Added to YB: 2026-08-25
Pitch date: 2026-08-21
APP [neutral]
AppLovin Corporation
-1.94%
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
$102.3B
Pitch Price
$304.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.92
P/E
23.51
EV/Sales
15.05
Sector
Media
Category
growth
AppLovin: 16x Earnings, 37% Growth, Down 60%
APP (overview): AdTech platform, 1.6B DAUs, sold games unit to become pure software—$6.8B rev, ~900 staff, 65.8% net margin via AXON 2 operating leverage. 70x since 2021 low. Now 16.8x P/E (vs 25.8 median), 4.3% FCF yield, 37% growth est. Down 60% from $745 on first-ever guidance miss (Aug: rev +53%, 84% EBITDA margin). Bull case: e-commerce/CTV expansion unproven. Trend broken below 200DMA; awaits base. Watching, not owning.
Read full article (8 min)