APP Share Price Performance
US$530.05
204.83 (62.98%)
26.2% undervalued intrinsic discount
US$718.71
Fair Value
Price US$530.05
AnalystConsensusTarget US$718.71
AnalystHighTarget US$650.00
yiannisz US$989.24
Fair ValueUS$718.71
Share Pricen/a
AppLovin Corporation Stock Price
- 4 Narratives written by author
- 3 Comments on narratives written by author
- 410 Fair Values set on narratives written by author
APP Community Narratives
AN
Fair Value US$718.71 26.2% undervalued intrinsic discount
APP: Index Additions And Profit Margin Gains Will Shape Outlook
5users have liked this narrative
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174users have followed this narrative
AN
Fair Value US$650 18.5% undervalued intrinsic discount
AXON Rollout Will Drive Global Mobile Ad Revolution
1users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
YI
Fair Value US$989.24 46.4% undervalued intrinsic discount
AppLovin’s AI Engine Is Printing Profit
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3users have followed this narrative
AppLovin’s AI Engine Is Printing Profit
AppLovin (NASDAQ: APP) posted another stunning quarter, solidifying its position as one of the most profitable AI-powered software platforms in the public markets. For Q3 2025, revenue surged 68% year-over-year to $1.405 billion , while net income nearly doubled to $836 million , up 92%.Read more
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YI
US$989.24
46.4% undervalued intrinsic discount
yiannisz Fair Value
Revenue growth
19.96% p.a.
Profit Margin
46.24%
Future PE
71.84x
Share price in 2030
US$1.49k
APP: Index Additions And Profit Margin Gains Will Shape Outlook
Key Takeaways Broader platform access and international expansion are driving increased advertiser numbers, diversified revenue streams, and accelerated global growth opportunities. Technology enhancements and category diversification are improving operational efficiency, reducing risk, and supporting long-term earnings momentum.Read more
5users have liked this narrative
2users have commented on this narrative
174users have followed this narrative
AN
US$718.71
26.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
23.55% p.a.
Profit Margin
63.57%
Future PE
40.25x
Share price in 2028
US$916.62
Global Regulators And Ad-Blockers Will Undermine Digital Advertising
Key Takeaways Increasing data privacy regulations and consumer ad resistance threaten AppLovin's ad targeting effectiveness, limiting revenue and margin growth. Heavy dependence on mobile gaming and rising competition from tech giants could lead to market share loss, lower profitability, and stunted platform expansion.Read more
0users have liked this narrative
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4users have followed this narrative
AN
US$318.43
66.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
13.16% p.a.
Profit Margin
58.59%
Future PE
28.85x
Share price in 2028
US$405.71
AXON Rollout Will Drive Global Mobile Ad Revolution
Key Takeaways International expansion, AI-driven automation, and self-serve tools position AppLovin for significant market share and revenue growth beyond current analyst expectations. Advanced machine learning and end-to-end onboarding will enhance ad targeting, user monetization, and make AppLovin a top choice for performance marketing among global businesses.Read more
1users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
AN
US$650
18.5% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
28.52% p.a.
Profit Margin
67.72%
Future PE
34.78x
Share price in 2028
US$828.16
Recently Updated Narratives
YI
AppLovin’s AI Engine Is Printing Profit
Fair Value: US$989.24 46.4% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
APP: Index Additions And Profit Margin Gains Will Shape Outlook
Fair Value: US$718.71 26.2% undervalued intrinsic discount
174 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AXON Rollout Will Drive Global Mobile Ad Revolution
Fair Value: US$650 18.5% undervalued intrinsic discount
15 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
AppLovin Corporation Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 8.63
- 79.69%
- 46.24%
- 238.3%
About APP
- Founded
- 2011
- Employees
- 1548
- CEO
- WebsiteView website
AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers AppDiscovery, an advertising solution, which matches advertiser demand with publisher supply through auctions; 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 that provides marketers with the visibility, insights, and data needed to scale their apps marketing; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, TVBits, BrandDiscovery, ContentDiscovery, and Global FAST Pass products. It also provides SparkLabs, which uses app store optimization to enhance ad visibility; AppLovin Exchange, which connects buyers to mobile and CTV devices through a single RTB exchange; and Array, an end-to-end app management suite for mobile operators and end users. In addition, the company operates various free-to-play mobile games through its own or partner studios. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California.
