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Next Bullish Trade
APP AppLovin Corporation NMS
$496.77 +18.20 (+3.80%)
Pullback · -0.79σ
+ Compare Set alert Open in Sniper

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $1.8B $1.2B $1.4B $1.3B 65.4% 78.2%
2025-12-31 $1.7B $1.1B $1.3B $1.3B 66.5% 76.9%
2025-09-30 $1.4B $0.8B $1.1B $1.1B 59.5% 76.8%
2025-06-30 $1.3B $0.8B $1.0B $0.8B 65.1% 76.1%
2025-03-31 $1.2B $0.6B $0.8B $0.8B 49.7% 72.5%
2024-09-30 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-05-06 3.76 3.64 +3.5%
2026-02-11 3.48 3.11 +11.9%
2025-11-05 2.45 2.39 +2.6%
2025-08-06 2.36 2.32 +1.7%
2025-05-07 2.38 1.96 +21.8%
2025-02-12 2.07 1.83 +13.3%
2024-11-06 1.47 1.23 +19.6%
2024-08-07 1.17 1.26 -7.2%
2024-05-08 0.92 1.05 -12.4%
2024-02-14 0.74 0.75 -1.3%
2023-11-08 0.30 0.27 +11.2%
2023-08-09 0.41 0.49 -17.1%
2023-05-10 0.21 0.45 -52.8%
2023-02-08 0.54 0.43 +25.7%
2022-11-09 0.62 0.46 +33.8%
2022-08-10 0.53 0.50 +5.8%
2022-05-11 0.06 0.44 -86.6%
2022-02-16 0.08 0.10 -21.1%
2021-08-11 0.46 0.16 +188.5%
2021-05-12 0.36 0.11 +235.1%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Communication Services

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
APP ★ $167B 43.3 22.7 27.1 34.5 70.7 88.4% 59.0% 113.1% 1.91%
GOOGL $4,386B 27.5 24.8 10.4 26.8 9.1 60.4% 21.8% 82.0% 0.64%
META $1,439B 20.6 15.6 6.7 13.2 5.9 81.9% 33.1% 62.4% 1.78%
NFLX $338B 25.9 20.9 7.2 24.0 10.9 49.0% 16.2% 86.4% 7.68%
DIS $174B 16.0 13.3 1.8 11.3 1.6 37.2% 6.5% -29.8% 2.16%
T $164B 7.8 9.3 1.3 7.4 1.5 59.4% 2.9% -11.3% 5.40%
VZ $201B 11.7 9.1 1.4 7.7 1.9 58.9% 2.9% 4.3% 9.76%
TMUS $205B 20.1 13.5 2.3 9.5 3.7 63.3% 10.6% -12.0% 5.45%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 33.95%

HolderShares% out
Blackrock Inc. 23,640,172 7.73%
Vanguard Capital Management LLC 16,750,884 5.48%
FMR, LLC 15,691,414 5.13%
State Street Corporation 11,767,329 3.85%
Geode Capital Management, LLC 7,288,372 2.38%
BAILLIE GIFFORD & CO 6,700,132 2.19%
Vanguard Portfolio Management LLC 5,935,893 1.94%
Morgan Stanley 5,604,841 1.83%
Price (T.Rowe) Associates Inc 5,434,726 1.78%
WCM Investment Management, LLC 5,001,600 1.64%

Insider activity · 90d

0 buys / 15 sells · ratio 0.0 · Finnhub

  • Foroughi Arash Adam SELL 2,327,684 @ $498.91
  • Foroughi Arash Adam SELL 2,328,604 @ $498.03
  • Foroughi Arash Adam SELL 2,330,278 @ $496.91
  • Foroughi Arash Adam SELL 2,334,535 @ $496.09
  • Foroughi Arash Adam SELL 2,337,006 @ $495.01
  • Foroughi Arash Adam SELL 2,341,890 @ $494.01
  • Foroughi Arash Adam SELL 2,344,710 @ $493.14
  • Foroughi Arash Adam SELL 2,346,465 @ $491.94
  • Foroughi Arash Adam SELL 2,348,468 @ $490.92
  • Foroughi Arash Adam SELL 2,349,628 @ $489.94

Analyst estimates

Finnhub
Low
$340.0
Mean
$648.1
High
$860.0
Analysts
30
Recommendation distribution · period 2026-06-01
10
22
4
Revision trend (2026-03-01 → 2026-06-01): net 28 → 32 +4 (net = strong_buy+buy − sell−strong_sell)

SEC filings

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About

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.