AppLovin (APP)
Information Technology · AI-powered mobile advertising and marketing technology
AppLovin delivers AI-powered end-to-end advertising solutions that match advertisers with ideal customers at scale through its Axon recommendation engine.
What AppLovin does
AppLovin provides AI-powered advertising solutions that help businesses reach, acquire, and monetize their global audience. The company's core offering, Axon Ads Manager, automates and optimizes user acquisition campaigns for advertisers across apps and websites by matching demand with publisher inventory through real-time auctions. AppLovin also operates MAX (in-app monetization for publishers), Adjust (marketing measurement and analytics), and Wurl (connected TV platform). Revenue is generated primarily from advertisers who pay based on achieving their return-on-advertising-spend targets, creating a direct alignment between advertiser success and company growth.
Themes: ["AI-powered marketing"]
Fundamentals
- Price$520.43 as of 2026-07-09 close
- Market cap$174.8B as of 2026-07-10
- 1-year return+47.5% as of 2026-07-09 close
- P/E44.12 as of 2026-07-10
- Net margin+64.3% as of 2026-07-10
- Gross margin+88.4% as of 2026-07-10
- ROE+222.0% as of 2026-07-10
- Debt / equity1.49 as of 2026-07-10
- Revenue growth (YoY)+40.0% as of 2026-07-10
- Revenue CAGR (3y)+24.8% SEC XBRL
- Beta2.54 as of 2026-07-10
Key risks (from latest filing)
["Dependence on advertising ecosystem and macro economic conditions affecting advertiser spend"]
Competitors & peers
- Meta Platforms (META)
- Google (GOOGL)
- Unity Technologies
- Adjust (now acquired, formerly independent)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.