Added to YB: 2026-06-25
Pitch date: 2026-06-23
APP [bullish]
AppLovin Corporation
-28.41%
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
$459.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.16
Sector
Media
Category
growth
AppLovin: The Moat Nobody Is Watching
APP (added to position): Pure-play ad platform post-gaming divestiture. Axon AI engine compounds as model improves, widening spread. Q1'26 rev +59%, 88.9% GM, 84.5% EBITDA margin, beat Street 3rd straight qtr. Self-serve platform opened May'26—new $7B advertiser cohort potential. 22x fwd EBITDA. Risks: class-action litigation, model dependence, ecommerce ramp execution.
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