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Added to YB: 2025-08-15

Pitch date: 2025-08-13

APP [bullish]

AppLovin Corporation

-5.04%

current return

Author Info

No bio for this author

Company Info

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Market Cap

$146.6B

Pitch Price

$434.58

Price Target

2.2K (+437%)

Dividend

N/A

EV/EBITDA

34.43

P/E

43.31

EV/Sales

26.97

Sector

Software

Category

growth

Show full summary:
Is AppLovin the next $1T AI Winner?

APP: AI-powered ad platform thriving with 89% revenue growth, 613% FCF jump, 506% stock surge. MAX/AppDiscovery/Adjust create synergistic AI feedback loop across 1.6B daily users. Q2 stellar, expanding beyond mobile into CTV/e-commerce. 65% op margin potential, $11.8B net income by 2030. 216-374% upside at PE 40-60. Short seller accusations disputed.

Read full article (14 min)