Added to YB: 2026-08-18
Pitch date: 2026-08-16
APP [neutral]
AppLovin Corporation
-12.28%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$92.7B
Pitch Price
$318.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.15
P/E
21.30
EV/Sales
13.64
Sector
Media
Category
value
AppLovin And The Cost of A Perfect Streak
APP (overview): Q2 rev $1.92B (+53% YoY) narrowly missed guide; EBITDA $1.61B (84% margin) short. Stock -20% post-print as first miss in ~3yr broke model-cadence streak. Bull: 12x EV/EBITDA, gaming ads alone justify price; consumer +28%. Bear: growth relies on lumpy engineer-directed releases, datacenter costs +40% QoQ, adtech re-rating. Next 1-2 quarters decisive.
Read full article (11 min)