Added to YB: 2026-03-04
Pitch date: 2026-03-02
APP [neutral]
AppLovin Corporation
+6.01%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$146.6B
Pitch Price
$414.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.43
P/E
43.31
EV/Sales
26.97
Sector
Software
Category
growth
My Stock Portfolio Review, February 2026 - AppLovin Corporation
APP (earnings): Q4 rev $1.66B (+66% YoY, +18% QoQ), beat by 3.7%; EPS $3.24 beat by 9.1%. Gross margin 88.9%, op margin 76.9%, FCF margin 79%, net margin 66.5%. Software Platform now 100% of rev. Q1 guide $1.745-$1.775B (+51.9% YoY), beat by 4.2%. $2.58B buybacks FY. Risks: SBC 5% of rev, e-comm only 10%, web data density limits, rising competition. Stock -6% post-ER.
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