Price (90d)
$312.67Signal Score (90d)
30Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.48B | $3.33B | $9.84 |
| 2024 | $3.22B | $1.58B | $4.68 |
| 2023 | $1.84B | $357.21M | $1.01 |
| 2022 | $2.82B | $-192.75M | $-0.52 |
| 2021 | $2.79B | $35.45M | $0.10 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $4.05 per share
Typical surprise +9.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$3.76 vs $3.76beat
- Wed, May 6$3.56 vs $3.40beat
- Wed, Feb 11$3.24 vs $2.95beat
- Wed, Nov 5$2.45 vs $2.38beat
- Wed, Aug 6$2.26 vs $1.96beat
- Wed, May 7$1.67 vs $1.44beat
Estimates and results for APP via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from APP's reported EPS growth of 216.9% a year over 4 years. Historical EPS growth of 217% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $36.54
- Implied price
- $657.67
- Return from $315.44
- 15.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $326.98 — today's price is already 3.5% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| 20.0% | -1.4% | 3.1% | 6.9% | 10.3% | 13.3% |
| 25.0% | 2.7% | 7.4% | 11.4% | 14.9% | 18.0% |
| 30.0% | 6.8% | 11.7% | 15.8% | 19.5% | 22.7% |
| 35.0% | 10.9% | 16.0% | 20.3% | 24.1% | 27.4% |
| 40.0% | 15.0% | 20.3% | 24.7% | 28.6% | 32.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (29)
- Newsdefenseworld.net·9h ago·Negative
Asset Management One Co. Ltd. Grows Stock Holdings in AppLovin Corporation $APP Asset Management One Co. Ltd. grew its position in shares of AppLovin Corporation (NASDAQ: APP) by 6.5% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 105,909 shares of the company's stock after acquiring an additional 6,424 shares
View source ↗ - Newsfool.com·20h ago·Positive
AppLovin vs. SoundHound AI: Comparing Recent Revenue Growth Trajectories for These Tech Companies AppLovin currently demonstrates a visibly stronger revenue profile, consistently maintaining a massive financial footprint and larger baseline of total recognized sales when compared against SoundHound's smaller commercial operations. Over the course of the last eight quarters, the two companies largely experienced consistently positive quarter-over-quarter revenue expansions, reflecting sustained t…
View source ↗ - 4chan /biz/biz·22h ago·Negative
>>62593702 APP is either going to be a market crusher or the next Trade desk there is just no in between, disappointed from their Q2 they talked about how well they were integrating their systems yet missed (by 0.32%)because they didn't fully integrate????, this will dwarf Atlassian and NOW if it actually manages to avoid becoming another trade desk though
View source ↗ - 4chan /biz/biz·22h ago·Neutral
>PLNT >APP Any other stocks on fire sale bwos?
View source ↗ - 4chan /biz/biz·22h ago·Neutral
you should get in on APP while it's still in the 320s easiest +10-20% of your life in a few weeks
View source ↗ - 4chan /biz/biz·23h ago·Positive
>have 2x CSPs at AppLovin this week at 320 >was sure there were going to be ITM and was planning on doing CCs next week >just went over 320 on today's green day Damn, should I just be happy with the premiums I got?
View source ↗ - Newsbenzinga.com·1d ago·Positive
AppLovin Faces Unity, Meta Threats As Investors Question Gaming Growth Durability AppLovin Corp. (NASDAQ:APP) received a Neutral rating from JPMorgan on Friday as the firm assumed coverage of the advertising technology company. JPMorgan highlighted AppLovin's strong financial profile but flagged questions about the durability of its mobile gaming growth.
View source ↗ - News (RSS)yahoo·1d ago·Neutral
AppLovin at 52-Week Low: Buy, Sell or Hold?
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62590063 uh oh the anime posters have started to go long on APPlovin is it time to abort mission, fuck maybe UBR or MELI
View source ↗ - News247wallst.com·2d ago·Neutral
AppLovin at 52-Week Low: Buy, Sell or Hold? At $310.95, AppLovin (NASDAQ:APP | APP Price Prediction) looks mispriced relative to fundamentals.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>going to own 200 shares of AppLovin next week while my 1000 shares of Celsius gets sold Wish me luck. First time owning AppLovin.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62588119 Opinion on AppLovin?
View source ↗ - Newsfool.com·2d ago·Positive
Advanced Micro Devices vs. AppLovin: Which Technology Stock Is a Better Buy in 2026? Advanced Micro Devices is expanding its footprint in the high-performance computing market with new AI accelerators and strategic data-center partnerships. AppLovin is leveraging its proprietary AI advertising engine to drive significant net margin expansion and revenue growth in the mobile app ecosystem.
View source ↗ - News (RSS)fool·2d ago·Positive
Adobe vs. AppLovin: Which Technology Stock Is a Better Buy in 2026? Both are navigating a difficult year for software stocks, but only one of them is doing it with a proven earnings track record behind it.
View source ↗ - Newszacks.com·2d ago·Neutral
AppLovin Q3 Guidance Signals Reacceleration After a Mixed Q2 Print APP expects third-quarter revenue growth to reaccelerate sequentially while maintaining an 83% margin despite continued investment in AI computing capacity.
View source ↗ - Newszacks.com·3d ago·Neutral
Is AppLovin Stock Worth Holding as Growth Clashes With Valuation Risk? APP pairs rapid revenue growth and high margins with a forward earnings discount, while e-commerce execution and limited visibility remain key risks.
View source ↗ - News247wallst.com·3d ago·Negative
AppLovin Is Down Over 50% in 2026: Falling Knife or Fire Sale? AppLovin (NASDAQ:APP | APP Price Prediction) trades at $318.68, while Wall Street's consensus price target sits all the way up at $559.00.
View source ↗ - News (RSS)fool·3d ago·Neutral
Applovin Stock: Buy or Sell? Applovin boasts incredible profit margins.
View source ↗ - Newsfool.com·3d ago·Neutral
Applovin Stock: Buy or Sell? Revenue and profits are soaring.
View source ↗ - Newsbenzinga.com·3d ago·Negative
AppLovin Stock Drops After BofA Downgrades Rating AppLovin Corp. (NASDAQ:APP) shares are falling Tuesday after BofA Securities downgraded the stock from Buy to Neutral and cut its price target to $400 from $430.
View source ↗ - News (Marketaux)seekingalpha.com·3d ago·Positive
AppLovin: Won't Be This Cheap For Long (NASDAQ:APP) Learn more Analyst’s Disclosure: I/we[+260 characters]
View source ↗ - Newsproactiveinvestors.com·3d ago·Negative
AppLovin shares drop on Bank of America downgrade AppLovin Corp (NASDAQ:APP) shares fell 5% to $321 after Bank of America downgraded the stock to Neutral, citing greater uncertainty around the company's ability to sustain its long-term 30% revenue growth trajectory. Bank of America said AppLovin's second quarter results raised questions about a previously assumed source of baseline sequential growth.
View source ↗ - Newsbenzinga.com·4d ago·Negative
This AppLovin Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
View source ↗ - Newszacks.com·4d ago·Positive
APP Stock Falls 17% Since Q2 Earnings: Is it a Buy After the Pullback? AppLovin shares slide 17% after Q2 as a revenue miss and execution concerns overshadow strong growth and upbeat Q3 guidance.
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
AppLovin: I Am Buying The Q2 Stock Plunge AppLovin delivered 53% YoY Q2 revenue growth with 75%+ margins, underscoring a rare blend of scale, profitability, and growth. Q2's sequential growth slowdown reflects timing of machine-learning model improvements, not structural weakness; volatility is expected, but the long-term thesis remains intact. APP's expansion beyond gaming—into consumer brands, non-gaming apps, web, and CTV—presents a TAM multiples larger than its current revenue base.
View source ↗ - Newsfool.com·5d ago·Negative
AppLovin Revenue Jumped 53%. So Why Did the Stock Just Plunge 20%? AppLovin's revenue growth was strong but slightly missed expectations. Following the sell-off, the stock is cheap again.
View source ↗ - Newsseekingalpha.com·6d ago·Neutral
AppLovin: Illogical Dip To Yearly Lows AppLovin plunged 20% on a slight Q2 revenue miss, despite 52% YoY growth and robust fundamentals. The company still projected strong Q3 numbers with 47% revenue growth, including high-end estimates above consensus, signaling no material business slowdown. APP trades at a compelling 16x 2027 EPS target, with expectations to compound earnings at a 30% clip over the long term.
View source ↗ - Newsseekingalpha.com·7d ago·Neutral
AppLovin: Gaming Is Maturing, And Consumers Won't Come Easy AppLovin's Q2 growth was almost entirely price-driven, with install volume falling and sequential growth decelerating to just 4%. Gaming appears highly penetrated by management's own admission, leaving model-driven pricing as the main, and unpredictable, growth lever. AppLovin's data moat is strong in gaming but doesn't transfer to consumers, where entrenched incumbents already dominate.
View source ↗ - News (RSS)cnbc·8d ago·Negative
AppLovin stock tanks on Q2 revenue miss Shares of AppLovin tanked 19% Thursday off a second-quarter earnings miss, falling short of analysts' expectations for revenue.
View source ↗