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AppLovin Corporation Stock Price

NasdaqGS:APP Community·US$102.1b Market Cap
  • 6 Narratives written by author
  • 4 Comments on narratives written by author
  • 689 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

APP Share Price Performance

US$314.49
-256.82 (-44.95%)
​
US$528.32
Fair Value
US$314.49
-256.82 (-44.95%)
40.5% undervalued intrinsic discount
US$528.32
Fair Value
Price US$314.49
AnalystConsensusTarget US$528.32
NeuralAlpha US$625.00
AnalystHighTarget US$734.96
Thu, 20 Aug 26
Fair ValueUS$528.32
Share Pricen/a

APP Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$528.32 40.5% undervalued intrinsic discount

APP: Index Additions And Profit Margin Gains Will Shape Outlook

5users have liked this narrative
3users have commented on this narrative
258users have followed this narrative
NE
NeuralAlpha
NeuralAlpha's
Fair Value
·
Fair Value US$625 49.7% undervalued intrinsic discount

AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter

1users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$734.96 57.2% undervalued intrinsic discount

AXON Rollout Will Drive Global Mobile Ad Revolution

1users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
APP logo
AppLovin
5.3% undervalued intrinsic discount

AppLovin's Future Looks Bright with 19% Revenue Growth

View narrative
WO
Womble
Womble
Published 1 Sep
Read Narrative
APP logo
AppLovin
49.7% undervalued intrinsic discount

AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter

View narrative
NE
NeuralAlpha
NeuralAlpha
Published 13 May
Read Narrative
APP logo
AppLovin
68.2% undervalued intrinsic discount

AppLovin’s AI Engine Is Printing Profit

View narrative
YI
yiannisz
Updated 12 Nov 2025
Read Narrative
APP logo
AppLovin
57.2% undervalued intrinsic discount

AXON Rollout Will Drive Global Mobile Ad Revolution

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
Read Narrative
APP logo
AppLovin
40.5% undervalued intrinsic discount

APP: Index Additions And Profit Margin Gains Will Shape Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
Read Narrative
APP logo
AppLovin
33.0% undervalued intrinsic discount

Global Regulators And Ad-Blockers Will Undermine Digital Advertising

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AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

WO
Womble
APP logo

AppLovin's Future Looks Bright with 19% Revenue Growth

Fair Value: US$331.94 5.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NE
NeuralAlpha
APP logo

AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter

Fair Value: US$625 49.7% undervalued intrinsic discount
28 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
YI
APP logo

AppLovin’s AI Engine Is Printing Profit

Fair Value: US$989.24 68.2% undervalued intrinsic discount
38 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
1 likeusers have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

1 Risk
3 Rewards
View Full Analysis

AppLovin Corporation Key Details

US$6.8b

Revenue

US$787.8m

Cost of Revenue

US$6.0b

Gross Profit

US$1.6b

Other Expenses

US$4.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
13.18
88.46%
64.57%
111.1%
View Full Analysis

About APP

Founded
2011
Employees
887
CEO
Adam Foroughi
WebsiteView website
www.applovin.com

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher’s advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.

Recent APP News & Updates

User avatar
Narrative Update • 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.
User avatar
New Narrative • 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.
User avatar
Narrative Update • 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.

Recent updates

No updates

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