I’M Buying More Applovin Stock: Here's Why
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Valuation InvestingIndependent analyst profile- Source published
- 07 Oct 2026, 18:00 UTC
- Recorded by Tahlil Plus
- 07 Oct 2026, 21:51 UTC
AI-generated source summary
The analysis focuses on AppLovin Corp (APP), highlighting its recent 63% drop from all-time highs. The company operates in the mobile advertising and gaming sector, providing a platform that connects advertisers with app developers and users. Despite significant price decline, the company boasts exceptionally high profit margins, with a net profit margin of 65.8% and an EBITDA margin of 79.3% in the latest reported quarter. The projected revenue growth is 39.5% year-over-year for 2026, with diluted EPS projected to grow 56.6%. The stock is currently trading at a P/E ratio of 21.4, which is considered cheap historically and compared to peers. The company has a strong credit profile with low debt ($461.8M) and high interest coverage (25.79x). The Altman Z-score indicates a safe zone with a low bankruptcy risk. Profitability ratios are exceptionally strong, with a return on invested capital of 123.5%. However, growth has eased from 77.0% year over year in Q2'25 to 52.8% in Q2'26, and data flags suggest growth deceleration. The main uncertainty lies in whether advertising model improvements and growth can sustain these results amidst competition and potential legal disputes. Despite strong financials, the stock has seen a sharp share price decline, reflecting market concern.
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