Added to YB: 2026-09-02
Pitch date: 2026-08-29
APP [bullish]
AppLovin Corporation
-1.11%
current return
Author Info
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Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$106.3B
Pitch Price
$315.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.66
P/E
24.43
EV/Sales
15.64
Sector
Media
Category
value
Pattern Recognition: Eposide 3 / Applovin (APP)
APP: AppLovin’s advertising/software business offers an attractive setup at $300 after a roughly 60% drawdown and de-rating from 40-50x FCF to about 14x 2027 FCF per share, assuming cash generation funds buybacks at today’s price. Management sees roughly 30% long-term growth, while consensus falls below that trajectory; the key risk is whether exceptional growth and margins are sustainable as growth decelerates.
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