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APP

AppLovinC
Nasdaq / Software & Services
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2026-07-20
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2026-07-16
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Earnings documents stored for APP.

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Investor releaseQuarter not tagged2026-07-16

Here's What to Expect From AppLovin’s Next Earnings Report

Barchart

AppLovin Corporation (APP), headquartered in Palo Alto, California, is a global technology company that provides a software platform that helps mobile app developers and advertisers acquire, monetize, and measure users. With a market capitalization of approximately $150.8 billion, the company leverages artificial intelligence and machine learning to optimize digital advertising, enabling businesses to improve marketing performance and maximize returns on their advertising spend. APP is scheduled to deliver its Q2 earnings report on Wednesday, August 5, 2026, after the market closes. Ahead of the release, analysts expect the company to report diluted EPS of $3.72, up 64.6% from $2.26 in the year-ago quarter. Notably, APP has surpassed Wall Street's EPS estimates in each of the last four quarters, an impressive feat. Nvidia Stock Could Still Soar 140% to Reach $500, Says Wall Street MU Stock Alert: What to Watch as Micron Takes a Stake in GlobalWafers IBM Stock Just Suffered a Gruesome Massacre, But Algos Likely Sense a Huge Discount Here Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For fiscal 2026, analysts expect the company to report EPS of $15.93, up 58.7% from $10.04 in fiscal 2025. Moreover, its EPS is projected to increase another 31.1% year over year to $20.89 in fiscal 2027. APP stock has climbed 28.3% over the past 52 weeks, outperforming both the S&P 500 Index ($SPX), which returned 21.3%, and the State Street Communication Services Select Sector SPDR ETF (XLC), which gained 7% during the same period. On July 13, AppLovin shares plunged more than 12% after industry data indicated that the company's e-commerce advertising growth was slowing. The stock was the worst-performing constituent of both the S&P 500 and Nasdaq 100 during the session, as investors reacted to signs of weaker momentum in its advertising business. Despite that, analysts remain bullish on APP, with the stock earning a consensus "Strong Buy" rating. Among the 29 analysts covering the stock, 23 recommend a "Strong Buy," three rate it a "Moderate Buy," and three suggest "Hold." The average price target of $664.59 implies a potential upside of 46.8% from the current share price. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article...

Investor releaseQuarter not tagged2026-07-10

AppLovin (APP) Has Set The Bar High. Can It Deliver Good Earnings Again?

Insider Monkey

AppLovin Corporation (NASDAQ:APP) is one of the 10 Best AI Stocks to Watch in July. Based on a report released on July 1, Clark Lampen, an analyst at BTIG, reaffirmed a Buy rating on AppLovin Corporation (NASDAQ:APP) along with a price target of $640. The firm’s assigned price target reflects a further 17% upside from current levels. This upside is close to the median Wall Street analysts’ upside estimate of 22%, based on 37 analysts covering the stock. The next important catalyst for AppLovin Corporation (NASDAQ:APP) is its second-quarter fiscal year 2026 earnings, scheduled to be reported on August 5 after the U.S. market closes. As per the company’s previously provided outlook, revenue for the quarter is expected to range from $1.815 billion to $1.945 billion. Adjusted EBITDA is forecasted to be between $1.615 billion and $1.645 billion. This represents an adjusted EBITDA margin of 84%-85%. In addition, the company expects a temporary increase in sales and marketing expenses as it supports the launch of the self-serve platform. Given that the stock responded well to the previous earnings and the expanded adoption of AXON 2.0, investors will expect similar performance this time as well, making the stock worth buying as an AI pick for the month of July. AppLovin Corporation (NASDAQ:APP) is a technology company that provides AI-powered software solutions designed to help businesses, primarily mobile app developers, grow by acquiring users and monetizing their apps. While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Dow Stocks to Invest In Right Now and 10 Best Major Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

Investor releaseQuarter not tagged2026-07-01

AppLovin to Announce Second Quarter 2026 Results

Business Wire

PALO ALTO, Calif., July 01, 2026--(BUSINESS WIRE)--AppLovin Corporation, (NASDAQ: APP) ("AppLovin" or the "Company") the leading marketing platform, today announced it will report financial results for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 after the U.S. stock market closes. An accompanying webinar will take place at 2:00 PM PT / 5:00 PM ET on August 5, 2026 during which management will discuss the Company’s quarterly results and provide commentary on business performance. The webinar will be hosted by Adam Foroughi, Co-founder and Chief Executive Officer, and Matthew Stumpf, Chief Financial Officer. The webinar may be accessed on the Company’s website at: https://investors.applovin.com or via webinar registration. A replay of the webcast will also be available under the Events & Presentations section of the Company’s Investor Relations website. About AppLovin AppLovin makes technologies that help businesses of every size connect to their ideal customers. The company provides end-to-end advertising solutions for businesses to reach, monetize and grow their global audiences. For more information about AppLovin, visit: www.applovin.com. Source: AppLovin Corp. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701336632/en/ Contacts Investors David [email protected] Press Emelyne [email protected]

Investor releaseQuarter not tagged2026-06-08

3 Growth Companies With High Insider Ownership Seeing Up To 94% Earnings Growth

Simply Wall St.

Over the last 7 days, the United States market has dropped by 2.5%, yet it has risen by 23% over the past year, with earnings expected to grow by 17% annually in the coming years. In this context of fluctuating performance and anticipated growth, stocks with high insider ownership can be appealing as they often signal confidence from those closest to the company's operations and potential for substantial earnings growth. Click here to see the full list of 176 stocks from our Fast Growing US Companies With High Insider Ownership screener. Below we spotlight a couple of our favorites from our exclusive screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: ImmunityBio, Inc. is a biotechnology company dedicated to developing and commercializing advanced immunotherapies aimed at enhancing the immune system's response to cancer and infectious diseases, with a market cap of approximately $7.25 billion. Operations: The company generates revenue of $140.98 million from its segment focused on developing next-generation therapies. Insider Ownership: 28.2% Earnings Growth Forecast: 64.1% p.a. ImmunityBio, a growth-focused company with significant insider ownership, is advancing its ANKTIVA treatment for BCG-unresponsive non-muscle invasive bladder cancer. Recent FDA acceptance of its supplemental Biologics License Application could expand ANKTIVA's indications. Despite expected revenue growth of 47.8% annually, ImmunityBio faces financial challenges with less than a year of cash runway and recent shareholder dilution. Analysts agree on potential stock price appreciation, though the company currently trades significantly below estimated fair value. Unlock comprehensive insights into our analysis of ImmunityBio stock in this growth report. Upon reviewing our latest valuation report, ImmunityBio's share price might be too pessimistic. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Li Auto Inc. operates in the energy vehicle market in the People’s Republic of China with a market cap of approximately $14.48 billion. Operations: Li Auto generates revenue primarily from its auto manufacturing segment, totaling CN¥109.37 billion. Insider Ownership: 33% Earnings Growth Forecast: 61.6% p.a. Li Auto, characterized by high insider ownership, is navigating growth amid challenges. The company forecasts a 13% annual revenue increase, outpacing the US market. However, recent earning...

Investor releaseQuarter not tagged2026-06-05

AppLovin (APP) Up 12% Since Last Earnings Report: Can It Continue?

Zacks

It has been about a month since the last earnings report for AppLovin (APP). Shares have added about 12% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is AppLovin due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for AppLovin Corporation before we dive into how investors and analysts have reacted as of late. AppLovin delivered first-quarter 2026 revenues of $1.84 billion, exceeding the Zacks Consensus Estimate of $1.77 billion by 3.9%, highlighting continued momentum across its advertising platform. Earnings growth remained equally impressive. The company reported earnings per share of $3.56, beating the Zacks Consensus Estimate of $3.40 by 4.7%. Profitability metrics were particularly striking. Adjusted EBITDA reached $1.56 billion during the quarter, translating into an extraordinary adjusted EBITDA margin of approximately 85%. Free cash flow totaled $1.29 billion, underscoring the scalability of AppLovin’s business model and its ability to convert revenue growth into significant cash generation. The company also ended the quarter with $2.76 billion in cash and cash equivalents, providing substantial financial flexibility for continued investments, infrastructure expansion and shareholder returns. One of the biggest drivers behind the positive stock reaction appears to be the company’s decision to open its advertising platform to the broader public in June. Management indicated that advertisers globally will soon be able to directly access the Axon platform through self-serve capabilities. This transition could significantly expand adoption beyond AppLovin’s existing customer base and create a larger long-term revenue opportunity. Importantly, management emphasized that gaming remains the foundation of the business, but the consumer advertising vertical is now growing even faster than gaming. The company attributed much of this strength to continued improvements in its underlying AI models, which are enhancing advertiser scale and return on ad spend. The consumer vertical showed particularly strong momentum exiting the quarter. March advertising activity reportedly grew roughly 25% compared with January levels, while April delivered the strongest month ever for advertiser spending,...

Investor releaseQuarter not tagged2026-06-02

Palantir Leads Software Stocks as Earnings Revisions Improve

GuruFocus.com

This article first appeared on GuruFocus. Palantir Technologies Inc. (PLTR, Financials) led a group of highly rated software stocks as the sector gained momentum from stronger earnings growth, improved analyst sentiment and rising artificial intelligence adoption. Warning! GuruFocus has detected 4 Warning Signs with PLTR. Is PLTR fairly valued? Test your thesis with our free DCF calculator. Software stocks had a volatile start to the year, but investor interest has improved as earnings expectations move higher. According to Societe Generale strategist Manish Kabra, earnings-per-share revisions for the software sector have reached an eight-year high. The shift suggests analysts are becoming more confident in the sector's growth outlook. AI adoption is also helping software companies show new demand from enterprise customers looking to automate workflows, analyze data and improve productivity. Palantir remains one of the most closely watched names because of its position in government and commercial data software. Other bullish Quant-rated names include AppLovin, Synopsys, Rubrik, SentinelOne, LiveRamp and Agilysys. For investors, the key question is whether stronger earnings revisions can turn into lasting revenue growth. Upcoming quarterly results and guidance updates will show whether the software rebound has more room to run.

Investor releaseQuarter not tagged2026-06-02

3 Growth Companies With High Insider Ownership Expecting 67% Earnings Growth

Simply Wall St.

The United States market has experienced a notable upswing, climbing 1.6% in the last week and up 28% over the past year, with earnings projected to grow by 17% annually. In this environment, growth companies with high insider ownership stand out as potentially attractive investments due to their alignment of interests between management and shareholders and their potential for significant earnings expansion. Click here to see the full list of 176 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's uncover some gems from our specialized screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: AIRO Group Holdings, Inc. is a multi-faceted advanced Aerospace and Defense company operating in the United States, Europe, and internationally, with a market cap of $282.38 million. Operations: The company's revenue segments consist of Drones at $77.13 million, Avionics at $6.38 million, and Training at $4.51 million. Insider Ownership: 12.6% Earnings Growth Forecast: 67.2% p.a. AIRO Group Holdings is poised for growth with expected revenue expansion of 28.5% annually, outpacing the US market. Despite a volatile share price, insider transactions show more buying than selling recently. The company is exploring acquisitions to enhance its drone and avionics platforms while planning share repurchases to boost shareholder value. Recent product unveilings highlight AIRO's focus on defense and government applications, with promising advancements in autonomous aircraft technology aimed at commercialization by 2027. Click to explore a detailed breakdown of our findings in AIRO Group Holdings' earnings growth report. In light of our recent valuation report, it seems possible that AIRO Group Holdings is trading behind its estimated value. Simply Wall St Growth Rating: ★★★★★★ Overview: Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure with a market cap of $58.77 billion. Operations: The company's revenue primarily comes from its semiconductor segment, amounting to $1.00 billion. Insider Ownership: 10.3% Earnings Growth Forecast: 31.5% p.a. Astera Labs is experiencing rapid growth, with earnings projected to increase significantly at 31.5% annually, surpassing the US market average. Despite recent insider selling, the company’s revenue is expected to grow 26.4% per year, d...

Investor releaseQuarter not tagged2026-06-02

3 Growth Companies With High Insider Ownership And Up To 114% Earnings Growth

Simply Wall St.

The United States market has shown robust performance, climbing 1.6% in the last 7 days and up 28% over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often signal strong confidence from those closest to the business and can offer significant potential for earnings growth. Click here to see the full list of 176 stocks from our Fast Growing US Companies With High Insider Ownership screener. Underneath we present a selection of stocks filtered out by our screen. Simply Wall St Growth Rating: ★★★★★☆ Overview: REalloys Inc. is a North American company specializing in rare earth metals and permanent magnets, with a market cap of $548.05 million. Operations: The company's revenue is primarily derived from its Metals & Mining - Miscellaneous segment, totaling $0.80 million. Insider Ownership: 31.8% Earnings Growth Forecast: 69.1% p.a. REalloys, with high insider ownership, is poised for significant growth, driven by strategic alliances and innovative technologies. The company recently announced a partnership with Ramaco Resources to secure rare earth materials essential for U.S. strategic sectors. Despite reporting a net loss of US$75.56 million in 2025 and delayed SEC filings, REalloys' revenue is forecasted to grow rapidly at 66.8% annually, outpacing the market average significantly, although share price volatility remains a concern. Navigate through the intricacies of REalloys with our comprehensive analyst estimates report here. Insights from our recent valuation report point to the potential overvaluation of REalloys shares in the market. Simply Wall St Growth Rating: ★★★★★☆ Overview: Streamex Corp. is a medical device technology company that offers advanced digital signal processing solutions for electrophysiology in the United States, with a market cap of $273.53 million. Operations: Streamex Corp. generates its revenue through the provision of advanced digital signal processing solutions specifically designed for electrophysiology applications in the U.S. Insider Ownership: 12.1% Earnings Growth Forecast: 114.5% p.a. Streamex, with substantial insider ownership, is positioned for growth through its innovative tokenized securities platform. The recent launch of a 24/7 secondary liquidity infrastructure in partnership with Orca e...

Investor releaseQuarter not tagged2026-05-16

5 Insightful Analyst Questions From AppLovin’s Q1 Earnings Call

StockStory

AppLovin’s first quarter results for 2026 came in above Wall Street’s revenue and profit expectations, yet the market responded negatively to the report. Management attributed the quarter’s outperformance to strong advances in both its core gaming segment and the rapidly expanding consumer vertical. CEO Adam Foroughi emphasized that improved artificial intelligence (AI) models and greater adoption of hybrid monetization—where games combine in-app purchases and advertising—were key contributors. Foroughi noted, “AI technologies are now enabling these studios to do things they cannot do before,” pointing to a larger pipeline of games and higher advertiser engagement. Is now the time to buy APP? Find out in our full research report (it’s free). Revenue: $1.84 billion vs analyst estimates of $1.77 billion (59% year-on-year growth, 3.9% beat) Adjusted EPS: $3.76 vs analyst estimates of $3.64 (3.5% beat) Adjusted Operating Income: $1.44 billion vs analyst estimates of $1.39 billion (78.2% margin, 3.7% beat) Revenue Guidance for Q2 CY2026 is $1.93 billion at the midpoint, above analyst estimates of $1.89 billion EBITDA guidance for Q2 CY2026 is $1.63 billion at the midpoint, above analyst estimates of $1.59 billion Operating Margin: 78.2%, up from 72.5% in the same quarter last year Market Capitalization: $164.8 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matthew Cost (Morgan Stanley) asked for specifics on recent product breakthroughs and future milestones in the consumer vertical. CEO Adam Foroughi explained that rapid model improvements and increased data from new advertisers drive the platform’s virtuous growth cycle. Omar Dessouky (BofA) questioned the sustainability of gaming segment growth and GPU infrastructure needs. Foroughi responded that gaming’s momentum remains strong, with ample GPU capacity in place and no slowdown observed, emphasizing the importance of algorithmic leadership over sheer infrastructure size. Jason Bazinet (Citi) inquired about the impact of in-app purchase games shifting to hybrid monetization. Foroughi outlined that even partial migration to hybrid models could multiply revenue...

Investor releaseQuarter not tagged2026-05-16

Here’s Why AppLovin Corporation (APP) Is One of the Stocks With Best Earnings Growth For the Next Decade

Insider Monkey

AppLovin Corporation (NASDAQ:APP) is among the stocks with the best earnings growth for the next 10 years. On May 7, Cory Carpenter, an analyst at JPMorgan, elevated the price target on AppLovin Corporation (NASDAQ:APP) to $515 from $500 and maintained a Neutral rating. This price hike came shortly after the company’s first-quarter beat. In Q1, AppLovin Corporation (NASDAQ:APP) delivered a remarkable performance, outperforming EPS by $0.12 and $0.06 billion, respectively. Looking ahead, management projects revenue in the range of $1.915 billion to $1.945 billion and an adjusted EBITDA margin between 84% and 85%. Regarding its future projects, CEO Adam Foroughi said, Wall Street reacted positively to the first quarter report. On May 8, Deutsche Bank lifted the price target on AppLovin Corporation (NASDAQ:APP) to $660 from $640 and reiterated a Buy rating on May 8. A day earlier, Piper Sandler also raised the price target on the company to $665 from $650, citing the company’s largest percentage beat since Q1 2025. The firm has an Overweight rating on the stock. AppLovin Corporation (NASDAQ:APP) is a California-based company that provides AI-powered solutions to help developers enhance the marketing and monetization of their content. Founded in 2011, the company operates through two segments: Advertising and Apps. While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Investor releaseQuarter not tagged2026-05-15

3 Growth Companies With High Insider Ownership And Up To 71% Earnings Growth

Simply Wall St.

In the last week, the United States market has stayed flat, yet it has seen a remarkable 25% increase over the past year with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business in its potential for continued success. Click here to see the full list of 187 stocks from our Fast Growing US Companies With High Insider Ownership screener. Below we spotlight a couple of our favorites from our exclusive screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: Aeluma, Inc. develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States with a market cap of $488.06 million. Operations: The company's revenue is primarily derived from its Semiconductor Equipment and Services segment, which generated $5.23 million. Insider Ownership: 25.8% Earnings Growth Forecast: 68.6% p.a. Aeluma is positioned for significant growth with forecasted revenue expansion of 77% annually, outpacing the US market. Despite a volatile share price and recent net losses, its strategic focus on high-growth sectors like AI infrastructure and quantum technologies is bolstered by substantial U.S. government contracts exceeding US$4 million. The company's innovative quantum dot laser platform, supported by NASA awards, enhances its competitive edge in photonics integration. However, low projected return on equity remains a concern. Click to explore a detailed breakdown of our findings in Aeluma's earnings growth report. Our valuation report here indicates Aeluma may be overvalued. Simply Wall St Growth Rating: ★★★★☆☆ Overview: STAAR Surgical Company designs, develops, manufactures, and sells phakic implantable lenses and accessory delivery systems for the eye, with a market cap of approximately $1.40 billion. Operations: The company's revenue is primarily generated from its ophthalmic surgical products, totaling $239.44 million. Insider Ownership: 26.2% Earnings Growth Forecast: 71.6% p.a. STAAR Surgical's growth potential is underscored by its forecasted revenue increase of 11.8% annually, slightly above the US market average. Recent earnings showed significant improvement with sales reaching US$93.52 million, a substantial rise from the previous year, and a shift to n...

Investor releaseQuarter not tagged2026-05-15

3 High-Growth Insider-Owned Companies With Earnings Surging Up To 80%

Simply Wall St.

Over the last 7 days, the United States market has risen by 1.1%, contributing to an impressive 27% climb over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, companies that exhibit high growth potential and significant insider ownership can be particularly appealing, as they often indicate strong confidence from those closest to the business. Click here to see the full list of 181 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Evolus, Inc. is a performance beauty company that provides products in the cash-pay aesthetic market across the United States, Canada, Europe, and Australia with a market cap of $442.54 million. Operations: The company's revenue segment focuses on delivering medical aesthetic products to the cash-pay aesthetic market, generating $301.79 million. Insider Ownership: 11.1% Earnings Growth Forecast: 66.7% p.a. Evolus, Inc. is poised for significant growth with its forecasted profitability within three years and revenue growth expected to outpace the broader US market at 14.4% annually. Recent earnings show a narrowing net loss, and the company anticipates annual revenues between US$327 million and US$337 million for 2026. The upcoming European launch of Estyme marks an international expansion in dermal fillers, potentially enhancing revenue streams despite historically volatile share prices and negative shareholders' equity concerns. Click here and access our complete growth analysis report to understand the dynamics of Evolus. Our expertly prepared valuation report Evolus implies its share price may be lower than expected. Simply Wall St Growth Rating: ★★★★★★ Overview: Upstart Holdings, Inc. operates a cloud-based AI lending platform in the United States and has a market cap of approximately $2.58 billion. Operations: The company's revenue is primarily derived from its personal lending segment, which generated $1.01 billion. Insider Ownership: 12.8% Earnings Growth Forecast: 58.5% p.a. Upstart Holdings is positioned for robust growth, with earnings projected to rise significantly at 58.5% annually, outpacing the US market. Despite a recent net loss of US$6.65 million in Q1 2026, insider activity indicates more buying than selling over...

As of 2026-07-18 • Updated weeklySource: Earnings sourceIngestion runbook