I reiterate my 'Buy' rating on AppLovin, expecting S&P 500 inclusion to be a game-changing catalyst for the stock. Even without S&P inclusion, APP boasts phenomenal growth, strong Q1 FY2025 results (ads +81% YoY), and a smart divestiture of its Apps business to focus on high-margin ads. The company sees limited impact from potential tariffs and views lower app store fees as a tailwind, enabling customers to increase ad spend on its platform.
APP's AI engine Axon 2 has quadrupled ad spend and reignited mobile gaming, fueling explosive growth in revenues and earnings.
Declining volatility surrounding tariffs and a tame inflation trend suggest more gains are on the horizon.
6 May 2025 Date | | 0.57 Cons. EPS | 2.38 EPS |
12 Feb 2025 Date | | 1.83 Cons. EPS | 2.07 EPS |
6 Nov 2024 Date | | 0.92 Cons. EPS | 1.25 EPS |
7 Aug 2024 Date | | 0.75 Cons. EPS | 0.89 EPS |
8 May 2024 Date | | 0.57 Cons. EPS | 0.67 EPS |
6 May 2025 Date | | 0.57 Cons. EPS | 2.38 EPS |
12 Feb 2025 Date | | 1.83 Cons. EPS | 2.07 EPS |
6 Nov 2024 Date | | 0.92 Cons. EPS | 1.25 EPS |
7 Aug 2024 Date | | 0.75 Cons. EPS | 0.89 EPS |
8 May 2024 Date | | 0.57 Cons. EPS | 0.67 EPS |
Software - Application Industry | Technology Sector | Mr. Adam Arash Foroughi CEO | XMUN Exchange | US03831W1080 ISIN |
US Country | 1,533 Employees | - Last Dividend | - Last Split | 15 Apr 2021 IPO Date |
AppLovin Corporation, based in Palo Alto, California, plays a significant role in revolutionizing digital advertising and app development industries both in the United States and internationally. Incorporated in 2011, AppLovin has quickly ascended as a pioneering force, establishing a software-based platform dedicated to aiding advertisers in optimizing the marketing and monetization of their content. The company operates through two main segments: Software Platform and Apps, serving a broad spectrum of clients from individuals and small businesses to large enterprises, including mobile app publishers, indie studio developers, and internet platforms.
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