AppLovin Corporation (APP)
AppLovin is a tech company that helps mobile app developers find new users and make money from their apps through clever advertising software.
Is AppLovin Corporation a good stock for a UK beginner?
The honest version: AppLovin is a tech company that helps mobile app developers find new users and make money from their apps through clever advertising software.
Over about 2 years to 2026-07-31. This is the share price only; any dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Becoming the dominant infrastructure for mobile app monetization
Technological obsolescence or major regulatory crackdowns
What does AppLovin Corporation do?
AppLovin provides the digital plumbing that connects mobile app creators with the right audience, helping them show ads that people actually want to click. It earns its keep by taking a slice of the advertising spend that flows through its platform. The engine driving their recent growth is how well their artificial intelligence tools continue to improve at matching ads to users.
On our factor screen it looks strongest on growth and quality, and weakest on momentum.
- !Pays no dividend - the whole return rides on the share price
- ✓Growing - revenue up about 59% over the year
- ✓Very profitable - turns about 64% of sales into profit
- !High P/E of 35 - big growth is already priced in
- !Carries a lot of debt - roughly 1.6x its equity
- ✓Strong return on shareholder money (ROE 266%)
- Quality screens high (78/100)
- Growth screens high (90/100)
- Extremely high profit margins showing a very efficient business model
- Rapid revenue and earnings growth
- Strong position in the growing mobile advertising market
- Value screens low (28/100)
- Momentum screens low (15/100)
- Income screens low (16/100)
- Heavy reliance on the mobile gaming industry
- Potential for new privacy rules to limit how ads are targeted
What do AppLovin Corporation's numbers mean?
How much money does AppLovin Corporation make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does AppLovin Corporation pay a dividend?
No - AppLovin Corporation doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.
When does AppLovin Corporation report earnings, and how did recent quarters go?
AppLovin Corporation is next scheduled to report on about 2026-08-05 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-05-06 | $3.64 | $3.76 | Beat +3% |
| 2026-02-11 | $3.11 | $3.48 | Beat +12% |
| 2025-11-05 | $2.53 | $2.55 | In line |
| 2025-08-06 | $2.32 | $2.36 | Beat +2% |
| 2025-05-07 | $1.96 | $2.38 | Beat +22% |
| 2025-02-12 | $1.83 | $2.07 | Beat +13% |
Across the last 6 quarters here, AppLovin Corporation came in ahead of what analysts expected 5 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
More in Communication Services
Meta Platforms
Alphabet (Google)
Alphabet (Google)
Electronic Arts Inc.
Omnicom Group Inc.
Comcast Corporation
Verizon Communications Inc.
AT&T Inc.What are the scenarios for AppLovin Corporation?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of AppLovin Corporation?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Extremely high profit margins showing a very efficient business model
- Rapid revenue and earnings growth
- Strong position in the growing mobile advertising market
- High share price volatility compared to the rest of the market
- No dividend payments for those looking for regular income
- Very high price-to-book ratio suggests the market values the company's future potential far above its physical assets
- Heavy reliance on the mobile gaming industry
- Potential for new privacy rules to limit how ads are targeted
- Intense competition from massive global technology companies
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained drop in quarterly revenue growth
- Evidence that their AI technology is losing its competitive edge
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.