Added to YB: 2026-08-10
Pitch date: 2026-08-06
APP [neutral]
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
N/A
Dividend
N/A
EV/EBITDA
20.76
P/E
25.81
EV/Sales
16.52
Sector
Media
Category
N/A
Show full summary:
AppLovin's Q2: A Cash Cow in the Penalty Box
APP (earnings): Q2 rev $1.92B (+53% YoY) missed est $1.94B; net income $1.27B (+55%), adj EBITDA $1.61B (84% margin). Stock -16% to $350. Miss blamed on flat AI model quarter; Q3 guide light. FCF light $863M (timing). Consumer ad launch off to slow start. Post-selloff: 20x fwd, 12.5x NTM P/S. Priced for perfection; remains a hold, in penalty box.
Read full article (4 min)