AppLovin (APP) Aandelenoverzicht
AppLovin Corporation biedt end-to-end advertentieoplossingen op basis van kunstmatige intelligentie voor bedrijven in de Verenigde Staten en daarbuiten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor APP uit onze risicocontroles.
APP Community Fair Values
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Analyst Price Targets
Top Community Narratives
AppLovin Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$308.00 |
| 52 Week Hoogtepunt | US$745.61 |
| 52 Week Laag | US$297.50 |
| Bèta | 2.49 |
| 1 maand verandering | -0.90% |
| 3 maanden verandering | -34.43% |
| 1 Jaar Verandering | -52.59% |
| 3 jaar verandering | 715.68% |
| 5 jaar verandering | 287.57% |
| Verandering sinds IPO | 372.39% |
Recent nieuws en updates
Nieuw narratief • 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
Narratiefupdate • 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.
Nieuw narratief • 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.Recent updates
Nieuw narratief • 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 AlphaNarratiefupdate • 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.Nieuw narratief • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| APP | US Media | US Markt | |
|---|---|---|---|
| 7D | -4.9% | 0.7% | 0.5% |
| 1Y | -52.6% | -31.2% | 12.0% |
Rendement versus industrie: APP presteerde slechter dan de US Media -sector, die het afgelopen jaar een rendement van -31.2 % opleverde.
Rendement versus markt: APP presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 12 % opleverde.
Prijsvolatiliteit
| APP volatility | |
|---|---|
| APP Average Weekly Movement | 9.5% |
| Media Industry Average Movement | 9.7% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: APP heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van APP is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2011 | 887 | Adam Foroughi | www.applovin.com |
AppLovin Corporation biedt end-to-end advertentieoplossingen op basis van kunstmatige intelligentie voor bedrijven in de Verenigde Staten en daarbuiten. Het bedrijf is actief in twee segmenten, Reclame en Apps. Het bedrijf biedt Axon Ads Manager, een suite van marketingoplossingen waarmee ontwikkelaars marketinginspanningen kunnen automatiseren, optimaliseren en beheren; MAX, een in-app biedtechnologie die de waarde van de advertentie-inventaris van een uitgever optimaliseert door het uitvoeren van een real-time concurrerende veiling; Adjust, een meet- en analyseplatform voor marketing; en Wurl, een connected tv-platform dat streaming video distribueert voor contentbedrijven, biedt advertentie- en uitgeefoplossingen.
AppLovin Corporation Samenvatting
| APP fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$107.62b |
| Inkomsten(TTM) | US$4.41b |
| Inkomsten(TTM) | US$6.83b |
23.4x
Koers/Winstverhouding15.1x
P/S-verhoudingIs APP overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| APP resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$6.83b |
| Kosten van inkomsten | US$787.82m |
| Brutowinst | US$6.04b |
| Overige uitgaven | US$1.63b |
| Inkomsten | US$4.41b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 13.18 |
| Brutomarge | 88.46% |
| Nettowinstmarge | 64.57% |
| Schuld/Eigen Vermogen Verhouding | 111.1% |
Hoe presteerde APP op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/18 22:07 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
AppLovin Corporation wordt gevolgd door 49 analisten. 32 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Mak | Arete Research Services LLP |
| Omar Dessouky | BofA Global Research |
| William Lampen | BTIG |