Theo Outlook
AppLovin operates a software platform that helps mobile app developers with marketing and monetization worldwide. For the trailing twelve months it reported revenue of $6.8291 billion, a profit margin of 64.6 percent, diluted earnings per share of $13.01, and a market capitalization of $89.9982 billion as of the quarter ended June 30, 2026.
Bull case: quarterly revenue grew 52.8 percent year over year while the profit margin reached 64.6 percent and diluted EPS stood at $13.01. Bear case: the trailing price-to-earnings ratio is 20.59, the beta is 2.557, and quarterly earnings growth was only 57 percent year over year.
Main risks include high share-price volatility shown by the beta of 2.557 and exposure to the advertising sector. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .
