1 month
-27.4%
price return
Year to date
-49.0%
price return
Recent earnings
4/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
5 articles, 7 days
Analysts
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsWhat it reported, what was expected, and what comes next.
Reported Aug 4, 2026
Earnings per share
$3.72 expected
Revenue
$1.94B expected
Q3 2026 guidance
$2.06B to $2.08B
$2.08B expected-0.3%at the midpoint
Next report
EPS expected
$3.79 to $4.37
Revenue expected
19 analysts
Last 30 days
Split both ways
Estimate drift
Change in 30 days
From the release
The three statements, quarter by quarter.
Sep 2025 to Jun 2026
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| RevenueTotal revenue | $1.41B | $1.66B | $1.84B | $1.92B |
| Cost of what it soldCost of revenue | $174.9M | $183.5M | $203.6M | $225.8M |
| Gross profit | $1.23B | $1.47B | $1.64B | $1.70B |
| What it spent | ||||
| Research and development | $43.9M | $82.2M | $94.1M | $99.9M |
| Sales and adminSelling, general and administrative | $58.8M | $68.2M | $44.0M | $40.3M |
| Other operating costsOperating costs not itemised in the filing's summary | $48.6M | $48.8M | $60.8M | $63.4M |
| Total operating expenses | $151.2M | $199.2M | $198.9M | $203.6M |
| What was left | ||||
| Operating profitOperating income | $1.08B | $1.28B | $1.44B | $1.49B |
| Interest on debtInterest expense | $51.4M | $51.3M | $51.2M | $51.2M |
| Profit before tax | $1.02B | $1.25B | $1.43B | $1.51B |
| TaxIncome tax expense | $185.4M | $151.1M | $225.8M | $239.0M |
| Net profitNet income | $835.5M | $1.10B | $1.21B | $1.27B |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $1.11B | $1.34B | $1.52B | $1.56B |
Business quality, value, and expectations at a glance.
Fundamentals
Reasonably priced and profitable.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position, insiders have been net selling, and 3 market voices are discussing it.
Real smart money
Insiders
Influencers
WealthmaticaBullish
Aug 15 · 2x · Argues price lagged fundamentals: EPS up 186% while share price is below late-2024 levels, implying undervaluation.
$APP and $TTD both trade at 15x NTM EPS. $APP just grew Q2 revenues at 53% with 84% ebitda margins = 137 score $TTD just grew Q2 revenues by 3% with 34% ebitda margins = 37 score I’m speechless 😶 It’s absurd that $APP is this cheap when management said the tiny miss on Q2 revenues was from a model change and they already fixed the problem and growth has re-accelerated. PSBullish
Trend, range, and the price levels that matter.
Technicals
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
$315.4420D support
20D resistance
Returns
Price vs moving averages
Volume pace
Recent coverage and its overall tone.
News
Coverage is bullish
3 bullish · 1 neutral · 1 bearish
Tone of tracked coverage
AppLovin Corporation (APP) Stock Price, News, Quote & History
NeutralAug 11Weekly Recap: Axon AI expands beyond mobile and Q2 EPS, $551.3M buyback
BullishAug 10AppLovin Earnings Call Shows Profitable Growth Momentum
BullishAug 10AppLovin Earnings: Slight Miss Is Punished Hard, but We See Strength in the Big Picture
NeutralAug 6[10-Q] AppLovin Corp Quarterly Earnings Report
Leans bullishAug 5Aug 13 · Says APP is absurdly cheap at 15x NTM EPS despite 53% revenue growth, with management intentionally conservative on Q3 guidance to beat and raise.
StockSavvyShayBullish
Aug 11 · 2x · Says consumer advertising strength makes 20% selloff excessive; sees long-term opportunity despite Q2 research timing issues.
AlphaYou
