Added to YB: 2026-10-02
Pitch date: 2026-09-28
APP [bullish]
AppLovin Corporation
-9.61%
current return
Author Info
Miroslav Stepanek is investing in small cap companies. Sign up for the newsletter.
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
$309.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.15
P/E
21.30
EV/Sales
13.64
Sector
Media
Category
growth
A couple of big boys - Applovin (APP)
APP (quick overview): AppLovin provides ad targeting in mobile apps and games and also operates in e-commerce and CTV advertising. Sentiment appears overly negative amid competition and margin concerns, while management expects 30% medium-term revenue growth and stable margins. Shares trade at 25x trailing earnings and roughly 15x 2027 earnings. AppLovin is preferred to Liftoff for its size and dominance, though Entravision and its Smadex division are the preferred sector pick.
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