Added to YB: 2025-08-18
Pitch date: 2025-08-14
APP [neutral]
AppLovin Corporation
+54.35%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
Company Info
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.
Market Cap
$220.7B
Pitch Price
$434.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.55
P/E
79.29
EV/Sales
35.28
Sector
Software
Category
growth
Media Valuation Tracker Update – Week of Aug 12, 2025 - AppLovin Corporation
APP (update): Stock +29% in month, EV/2027 FCF multiple up 22% to 26.6x, FCF est +5% to $5.9B. Q2 call quieted bears—fraud/espionage accusations ceased, short sellers disappeared. Analysts raised 2026-27 revenue est 5-6%. Stay long this innovative adtech company.
Read full article (1 min)