Added to YB: 2025-08-15
Pitch date: 2025-08-13
APP [bullish]
AppLovin Corporation
-5.2%
current return
Author Info
No bio for this author
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
$132.1B
Pitch Price
$434.58
Price Target
2.2K (+438%)
Dividend
N/A
EV/EBITDA
30.49
P/E
38.90
EV/Sales
24.30
Sector
Software
Category
growth
Is AppLovin the next $1T AI Winner?
APP: AI-powered ad platform thriving with 89% revenue growth, 613% FCF jump, 506% stock surge. MAX/AppDiscovery/Adjust create synergistic AI feedback loop across 1.6B daily users. Q2 stellar, expanding beyond mobile into CTV/e-commerce. 65% op margin potential, $11.8B net income by 2030. 216-374% upside at PE 40-60. Short seller accusations disputed.
Read full article (14 min)