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Ask About This Stock Analyze with Claude Latest Earnings AnalysisQ2 2026

Applovin Corp

APPInformation Technology

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Latest Earnings AnalysisQ2 2026 Ask About This Stock

$262.38

+ 0.63%+ 1.63

Alpaca · SIPUpdated 11:12 NY15 Minutes DelayedMay Be Out Of Date

52-Week Range1% Into the Band

Low: $258.32; 2% Above the Low
High: $738.01; 64% Below the High

Company Profile

FinnhubUpdated October 26 16:36 NY

Market Cap: $87.8 B; At the Live Price; 0.12% of the S&P 500 Total
Market Cap Rank: 141.; Of 499 S&P 500 Companies

APPLargest: NVDA · $5.27 T140. ICE · $708 M Ahead142. UPS · $114 M Behind

AppLovin runs an AI-driven mobile advertising platform that acquires users for gaming and e-commerce apps.

Country: United States
Exchange: Nasdaq
IPO Date: Apr 15, 2021

52-Week Range1% Into the Band

Low: $258.32; 2% Above the Low
High: $738.01; 64% Below the High

Company Profile

Company Analysis

Tool: Claude

Claude reads this company in two focuses: technical (1⁠–⁠2 weeks) and stock picking (3⁠–⁠6 months). While the market is open it takes the live price.

Company Summary

Index Membership: S&P 500 · Nasdaq 100
Sector: Information Technology
Sub-Industry: Application Software
Next Earnings: Wednesday, November 4; ~16:00 NY · After Close
Same Sub-Industry: 16 Index Companies

Valuation

Key Metrics

Rule Check

P/E Ratio: 20.17
Forward P/E: 17.29
P/B: 27.81
Earnings per Share: $13.01
Dividend Yield: –
Beta: 2.51
Net Margin: 64.6%
Debt / Equity: 1.11
Volume: 639,440

How to Read

The lane spans the 5th to 95th percentile of 81 companies in the same GICS sector: the line is the sector median, the dot is the company. Same source as the Stock Scorecard; measures without sector data get no lane. Position is not a grade: being high or low is not good or bad on its own.

Moving Averages

Latest Price: $262.38
50-Day: $298.85− 12.21%
100-Day: $374.54− 29.95%
200-Day: $423.75− 38.08%

Average close over the last 50, 100 and 200 trading days. Above the average, buyers led that stretch; below it, sellers did. The percentage next to it is the gap.

Analyst Ratings

78%Lean Buy

Strong Buy: 10; 27%
Buy: 19; 51%
Hold: 8; 22%
Sell: 0; 0%
Strong Sell: 0; 0%

Average Price Target$588.47+ 124.29%Upside

22 Analysts · From Q2 2026 Analysis · Aug 5, 2026

12-Month Recommendation Mix37 Analysts · October 2026

These five buckets are the 12-month ratings of the analysts covering the stock. They are not a price target and they say nothing about timing. Ratings move slowly and in step, so the distribution usually turns after the price rather than before it.

Sharia Screening

Passes the Screen

Interest-Bearing Debt / Market Cap: 4.0%; 0Limit 33%
Cash and Interest-Bearing Assets / Market Cap: 3.5%; 0Limit 33%

This Is Not a Religious Ruling

It is an automated pre-screen based on the line of business and AAOIFI's widely used financial thresholds; a final judgement rests with your own school of thought and the certification boards that audit the filings.

The interest-income test (5% of revenue) needs a revenue breakdown our free data source doesn't provide, so that criterion isn't screened.

Stock Scorecard

Information Technology · 81 Companies

Valuation53%Cheaper than 53% of its sector · Earnings Yield, Sales Yield
Growth80%Growing faster than 80% of its sector · Revenue Growth, EPS Growth
Profitability99%More profitable than 99% of its sector · Operating Margin, Net Margin, Return on Equity
Balance Sheet Health54%Ahead of 54% of its sector on debt and liquidity · Debt / Equity, Current Ratio

Position among index members in the same GICS sector, not a grade or a recommendation. The filled bar is the company's percentile, the vertical line the sector median. Valuation uses the live price.

FinnhubOldest Figure Oct 25, 2026

Analyst Distribution Change

The buy-side share fell 11 points in 3 months: 89% → 78%.

Buy-Side ShareStrong Buy 10Buy 19Hold 8Sell 0Strong Sell 0

Table With Numbers

Analyst Ratings	Jul 26	Aug 26	Sep 26	Oct 26	Change
Strong Buy	11	11	10	10	−1
Buy	21	21	19	19	−2
Hold	4	4	8	8	+4
Sell	0	0	0	0	0
Strong Sell

How to Read

Net change in the monthly distribution: a rise in a bucket can come from an analyst changing their rating or a new one joining. Individual rating changes and price targets are not in the source.

FinnhubUpdated October 26 16:36 NY

Technical Snapshot

Oct 26, 2026 Close

20-Day Average: $274.52
RSI (14): 36.1
MACD: −12.78
Signal: −13.22
Histogram: +0.45Crossed 4 Sessions Ago
Daily Range (ATR 14): $12.10
Volume · Last Session: 2,206,858Versus Average 0.51x
Volume · 20-Day Average: 4,354,893

Pivot Levels

Support 2: 252.24
Support 1: 256.49
Pivot: 259.71
Resistance 1: 263.96
Resistance 2: 267.18

How to Read

Indicators are computed from the last completed session's close and carry no opinion; the same calculation feeds the stocks on the Technical Analysis page. The 50, 100 and 200-day averages are in the Valuation section.

Alpaca · SIPUpdated 03:54 NY15 Minutes DelayedMay Be Out Of Date

Company Analysis

Tool: Claude

Technical FocusNo report for this focus yet.
Analyse with Claude
Stock Selection FocusNo report for this focus yet.
Analyse with Claude

Claude writes a second opinion independent of the site's own analysis; while the market is open it reads the live price.

Earnings

Earnings Preview

Claude is preparing the note…

Next Earnings

Wednesday, November 4

After Close

Add to Calendar Earnings Page

EPS Estimate: $4.09
Revenue Estimate: $2.10 B

Beat Record

Beat estimates in all of the last 4 quarters

Expected Move

Wednesday, November 4 · ~16:00 NY · After Close

Priced by Options: Option quotes for this expiry could not be loaded.
Average Absolute Move: At least 2 measured reports are needed for an average.

After Past Reports

Report · Timing	Move
Aug 5, 2026After Close	− 19.7%

How It's Calculated

The at-the-money call and put mid prices added together, divided by the share price. It prices the whole move until expiry, not only the earnings. Quotes come from the derived indicative feed, not OPRA itself.

Measured from the previous close to the report day's close for reports before the open, and from the report day's close to the next session's close for reports after the close. Reports with unknown timing are left out of the average. Report dates come from the site's own calendar; the list grows to eight reports as the calendar accumulates.

Alpaca · SIPUpdated 00:39 NY15 Minutes Delayed

Earnings Analyses

All Analyses →

58
HOLDQ2 2026Wednesday, August 5AppLovin grew revenue 53% to $1.92 billion at an 84% adjusted EBITDA margin, yet both landed below the midpoint of its own guidance for the first time since the IPO. A shortfall of roughly $16 million, about 1%, knocked the stock down 19.7% in one session to a 52-week low of $335.67. From here it comes down to the gaming model improvement deployed after quarter-end and to a margin guided lower for the first time, from 84% to 83%.

Past Earnings

ForecastActual

Q3 '25
Q4 '25
Q1 '26

Dividends

No cash dividends in the past three years.

US dividends are taxed at source: under the US–Türkiye treaty, individual investors pay 20% with a W-8BEN form on file and 30% without. Amounts are gross, per share, before tax. What Is W-8BEN Tax Guide

Alpaca Corporate ActionsUpdated 00:39 NY

In Context

Insider Transactions

Last 90 Days

No open-market buys or sales in the last 90 days; the moves listed come from grants, tax withholding, gifts or option exercises.

Monthly Share Purchase Ratio (MSPR)

Latest (Oct 26): +100

Nov 25Oct 26

Insider	Date	Transaction	Shares	Price	Value
Barbara MessingDirector	Oct 15	Grant	+64	–	–
Webb Maynard G JrDirector	Oct 15	Grant	+67	–	–
Corina I CacoveanChief Legal Officer	Aug 20	Tax Withholding	−1,540	$308.77	$476 K

Show AllLess

How to Read

Colored chips are open-market decisions; dimmed rows are grants, tax withholding, gifts or option exercises, which are not trading decisions.

Rows come from SEC Form 4 filings; parts of the same filing are merged into one transaction. The summary counts only open-market buys and sales: grants, tax withholding, gifts and option exercises are not trading decisions. Pre-planned (10b5-1) sales are not flagged separately by the source.

The role under each name is taken from the person's latest Form 4 filing; when the filing cannot be read, the row shows the name only.

MSPR runs from −100 to 100: 100 means only buying that month, −100 only selling. An empty month means the source has no computed value for it; recent months can reach the source late.

FinnhubUpdated 11:35 NY

Famous Investors

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The bar is the stock's share of the investor's portfolio; the scale is the largest share in the list (2.6%). Share is relative to the total value of long positions in the latest 13F filing.

A 13F only shows long positions and options traded in the US; short sales, cash and foreign shares are not visible. The filing can come up to 45 days after quarter end.

Companies in the Same Sector

Application SoftwareCompare →

Show 3 More CompaniesLess

Bars show market cap on a log scale: the left end is $10.0 B, the right end the largest in the list; each equal step is ten times.

Company News

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To Understand This

Earnings Reports: What to Read, HowThe book opens once a quarter — and the market really only reads three lines.P/E and the Valuation RatiosYou can't tell whether a stock is cheap or expensive by looking at its price.Market Cap, Float and SplitsA company's real size is not the share price — it's the price times the share count.

Period	Report Date	Surprise	EPS · Forecast	EPS · Actual	Revenue · Forecast	Revenue · Actual
Q2 2026Jun 2026Aug 5, 2026	Aug 5, 2026	+ 0.1%	$3.76	$3.76	$1.95 B	$1.92 B
Q1 2026	No Data	+ 3.6%	$3.44	$3.56	No Data	No Data
Q4 2025	No Data	+ 9.5%	$2.96	$3.24	No Data	No Data
Q3 2025	No Data	+ 1.0%	$2.42	$2.45	No Data	No Data

Overview

Company Profile

Company Profile

Company Analysis

Company Summary

Valuation

Key Metrics

Moving Averages

Analyst Ratings

Sharia Screening

Stock Scorecard

Analyst Distribution Change

Technical Snapshot

Company Analysis

Earnings

Earnings Preview

Next Earnings

Expected Move

Earnings Analyses

Past Earnings

Dividends

In Context

Insider Transactions

Famous Investors

Companies in the Same Sector

Company News

Company Summary

Company Analysis

Company Analysis

Earnings Preview

Next Earnings

Analyst Distribution Change

Analyst Ratings

Sharia Screening

Dividends

Expected Move

Company Profile

Ask About This Stock

Technical Snapshot

Stock Scorecard

Companies in the Same Sector

Insider Transactions