Added to YB: 2026-08-10
Pitch date: 2026-08-06
APP [neutral]
AppLovin Corporation
-7.43%
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
$103.1B
Pitch Price
$337.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.16
Sector
Media
Category
N/A
AppLovin's Q2: A Cash Cow in the Penalty Box
APP (earnings): Q2 rev $1.92B (+53% YoY) missed est $1.94B; net income $1.27B (+55%), adj EBITDA $1.61B (84% margin). Stock -16% to $350. Miss blamed on flat AI model quarter; Q3 guide light. FCF light $863M (timing). Consumer ad launch off to slow start. Post-selloff: 20x fwd, 12.5x NTM P/S. Priced for perfection; remains a hold, in penalty box.
Read full article (4 min)