Professional
Added to YB: 2025-02-26
Pitch date: 2025-02-26
APP [bearish]
AppLovin Corporation
-93.59%
current return
Author Info
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Company Info
AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.
Market Cap
$220.7B
Pitch Price
$346.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.55
P/E
79.29
EV/Sales
35.28
Sector
Software
Category
special_situation
Short AppLovin (APP)
APP short: Formers allege ad fraud, stealing Meta data, tracking kids. Shady practices: fake clicks, forced installs, serving sex ads to minors. E-com success from copying Meta. Direct downloads driving growth. Violating Apple/Google policies. Risk of app store bans, FTC fines. Insiders selling. Tax rate to jump from 2% to 15%.
Read full article (37 min)