Added to YB: 2026-09-03
Pitch date: 2026-09-01
APP [neutral]
AppLovin Corporation
+3.01%
current return
Author Info
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$104.4B
Pitch Price
$309.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.30
P/E
23.99
EV/Sales
15.36
Sector
Media
Category
growth
The Wolf of Harcourt Street | Portfolio Review - August 2026 - AppLovin Corporation
APP (hold): AppLovin’s AXON engine worked spectacularly well in mobile gaming and is now available as a self-serve e-commerce platform, but sequential growth slowed last quarter and management said AI gains cannot be scheduled predictably. Although 2027 consensus EPS rose roughly 8.5% during 2026, the shares fell about 48% as the forward multiple compressed from ~35x to ~17x. Next quarter is the key near-term test.
Read full article (1 min)