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APAPP

AppLovin Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 59% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.8K/wk), no spike
$APP·$93B·Software - Application·Technology
$266.13-4.7%YTD-59.1%1Y-56.1%
Price updated 6h ago·X counts updated 5d ago
APAPP
$APPAppLovin Corporation
$266.13-4.71%1.8k posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $APP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,844X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $APP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data25 posts analyzed · as of 2026-10-02

X is confidently bullish — AXON pixel installs jumped 11.74% WoW to 14,644 (the biggest single-week jump in five months), the stock is down 54% YTD at ~17x NTM despite a rule-of-40 score of 127, and ~10.6% of shares have been retired since 2022 while FCF/share CAGR runs at 104%. The CEO is openly chatting $30B cash flow and $1T market cap. Bears are reduced to the "AppLovin is the next TTD" meme the longs mock.

Read what X is saying about $APP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $APP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AppLovin halved on a short-attack year — fundamentals never cracked and this looks like capitulation at the floor.

AppLovin runs AXON, one of the most effective mobile-ad engines ever built — the kind of ML-driven product that drops 77 cents of every ad dollar straight to operating profit. The stock has been cut nearly in half this year on short-seller allegations, not on fundamentals.

  • The business is still elite: Q1 revenue +59% YoY at a 77% operating margin and ROIC of 65% — a Rule-of-40 score of 127 is among the best in all of software, and it has not moved despite the stock halving.
  • At 52-week pos of 1% and vol multiplier of 1.66, this looks like capitulation at a floor — the market is pricing a worst-case outcome on the open class-action, which is why forward PE collapsed to the high teens for a 50%+ grower.
  • The AXON Pixel install cadence (+11.7% WoW to 14,644) says the ad-engine demand is intact — short-seller claims aside, advertisers are not walking away from a product that works.

Nov 4 is the inflection — a clean revenue beat plus any resolution on the open allegations is what restarts the move. Another quarter of growth with no legal clarity and the floor holds but the stock just coils longer. Asymmetric from here.

Agrees with X sentimentThe bulls have the right read on the asymmetry — forward PE sub-18 with a Rule-of-40 of 127, AXON Pixel install growth, and a floor-of-range setup is textbook turnaround — the risk the thread downplays is that the open class-action takes longer to clear than the comeback trade assumes.

What to watch: Nov 4 Q3 earnings and the class-action calendar. A revenue beat plus any procedural win on the legal front snaps this higher; a growth miss or new short-seller report takes out the $200 line one trader flagged.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $APP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Runs an AI-driven mobile advertising platform matching app marketers with publishers, dominant in mobile gaming.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $APP.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $APP

Partial — Runs an AI-driven mobile advertising platform matching app marketers with publishers, dominant in mobile gaming.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
47.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
65.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
77.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
30.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
222%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$3.76$3.760.0%
Q1 2026May 6, 2026$3.56$3.40+4.7%
Q4 2025Feb 11, 2026$3.24$2.95+9.8%
Q3 2025Nov 5, 2025$2.45$2.38+2.9%
Next earningsWed, Nov 4·consensus EPS $4.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.8B+59.0%88.9%78.2%$3.57$1.3B
Q4 FY25$1.7B+20.8%88.9%76.9%$3.26$1.3B
Q3 FY25$1.4B+68.2%87.6%76.8%$2.47$1.1B
Q2 FY25$1.3B+77.0%87.7%76.1%$2.42$772.2M

Forward consensus

5-year forecast · up to 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$7.8B – $8.3B$15.75$14.99 – $16.4623
FY27$10.3B$9.9B – $10.8B$20.05$18.14 – $21.5524
FY28$12.6B$11.3B – $14.1B$25.23$19.07 – $28.1517
FY29$13.5B$12.5B – $14.5B$25.78$23.36 – $28.2813
FY30$15.2B$14.1B – $16.3B$29.78$26.99 – $32.668

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-38.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 265.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Maynard G WebbDirector3.1K sh$1.6MSellJun 16Eduardo VivasDirector163.6K sh$82.4MSellJun 12Foroughi Arash AdamCEO5.5K sh$2.7MSellJun 11Foroughi Arash AdamCEO1.3K sh$614KSellJun 10Foroughi Arash AdamCEO10.9K sh$5.4MSellJun 5Maynard G WebbDirector3.1K sh$1.8MSellJun 4Victoria ValenzuelaCALO & Corp. Secretary20.0K sh$11.3MSellMay 28Matthew StumpfCFO9.1K sh$5.4MSellMay 22Vasily ShikinCTO1.1K sh$519K
+ 23 other (10 inkinds · 9 awards · 3 gifts · 1 conversion) in window

See when $APP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 33
AI summary

AppLovin Corp (APP) filed a Form 3 for Corina Cacovean, newly appointed Chief Legal Officer, disclosing her initial beneficial ownership as of August 1, 2026. She directly owns 6,327 shares of Class A Common Stock, with additional RSU holdings representing rights to receive common shares subject to vesting. No 10%+ threshold is crossed. This is a routine insider ownership disclosure for a newly appointed executive officer.

3New insider — initial holdingsJul 23
AI summary

Ge Xiaochuan, Chief Technology Officer of AppLovin Corp. (APP), filed an initial Form 3 on July 1, 2026 disclosing direct beneficial ownership of 974,194 shares of Class A Common Stock, including RSUs and performance-based RSUs subject to vesting schedules and continued service. No additional derivative securities are separately listed. This is a routine initial officer ownership disclosure with no financial or operational significance.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

AppLovin Corporation (APP) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

S-3ASRAuto-shelf registrationMay 6S-3ASR
AI summary

APP filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-05-06. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kaplan Fox Urges AppLovin Corporation (APP) Investors to Contact the Firm Before the Deadline on November 16, 2026newsfilecorp.com·10h agoAppLovin Corporation (APP) Investors: November 16, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLPglobenewswire.com·12h agoAPP INVESTOR DEADLINE: AppLovin Corporation Investors with Substantial Losses Have Opportunity to Lead Securities Class Actiongurufocus.com·13h agoBronstein, Gewirtz & Grossman LLC Urges AppLovin Corporation Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·14h agoAPP INVESTOR DEADLINE: AppLovin Corporation Investors with Substantial Losses Have Opportunity to Lead Securities Class Actionprnewswire.com·14h ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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