Added to YB: 2025-12-05
Pitch date: 2025-09-30
APP [neutral]
AppLovin Corporation
-6.18%
current return
Author Info
No bio for this author
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
$714.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.55
P/E
79.29
EV/Sales
35.28
Sector
Software
Category
growth
Sands Capital Technology Innovators Fund Portfolio Holding: AppLovin Corporation
APP (holding update): Leading mobile gaming ad platform, Q2 revs +77% YOY, 81% EBITDA margins (+900bps). Evolving into 4th major direct-response ad platform, expanding beyond gaming into ecommerce. Self-serve ad manager beta Q4, full rollout early 2026. AI-first approach w/ automation vs large sales force.
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