Theo Outlook
AppLovin Corporation provides a software platform that helps mobile app developers market and monetize their applications worldwide, with headquarters in Palo Alto, California. For the trailing twelve months through June 30, 2026, the company reported revenue of $6.83 billion, a profit margin of 64.6 percent, diluted earnings per share of $13.01, and a market capitalization of $87.43 billion.
Bull case: revenue grew 52.8 percent year over year in the latest quarter, profit margin reached 64.6 percent on a trailing twelve month basis, and EBITDA totaled $5.41 billion. Bear case: the forward price to earnings ratio stands at 50.51, the price to book ratio is 198.13, and the price to sales ratio is 12.8 on a trailing twelve month basis.
Main risks include exposure to the advertising sector and high valuation multiples relative to earnings. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .





