SEC probe involving AppLovin still active, Bloomberg News reports
The U.S. Securities and Exchange Commission's investigation into marketing platform AppLovin is continuing, Bloomberg News reported on Friday.
Fiscal Year: January - December
AppLovin Corporation (APP), listed on the NASDAQ, has a market capitalization of $. As of Feb 21, 2026, the stock is trading at $418.68 per share, offering investors a clear view of its current market value. AppLovin Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 41.71, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. AppLovin Corporation also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that AppLovin Corporation (APP) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for AppLovin Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for AppLovin Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for AppLovin Corporation is 35.17, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, AppLovin Corporation (APP) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether AppLovin Corporation (APP) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of AppLovin Corporation (APP) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of AppLovin Corporation. To access the full SS Score, consider upgrading your subscription.
AppLovin Corporation is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 41.71. Investors should compare these metrics with industry peers to gauge whether AppLovin Corporation is outperforming or underperforming within its sector.
The U.S. Securities and Exchange Commission's investigation into marketing platform AppLovin is continuing, Bloomberg News reported on Friday.
Stock futures are holding steady this morning as investors await new economic data to cap the holiday-shortened trading week; the fourth-quarter report on gross domestic product and the Federal Reserv...
The ad tech company has had a tough start to 2026 but one move in particular seems to be generating excitement among investors.
AppLovin (APP) shares have decreased by 28.9% over the span of 21 trading days. This recent decline highlights fresh worries about increasing competition from Meta and CloudX, along with a general mar...
SAN FRANCISCO--(BUSINESS WIRE)--Leading measurement and analytics company Adjust released today its annual Mobile App Trends report for 2026, revealing continued global growth in app adoption and on-t...
AppLovin delivered 66% YoY revenue growth and 84% adjusted EBITDA margin, demonstrating exceptional operating leverage and profitability. APP's MAX platform benefits from increased competition, as its...
AppLovin (APP) shares have decreased by 20% over the last day, and are currently priced at $366.91. Our multi-factor evaluation indicates that it could be an ideal moment to purchase additional shares...
AppLovin (APP), a mobile advertising technology platform, experienced a steep sell-off on Thursday, 12th Feb 2026, despite reporting a headline Q4 earnings beat. The underlying situation is one of a ‘...
AppLovin is reiterated as a Strong Buy, with a $605 target, following robust Q4 results and a 13% post-earnings sell-off. APP delivered exceptional 2025 financials: 66% revenue growth, 84% EBITDA marg...
AppLovin's selloff has highlighted the risks of chasing overpriced stocks at a time of exuberant AI market sentiments in late 2025, albeit triggering an excellent dip-buying opportunity. This is espec...
AppLovin Corp. is upgraded to BUY after a 31% price correction, supported by robust financials and technical signals. APP posted 66% YoY revenue growth and 84% EBITDA margin in Q4 '25, while reducing ...
I downgraded AppLovin Corporation heading into Q4 earnings, citing the pessimism in software due to the "AI will replace software" narrative. APP stock is down 30% since then, which is a reminder not ...
Applovin (APP) traded down as much as 20% intraday during Thursday's session. Shay Boloor considers the reaction as overdone, to a degree.
Time to upgrade AppLovin Corporation to Strong Buy after a 50% drawdown, despite robust operating performance and AI-driven growth. APP's scalable ad tech platform, expanding into e-commerce, demonstr...
AppLovin Corporation is rated a Buy under $400, driven by robust AI-powered ad tech and a high-margin, software-led business model. APP's Q4 2025 revenue surged 66% to $1.66B, with 89% gross margin an...
AppLovin Corp (NASDAQ: APP) reported better-than-expected financial results for the fourth quarter after the market close on Wednesday.
AppLovin stock price retreated by over 6% in the extended hours after the technology giant published its financial results and maintained a positive outlook despite the rising fears of AI disruption. ...
AppLovin Corporation (APP) Q4 2025 Earnings Call Transcript
Marketing platform AppLovin missed market estimates for fourth-quarter sales on Wednesday, indicating tepid demand for its advertising services amid increasing competition and an uncertain macroeconom...
The advertising company reported revenue surged 66% to $1.66 billion, compared with $599.2 million a year ago
PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin”), a leading marketing platform, today announced financial results for the quarter and full year ended December 31, 20...
AppLovin Corporation (NASDAQ: APP) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 11.
Rick Ducat keeps his eyes on the software trade ahead of Applovin's (APP) earnings. He compares APP to the overall tech sector (XLK) and some of the standout software names like Palantir (PLTR).
Synopsys declined by -17% in the last month. You might feel inclined to increase your investment or perhaps decrease your exposure.
As you can see on the chart below, the $466 level has been important for AppLovin.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 5.37B | Analyst x5 | |
| 2027 | 6.74B | 25.52% | Analyst x9 |
| 2028 | 8.36B | 24.12% | Analyst x4 |
| 2029 | 7.81B | -6.62% | Analyst x1 |
| 2030 | 8.82B | 12.94% | Analyst x1 |
| 2031 | 9.22B | 4.54% | Est @4.5% |
| 2032 | 9.58B | 3.95% | Est @3.9% |
| 2033 | 9.92B | 3.53% | Est @3.5% |
| 2034 | 10.22B | 3.02% | Est @3.0% |
| 2035 | 10.51B | 2.83% | Est @2.8% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 2.09B | 1.00 | 2.09B |
| 2025A | 4.02B | 1.00 | 4.02B |
| 2026E | 5.37B | 1.11 | 4.82B |
| 2027E | 6.74B | 1.24 | 5.43B |
| 2028E | 8.36B | 1.38 | 6.05B |
| 2029E | 7.81B | 1.54 | 5.07B |
| 2030E | 8.82B | 1.72 | 5.14B |
| 2031E | 9.22B | 1.91 | 4.82B |
| 2032E | 9.58B | 2.13 | 4.50B |
| 2033E | 9.92B | 2.37 | 4.18B |
| 2034E | 10.22B | 2.65 | 3.86B |
| 2035E | 10.51B | 2.95 | 3.57B |
| Terminal | 120.83B | 2.95 | 41.00B |
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