Added to YB: 2026-09-03
Pitch date: 2026-09-01
APP [neutral]
AppLovin Corporation
+3.01%
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
$104.4B
Pitch Price
$309.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.30
P/E
23.99
EV/Sales
15.36
Sector
Media
Category
growth
The $100 Billion Ad Machine Wall Street Missed AppLovin ($APP) Business Breakdown
APP (overview): AppLovin has evolved from a mobile-gaming ad network into a broader performance-marketing platform, with its 70%+ margin Software Platform driving virtually all bottom-line growth. MAX auction data and first-party game data train AXON 2.0, improving advertiser returns and reinforcing network effects. At $310 and a valuation above $100B, the unresolved question is whether AXON’s effectiveness can extend into e-commerce and connected TV as competition broadens.
Read full article (10 min)