AppLovin Q4: Market Is Focused On Competition; I'm Focused On ROAS From AppDiscovery [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
APP delivered exceptional 2025 financials: 66% revenue growth, 84% EBITDA margin, and a Rule of 150 score, outpacing software peers. Axon 2.0 AI engine and the upcoming AppDiscovery rollout to SMBs in 1H26 underpin expectations for 40% YoY top-line growth. APP is positioned as a resilient discovery platform, immune to AI disruption, with aggressive share buybacks signaling management confidence. Getty Images Introduction Since I've just published my AppLovin ( APP ) stock coverage initiation a few days ago, this article will likely focus more on how AppLovin's Q4 results validate my previous investment thesis. Despite a stellar performance on tripe beats, including top-line, bottom-line, and guidance, the This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of APP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation f
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APP
News
- Adjust: Mobile App Use Grew Globally In 2025 With Continued Move To Multi-PlatformBusiness Wire
- Short-sellers are getting loud again — and targeting tech stocks [Business Insider]Business Insider
- Paycom, AppLovin, Braze, Salesforce, and Elastic Shares Plummet, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- AppLovin: Rule Of 150 And AI Moat [Seeking Alpha]Seeking Alpha
- Applovin Corp (APP) Earnings Beat Projections [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 2/11/26 - Beat
APP
Sec Filings
- 2/18/26 - Form 4
- 2/11/26 - Form 8-K
- 1/16/26 - Form 4
- APP's page on the SEC website