APP$584.86
$586.66
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Powered by LiveAIOverall Analysis
BuyAppLovin demonstrates strong fundamental performance and growth potential, supported by favorable thematic trends in mobile advertising and gaming. Technicals suggest a short-term pause but long-term uptrend remains intact.
Thematic
AppLovin is well-positioned within the digital advertising and mobile gaming ecosystems, benefiting from secular growth trends.
Fundamental
AppLovin demonstrates robust revenue growth, impressive profitability, and a healthy balance sheet, indicating strong operational performance.
Technical
The stock shows a mixed technical picture. While long-term moving averages are bullish, short-term oscillators suggest a potential for consolidation or a slight pullback.
| Factor | Score |
|---|---|
| Mobile Advertising Growth | 90 |
| In-App Bidding Technology | 85 |
| Connected TV (CTV) Expansion | 75 |
| Gaming Ecosystem Integration | 88 |
| Data Privacy & Regulation | 65 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 95 |
| Growth | 95 |
| Balance Sheet Health | 70 |
| Cash Flow | 90 |
| Factor | Score |
|---|---|
| Trend Analysis | 70 |
| Momentum | 55 |
| Volume Confirmation | 65 |
| Support & Resistance | 60 |
AI Investing Checklist
Powered by LiveAIBullish Points (8)
Strong Earnings Surprise
The company has consistently beaten earnings per share (EPS) estimates. For instance, Q2 2025 reported EPS of $2.22 significantly exceeded the estimate of $1.45, a surprise of 52.97%.
Attractive Forward P/E Ratio
The forward P/E ratio, implied by next year's estimated earnings, appears competitive. For example, if current price is $359.94 and next year's EPS is projected to be around $5.54 (as per TTM EPS), the forward P/E is approximately 64.97. While high, this needs to be considered against strong revenue and profit growth.
Bearish Points (7)
High P/E Ratio
The trailing twelve months (TTM) P/E ratio is 75.6, and the 2024 P/E ratio is 63.1. These multiples are significantly higher than the average for many mature industries, suggesting high growth expectations are already priced in.
Slowing Quarterly Revenue Growth
While overall revenue is growing, the quarterly revenue growth rate is showing signs of deceleration. For instance, Q1 2025 revenue was $1.48B with a net margin of 38.8%, compared to Q4 2024 revenue of $1.37B with a higher net margin of 43.6%. This suggests a potential slowdown in top-line expansion.
Calendar
August 2025
7
Next Earnings Date
H: $2.42
A: $2.31
L: $2.21
H: 1.27B
A: 1.22B
L: 1.20B
Profile
AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers AppDiscovery, an advertising solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and data needed to scale their apps marketing; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, TVBits, BrandDiscovery, ContentDiscovery, and Global FAST Pass products. It also provides SparkLabs, which uses app store optimization to enhance ad visibility; AppLovin Exchange, which connects buyers to mobile and CTV devices through a single RTB exchange; and Array, an end-to-end app management suite for mobile operators and end users. In addition, the company operates various free-to-play mobile games through its own or partner studios. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California.
Seasonals
Price Target
463.33 USD
The 39 analysts offering 1 year price forecasts for APP have a max estimate of 650.00 and a min estimate of 250.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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