Nama Insights

AppLovin (APP)

Communication Services · Advertising Agencies · NASDAQ

S&P 500Nasdaq-100
AppLovin (APP) is a Communication Services company in the Advertising Agencies industry. It has a market capitalization of $129.62B, a trailing price-to-earnings ratio of 25.6 and a free-cash-flow yield of 3.0%. Over the most recent reported fiscal year, revenue grew 70.0% and free cash flow per share grew 93.4%. Nama's AI scorecard rates it Strong Buy, 8.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Strong Buy · 8.9/10
The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.
Momentum
Trailing · -54.7% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-47.5%
How far the last close sits under the highest price of the past five years.
Market cap$129.62B
Trailing P/E25.6
Price / book41.5
Price / sales19.2
FCF yield3.0%
Dividend yield—
Gross margin88.5%
Operating margin77.4%
Net margin64.6%
Revenue growth (YoY)+70.0%
Revenue growth (3-yr annual)+24.8%
EPS growth (YoY)+91.3%
FCF/share growth (YoY)+93.4%
Beta2.6
ExchangeNASDAQ
SectorCommunication Services
IndustryAdvertising Agencies

APP earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $4.74). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $4.30 $4.03 +6.7% $2.18B
Q2 2026 Aug 5, 2026 $3.76 $3.74 +0.5% $1.92B
Q1 2026 May 6, 2026 $3.76 $3.64 +3.3% $1.84B
Q4 2025 Feb 11, 2026 $3.48 $3.11 +11.9% $1.66B

APP analyst price target

Median target $440.00 from 31 analysts, ranging $325.00 – $625.00.

Advertising Agencies peers

TickerCompanyMarket capP/E
OMC Omnicom Group $23.70B 8.8
TTD Trade Desk $6.11B 7.8
WPP WPP $5.88B 5.4
MGNI Magnite $3.93B 25.8
LFTO Liftoff Mobile $3.07B —
STGW Stagwell $2.89B 11.0
DV DoubleVerify $2.12B 14.3
ZD Ziff Davis $1.70B 8.7
Explore live APP data on Nama Insights →

Recent Congressional trades

AppLovin trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Buy $1,001 - $15,000 Oct 12, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Sep 10, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Sep 4, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 May 8, 2026
Gilbert Cisneros House Sell $15,001 - $50,000 Apr 7, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Apr 7, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Mar 9, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Mar 9, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025

APP FAQ

Is APP a buy?
Nama's AI scorecard currently rates AppLovin Strong Buy (8.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is APP's P/E ratio?
AppLovin trades at a trailing price-to-earnings ratio of 25.6.
When does APP report earnings?
AppLovin's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $4.74.
What is the APP price target?
The median analyst price target from 31 analysts is $440.00, with a range of $325.00 – $625.00.
Is APP Shariah compliant?
Nama's AAOIFI-style screen reads AppLovin as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.