Added to YB: 2026-01-05
Pitch date: 2026-01-01
APP [bullish]
AppLovin Corporation
-9.52%
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
$227.7B
Pitch Price
$683.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.33
P/E
81.82
EV/Sales
36.40
Sector
Software
Category
growth
Why AppLovin Will Outperform in 2026 ($APP)
APP: E-commerce rollout scaling 600 advertisers to $1B run rate; ROAS now matching Meta. New 'Prospecting' tool boosted new customer acquisition from 40% to 80%. Planning $1M daily B2B marketing spend for 2026 launch. Gaming revenue up 20-30% creating virtuous cycle. Trades 50x 2026 EPS but revenue growth to $8B-$10B by 2027 vs $6B currently.
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