Added to YB: 2025-12-03
Pitch date: 2025-12-01
APP [neutral]
AppLovin Corporation
+6.03%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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
$632.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.55
P/E
79.29
EV/Sales
35.28
Sector
Software
Category
growth
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - AppLovin Corporation
APP (holding update): Q2 rev $1.4B (+68% YoY), EPS $2.45 beat estimates; 87.6% GM, 76.8% op margin, 82% adj EBITDA margin; FCF $1B (75% margin); $571M buybacks. Axon self-serve +50% WoW new advertiser spend. Q4 guide $1.57-1.6B. Risks: EU GDPR delays, scaling execution challenges.
Read full article (2 min)