AppLovin: This Sale Won't Last [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
APP's Q4 2025 revenue surged 66% to $1.66B, with 89% gross margin and adjusted EBITDA margin reaching 84%, highlighting operational leverage. APP generated $3.95B in free cash flow and repurchased $2.58B in shares, maintaining a strong $2.49B cash position versus $3.51B in manageable debt. Forward guidance calls for 19% YoY Q1 revenue growth and 59.9% projected 2026 EPS growth, making APP shares attractive at 29x FWD earnings. Looking for more investing ideas like this one? Get them exclusively at BAD BEAT Investing. Learn More » Tim Robberts/DigitalVision via Getty Images Shares of AppLovin Corporation ( APP ) have gotten absolutely hammered in recent weeks. This high flyer is a name we endorsed as a somewhat speculative play back in April of 2025 at BAD BEAT Investing, where More on my IG service Like our thought process on APP and looking for similar? Massive discount alert! It's TIME. Let's GO. Join the investors at BAD BEAT Investing! For a limited time ONLY, you
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High impacting Applovin Corporation - Class A news events
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APP
News
- Cisco helps drag Wall Street lower as investors try to separate AI winners from losers [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- AppLovin's Web Self-Serve Rollout Seen as Key Catalyst, Morgan Stanley Says [Yahoo! Finance]Yahoo! Finance
- AppLovin (NASDAQ:APP) had its "outperform" rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $700.00 price target on the stock.MarketBeat
- AppLovin (NASDAQ:APP) had its "overweight" rating reaffirmed by analysts at Piper Sandler. They now have a $650.00 price target on the stock, down previously from $800.00.MarketBeat
- AppLovin (NASDAQ:APP) had its price target raised by analysts at Scotiabank from $750.00 to $775.00. They now have a "sector outperform" rating on the stock.MarketBeat
APP
Earnings
- 2/11/26 - Beat
APP
Sec Filings
- 2/11/26 - Form 8-K
- 1/16/26 - Form 4
- 12/19/25 - Form 4
- APP's page on the SEC website