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Stock Library / APP
APP Communication Services Latest YouTube: Q1 2026 Published 2026-05-07

AppLovin Corporation

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Latest earnings video

APP Stock: EPS Beats by 25% — Q1 2026 Earnings Analysis

Published 2026-05-07

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Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
2026-05-07
Podcast available
Yes
Current price
$305.77
-3.03 (-0.98%)
Trailing / Forward P/E
23.52x
Forward: 14.56x
Market cap / Volume
—
Volume: —
Revenue / Earnings Growth
52.8%
Earnings: 57.0%
Margins
77.7% op
Gross: 88.5% · Net: 64.6%
Balance sheet
4.30x current
Debt / Equity: 111.1
52-week range / Beta
$298.00 - $745.61
Beta: 2.53
Analyst target
$526.39
Upside: 72.2%
Cash / shareholder return
3.10% FCF yield
Dividend yield: —

Company context

Industry: Advertising Agencies
Country: United States
Employees: —
Price to book: 32.41x
Return on equity: 203.7%
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.

Price chart

Market context for APP

Competitive view

APP vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

AppLovin Corporation latest YouTube video thumbnail YouTube
AppLovin Corporation
APP
YouTube Podbean
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
T-Mobile US, Inc. latest YouTube video thumbnail YouTube
T-Mobile US, Inc.
TMUS
YouTube Spotify Podbean
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Comcast Corporation latest YouTube video thumbnail YouTube
Comcast Corporation
CMCSA
YouTube Podbean
Latest video
Q2 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
APP
$102.72B
AppLovin Corporation
TMUS
$196.34B
T-Mobile US, Inc.
CMCSA
$95.28B
Comcast Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
APP
23.5x
AppLovin Corporation
TMUS
19.2x
T-Mobile US, Inc.
CMCSA
8.6x
Comcast Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
APP
14.6x
AppLovin Corporation
TMUS
12.7x
T-Mobile US, Inc.
CMCSA
7.4x
Comcast Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
APP
52.8%
AppLovin Corporation
TMUS
7.9%
T-Mobile US, Inc.
CMCSA
-1.2%
Comcast Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
APP
57.0%
AppLovin Corporation
TMUS
5.3%
T-Mobile US, Inc.
CMCSA
-66.8%
Comcast Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
APP
77.7%
AppLovin Corporation
TMUS
25.2%
T-Mobile US, Inc.
CMCSA
17.2%
Comcast Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
APP
88.5%
AppLovin Corporation
TMUS
63.1%
T-Mobile US, Inc.
CMCSA
69.4%
Comcast Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
APP
64.6%
AppLovin Corporation
TMUS
11.5%
T-Mobile US, Inc.
CMCSA
9.0%
Comcast Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
APP
203.7%
AppLovin Corporation
TMUS
18.0%
T-Mobile US, Inc.
CMCSA
11.5%
Comcast Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
APP
3.1%
AppLovin Corporation
TMUS
5.8%
T-Mobile US, Inc.
CMCSA
13.3%
Comcast Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
APP
111.13x
AppLovin Corporation
TMUS
214.03x
T-Mobile US, Inc.
CMCSA
100.47x
Comcast Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
APP
4.30x
AppLovin Corporation
TMUS
0.92x
T-Mobile US, Inc.
CMCSA
0.80x
Comcast Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
APP
2.53
AppLovin Corporation
TMUS
0.33
T-Mobile US, Inc.
CMCSA
0.65
Comcast Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
APP
—
AppLovin Corporation
TMUS
2.2%
T-Mobile US, Inc.
CMCSA
5.0%
Comcast Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
APP
72.2%
AppLovin Corporation
TMUS
33.0%
T-Mobile US, Inc.
CMCSA
12.0%
Comcast Corporation

Episode timeline

Episode archive for APP

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-07
Published youtube podcast complete
APP Stock: EPS Beats by 25% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for AppLovin Corporation. Use the links on the right to open the video or podcast episode.
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