AppLovin beats Q4 revenue, profit expectations

Overview

• Marketing platform's Q4 revenue rose 66% yr/yr, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company repurchased 0.8 mln shares of Class A stock in Q4

Outlook

• AppLovin forecasts Q1 2026 revenue between $1.745 bln and $1.775 bln

• Company expects Q1 2026 adjusted EBITDA between $1.465 bln and $1.495 bln

• AppLovin sees Q1 2026 adjusted EBITDA margin at 84%

Result Drivers

• REVENUE GROWTH - AppLovin's Q4 revenue rose 66% yr/yr, driven by its marketing platform capabilities

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 26 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for Applovin Corp is $750.00, about 58.6% above its February 10 closing price of $472.92

• The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 49 three months ago

Press Release: ID:nBw5Mvz6Ba

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