AppLovin (APP)
NASDAQInformation TechnologyAdvertising AgenciesSnapshot 2026-07-07
$527.98-2.91%
Close 2026-07-07 · 1-day change
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Track APP free→AppLovin grows revenue about 44% yearly, hitting $1.93 billion next quarter. Profit margins stay very high near 84.5%. The company keeps beating earnings estimates despite tough competition. New product launches and buybacks support future growth.
Competition pressure and insider selling may hurt growth and leadership. The recent guidance cut shows risks to revenue momentum. High valuation means any slowdown could cause a sharp share price drop.
The price is about 14% above our fair value near $467, reflecting strong revenue growth of 44%. Our fair value is 32% below the Street median, so the market partly prices in more optimism than we see.
Breaks if: EBITDA margin falls below 82% next quarter
Focus on sustaining a high EBITDA margin through operational efficiencies.
Stated in 6 of last 6 quarters. Adjusted EBITDA margin guidance for Q2 2026 is 84% to 85%. The company has consistently maintained high margins, with Q1 2026 at 84%. The trajectory is delivering on maintaining high margins.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EBITDA margin 84% 84%”
“Adjusted EBITDA margin 82% 83%”
“Adjusted EBITDA margin 81% 81%”
“Adjusted EBITDA margin 81% 81%”
“Adjusted EBITDA margin 63% 64%”
“Adjusted EBITDA margin 62%”
Breaks if: Significant leadership departures or instability reported
Ensure smooth transitions in executive roles to maintain leadership stability.
Breaks if: Revenue falls below $1,915 million next quarter
Continue to drive revenue growth through strategic initiatives and market expansion.
Stated in 6 of last 6 quarters. Revenue guidance for Q2 2026 is $1,915 million to $1,945 million. Revenue grew from $1,372.8 million in 2024-Q4 to $1,842.4 million in 2026-Q1, showing consistent growth. The trajectory is delivering on revenue growth.
“Revenue $1,745 $1,775”
“Revenue $1,570 $1,600”
“Revenue $1,320 $1,340”
“Revenue $1,259 $711”
“Revenue $1,355 $1,385”
“Revenue $1,372,779”