AppLovin's AI Momentum Meets Valuation Reality [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
AI-driven modeling, self-service expansion, and low CapEx requirements generated 68% YoY revenue growth and 79% YoY EBITDA growth. ROE reached 242% and ROA 45%, with operating cash flow at $3.32 billion and FCF exceeding $1 billion. Valuation remains stretched with a forward P/E of 58x, EV/EBITDA of 44x, and P/S ratio of 31x. Despite structural profitability, elevated multiples and advertising-cycle risk support a Hold stance and justify profit-taking for large gainers. Just_Super/iStock via Getty Images Investment Thesis The margins of AppLovin ( APP ) demonstrate a pattern of a company that has achieved a level of maturity and really utilizes AI-driven scale to significantly boost profit margins. The margins of the company's This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and
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News
- SA Asks: What's the most attractive software stock right now? [Seeking Alpha]Seeking Alpha
- Top Funds Get Googly-Eyed Over This Breakout AI Stock Not Named Nvidia Or Palantir [Yahoo! Finance]Yahoo! Finance
- AppLovin Corporation (APP): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Nvidia, Palantir Snubbed, But Top Funds Get Googly-Eyed Over This AI Stock [Yahoo! Finance]Yahoo! Finance
- AppLovin Stock Rides Swarm Of Setups Beyond Just Mining, Medical Names [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 11/5/25 - Beat
APP
Sec Filings
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- APP's page on the SEC website