Applovin Corp APP

What the company does

Applovin Corp is a large-cap company in the Communication Services sector (Advertising Agencies), with a market value of $87.4B, based in the USA.

It employs about 876 people and has been listed since Apr 15, 2021.

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions.

Cheap or expensive? priced in line with its group

Its price-to-earnings (P/E) is 20.0 versus 15.5 for the median of the Communication Services sector in our universe (18 companies) — priced in line with its group.

Revenue is growing 53% versus the same quarter last year.

On analysts' next-year forecasts the multiple rises to 50.5 — they expect lower earnings.

The average analyst price target is 476.85, 83% above the current price (their view, not ours).

The stock sits at 0% of its one-year range (0% = the low, 100% = the high).

The risks

• • The stock is more volatile than average (beta 2.6) — big daily moves both ways.
• • The stock is 65% below its one-year high.
• • Quarterly report in 10 days (2026-11-04) — a day the stock can move a lot.

Strengths

• ✅ Profitable — 66 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Buys back its shares (1% fewer shares in a year).
• ✅ Most analysts rate it buy (27 vs 0).
• ✅ Revenue is growing 53% a year.

What changed this week

Over the past week the stock fell 2.2% (for comparison: S&P 500 -0.4%, sector ETF XLC -4.4%).

It set a new one-year low this week.

This week's news

• 3 Reasons to sell NEOG and 1 stock to buy instead finance.yahoo.com · 2026-10-24
  What the article says

  3 Reasons to sell NEOG and 1 stock to buy instead Neogen's 25.9% return over the past six months has outpaced the S&P 500 by 16.8%, and its stock price has climbed to $11.78 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move. Is there a… source ↗

• 3 Reasons GAP is risky and 1 stock to buy instead finance.yahoo.com · 2026-10-22
  What the article says

  3 Reasons GAP is risky and 1 stock to buy instead Over the past six months, Gap's stock price fell to $22.76. Shareholders have lost 12.2% of their capital, which is disappointing considering the S&P 500 has climbed by 8.1%. This might have investors contemplating their next move. Is there a buying opportunity in Gap,… source ↗

• 2 Reasons to Sell ATMU and 1 Stock to Buy Instead finance.yahoo.com · 2026-10-21
  What the article says

  2 Reasons to Sell ATMU and 1 Stock to Buy Instead Atmus Filtration Technologies has gotten torched over the last six months - since April 2026, its stock price has dropped 26.4% to $44.77 per share. This might have investors contemplating their next move. Is there a buying opportunity in Atmus Filtration Technologies,… source ↗

• Microsoft and Alphabet opt out of tokenized stocks in latest blow to ambitious plan from OKK and NYSE parent firm finance.yahoo.com · 2026-10-21
  What the article says

  A growing number of companies are pushing back against tokenized trading of their shares. Microsoft and Alphabet are the latest to complain about the practice, joining 14 other public companies that have formally objected to a plan by OKXICE, a new platform co-chaired by former New York Gov. Andrew Cuomo, to trade… source ↗

• 3 Top Growth Stocks With Revenue Growth Up To 58% finance.yahoo.com · 2026-10-20
  What the article says

  Wall Street is rolling out real blockchain plumbing so money and securities can move almost instantly, even outside normal trading hours. That kind of always-on market infrastructure can reward businesses that are already growing quickly and where insiders have a lot of their own wealth at stake. This article… source ↗

• 3 Reasons to Avoid NNI and 1 Stock to Buy Instead finance.yahoo.com · 2026-10-20
  What the article says

  3 Reasons to Avoid NNI and 1 Stock to Buy Instead Over the past six months, Nelnet's shares (currently trading at $125.12) have posted a disappointing 9.8% loss, well below the S&P 500's 7.7% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move. Is now the… source ↗

What changed since last week

• New risk flag: earnings report coming up.