Added to YB: 2026-02-16
Pitch date: 2026-02-12
APP [neutral]
AppLovin Corporation
+12.88%
current return
Author Info
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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
$365.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.49
P/E
38.90
EV/Sales
24.30
Sector
Software
Category
growth
AppLovin Earnings
APP (earnings): Q4 rev $1.66B (+66% YoY), EPS $3.24 beat by 9%. Operating margin 76.9% (+32.6pp), FCF margin 79%, adj EBITDA 84%. AXON 2.0 drives gaming dominance; e-commerce ~10% rev, early stage. 57% advertiser conversion, creative readiness limits ramp. Q1 guide $1.75B (+52% YoY). Repurchased $2.58B shares. Risk: web data density lower vs gaming
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