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AppLovin Corporation Stock Price

NasdaqGS:APP Community·US$105.6b Market Cap
  • 5 Narratives written by author
  • 4 Comments on narratives written by author
  • 635 Fair Values set on narratives written by author

APP Share Price Performance

US$315.44
-123.10 (-28.07%)
US$648.10
Fair Value
US$315.44
-123.10 (-28.07%)
51.3% undervalued intrinsic discount
US$648.10
Fair Value
Price US$315.44
AnalystConsensusTarget US$648.10
NeuralAlpha US$625.00
AnalystLowTarget US$469.39

APP Community Narratives

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Fair Value US$648.1 51.3% undervalued intrinsic discount

APP: Index Additions And Profit Margin Gains Will Shape Outlook

5users have liked this narrative
3users have commented on this narrative
233users have followed this narrative
Fair Value
·
Fair Value US$625 49.5% 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
24users have followed this narrative
·
Fair Value US$469.39 32.8% undervalued intrinsic discount

Global Regulators And Ad-Blockers Will Undermine Digital Advertising

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
US$625
49.5% 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
68.1% 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$813.93
61.2% undervalued intrinsic discount
Revenue
31.97% p.a.
Profit Margin
68.3%
Future PE
32.74x
Price in 2029
US$1.07k
US$469.39
32.8% undervalued intrinsic discount
Revenue
28.67% p.a.
Profit Margin
58.18%
Future PE
25.92x
Price in 2029
US$601.58
US$648.1
51.3% undervalued intrinsic discount
Revenue
30.88% p.a.
Profit Margin
63.81%
Future PE
30.99x
Price in 2029
US$830.35

Trending Discussion

No trending discussion available.

Updated Narratives

APP logo

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

Fair Value: US$625 49.5% undervalued intrinsic discount
24 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AppLovin’s AI Engine Is Printing Profit

Fair Value: US$989.24 68.1% undervalued intrinsic discount
36 users have set this as their fair value
2 users have commented on this narrative
1 users have liked this narrative
APP logo

APP: Buybacks And Officer Exculpation Will Support Post Selloff Recovery

Fair Value: US$813.93 61.2% undervalued intrinsic discount
23 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 solid track record.

1 Risk
3 Rewards

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

Seeking Alpha Aug 15

AppLovin: One Of The Most Impressive Businesses I Have Ever Seen

Summary With its Axon 2 AI-powered advertising platform, AppLovin is completely dominating in mobile games and is currently trying to replicate its success in new frontier markets like e-commerce and CTV. Management is confident that a top-line growth between 20% and 30% is sustainable over the long term. Annual revenue growth is expected at around 47% in the third quarter. AppLovin is one of the most profitable companies I am aware of, with a net profit margin above 65% and a free cash flow margin above 50%. The stock is currently trading at a forward 2027 price-to-earnings ratio of ~15x. Using free cash flows, we are talking about a forward 2026 yield of ~4.7%. Putting my money where my mouth is, I purchased my first APP shares on August 12th. My average cost basis currently stands at $306.94. The lower the stock goes, the more I am going to buy. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates