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    Applovin Corp (APP)

    Official site

    COMMUNICATION SERVICES • ADVERTISING AGENCIES • NASDAQ

    $279.29
    +17.10 (+6.52%)

    Market Cap: $88.08B

    Last updated: Oct 16, 2026 at 1:54 PM ET

    Earnings

    Performance (10Y)

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

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$4.01
    Range$3.76 - $4.53
    17 analysts
    EPS Revisions
    1
    0
    7d
    2
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$4.09-2.0%
    60d ago$4.04-0.8%
    30d ago$4.03-0.5%
    7d ago$4.01-0.1%
    Current$4.01
    Revenue Consensus
    $2.1B
    Range$2.0B - $2.1B
    22 analysts
    Period ending Dec 31, 2026
    EPS Consensus$4.42
    Range$2.00 - $5.33
    26 analysts
    Revenue Consensus
    $2.3B
    Range$1.8B - $2.5B
    31 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$4.42---
    Sep 26EST
    		-$4.01---
    Jun 26
    Reported Aug 4
    		$3.76$3.72+1.08%Beat+59.3%
    Mar 26
    Reported May 6
    		$3.76$3.64+3.30%Beat+58.0%
    Dec 25
    Reported Feb 11
    		$3.48$3.11+11.90%Beat+68.1%
    Sep 25
    Reported Nov 5
    		$2.45$2.37+3.38%Beat+66.7%
    Jun 25
    Reported Aug 6
    		$2.36$2.32+1.72%Beat+101.7%
    Mar 25
    Reported May 7
    		$2.38$1.96+21.43%Beat+158.7%
    Dec 24
    Reported Feb 12
    		$2.07$1.83+13.11%Beat+322.4%
    Sep 24
    Reported Nov 6
    		$1.47$1.23+19.51%Beat+390.0%
    Jun 24
    Reported Aug 7
    		$1.17$1.26-7.14%Miss+185.4%
    Mar 24
    Reported May 8
    		$0.92$1.05-12.38%Miss+338.1%
    Dec 23
    Reported Feb 14
    		$0.49$0.35+40.00%Beat+322.7%
    Sep 23
    Reported Nov 8
    		$0.30$0.27+11.11%Beat+400.0%
    Jun 23
    Reported Aug 9
    		$0.41$0.49-16.33%Miss+783.3%
    Mar 23
    Reported May 10
    		$0.21N/A-53.33%Miss+250.0%
    Dec 22
    Reported Feb 8
    		$-0.22$0.05-540.00%Miss-144.0%
    Sep 22
    Reported Nov 9
    		$0.06$0.07-14.29%Miss-85.0%
    Jun 22
    Reported Aug 10
    		$-0.06N/A-140.00%Miss-250.0%
    Mar 22
    Reported May 11
    		$0.06N/A-86.36%Miss-83.3%
    Dec 21
    Reported Feb 16
    		$0.50$0.37+35.14%Beat+1100.0%
    Sep 21
    Reported Nov 10
    		$0.40$0.10+300.00%Beat-
    Jun 21
    Reported Aug 11
    		$0.04$0.05-20.00%Miss-
    Mar 21
    Reported Apr 15
    		$0.36$0.11+227.27%Beat-
    Dec 20
    Reported Mar 3
    		$-0.05$-0.05+0.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio20.77EV/EBITDA16.98x
    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
    Beta2.56Avg Volume5.20M
    52-Week High$738.0152-Week Low$261.00

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$275.20
    SMA 20$292.16
    SMA 50$307.07
    SMA 200$436.87
    EMA 10$278.21
    EMA 20$288.58
    EMA 50$320.39
    EMA 200$410.10

    MACD

    Line: -14.18Signal: -13.80Hist: -0.38

    ADX

    ADX: 23.9+DI: 15.5-DI: 27.3

    Aroon & PSAR

    Aroon Up8.0
    Aroon Down100.0
    PSAR$295.35

    Bollinger Bands

    Upper Band$333.57
    Lower Band$250.74
    %B Position2835%(Upper)
    Band Width0.34

    RSI (14-Day)

    Neutral
    41.8

    Momentum Oscillators

    Stoch %K13.8
    Stoch %D10.3
    Williams %R-70.4
    ROC (10d)-0.7%
    Momentum-2.02
    CCI (20d)-68.3
    MFI (14d)32.4

    Volatility Measures

    ATR (14d)$14.07(5.0%)
    StdDev (20d)20.71
    Hist Vol55.0%(High)

    Volume Flow

    VWAP$273.51
    OBV77.8M
    AD Line92.2M
    CMF (20d)-0.190

    Volume Metrics

    Avg Vol (20d)5.3M
    Vol Ratio0.8x
    VWMA (20d)$292.10

    Pivot Points

    R3$281.79
    R2$277.40
    R1$269.79
    Pivot Point$265.40
    S1$257.79
    S2$253.40
    S3$245.79

    Advanced Oscillators

    TSI-27.08
    Ultimate Osc50.9
    KST-117.98

    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

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    APP Valuation and Fair Value

    P/E
    20.8x
    Forward P/E
    15.4x
    EV/EBITDA
    17.0x
    PEG
    0.7x
    P/B
    29.7x
    See GNG's fair value

    APP Profitability: Margins, ROIC and FCF

    Gross margin
    88.5%
    Operating margin
    77.7%
    Net margin
    64.6%
    ROIC
    68.6%
    ROE
    203.7%
    FCF margin
    65.9%

    APP Competitors

    CompanyTicker
    Spotify Technology SASPOT
    NetEase IncNTES
    AT&T Inc.T
    Warner Bros Discovery IncWBD
    T-Mobile US IncTMUS
    Comcast CorpCMCSA
    Verizon Communications IncVZ
    America Movil SAB de CV ADRAMX

    Sector: Communication Services

    APP Analyst Ratings

    Consensus
    Buy
    Analysts
    33
    Strong Buy
    7
    Buy
    20
    Hold
    6
    Sell
    0
    Strong Sell
    0

    APP Bull Case vs Bear Case

    Bull case

    • APP earns a 68.6% return on invested capital.
    • APP converts 65.9% of revenue into free cash flow.
    • APP has a 64.6% net profit margin.

    APP Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    9.4%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $4.01
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    2 up, 2 down

    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 20.77.

    What is APP's market cap?

    Applovin Corp (APP) has a market capitalization of $88.08B with a current stock price of $279.29.

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