Added to YB: 2026-02-09
Pitch date: 2026-02-06
APP [bullish]
AppLovin Corporation
-2.22%
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
$132.1B
Pitch Price
$421.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.49
P/E
38.90
EV/Sales
24.30
Sector
Software
Category
turnaround
AppLovin ($APP) Down -44% YTD: Fear vs. Fundamentals
APP: Down -44% YTD on AI disruption fears & mixed e-commerce rollout 'whispers.' Bear case overstated - CloudX threat minor per MS, Genie AI actually bullish (more content = more monetization). E-commerce going slow by design to weed out fraud. Trading 25x '26 P/E vs mgmt buying aggressively at $439. $3.2B buyback authorization provides floor.
Read full article (5 min)