Added to YB: 2026-09-09
Pitch date: 2026-09-06
APP [neutral]
AppLovin Corporation
-2.31%
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
$107.3B
Pitch Price
$319.38
Price Target
389.00 (+25%)
Dividend
N/A
EV/EBITDA
19.83
P/E
24.65
EV/Sales
15.78
Sector
Media
Category
growth
AppLovin Deep Dive: Not A No Brainer
APP (pass): AppLovin is a strong integrated ad-tech business, dominant in mobile gaming and expanding its self-serve platform into broader advertising, but the risk-reward does not justify a position at $320. A DCF yields $389 per share, roughly 20% upside, while gaming saturation, intensifying competition, potential margin compression and unproven market expansion would require a concentrated 20-30% allocation for meaningful portfolio impact.
Read full article (18 min)