Added to YB: 2025-11-20
Pitch date: 2025-11-18
APP [neutral]
AppLovin Corporation
+2.58%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$177.1B
Pitch Price
$530.11
Price Target
730.00 (+34%)
Dividend
N/A
EV/EBITDA
36.43
P/E
45.83
EV/Sales
28.90
Sector
Software
Category
growth
Stock Research #5 | A Company w/ A Near 100% Return on Invested Capital - AppLovin Corporation
APP (overview): Q3 rev $1.405B (+68% YoY), 82% EBITDA margin, $1.05B FCF. Net rev per install +75% while installs -1%, showing MAX+AXON 2 optimization driving monetization vs volume. Q4 guide $1.57-1.60B rev, 82-83% margins. $3.3B buyback auth, repurchased $571M Q3. Bull: continued yield expansion. Bear: ad budget cuts, privacy changes.
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