The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

APP

Concerning the House

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.

United States · www.applovin.com

The Long Run

FY 2021–2025 · 5 years

LineLatestCAGRTrend
Revenue$1.84B+6.1%
Operating income$4.15B+177.5%
Net income$356.71M+115.9%
Cash from ops$3.97B+105.5%
Quotation

$312.67

+8.91 (+2.9%)

52w hi$733.60
52w lo$303.76
Vol7.50M
As ofAug 13
The Verdict

Hold

Our score +0.19

Short-0.50
Medium+0.22
Long+1.49

computed 2026-08-13

By the Numbers

AppLovin Corporation

Communication Services · Advertising Agencies

Market cap$104.64B
Enterprise value$102.12B
Trailing P/E24.05x
Forward P/E14.69x
EV / EBITDA18.86x
P / S (ttm)15.38x
Profit margin64.6%
Return on equity203.7%
Revenue growth+52.8%
Earnings growth+57.0%
Debt / equity111.13
Risk Metrics
Beta vs SPX2.32
Corr SPX0.45
Annual vol84.5%
Annual ret+105.3%
Sharpe1.25
Max DD-58.6%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.40
Sector-0.02
Technical-0.28
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$305.98$317.55$305.78$312.677.50M
Aug 12$319.25$319.65$303.17$303.769.32M
Aug 11$329.60$329.93$318.12$318.688.03M
Aug 10$347.00$350.28$338.71$339.006.27M
Aug 7$337.54$350.93$336.67$346.807.74M