AppLovin Corporation (APP)

US — Technology Sector
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Key Metrics & Ratings

  • symbol APP
  • Rev/Share 16.3075
  • Book/Share 4.3539
  • PB 110.9358
  • Debt/Equity 2.3827
  • CurrentRatio 3.2499
  • ROIC 0.575

 

  • MktCap 163374700734.0
  • FreeCF/Share 9.9063
  • PFCF 48.7164
  • PE 57.7633
  • Debt/Assets 0.5537
  • DivYield 0
  • ROE 2.6294

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade APP Needham Hold Buy -- $700 Jan. 26, 2026
Initiation APP Evercore ISI -- Outperform -- $835 Jan. 14, 2026
Initiation APP Deutsche Bank -- Buy -- $705 Oct. 22, 2025
Initiation APP RBC Capital Mkts -- Outperform -- $700 Oct. 14, 2025
Initiation APP Scotiabank -- Sector Outperform -- $430 July 8, 2025
Upgrade APP Morgan Stanley Equal Weight Overweight -- $350 April 10, 2025
Initiation APP FBN Securities -- Outperform -- $385 March 28, 2025
Initiation APP The Benchmark Company -- Buy -- $375 Jan. 10, 2025
Initiation APP Loop Capital -- Buy -- $181 Oct. 22, 2024
Downgrade APP Goldman Buy Neutral $103 $150 Oct. 14, 2024

News

AppLovin's High Revenue-to-Profit Conversion is the Story
APP
Published: December 31, 2025 by: Zacks Investment Research
Sentiment: Positive

APP's Q3 2025 surge shows rare efficiency: 68% revenue growth drove 82% EBITDA margins and soaring free cash flow at scale via MAX-AXON.

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image for news AppLovin's High Revenue-to-Profit Conversion is the Story
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter
ADBE, APP, CRM, NET, NOW, PLTR, SNOW, WDAY
Published: December 29, 2025 by: CNBC Television
Sentiment: Positive

Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.

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image for news 2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter
Here is What to Know Beyond Why AppLovin Corporation (APP) is a Trending Stock
APP
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

AppLovin (APP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Read More
image for news Here is What to Know Beyond Why AppLovin Corporation (APP) is a Trending Stock
APP vs. DUOL: Which Mobile-Tech Growth Stock Should You Consider Now?
APP, DUOL
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive

DUOL's AI-driven scalability, rapid course expansion and discounted valuation give it an edge over APP despite strong growth at both companies.

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image for news APP vs. DUOL: Which Mobile-Tech Growth Stock Should You Consider Now?
AppLovin's Margin Engine Fuels its Accelerating Momentum
APP
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

APP's Q3 results show extraordinary margin power, with an 82% adjusted EBITDA margin fueling rapid revenue growth, profit gains and operating leverage.

Read More
image for news AppLovin's Margin Engine Fuels its Accelerating Momentum
Don't Bet Against AppLovin: The Case Against the Shorts
APP
Published: December 18, 2025 by: MarketBeat
Sentiment: Positive

Tech titan AppLovin Corp. NASDAQ: APP is one of the more unusual stories in the market right now. The $230 billion company operates an advertising platform that helps app developers drive engagement and monetization.

Read More
image for news Don't Bet Against AppLovin: The Case Against the Shorts
SKIL vs. APP: Which Stock Is the Better Value Option?
APP, SKIL
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors interested in Technology Services stocks are likely familiar with Skillsoft Corp. (SKIL) and AppLovin (APP). But which of these two companies is the best option for those looking for undervalued stocks?

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image for news SKIL vs. APP: Which Stock Is the Better Value Option?
These Experts Have 6 Top Internet Stock Picks Lined Up for Next Year
APP, RDDT, ROKU, SPOT, UBER, Z
Published: December 15, 2025 by: Investopedia
Sentiment: Neutral

Jefferies has some ideas about where tech investors should look after a tough stretch for the sector.

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image for news These Experts Have 6 Top Internet Stock Picks Lined Up for Next Year
Is Trending Stock AppLovin Corporation (APP) a Buy Now?
APP
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

AppLovin (APP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Read More
image for news Is Trending Stock AppLovin Corporation (APP) a Buy Now?
APP Stock Surges 89% in 6 Months: Hold for a Pullback or Buy?
APP
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

AppLovin's 89% surge, rising revenues and expanding CTV reach spark momentum, but stretched valuations raise caution for investors.

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image for news APP Stock Surges 89% in 6 Months: Hold for a Pullback or Buy?
Can AppLovin Become A $1 Trillion Company
APP
Published: December 11, 2025 by: 24/7 Wall Street
Sentiment: Positive

AppLovin (NASDAQ:APP) might become a $1 trillion company in the next five years, which means the stock would have to more than quadruple from current levels.

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image for news Can AppLovin Become A $1 Trillion Company
Why AppLovin Stock Could Blow Past Its Record High
APP
Published: December 10, 2025 by: Schaeffers Research
Sentiment: Positive

AppLovin Corp (NASDAQ:APP) stock is down 3.6% to trade at $699.65 at last check, as the tech sector struggles ahead of today's interest rate decision.

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image for news Why AppLovin Stock Could Blow Past Its Record High
Final Trades: Toast, TopBuild Corp, IBM and Applovin Corp.
APP, BLD, IBM
Published: December 09, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee share their top stocks to watch for the second half.

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image for news Final Trades: Toast, TopBuild Corp, IBM and Applovin Corp.
Wall Street Analysts Think AppLovin (APP) Is a Good Investment: Is It?
APP
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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image for news Wall Street Analysts Think AppLovin (APP) Is a Good Investment: Is It?
AppLovin: This Ad-Tech Monster Turns Every Dollar Into Profit
APP
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Positive

AppLovin (APP) remains my top software stock pick, with a robust business model post-gaming divestiture fueling high margins and rapid top-line growth. Q3 2025 delivered 68% YoY revenue growth, 82% adjusted EBITDA margin, and 92% YoY FCF growth, validating the AXON platform's scalability. AXON Ads Manager's self-serve launch and expanding MAX supply-side platform drive a powerful data flywheel, underappreciated in consensus estimates and guidance.

Read More
image for news AppLovin: This Ad-Tech Monster Turns Every Dollar Into Profit
APP Stock Delivers Better Value Than Shopify In 2025
APP
Published: December 03, 2025 by: Forbes
Sentiment: Positive

AppLovin (APP) has quietly outperformed Shopify this year, delivering stronger fundamentals at a far cheaper price. While Shopify grabs more headlines, APP's growth and profitability trajectory tell a different story — one where investors can pay less and potentially gain more.

Read More
image for news APP Stock Delivers Better Value Than Shopify In 2025
How AppLovin is Evolving Into a Multi-Channel Advertising Leader
APP
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive

APP expands beyond mobile with Wurl, pushing deeper into web and CTV ads as its multi-channel strategy accelerates.

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image for news How AppLovin is Evolving Into a Multi-Channel Advertising Leader
Why Pay More? AppLovin Delivers Better Than Shopify
APP, SHOP
Published: December 03, 2025 by: Forbes
Sentiment: Positive

AppLovin (APP) has quietly outperformed Shopify this year, delivering stronger fundamentals at a far cheaper price. While Shopify grabs more headlines, APP's growth and profitability trajectory tell a different story — one where investors can pay less and potentially gain more.

Read More
image for news Why Pay More? AppLovin Delivers Better Than Shopify
AppLovin Corporation (APP) Presents at UBS Global Technology and AI Conference 2025 Transcript
APP, APPS
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Neutral

AppLovin Corporation (APP) Presents at UBS Global Technology and AI Conference 2025 Transcript

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image for news AppLovin Corporation (APP) Presents at UBS Global Technology and AI Conference 2025 Transcript
Is Most-Watched Stock AppLovin Corporation (APP) Worth Betting on Now?
APP
Published: December 02, 2025 by: Zacks Investment Research
Sentiment: Positive

AppLovin (APP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Read More
image for news Is Most-Watched Stock AppLovin Corporation (APP) Worth Betting on Now?
Voya MidCap Opportunities Strategy Q3 2025 Portfolio Review
APP, FIX, KTOS, MLTX, TW, VRSK
Published: December 01, 2025 by: Seeking Alpha
Sentiment: Positive

For the quarter, Voya MidCap Opportunities Strategy Fund outperformed the Index on a NAV basis due largely to favorable stock selection. Key contributors to performance included Kratos Defense & Security Solutions, Inc. (KTOS), Comfort Systems USA, Inc. (FIX), and AppLovin Corp (APP). Key detractors from performance included MoonLake Immunotherapeutics (MLTX), Tradeweb Markets, Inc. (TW), and Verisk Analytics, Inc. (VRSK).

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image for news Voya MidCap Opportunities Strategy Q3 2025 Portfolio Review
Why Applovin Stock Might Drop Soon?
APP
Published: December 01, 2025 by: Forbes
Sentiment: Negative

One earnings miss, guidance revision, or customer decision is all that it will take.

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image for news Why Applovin Stock Might Drop Soon?
ChatGPT Turns Three. 5 Stocks Which Have Soared in the AI Era and What Comes Next.
APP, AVGO, NRG, NVDA, VST
Published: December 01, 2025 by: Barrons
Sentiment: Positive

Nvidia and Broadcom are taking the headlines in the AI battle but there are other companies which have won big since the launch of ChatGPT.

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image for news ChatGPT Turns Three. 5 Stocks Which Have Soared in the AI Era and What Comes Next.
APP or ARM: Which AI-Driven Tech Stock Looks More Compelling Now?
APP, ARM
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Positive

AppLovin's AI-driven ad platform, rising profits and strong growth give the company an edge compared with Arm Holdings.

Read More
image for news APP or ARM: Which AI-Driven Tech Stock Looks More Compelling Now?
AppLovin's Crash Ignores The Durable AI Growth Story (Rating Upgrade)
APP
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Positive

AppLovin has dropped almost 35% from September highs as the market fled in a hurry as high-growth stocks came under significant pressure. Yet, AppLovin has industry-leading margins, robust AI-driven growth, and successful expansion beyond core gaming verticals to support its high multiples. AppLovin is integrating the advertising technology stack, proving that it could scale its platform, jumpstarting its forays beyond it core growth engine.

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image for news AppLovin's Crash Ignores The Durable AI Growth Story (Rating Upgrade)
Why Vistra, AppLovin and Oracle Are Spiraling Today
APP, ORCL, VST
Published: November 21, 2025 by: 24/7 Wall Street
Sentiment: Negative

With the markets taking investors on a roller coaster ride of late, three technology stocks are on the downward slope today, including Vistra (NYSE: VST), AppLovin (Nasdaq: APP) and Oracle (NYSE: ORCL).

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image for news Why Vistra, AppLovin and Oracle Are Spiraling Today
AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
APP
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to AppLovin (APP). This makes it worthwhile to examine what the stock has in store.

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image for news AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
AppLovin's Explosive Ad Growth Meets Pricey Valuations - Downgrade To Hold
APP
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Neutral

APP remains a beneficiary of the robust advertising market trends, as observed in the outsized FQ3'25 performance and the promising FQ4'25 guidance. Its future advertising prospects may be further aided by the global launch of its web advertising offerings (beyond the US) and AXON ads manager self-service platform on October 01, 2025. APP may sustain the double digits top-line growth rates in FY2026, thanks to the expansion of its advertiser base, growing ad supply/loads, and improved monetization of its ad-tech ecosystem.

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image for news AppLovin's Explosive Ad Growth Meets Pricey Valuations - Downgrade To Hold
Trade Desk Growth Slows to 18% as AppLovin Accelerates With 68% Revenue Jump
APP, TTD
Published: November 20, 2025 by: 24/7 Wall Street
Sentiment: Positive

AppLovin (Nasdaq: APP) and The Trade Desk (Nasdaq: TTD) both reported Q3 2025 earnings on November 6, beating estimates.

Read More
image for news Trade Desk Growth Slows to 18% as AppLovin Accelerates With 68% Revenue Jump
Alger Mid Cap 40 ETF Q3 2025 Portfolio Update
APP, AXON, HOOD, TLN, TWLO, WING
Published: November 20, 2025 by: Seeking Alpha
Sentiment: Positive

The Alger Mid Cap 40 ETF outperformed the Russell Midcap Growth Index during the third quarter of 2025. AppLovin Corp. (APP), Talen Energy Corp (TLN), and Robinhood Markets, Inc. (HOOD), were among the top contributors to performance. Wingstop, Inc. (WING), Axon Enterprise Inc (AXON), and Twilio, Inc. (TWLO), were among the top detractors from performance.

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image for news Alger Mid Cap 40 ETF Q3 2025 Portfolio Update

About AppLovin Corporation (APP)

  • IPO Date 2021-04-15
  • Website https://www.applovin.com
  • Industry Software - Application
  • CEO Adam Arash Foroughi
  • Employees 1533

AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction. Its business clients include various advertisers, publishers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.