APP logo

AppLovin Corporation Stock Price

NasdaqGS:APP Community·US$152.1b Market Cap
  • 5 Narratives written by author
  • 6 Comments on narratives written by author
  • 562 Fair Values set on narratives written by author

APP Share Price Performance

US$434.48
70.70 (19.43%)
US$648.10
Fair Value
US$434.48
70.70 (19.43%)
33.0% undervalued intrinsic discount
US$648.10
Fair Value
Price US$434.48
AnalystConsensusTarget US$648.10
AnalystLowTarget US$469.39
NeuralAlpha US$625.00

APP Community Narratives

·
Fair Value US$648.1 33.0% undervalued intrinsic discount

APP: Index Additions And Profit Margin Gains Will Shape Outlook

5users have liked this narrative
3users have commented on this narrative
218users have followed this narrative
·
Fair Value US$469.39 7.4% undervalued intrinsic discount

Global Regulators And Ad-Blockers Will Undermine Digital Advertising

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
Fair Value
·
Fair Value US$625 30.5% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$625
30.5% undervalued intrinsic discount
Fair Value
Revenue
13.13% p.a.
Profit Margin
63.51%
Future PE
42.11x
Price in 2031
US$942.88
US$989.24
56.1% undervalued intrinsic discount
Fair Value
Revenue
19.96% p.a.
Profit Margin
46.24%
Future PE
71.84x
Price in 2030
US$1.49k
US$648.1
33.0% undervalued intrinsic discount
Revenue
30.88% p.a.
Profit Margin
63.81%
Future PE
30.99x
Price in 2029
US$830.35
US$852.42
49.0% undervalued intrinsic discount
Revenue
38.67% p.a.
Profit Margin
68.29%
Future PE
31.96x
Price in 2029
US$1.09k

Updated Narratives

APP logo

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

Fair Value: US$625 30.5% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
APP logo

AppLovin’s AI Engine Is Printing Profit

Fair Value: US$989.24 56.1% undervalued intrinsic discount
35 users have set this as their fair value
2 users have commented on this narrative
1 users have liked this narrative
APP logo

APP: AI Advertising Expansion And Buybacks Will Shape Balanced 2026 Return Profile

Fair Value: US$469.39 7.4% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

1 Risk
4 Rewards

AppLovin Corporation Key Details

US$6.2b

Revenue

US$717.1m

Cost of Revenue

US$5.4b

Gross Profit

US$1.5b

Other Expenses

US$3.9b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
11.65
88.37%
63.51%
148.7%
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

Seeking Alpha Jul 14

AppLovin: Amazing Buying Opportunity On The Recent Selling Frenzy

Summary AppLovin (APP) remains a strong buy as it navigates a recent selling frenzy as it launches its self-serve ad engine into general availability. APP's growth hinges on expanding beyond gaming into the much larger consumer and e-commerce verticals, furthering its TAM and sustaining 20–30% long-term growth. Margins remain robust (84%+ adj. EBITDA), but further expansion is constrained by data center and AI costs as APP scales into new verticals. Valuation has compressed to a PEG of 0.8x, reflecting steep execution risks. Yet price action and fundamentals support an uptrending bias if June levels hold. I explain why this is the time for us to consider loading up before the market returns from its hangover. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

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