APP · AppLovin Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $1.61B | Second Quarter 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income from continuing operations 1.27B
+51.16M Interest expense
-59.86M Other (income) expense, net
+238.99M Provision for income taxes
+32.56M Amortization, depreciation and write-offs
-2.36M Non-operating foreign exchange gain
+85.78M Stock-based compensation
+59K Transaction-related expense
+963K Restructuring costs
= Adjusted EBITDA 1.61B
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| Class A and Class B common stock outstanding | 335M | the end of 2Q 2026 | — |
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| Free Cash Flow non-GAAP | $863.3M | the second quarter 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 869.04M
-1.43M Purchase of property and equipment
-4.3M Principal payments of finance leases
= Free Cash Flow 863.32M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Advertising Agencies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APP
this stock
AppLovin Corp
|
$105.56B | -53.2% | +70.0% | 24.3 | 3.6% |
|
OMC
Omnicom Group Inc.
|
$24.96B | +8.4% | +10.1% | — | 9.5% |
|
QMMM
QMMM Holdings Ltd
|
$6.83B | — | -3.9% | — | 7.3% |
|
TTD
Trade Desk, Inc.
|
$6.64B | -62.8% | +18.5% | 16.8 | 16.0% |
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WPP
WPP plc
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$5.80B | +19.8% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APP | -9.0% | -25.7% | -17.1% | -20.3% | -53.2% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -9.4% | -30.2% | -30.9% | -24.2% | -67.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.