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Technology - Software - Application - NASDAQ - US
$ 366.17
0.187 %
$ 124 B
Market Cap
65.79
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one APP stock under the worst case scenario is HIDDEN Compared to the current market price of 366 USD, AppLovin Corporation is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one APP stock under the base case scenario is HIDDEN Compared to the current market price of 366 USD, AppLovin Corporation is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one APP stock under the best case scenario is HIDDEN Compared to the current market price of 366 USD, AppLovin Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart APP

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$550.0$550.0$500.0$500.0$450.0$450.0$400.0$400.0$350.0$350.0$300.0$300.0$250.0$250.0$200.0$200.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
4.71 B REVENUE
43.44%
1.87 B OPERATING INCOME
189.02%
1.58 B NET INCOME
342.87%
2.1 B OPERATING CASH FLOW
97.74%
-107 M INVESTING CASH FLOW
-37.16%
-1.75 B FINANCING CASH FLOW
-11.97%
1.48 B REVENUE
8.10%
663 M OPERATING INCOME
9.13%
576 M NET INCOME
-3.80%
832 M OPERATING CASH FLOW
18.65%
-22.7 M INVESTING CASH FLOW
-6075.48%
-1 B FINANCING CASH FLOW
-91.57%
Balance Sheet AppLovin Corporation
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Current Assets 2.31 B
Cash & Short-Term Investments 741 M
Receivables 1.41 B
Other Current Assets 157 M
Non-Current Assets 3.56 B
Long-Term Investments 0
PP&E 199 M
Other Non-Current Assets 3.36 B
12.63 %24.10 %3.38 %57.22 %Total Assets$5.9b
Current Liabilities 1.06 B
Accounts Payable 563 M
Short-Term Debt 14.9 M
Other Current Liabilities 479 M
Non-Current Liabilities 3.72 B
Long-Term Debt 3.54 B
Other Non-Current Liabilities 180 M
11.79 %10.03 %74.10 %3.77 %Total Liabilities$4.8b
EFFICIENCY
Earnings Waterfall AppLovin Corporation
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Revenue 4.71 B
Cost Of Revenue 1.17 B
Gross Profit 3.54 B
Operating Expenses 1.67 B
Operating Income 1.87 B
Other Expenses 294 M
Net Income 1.58 B
5b5b5b5b4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m005b(1b)4b(2b)2b(294m)2bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
75.22% GROSS MARGIN
75.22%
39.78% OPERATING MARGIN
39.78%
33.55% NET MARGIN
33.55%
144.96% ROE
144.96%
26.92% ROA
26.92%
38.91% ROIC
38.91%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis AppLovin Corporation
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3b3b2b2b2b2b1b1b500m500m0020192019202020202021202120222022202320232024202420252025
Net Income 1.58 B
Depreciation & Amortization 449 M
Capital Expenditures -4.78 M
Stock-Based Compensation 369 M
Change in Working Capital -350 M
Others -21.4 M
Free Cash Flow 2.09 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets AppLovin Corporation
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Wall Street analysts predict an average 1-year price target for APP of $309 , with forecasts ranging from a low of $108 to a high of $650 .
APP Lowest Price Target Wall Street Target
108 USD -70.51%
APP Average Price Target Wall Street Target
309 USD -15.68%
APP Highest Price Target Wall Street Target
650 USD 77.51%
Price
Max Price Target
Min Price Target
Average Price Target
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4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 14
6. Ownership
Insider Ownership AppLovin Corporation
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Sold
0-3 MONTHS
448 M USD 8
3-6 MONTHS
117 M USD 3
6-9 MONTHS
3.2 B USD 9
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
3 Stocks Showcasing Strong Earnings Growth: NVDA, APP, GE NVDA, APP and GE are among just 70 stocks showing strong past EPS growth and rising earnings estimates across the board. zacks.com - 1 week ago
My 5 Favorite Stocks to Buy Right Now Is it time to reset or reallocate your portfolio? Maybe you just need some new places for idle cash that's been slowly building up. fool.com - 1 week ago
AI Software Sales Could Soar 580% by 2028: 2 AI Stocks to Buy Now, According to Wall Street Artificial intelligence (AI) is quietly weaving its way into our daily lives. Goldman Sachs estimates that 9.2% of U.S. companies now use AI to produce goods and services, twice the number using the technology at the same time last year. fool.com - 1 week ago
AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2025-2030 (July 18) After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports. 247wallst.com - 2 weeks ago
Robinhood, AppLovin Could Soon Join S&P 500 as Hess Deal Creates Opening in Index Hess is being acquired by Chevron after the energy company won arbitration with rival Exxon. barrons.com - 2 weeks ago
AppLovin (APP) Rises Higher Than Market: Key Facts AppLovin (APP) closed the most recent trading day at $363.78, moving +2.33% from the previous trading session. zacks.com - 2 weeks ago
AppLovin: The Ad Tech Underdog Outperforming Competitors AppLovin is transforming into a pure-play software company, leveraging its AI-driven AXON platform to disrupt digital advertising beyond mobile gaming. The company's advertising segment is the primary growth engine, with strong Q1 FY25 results: 71% YoY revenue growth and expanding margins. The strategic divestiture of the mobile gaming business and a new focus on web-based advertising unlock a much larger total addressable market. seekingalpha.com - 2 weeks ago
AppLovin: There Is Still More Upside Left AppLovin's transformation into an AI-powered ad platform with its Axon engine has driven exceptional revenue growth and profitability, supporting my Strong Buy rating. The company's divestment from gaming and focus on AI marketing expands its total addressable market, especially in e-commerce and web advertising. Continuous R&D and Axon's self-learning capabilities create a robust competitive moat, driving superior advertiser ROI and long-term compounding potential. seekingalpha.com - 2 weeks ago
AppLovin: The Silent Ad-Tech With AI Muscle AppLovin's Q4 revenue reached $1.37 billion, growing 44% year-over-year, with total adjusted EBITDA margins holding strong at around 62%. The core Advertising segment delivered $999 million revenue at an 81% margin, driven by Axon's algorithmic improvements and reinforcement learning. Web ad churn among top-spending clients remains under 3% while current market penetration stays below 0.1%, signaling early stickiness. seekingalpha.com - 2 weeks ago
Why AppLovin Was Moving Higher Today Shares of AppLovin (APP 6.25%) were among the winners today after the fast-growing ad tech company received an endorsement from Citigroup, which called it a top pick. fool.com - 2 weeks ago
AppLovin Stock: Wall Street's Most Misunderstood AI Winner? AppLovin is a standout AI-powered adtech platform, delivering robust cash flow and outpacing industry growth with expanding margins and a capital-light model. Despite a volatile stock ride, AppLovin remains undervalued given its rapid earnings expansion, strong financials, and massive growth runway in web and TV ads. The company's relentless automation, high-margin ad business, and recent divestiture of its gaming segment fuel exceptional profitability and free cash flow. seekingalpha.com - 2 weeks ago
8. Profile Summary

AppLovin Corporation APP

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 124 B
Dividend Yield 0.00%
Description AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction. Its business clients include various advertisers, publishers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.
Contact 1100 Page Mill Road, Palo Alto, CA, 94304 https://www.applovin.com
IPO Date April 15, 2021
Employees 1533
Officers Mr. Dmitriy Dorosh Vice President Controller & Principal Accounting Officer Mr. Vasily Shikin Chief Technology Officer Mr. Matthew A. Stumpf Chief Financial Officer Mr. David Hsiao Head of Investor Relations Mr. Adam Arash Foroughi Co-Founder, Chief Executive Officer & Chairperson Ms. Victoria Valenzuela Chief Legal Officer & Corporate Secretary