Professional
Added to YB: 2026-07-16
Pitch date: 2026-07-14
APP [neutral]
AppLovin Corporation
-30.36%
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
$103.1B
Pitch Price
$448.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.17
Sector
Media
Category
growth
Show full summary:
Bristlemoon Global Fund Portfolio Holding: AppLovin Corporation
APP (holding update): Fund's largest position & top contributor since inception. Down 28% from highs, now 28x fwd P/E vs 70x+ in Feb 2025—earnings growth offset multiple compression. Lesson: should've trimmed at $700/50x+ once sell-side consensus caught up to their above-consensus estimates.
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