Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$108.4B
335M shares
52-week range
$297.50 – $745.61
7% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
P/S (TTM)
16.2
EV / FCF (TTM)
24.8
AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
www.applovin.comNo one on the platform currently holds APP.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,464,923 | $583.0M |
| Renaissance Technologiesas of 2026-03-31 | 436,540 | $173.7M |
No one on the platform has traded APP yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 112.5% | — | — | — | ||
| Rev. Growth % | 70.0% | 30.4% | ||||
| Profit Margin % | 60.8% | 24.7% | ||||
| Free Cash Flow Margin % | 71.9% | 44.4% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.5% on the P/E track.
At today's price, your expected annual return is +13.5% on the P/E track.
At today's price, your expected annual return is +20.0% on the P/E track.
| 9,867 |
| $6.6M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.1B | +43.7% | $15.78 | $13.43–$16.69 | 20.8× | 21 |
| 2027 | $10.3B | +26.9% | $20.17 | $17.13–$21.89 | 16.3× | 21 |
| 2028 | $12.7B | +23.4% | $25.59 | $19.33–$28.54 | 12.8× | 15 |
| 2029 | $13.5B | +5.9% | $25.78 | $23.31–$28.25 | 12.7× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $3.76 | $3.76 | +0.0% |
| 2026-05-06 | $3.40 | $3.56 | +4.7% |
| 2026-02-11 | $2.95 | $3.24 | +9.8% |
| 2025-11-05 | $2.38 | $2.45 | +2.9% |
| 2025-08-06 | $1.96 | $2.26 | +15.3% |
| 2025-05-07 | $1.44 | $1.67 | +16.0% |
| 2025-02-12 | $1.12 | $1.73 | +54.5% |
| 2024-11-06 | $0.92 |
| $1.25 |
| +35.9% |
| $81.9B |
| — |
| DOCUDocuSign, Inc. | $69.76 | +6.26% | $13.3B | — |
| FROGJFrog Ltd. | $93.00 | +6.68% | $11.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
$APP has a $2.50 spread! $APP bid $327.50 & ask is $330????
View on StockTwits ↗$APP https://finance.yahoo.com/small-business/articles/best-founders-america-oversubscribe-beanstalk-102500188.html
View on StockTwits ↗
$APP no volume this morning not worried about the drop. Overall market is coming up maybe we can get a boost with that as well. let’s go for another day green!
View on StockTwits ↗
$APP Ignore the noise and trust the management and already proven product!
View on StockTwits ↗
$APP going back to bed wake me up when this is trending
View on StockTwits ↗
$APP why does this have to go up and down 5% every fuckin time bruh
View on StockTwits ↗
$APP holding strong my shares, this is gonna surprise you all my friends. super bullish till 400$
View on StockTwits ↗$APP trending number 3 , dropped down to solid support . I’m thinking a 10 percent day
View on StockTwits ↗
$APP nobody really selling premarket. Just shorts shorting. Idiotic shorts.
View on StockTwits ↗$APP not selling took off sell limit higher. Think the 3 month 6 month and 1 year matter more than the 1 month
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.