Added to YB: 2026-05-11
Pitch date: 2026-05-07
APP [neutral]
AppLovin Corporation
-5.17%
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
$157.6B
Pitch Price
$494.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.68
P/E
40.77
EV/Sales
25.70
Sector
Software
Category
growth
AppLovin Earnings
APP (earnings): Q1 rev $1.84B (+59% YoY, +11% QoQ) beat est by 4%; adj EBITDA $1.56B (+66% YoY) at 85% margin; FCF margin 69.8%; EPS $3.56 beat. Gaming strong, consumer vertical accelerating (April record spend). AXON 2.0 driving growth via better model→higher ROAS→more spend→more data cycle. June public launch opens self-serve access after 14yrs closed. AI video tool rolling out, AI-agent advertising coming. Testing lead gen (insurance/fintech). Mgmt projects $70K+ annual spend/customer; 100K customers = ~$7B potential. Q2 guide $1.915-1.945B (+53% YoY). Trades 41.8x EV/Sales, 34.2x fwd P/E. Risk: creative onboarding bottleneck, demand density still building.
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