Added to YB: 2026-02-17
Pitch date: 2026-02-13
APP [bullish]
AppLovin Corporation
+7.29%
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
$384.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.49
P/E
38.90
EV/Sales
24.30
Sector
Software
Category
growth
AppLovin ($APP) Q4-25 Earnings Review: The 'Cash Machine' vs. The Market Fear
APP (added to position): Beat & raise Q4 (Rev $1.66B vs $1.61B est, EPS $3.24 vs $2.96), yet down on Meta multiple compression. Trading 25x 2026 EPS vs Meta 22x. Asset-light: 0.3% CapEx vs Meta 36%. 79% FCF margin in Q4. Mgmt bought at $602/share in Q4 showing conviction. E-comm rollout on track for 2026/27 ramp. GenAI creative tools expand TAM. Sequential Q1 growth despite seasonal weakness
Read full article (10 min)