Análise opcional do produto
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AppLovin Corporation's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $89.1B |
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| Revenue (ttm) | 6.8B |
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| Net income (ttm) | 4.4B |
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| EPS (ttm) | $13.0 |
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| Shares out | 334.7M |
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| P/E (trailing) | 20.0x |
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| P/E (forward) | 15.4x |
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| Volume | 1,847,071 |
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| Beta | 2.56 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.79B | $2.82B | $1.84B | $3.22B | $5.48B | +18.4% |
| Gross profit | $1.81B | $1.56B | $1.49B | $2.70B | $4.82B | +27.8% |
| Operating income | $150.0M | $-47.8M | $772.4M | $1.91B | $4.15B | +129.4% |
| Net income | $35.4M | $-192.7M | $356.7M | $1.58B | $3.33B | +211.4% |
| EPS (diluted) | $0.09 | $-0.52 | $0.98 | $4.53 | $9.75 | +222.6% |
| EBITDA | $580.5M | $513.8M | $1.26B | $2.38B | $4.35B | +65.5% |
| R&D | $366.4M | $507.6M | $333.8M | $374.7M | $226.5M | -11.3% |
| SG&A | $158.7M | $181.6M | $150.9M | $164.9M | $233.5M | +10.1% |
Recent company headlines from major financial publishers.
In the base case, AppLovin compounds earnings steadily through core mobile game monetization improvements and deliberate mid-market advertiser adoption via its ads manager. Operating margins normalize gradually toward sustainable software benchmarks as cloud compute costs track in line with revenue expansion. This path corresponds to a target of $270.62 with an assessed probability of 60.0%, delivering an implied return of 1.7% relative to $266.13 as of $266.13 (as of 2026-10-16), closely aligning with Fair value. Disconfirmation would occur if quarterly revenue growth decelerates markedly below guidance or if mobile game developer budgets contract sharply.
In the bull case, Axon recommendation engine drives rapid advertiser adoption across e-commerce and mid-market web brands, sustaining robust double-digit top-line expansion. High-margin incremental volume and disciplined cloud compute costs expand operating margins, while ongoing share repurchases amplify diluted earnings per share growth. This trajectory supports a target of $345.02 with an estimated likelihood of 20.0%, representing an implied return of 29.6% from $266.13 as of $266.13 (as of 2026-10-16). Disconfirmation would appear if web merchant onboarding stalls or if incremental cloud infrastructure costs rise faster than ad spend.
| Ke ↓ / g → | 2.5% | 3.0% | 3.5% | 4.0% | 4.5% |
|---|---|---|---|---|---|
| 12.2% | $279 | $284 | $289 | $295 | $302 |
| 12.7% | $271 | $275 | $280 | $285 | $290 |
| 13.2% | $263 | $267 | $271 | $275 | $280 |
| 13.7% | $256 | $259 | $262 | $266 | $271 |
| 14.2% | $249 | $252 | $255 | $258 | $262 |
Upcoming earnings date and setup when available.
A classificação que a edição de pesquisa publicada em cada mês trazia. Uma classificação compara o preço na data da análise com o valor justo; não é um registro de se a avaliação se confirmou.
| Ano | jan. | fev. | mar. | abr. | mai. | jun. | jul. | ago. | set. | out. | nov. | dez. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
