Added to YB: 2026-04-24
Pitch date: 2026-02-21
APP [bullish]
AppLovin Corporation
+13.08%
current return
Author Info
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Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$159.1B
Pitch Price
$401.63
Price Target
660.00 (+36%)
Dividend
N/A
EV/EBITDA
37.33
P/E
47.14
EV/Sales
29.25
Sector
Software
Category
growth
AppLovin Corporation - $APP
APP: Performance ad platform w/ MAX mediation + AXON 2 AI. FY25 rev $5.5B (+70% YoY), 82% EBITDA margin, $3.95B FCF. 20-30% gaming growth baseline; e-commerce pilot $1B run-rate, 30d LTV/CAC breakeven, 57% go-live rate. GenAI creative beta launched (early), GA expected H1. 2026E rev $8.2B vs street $7.9B. Risks: regulatory/SEC probe, attribution allegations, platform policy changes. Shares -50% from $746 high to $419. 25-30x 2027E FCF = $550-660 PT (31-58% upside).
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