233,032104833881N/A
6/30/20232,88120820856N/A
3/31/20232,907-82734733N/A
12/31/20222,817-193412413N/A
9/30/20222,908-85328335N/A
6/30/20222,922-108278285N/A
3/31/20222,815-73261268N/A
12/31/20212,79332360362N/A
9/30/20212,509-15373377N/A
6/30/20212,164-105286290N/A
3/31/20211,795-140236239N/A
12/31/20201,451-125220223N/A
12/31/201999476N/A198N/A
12/31/2018483-260N/A139N/A

애널리스트 향후 성장 전망

수입 대 저축률: APP 의 연간 예상 수익 증가율(21.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: APP 의 연간 수익(21.8%)이 US 시장(18.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: APP 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: APP 의 수익(연간 21.1%)이 US 시장(연간 12.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: APP 의 수익(연간 21.1%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: APP의 자본 수익률은 3년 후 100.1%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 03:20
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

AppLovin Corporation는 48명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David MakArete Research Services LLP
Michael HickeyBenchmark Company
Omar DessoukyBofA Global Research