Added to YB: 2026-09-17
Pitch date: 2026-09-14
APP [bullish]
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
$111.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.67
P/E
25.70
EV/Sales
16.45
Sector
Media
Category
growth
AppLovin ($APP): 50% Growth at Just 26x FCF
APP: AppLovin is now a focused advertising platform after selling its ten gaming studios, with AXON 2.0 driving better targeting, advertiser returns and a data flywheel. Ex-Apps revenue grew 70% to $5.48B in 2025, while 2025 free cash flow reached $3.7B. Shares are 56% below their peak, but the thesis hinges on sustaining gaming growth and successfully replicating AXON’s model in e-commerce.
Read full article (5 min)