Added to YB: 2026-08-10
Pitch date: 2026-08-06
APP [neutral]
AppLovin Corporation
-6.6%
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
$337.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.16
Sector
Media
Category
growth
AppLovin Earnings Q2 2026
APP (earnings): Q2'26 rev $1.92B (+52.8% YoY) missed est -0.9%; EPS $3.76 beat 0.3%. GM 88.3%, op margin 77.7%, adj EBITDA margin 83.9% (+300bps). FCF margin fell -16.1pp to 44.9% on tax/interest timing. Q3 guide in-line but non-conservative, growth decelerating to ~48%. SEC inquiry closed no action. $551M buybacks. 24.5x EV/S, 29x fwd P/E. Shares -15.8% post-call. High-risk/high-reward on model-timing volatility.
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