Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
APP [neutral]
AppLovin Corporation
-1.17%
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
$177.1B
Pitch Price
$550.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.43
P/E
45.83
EV/Sales
28.90
Sector
Software
Category
growth
Komodo Capital | 1H 2026 Portfolio Review - AppLovin Corporation
APP (holding update): Smallest position at 3.3%; switched entirely from META to APP in late Feb. Ad sector outside author's core confidence, but rare 1-of-1 tech for margins, cash gen & low SBC. CEO Adam Foroughi highly impressive. Views as compounder, sees 20%+ IRR over next 3yrs.
Read full article (1 min)