AppLovin shares trade at $228.50, about 69% below their 52-week high after legal and competitive headwinds, though the article stresses the company's high margins and low debt. In the second quarter, revenue rose 53% year over year to $1.92 billion, about $20 million short of forecasts, and adjusted EBITDA reached $1.61 billion, an 84% margin. Management blamed lighter AI model improvements, and shares fell 16% after hours; third-quarter revenue guidance was $2.055 billion to $2.085 billion, up 46% to 48%. The article cites an InvestingPro Fair Value of $362.89, labeled 'Bargain', analyst price targets of $325 to $625 with a $452.95 consensus, and a trailing P/E of 17.3 times. Most brokers that have weighed in since August rate the stock Buy.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.6T |
| Close on 11/02/2026 | 606.73 |
| Change that session | -1.34% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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