Added to YB: 2026-09-24
Pitch date: 2026-09-18
APP [neutral]
AppLovin Corporation
+6.15%
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
$309.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.16
Sector
Media
Category
value
AppLovin looks cheap. Is it?
APP (pass): AppLovin is not a buy at its roughly $110B market cap despite a strong iOS gaming-ad moat and exceptional operating leverage. The proven business supports an estimated fair value near $75B, leaving about $35B attributed to unproven non-gaming, open-web and connected-TV expansion. Revenue growth should decelerate as gaming matures and new categories prove difficult; buying would be considered only closer to an $80B market cap.
Read full article (6 min)