AppLovin Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 5/6
AppLovin yıllık ortalama 77% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 24.9% annual. Gelirler growing yılda ortalama 17.6% oranında artmaktadır. AppLovin'in özkaynak karlılığı 165.7% ve net marjı 63.5%'dir.
Anahtar bilgiler
77.01%
Kazanç büyüme oranı
77.33%
EPS büyüme oranı
| Software Sektör Büyümesi | 17.33% |
| Gelir büyüme oranı | 17.63% |
| Özkaynak getirisi | 165.66% |
| Net Marj | 63.51% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 13
AppLovin: Conversion Rates Are Rising And So Is The Bull Case
Summary AppLovin demonstrates robust revenue growth, up 59% YoY in Q1’26, driven by AI-powered ad efficiency and expanding beyond gaming. AI enhancements and self-service ad platforms, including AI video generation, are structurally improving conversion rates and monetization opportunities for APP. Morgan Stanley sets a bullish $1,100 price target, citing conversion rate expansion as a key revenue driver, though current evidence suggests this optimism may be premature. Despite competition and execution risks, APP’s valuation appears attractive given strong growth prospects, leading to a maintained BUY rating. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • Sep 05
Investors Appear Satisfied With AppLovin Corporation's (NASDAQ:APP) Prospects As Shares Rocket 32%
AppLovin Corporation ( NASDAQ:APP ) shares have had a really impressive month, gaining 32% after a shaky period...Anlatı Güncellemesi • 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.Seeking Alpha • Apr 23
It's Time To Start Loving AppLovin Shares Again!
Summary AppLovin's shares are undervalued due to a 50% drawdown, despite strong growth in its core in-game advertising business and promising expansion into e-commerce advertising. Three catalysts could drive a rerating: potential earnings surprise, a report refuting short-seller allegations, and the sale of the game studio business. AppLovin's Axon platform, leveraging AI for targeted advertising, has shown exceptional ROI for game developers and is gaining traction in e-commerce. Despite macroeconomic uncertainties, AppLovin's strong profitability and growth prospects make it a compelling buy at current valuations. Read the full article on Seeking AlphaGelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
AppLovin nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 6,164 | 3,915 | 436 | 264 |
| 31 Dec 25 | 5,481 | 3,433 | 437 | 227 |
| 30 Sep 25 | 4,822 | 2,926 | 428 | 250 |
| 30 Jun 25 | 4,252 | 2,523 | 419 | 287 |
| 31 Mar 25 | 3,705 | 2,052 | 423 | 342 |
| 31 Dec 24 | 3,224 | 1,587 | 418 | 375 |
| 30 Sep 24 | 3,178 | 1,163 | 564 | 420 |
| 30 Jun 24 | 3,207 | 838 | 719 | 498 |
| 31 Mar 24 | 3,246 | 617 | 836 | 536 |
| 31 Dec 23 | 1,842 | 456 | 379 | 334 |
| 30 Sep 23 | 3,032 | 104 | 954 | 560 |
| 30 Jun 23 | 2,881 | 20 | 937 | 523 |
| 31 Mar 23 | 2,907 | -82 | 989 | 526 |
| 31 Dec 22 | 2,817 | -193 | 1,073 | 508 |
| 30 Sep 22 | 2,908 | -85 | 1,190 | 509 |
| 30 Jun 22 | 2,922 | -108 | 1,272 | 495 |
| 31 Mar 22 | 2,815 | -73 | 1,295 | 432 |
| 31 Dec 21 | 2,793 | 32 | 1,272 | 366 |
| 30 Sep 21 | 2,509 | -15 | 1,158 | 328 |
| 30 Jun 21 | 2,164 | -105 | 1,007 | 270 |
| 31 Mar 21 | 1,795 | -140 | 856 | 222 |
| 31 Dec 20 | 1,451 | -125 | 686 | 181 |
| 31 Dec 19 | 994 | 76 | 510 | 45 |
| 31 Dec 18 | 483 | -260 | 182 | 16 |
Kaliteli Kazançlar: APP yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: APP 'nin mevcut net kar marjları (63.5%) geçen yılın (55.4%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: APP son 5 yılda karlı hale geldi ve kazançlarını yıllık 77% oranında artırdı.
Büyüme Hızlandırma: APP 'un son bir yıldaki kazanç büyümesi ( 90.7% ) 5 yıllık ortalamasını (yıllık 77% ) aşıyor.
Kazançlar vs. Sektör: APP geçen yılki kazanç büyümesi ( 90.7% ) Software sektörünün 14.2% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: APP 'nin Özsermaye Getirisi ( 165.66% ) olağanüstü olsa da, bu ölçüt yüksek borç seviyeleri nedeniyle çarpıktır.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/25 03:32 |
| Gün Sonu Hisse Fiyatı | 2026/06/24 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
AppLovin Corporation 47 Bu analistlerden 31, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Mak | Arete Research Services LLP |
| Michael Hickey | Benchmark Company |
| Omar Dessouky | BofA Global Research |