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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Applovin Corp (APP)

Communication Services Advertising Agencies
395.90 $
-2.0% vs. previous close
Closing price · As of: 31. Jul 2026
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Basics

Market Cap
133.7$B
Shares Outstanding
306Mio.
Float
83.6%
Beta
2.5

Performance

Perf. 1M
-16.90%
Perf. 3M
30.80%
Perf. 6M
-31.40%
YTD Performance (%)
-30.70%
52-Week-High Distance
-40.2%
Perf. 1Y
38.63%
Perf. 3Y
1,896.70%
Perf. 5Y
450.25%

Valuation

P/E
36.0
Forward P/E
33.4
PEG
1.4
P/B
58.7
P/S
21.7
EV/EBITDA
36.0
Price/FCF
30.4

Profitability

Gross Margin
88.4%
EBIT Margin
78.1%
Net Margin
64.3%
Return on Equity
266.4%
Return on Assets
44.2%

Balance Sheet & Safety

Equity Ratio
30.7%
Debt/Equity
4.2
fortress balance sheet
Altman Z″
11.56
very solid
Piotroski
9 out of 9

Growth

Sales Growth Last Quarter
59.00%
EPS Growth Last Quarter
113.10%
Sales Growth (Year)
69.99%
Forward Sales Growth
30.01%
Forward EPS Growth
31.50%

Dividend

This stock currently pays no dividend.

Quality & Screener

Stage
4
RS Rating
31
EPS Rating
87
very solid
Piotroski
9 out of 9
Fundamental Rating
A (82 out of 100)
fortress balance sheet
Altman Z″
11.56

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.

Analysts & Price Target

Current Price 395.90 $
Price Target (average) 654.47 $

The price target sits 65.3% above the current price.

Consensus
Strong Buy

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Next Reporting Date

5. Aug 2026 · after the close · Q2 2026
Expected Earnings per Share
3.72 $

Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.

Sales Per Quarter ($M)
2024: Q4 · 1,372.8 $M Q4 2025: Q1 · 1,159.0 $M Q1 2025: Q2 · 1,258.8 $M Q2 2025: Q3 · 1,405.0 $M Q3 2025: Q4 · 1,657.9 $M Q4 2026: Q1 · 1,842.4 $M Q1
Earnings Per Share Per Quarter ($)
2024: Q4 · 1.73 $ Q4 2025: Q1 · 1.67 $ Q1 2025: Q2 · 2.39 $ Q2 2025: Q3 · 2.45 $ Q3 2025: Q4 · 3.24 $ Q4 2026: Q1 · 3.56 $ Q1
Net Margin Per Quarter (%)
2024: Q4 · 43.6 % Q4 2025: Q1 · 49.7 % Q1 2025: Q2 · 65.1 % Q2 2025: Q3 · 59.5 % Q3 2025: Q4 · 66.5 % Q4 2026: Q1 · 65.4 % Q1
Operating Cash Flow Per Quarter ($M)
2024: Q4 · 701.0 $M Q4 2025: Q1 · 831.7 $M Q1 2025: Q2 · 772.2 $M Q2 2025: Q3 · 1,053.4 $M Q3 2025: Q4 · 1,313.7 $M Q4 2026: Q1 · 1,291.4 $M Q1
Free Cash Flow Per Quarter ($M)
2024: Q4 · 696.2 $M Q4 2025: Q1 · 831.7 $M Q1 2025: Q2 · 772.2 $M Q2 2025: Q3 · 1,053.4 $M Q3 2025: Q4 · 1,285.4 $M Q4 2026: Q1 · 1,291.4 $M Q1
Sales Growth vs. Year-Ago Quarter (%)
2024: Q4 · 44.0 % Q4 2025: Q1 · 9.5 % Q1 2025: Q2 · 77.0 % Q2 2025: Q3 · 68.2 % Q3 2025: Q4 · 20.8 % Q4 2026: Q1 · 59.0 % Q1
EPS Growth vs. Year-Ago Quarter (%)
2024: Q4 · 249.0 % Q4 2025: Q1 · 146.7 % Q1 2025: Q2 · 168.8 % Q2 2025: Q3 · 96.4 % Q3 2025: Q4 · 87.5 % Q4 2026: Q1 · 113.0 % Q1
Price Change in Quarter (%)
2024: Q4 · 148.1 % Q4 2025: Q1 · -18.2 % Q1 2025: Q2 · 32.1 % Q2 2025: Q3 · 105.3 % Q3 2025: Q4 · -6.2 % Q4 2026: Q1 · -40.9 % Q1

Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 1.73 249.00 1,373 44.00 43.60 701 696
2025: Q1 1.67 146.70 1,159 9.50 49.70 832 832
2025: Q2 2.39 168.80 1,259 77.00 65.10 772 772
2025: Q3 2.45 96.40 1,405 68.20 59.50 1,053 1,053
2025: Q4 3.24 87.50 1,658 20.80 66.50 1,314 1,285
2026: Q1 3.56 113.00 1,842 59.00 65.40 1,291 1,291
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

About the Company

AppLovin Corporation bietet durchgängige, KI-gestützte Werbelösungen für Unternehmen in den USA und international an. Es ist in zwei Segmenten tätig: Advertising und Apps.

CEO Insider Trades (12 Mo.)selling own stock
Employees876
HeadquartersPalo Alto, CA
Websiteapplovin.com
IPO Date15. Apr 2021

Management

Management
Name Title Birth Year
Adam Arash Foroughi Co-Founder, CEO & Director 1981
Matthew A. Stumpf Chief Financial Officer 1984
Vasily Shikin Chief Technology Officer 1986
Victoria Valenzuela Chief Administrative, Secretary, Legal Officer & Director 1974
Dmitriy Dorosh Vice President Controller & Principal Accounting Officer
David Hsiao Head of Investor Relations
Giovanni Ge Chief Product & Engineering Officer

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
15. Jul 2026 Messing Barbara Director Other 40 0.00
15. Jul 2026 Webb Maynard G Jr Director Other 41 0.00
6. Jul 2026 Webb Maynard G Jr Director Sell 262 524.12 137,319
6. Jul 2026 Webb Maynard G Jr Director Sell 1,140 523.49 596,779
6. Jul 2026 Webb Maynard G Jr Director Sell 412 522.42 215,237
6. Jul 2026 Webb Maynard G Jr Director Sell 120 521.49 62,579
6. Jul 2026 Webb Maynard G Jr Director Sell 138 520.60 71,843
6. Jul 2026 Webb Maynard G Jr Director Sell 240 519.56 124,694
6. Jul 2026 Webb Maynard G Jr Director Sell 182 518.63 94,391
6. Jul 2026 Webb Maynard G Jr Director Sell 202 517.19 104,472

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.

View all insider transactions →

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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