Added to YB: 2024-06-28
Pitch date: 2024-06-27
APP [bullish]
AppLovin Corporation
+394.23%
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
$146.6B
Pitch Price
$83.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.43
P/E
43.31
EV/Sales
26.97
Sector
Software
Category
growth
Deep Dive: AppLovin Corporation ($APP) Stock Analysis
AppLovin (APP): AI-powered mobile ad platform w/ 1.4B DAU. 91% YoY growth in high-margin (70%+) software segment. Expanding to CTV. AXON 2.0 AI engine drives flywheel effect & network advantages. Risks: contract cancellations, capital structure (KKR 33.3% voting power), Google RTB threat. Trading at ~15x 2025 FCF, potential for significant upside.
Read full article (10 min)