Added to YB: 2026-10-14
Pitch date: 2026-10-10
APP [neutral]
AppLovin Corporation
-0.25%
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
$280.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.15
P/E
21.30
EV/Sales
13.64
Sector
Media
Category
growth
News of the Week (October 5-9, 2026) - AppLovin Corporation
APP (monitor): AppLovin is well off its highs and called the cheapest high-growth software name on PEG or FCF-growth multiples, but three concerns block a purchase: the delayed model update may signal more than timing because revenue guidance was not stronger as usual; Unity could drive pricing pressure and take share; and buy-side data says cited storefront growth is unreliable. Gaming-led estimate upgrades have likely run their course, leaving the next leg dependent on an e-commerce inflection not yet seen. Two clean quarters are required before reconsidering shares, even at higher prices.
Read full article (3 min)