US · Communication Services · Advertising Agencies
EPS came in at 2.45 against a street estimate of 3.94 — a miss of 37.8%.
Analysts rate Applovin Corp a buy (27 buy, 6 hold, 0 sell out of 33) with an average price target of $448.43.
MIXED Q2 revenue $1.92B (+53% YoY) slightly below guidance due to lighter-than-expected model improvements. Consumer surged 28% above prior peak. Q3 reaccelerating with new model live. Company confident in long-term 30% CAGR thesis. Q2 2026 US drove acceleration; international slowed. Consumer concentrated in Western markets. No material geopolitical factors cited. Analysts pressed on gaming health (CPI inflation, install trends), e-commerce SMB friction (creative bottleneck), and long-term scaling (brand vs. partnerships). Management defended gaming via MAX publisher growth metrics, detailed creative tool roadmap, and committed to mid-market partnership sequencing before long tail. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.18% |
| Vanguard Capital Management, LLC | 5.30% |
| FMR Inc | 5.17% |
| State Street Corp | 3.62% |
| Amvescap Plc. | 3.28% |
| Capital World Investors | 2.44% |
| Geode Capital Management, LLC | 2.20% |
| Baillie Gifford & Co Limited. | 1.93% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $2,184,815 thousand, up from $1,405,045 thousand in the same period of | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $2,184,815, up 55% from $1,405,045 in the year-ago quarter. • Net income was $1,438,902, up 72% ye | 2026-11-04 |
| Quarterly report · Q2 2026 APPLOVIN CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6 months): $3,766.1 million (2025: $2,417.7 million) — up 55.8% • Revenue (Q | 2026-08-05 |
| Results announced · Q3 2026 APPLOVIN CORPORATION - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $1,924 million (up 53% vs Q2 2025's $1,259 million) • Q2 2026 Ne | 2026-08-05 |
| Shareholder vote results · Q2 2026 APPLOVIN CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 3, 2026 • 306,053,394 Class A shares and 30,207,521 | 2026-06-05 |
| Quarterly report · Q1 2026 APPLOVIN CORPORATION - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $1,842.5 million (up 59% from $1,159.0 million in Q1 2025) • Net inc | 2026-05-06 |
| Results announced · Q2 2026 APPLOVIN CORPORATION – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1,842 million (Q1 2026) vs. $1,159 million (Q1 2025) – 59% increase • N | 2026-05-06 |
| Proxy statement · Q2 2026 APPLOVIN CORPORATION PROXY STATEMENT (DEF 14A) SUMMARY --- CEO COMPENSATION & CHANGE • Adam Foroughi (CEO) Total 2025 Compensation: $400,025,000 | 2026-04-21 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Applovin Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.