Added to YB: 2026-08-10
Pitch date: 2026-08-07
APP [bullish]
AppLovin Corporation
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
$112.3B
Pitch Price
N/A
Price Target
480.00 (+15%)
Dividend
N/A
EV/EBITDA
20.76
P/E
25.81
EV/Sales
16.52
Sector
Media
Category
growth
AppLovin Q2 2026: A Rare Miss, Not a Broken Growth Engine
APP (added to position): Q2 rev $1.924B (+53% YoY), net income $1.267B (+64%), 84% EBITDA margin, 66% net margin. Rare miss on model-improvement timing (already released post-Q); Consumer +28% vs Q4 peak. Q3 guide 46-48% growth. Bought dip after 19% selloff. FV $480 (42% upside), PEG 0.80.
Read full article (9 min)