Added to YB: 2025-12-03
Pitch date: 2025-12-01
APP [neutral]
AppLovin Corporation
-34.76%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$146.6B
Pitch Price
$632.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.43
P/E
43.31
EV/Sales
26.97
Sector
Software
Category
growth
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - AppLovin Corporation
APP (holding update): Q2 rev $1.4B (+68% YoY), EPS $2.45 beat estimates; 87.6% GM, 76.8% op margin, 82% adj EBITDA margin; FCF $1B (75% margin); $571M buybacks. Axon self-serve +50% WoW new advertiser spend. Q4 guide $1.57-1.6B. Risks: EU GDPR delays, scaling execution challenges.
Read full article (2 min)