A

    Applovin Corp (APP)

    Official site

    COMMUNICATION SERVICES • ADVERTISING AGENCIES • NASDAQ

    $312.06
    -5.70 (-1.79%)

    Market Cap: $106.75B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    61%(14/23)
    Avg Surprise
    -8.73%
    Streak
    8 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$4.04
    Range$3.79 - $4.52
    18 analysts
    EPS Revisions
    4
    0
    7d
    5
    9
    30d
    EPS Estimate Drift
    90d ago$4.09+1.1%
    60d ago$4.09+1.1%
    30d ago$4.08+0.9%
    7d ago$4.04-0.0%
    Current$4.04
    Revenue Consensus
    $2.1B
    Range$2.1B - $2.1B
    21 analysts
    Dec 31, 2026
    EPS Consensus$4.45
    Range$1.96 - $5.39
    26 analysts
    Revenue Consensus
    $2.3B
    Range$1.8B - $2.5B
    28 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$4.45---
    Sep 26EST
    		-$4.04---
    Jun 26
    		$3.76$3.72+1.08%Beat+59.3%
    Mar 26
    		$3.76$3.64+3.30%Beat+58.0%
    Dec 25
    		$3.48$3.11+11.90%Beat+68.1%
    Sep 25
    		$2.45$2.37+3.38%Beat+66.7%
    Jun 25
    		$2.36$2.32+1.72%Beat+101.7%
    Mar 25
    		$2.38$1.96+21.43%Beat+158.7%
    Dec 24
    		$2.07$1.83+13.11%Beat+322.4%
    Sep 24
    		$1.47$1.23+19.51%Beat+390.0%
    Jun 24
    		$1.17$1.26-7.14%Miss+185.4%
    Mar 24
    		$0.92$1.05-12.38%Miss+338.1%
    Dec 23
    		$0.49$0.35+40.00%Beat+322.7%
    Sep 23
    		$0.30$0.27+11.11%Beat+400.0%
    Jun 23
    		$0.41$0.49-16.33%Miss+783.3%
    Mar 23
    		$0.21N/A-53.33%Miss+250.0%
    Dec 22
    		$-0.22$0.05-540.00%Miss-144.0%
    Sep 22
    		$0.06$0.07-14.29%Miss-85.0%
    Jun 22
    		$-0.06N/A-140.00%Miss-250.0%
    Mar 22
    		$0.06N/A-86.36%Miss-83.3%
    Dec 21
    		$0.50$0.37+35.14%Beat+1100.0%
    Sep 21
    		$0.40$0.10+300.00%Beat-
    Jun 21
    		$0.04$0.05-20.00%Miss-
    Mar 21
    		$0.36$0.11+227.27%Beat-
    Dec 20
    		$-0.05$-0.05+0.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio23.20EV/EBITDA18.93x
    Price/FCFN/AFCF YieldN/A
    Profitability
    Profit Margin64.60%Operating Margin77.70%
    ROE203.70%ROIC68.63%
    Financial Health
    Debt/Equity1.11xInterest Coverage26.42x
    Current Ratio4.30xQuick Ratio4.30x
    Trading Statistics
    Beta2.53Avg Volume6.44M
    52-Week High$745.6152-Week Low$297.50

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$309.23
    SMA 20$325.69
    SMA 50$405.23
    SMA 200$490.91
    EMA 10$314.32
    EMA 20$331.87
    EMA 50$384.40
    EMA 200$453.63

    MACD

    Line: -27.50Signal: -32.63Hist: 5.12

    ADX

    ADX: 34.5+DI: 21.1-DI: 33.3

    Aroon & PSAR

    Aroon Up28.0
    Aroon Down80.0
    PSAR$344.24

    Bollinger Bands

    Upper Band$393.70
    Lower Band$257.67
    %B Position4177%(Upper)
    Band Width0.40

    RSI (14-Day)

    Neutral
    36.1

    Momentum Oscillators

    Stoch %K40.1
    Stoch %D32.8
    Williams %R-61.6
    ROC (10d)0.0%
    Momentum0.08
    CCI (20d)-43.7
    MFI (14d)53.3

    Volatility Measures

    ATR (14d)$17.71(5.7%)
    StdDev (20d)34.01
    Hist Vol80.6%(High)

    Volume Flow

    VWAP$312.07
    OBV176.2M
    AD Line110.9M
    CMF (20d)-0.390

    Volume Metrics

    Avg Vol (20d)6.5M
    Vol Ratio0.8x
    VWMA (20d)$331.84

    Pivot Points

    R3$349.70
    R2$342.57
    R1$330.17
    Pivot Point$323.04
    S1$310.64
    S2$303.51
    S3$291.11

    Advanced Oscillators

    TSI-34.49
    Ultimate Osc41.3
    KST-264.25

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.92B$1.84B$1.66B$1.41B$1.26B$1.16B$619.74M$835.19M$711.01M$1.06B$-488,064,000$864.26M
    Cost of Revenue$225.80M$203.63M$183.53M$174.85M$155.08M$151.68M$-16,213,000$120.92M$121.76M$294.15M$-428,971,000$265.05M
    Gross Profit$1.70B$1.64B$1.47B$1.23B$1.10B$1.01B$635.96M$714.27M$589.26M$763.97M$-59,093,000$599.21M
    Operating Expenses$203.61M$198.88M$199.17M$151.18M$146.00M$167.31M$-16,721,000$179.97M$204.83M$424.41M$-452,811,000$412.89M
    R&D$99.90M$94.10M$82.22M$43.85M$44.03M$56.41M$39.49M$80.78M$99.12M$155.32M$-107,782,000$159.29M
    SG&A$40.31M$44.03M$68.18M$58.76M$55.05M$51.52M$47.56M$36.21M$38.75M$42.40M$34.70M$41.25M
    Operating Income$1.49B$1.44B$1.28B$1.08B$957.68M$839.98M$652.68M$534.30M$384.42M$339.56M$393.72M$186.32M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$51.16M$51.16M$51.29M$51.43M$51.41M$52.89M$93.67M$74.94M$74.42M$74.18M$69.43M$78.58M
    Income Before Tax$1.51B$1.43B$1.25B$1.02B$884.00M$794.61M$558.39M$467.73M$317.88M$267.94M$299.93M$109.22M
    Income Tax Expense$238.99M$225.79M$151.10M$185.40M$112.15M$71.07M$-60,893,000$34.66M$16.89M$31.76M$26.58M$586,000
    Net Income$1.27B$1.21B$1.10B$835.54M$819.53M$576.42M$599.20M$434.42M$309.97M$236.18M$172.23M$108.64M
    EBITDA$1.59B$1.52B$1.34B$1.11B$982.47M$927.38M$779.90M$642.30M$500.83M$454.79M$488.47M$309.61M
    EBIT$1.56B$1.48B$1.30B$1.07B$935.41M$847.49M$652.07M$542.67M$392.29M$342.13M$369.36M$187.81M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    AppLovin’s Strong Buy: Understanding the Market Disconnect

    APP just posted record Q4: $1.66B revenue (+66% YoY), 84% EBITDA margin, $1.31B FCF. Rule of 40 score hit 150. Stock is down 50% from December highs, creating a quality-meets-broken-tape setup. Blended FV of ~$540 implies 32% margin of safety at $366.91. Quality Score 97, Growth Score 98. Piotroski 9/9, ROIC 61.8%, interest coverage 13.8x. The cash engine is intact. AXON 2.0 AI engine is a compounding data moat: every ad auction generates training data that improves the next prediction. Competitors cannot replicate without matching transaction volume. Operating margin expanded from 44.3% to 76.9% in twelve months. FCF margin hit 79%. E-commerce self-service platform GA launch expected H1 2026, providing next growth vector. Monte Carlo shows ~48% probability of loss over 12 months due to beta 2.16, but expected mean return is ~+20%. This is a high-conviction, high-volatility staged entry, not a set-and-forget positio Short seller CapitalWatch retracted and apologized (Feb 9). Google Project Genie fears drove selloff but have not impaired a single dollar of APP's free cash flow generation.

    Unknown Author
    •
    2/15/26
    •
    173
    AI-Powered Ad-Tech
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    News

    AppLovin CFO Matthew Stumpf Reports RSU Tax Withholding of 2,021 Shares

    AppLovin's CFO, Matthew Stumpf, had 2,021 shares of Class A Common Stock withheld by the company on August 20, 2026. This action was taken to cover tax liabilities associated with the vesting and net settlement of his Restricted Stock Units (RSUs). Following this transaction, Stumpf's direct beneficial ownership in AppLovin Corp amounts to 175,429 shares.

    Kalkine Media•8/22/26•
    Neutral

    AppLovin (NASDAQ: APP) CTO’s 5,459-share tax move isn’t a sale

    AppLovin Corp's CTO, Ge Xiaochuan, had 5,459 shares of Class A Common Stock withheld on August 20, 2026, to cover tax obligations related to the vesting of Restricted Stock Units (RSUs). This transaction, valued at $308.77 per share, was not a market sale but a tax-withholding event. After this event, Ge Xiaochuan directly holds 968,735 shares, including RSUs and performance-based RSUs.

    Stock Titan•8/21/26•
    Neutral

    AppLovin CTO Ge Xiaochuan Reports RSU Tax Withholding of 5,459 Shares on August 20, 2026

    AppLovin Corp's CTO, Ge Xiaochuan, reported a share withholding transaction on August 20, 2026, involving 5,459 Class A Common Stock shares. These shares, valued at $308.77 each, were withheld to cover tax obligations related to the vesting of Restricted Stock Units (RSUs). Following this transaction, Ge Xiaochuan retains direct beneficial ownership of 968,735 Class A Common Stock shares.

    Kalkine Media•8/21/26•
    Neutral

    AppLovin Corporation (APP) Stock Price, News, Quote & History

    AppLovin Corporation (APP) experienced a significant overnight drop of 16.23% after its stock closed at $417.80. This decline follows recent Q2 2026 earnings reports that missed revenue estimates and soft guidance, despite some sources noting that the company "Tops Q2 Earnings Estimates" and still "Looks Cheap On Its Huge Three Year Run." AppLovin, a provider of AI-powered advertising solutions, shows strong long-term performance with a 5-year return of 560.55%, but faces immediate pressure from its latest financial results.

    Yahoo! Finance Canada•8/11/26•
    Somewhat-Bearish

    Weekly Recap: Axon AI expands beyond mobile and Q2 EPS, $551.3M buyback

    AppLovin Corp. (NASDAQ:APP) is expanding its Axon AI from mobile gaming into broader digital advertising markets like e-commerce and web performance marketing. The company reported Q2 2026 EPS of $3.77 (basic) and $3.76 (diluted). Additionally, AppLovin repurchased 1.1 million Class A shares for $551.3 million, with 335 million shares outstanding.

    TradingView•8/10/26•
    Bullish

    Frequently Asked Questions About APP

    Does APP pay dividends?
    Applovin Corp (APP) does not currently pay a regular dividend.
    What is APP's P/E ratio?
    Applovin Corp has a price-to-earnings (P/E) ratio of 23.20.
    What is APP's market cap?
    Applovin Corp (APP) has a market capitalization of $106.75B with a current stock price of $312.06.

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