Communication Services
AppLovin Corporation Class A Common Stock(APP)
Live Price
Offline$469.71
-2.04% today
1Y Change
+33.82%
Window
Jun 26, 2025 โ Jun 24, 2026
- Market Cap
- $159.72B
- Revenue Growth
- +16.4%
- EPS Growth
- +110.3%
- Dividend Yield
- 0.0%
Coverage: 250 bars ยท Jun 26, 2025 โ Jun 24, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
AppLovin Corporation Class A Common Stock (APP) is a Communication Services stock with a market cap of $159.72B and listed on NASDAQ. The stock last traded around $469.71 and up 33.8% across the available one-year price window (Jun 26, 2025 โ Jun 24, 2026). Baseline metrics include revenue growth of +16.4%, EPS growth of +110.3%, a dividend yield of 0.0%. What stands out right now is revenue +16.4%, EPS +110.3%, free cash flow +88.3% with operating margin 75.8% and ROIC 58.2%. Valuation already assumes a fairly strong business story at P/E 48.2 and price/sales 27.5. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines APP price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Communication Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+16.4% vs +5.5% peer median
Operating Margin
Above sector median
+75.8% vs +3.6% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
Q2 2026 was reported on May 6, 2026 with an EPS surprise of +3.3%.
The operating story is still moving forward
Revenue is running at +16.4% and EPS at +110.3%, with operating margin around 75.8%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.8% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
Q2 2026 May 6, 2026 | +3.3% | +6.4% | -3.3% | +19.2% |
Q1 2026 Feb 11, 2026 | +11.9% | -19.7% | -9.8% | -1.6% |
Q4 2025 Dec 17, 2025 | +127.8% | +5.7% | +10.7% | -13.4% |
Benchmark Edge
APP vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
APP
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
APP Max Drawdown
-49.99%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for APP and SPY.
Company Overview
AppLovin Corporation
NASDAQ Global Select
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.
- Leadership
- Adam Arash Foroughi
- IPO Date
- Apr 15, 2021
- Employees
- 876
- Street Address
- 1100 Page Mill Road
- Mailing
- Palo Alto, CA, 94304
- Region
- Palo Alto, CA, US
- Reporting Currency
- USD
- Investor Line
- 800 839 9646
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 48.2
- EV/EBITDA
- 38.5
- Price/Sales
- 27.5
- Price/Book
- 75.2
Growth
- Revenue
- +16.4%
- EPS
- +110.3%
- Free Cash Flow
- +88.3%
Profitability
- Gross Margin
- 87.9%
- Operating Margin
- 75.8%
- Net Margin
- 60.8%
- ROE
- 249.2%
- ROIC
- 58.2%
Balance Sheet
- Debt/Equity
- 1.66
- Current Ratio
- 0.86
Ownership & Float
- Float
- 242.41M
- Short Interest
- 4.4%
- Insider Owned
- 18.3%
- Institutional Owned
- 75.0%
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.