Added to YB: 2026-06-01
Pitch date: 2026-05-26
APP [neutral]
AppLovin Corporation
-39.98%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$103.1B
Pitch Price
$520.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.17
Sector
Media
Category
growth
Dumpster Diving: 10 Stocks Getting Crushed YTD That May Deserve A Second Look - AppLovin Corporation
APP (quick overview): AI-powered ad infra story, not just mobile gaming. Q1'26 rev $1.84B (+59% YoY), net income $1.21B (+109%), adj EBITDA $1.56B at ~85% margin, $1.3B FCF. Bought back $1B (2.2M shares) into weakness. CEO doing more podcasts to push for higher multiple. High expectations = valuation risk, but pullback = attractive risk/reward.
Read full article (1 min)