Added to YB: 2026-08-11
Pitch date: 2026-08-07
APP [neutral]
AppLovin Corporation
-2.31%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$116.1B
Pitch Price
$347.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.44
P/E
26.66
EV/Sales
17.06
Sector
Media
Category
growth
AppLovin Stock Breakdown: $1 Trillion Business or Overlooked Risk?
APP (overview): Ad-tech at $337, $113B cap, down 54% from $720 high, 26x trailing EPS. LTM rev $6.8B (+53% last qtr), 88% GM, 77% op margin, ~$7M rev/emp. Axon platform, MAX mediation, spread-based model. E-commerce/CTV expansion optionality. SEC probe resolved. Risks: spread compression, competition (Google/Meta/Unity), 25% 10yr growth needed for $1T vision. 20-30% growth guide implies 8-27% 3yr CAGR.
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