AppLovin（APP）株式概要
AppLovin Corporationは、人工知能を活用したエンドツーエンドの広告ソリューションを米国内外の企業に提供しています。 詳細
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AppLovin Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$305.77 |
| 52週高値 | US$745.61 |
| 52週安値 | US$298.00 |
| ベータ | 2.53 |
| 1ヶ月の変化 | -25.87% |
| 3ヶ月変化 | -36.52% |
| 1年変化 | -30.77% |
| 3年間の変化 | 669.04% |
| 5年間の変化 | 312.09% |
| IPOからの変化 | 368.97% |
最新ニュース
ナラティブ更新 • Aug 20
APP: AI Advertising Expansion And Buybacks Will Drive Future Upside
Analysts have reduced their price target on AppLovin to about $528 from roughly $648, reflecting updated assumptions around a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a lower future P/E multiple. What’s in the News for AppLovin AppLovin shares fell about 5% after Bank of America cut its rating from Buy to Neutral and lowered its price target from US$430 to US$400, citing concerns about sustaining long term 30% year over year revenue growth and the durability of the AXON AI growth engine.Seeking Alpha • Aug 15
AppLovin: One Of The Most Impressive Businesses I Have Ever Seen
Summary With its Axon 2 AI-powered advertising platform, AppLovin is completely dominating in mobile games and is currently trying to replicate its success in new frontier markets like e-commerce and CTV. Management is confident that a top-line growth between 20% and 30% is sustainable over the long term. Annual revenue growth is expected at around 47% in the third quarter. AppLovin is one of the most profitable companies I am aware of, with a net profit margin above 65% and a free cash flow margin above 50%. The stock is currently trading at a forward 2027 price-to-earnings ratio of ~15x. Using free cash flows, we are talking about a forward 2026 yield of ~4.7%. Putting my money where my mouth is, I purchased my first APP shares on August 12th. My average cost basis currently stands at $306.94. The lower the stock goes, the more I am going to buy. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 06
APP: Buybacks And Officer Exculpation Will Support Post Selloff Recovery
Analysts have trimmed their fair value estimate for AppLovin from about $852.42 to $813.93 as they apply a higher discount rate and slightly adjust long term assumptions on revenue growth, profit margin and future P/E expectations. What’s in the News for AppLovin AppLovin reported Q2 revenue of about US$1.92b versus Wall Street estimates of US$1.94b, while earnings per share of US$3.76 came in above the estimated US$3.67.Recent updates
ナラティブ更新 • Aug 20
APP: AI Advertising Expansion And Buybacks Will Drive Future Upside
Analysts have reduced their price target on AppLovin to about $528 from roughly $648, reflecting updated assumptions around a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a lower future P/E multiple. What’s in the News for AppLovin AppLovin shares fell about 5% after Bank of America cut its rating from Buy to Neutral and lowered its price target from US$430 to US$400, citing concerns about sustaining long term 30% year over year revenue growth and the durability of the AXON AI growth engine.Seeking Alpha • Aug 15
AppLovin: One Of The Most Impressive Businesses I Have Ever Seen
Summary With its Axon 2 AI-powered advertising platform, AppLovin is completely dominating in mobile games and is currently trying to replicate its success in new frontier markets like e-commerce and CTV. Management is confident that a top-line growth between 20% and 30% is sustainable over the long term. Annual revenue growth is expected at around 47% in the third quarter. AppLovin is one of the most profitable companies I am aware of, with a net profit margin above 65% and a free cash flow margin above 50%. The stock is currently trading at a forward 2027 price-to-earnings ratio of ~15x. Using free cash flows, we are talking about a forward 2026 yield of ~4.7%. Putting my money where my mouth is, I purchased my first APP shares on August 12th. My average cost basis currently stands at $306.94. The lower the stock goes, the more I am going to buy. Read the full article on Seeking Alphaナラティブ更新 • Aug 06
APP: Buybacks And Officer Exculpation Will Support Post Selloff Recovery
Analysts have trimmed their fair value estimate for AppLovin from about $852.42 to $813.93 as they apply a higher discount rate and slightly adjust long term assumptions on revenue growth, profit margin and future P/E expectations. What’s in the News for AppLovin AppLovin reported Q2 revenue of about US$1.92b versus Wall Street estimates of US$1.94b, while earnings per share of US$3.76 came in above the estimated US$3.67.
ナラティブ更新 • Jul 11
APP: AI Advertising Expansion And Buybacks Will Shape Balanced 2026 Return Profile
Analysts raised their AppLovin price target by about $11 to $469, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E that collectively support a slightly higher valuation framework. What’s in the News for AppLovin Raymond James initiated coverage of AppLovin with a Strong Buy rating and a US$640 price target, highlighting the company’s push beyond mobile gaming into e commerce advertising through its AXON AI platform, which was recently opened globally as AppLovin Ads.ナラティブ更新 • Jun 27
APP: AI Ad Platform Launch And Buybacks Will Support Measured 2026 Return Potential
Analysts have modestly raised their fair value estimate for AppLovin from $429.35 to $458.24, citing updated assumptions for revenue growth, discount rate, profit margin, and future P/E that feed into refreshed price target models. What’s in the News for AppLovin AppLovin reported Q1 2026 revenue of US$1.84b and adjusted EPS of US$3.56, with an adjusted EBITDA margin of about 85% and net income of roughly US$1.2b, driven by its AI powered AXON 2.0 advertising platform and strength in both mobile gaming and newer consumer and e commerce verticals.ナラティブ更新 • Jun 13
APP: AI Advertising Rollout And Buybacks Will Support Further Upside
Analysts now set a slightly higher price target for AppLovin at $648.10, compared with the prior $646.86. The adjustment is tied to updated fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and a projected future P/E of 30.99x.ナラティブ更新 • May 30
APP: Ongoing Buybacks And Officer Exculpation Will Support Future Upside
Analysts have slightly reduced their fair value estimate for AppLovin from about $860 to roughly $852 per share, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that modestly reset the stock's risk and reward profile. What's in the News From January 1, 2026 to March 31, 2026, AppLovin repurchased 2,170,000 shares, or 0.64% of its stock, for US$1,004.46m under its existing buyback program, bringing total repurchases under the plan announced on February 28, 2022 to 79,469,556 shares, or 22.26%, for US$5,595.52m (Key Developments).ナラティブ更新 • May 14
APP: Ongoing Buybacks Will Support Future Upside At Current Pricing
Analysts are keeping their $860.00 price target for AppLovin unchanged, citing adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that largely offset each other in their updated models. What's in the News From January 1, 2026 to March 31, 2026, AppLovin repurchased 2,170,000 shares, representing 0.64%, for US$1,004.46m.
新しいナラティブ • May 13
AXON's E-Commerce Expansion Will Unlock AppLovin's Next Growth Chapter
AppLovin has quietly built one of the most profitable AI software platforms in the public markets. The core thesis is simple: AXON, the company's proprietary AI advertising engine, is expanding beyond its proven mobile gaming foundation into e-commerce — a transition that could dramatically expand the total addressable market and re-rate the stock.ナラティブ更新 • Apr 29
APP: Share Repurchases Will Support Future Upside At Current Pricing
Analysts now see AppLovin's fair value holding at $860, with a slightly lower discount rate, a modestly higher revenue growth outlook near 40%, a stable profit margin around 72%, and a marginally lower future P/E closer to 34. Together, these factors support a steady price target narrative rather than a major reset.ナラティブ更新 • Apr 15
APP: Ongoing Buybacks And Strong 2026 Guidance Will Support Further Upside
Analysts have trimmed their average price target for AppLovin slightly, by about $5 per share. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views.ナラティブ更新 • Apr 01
APP: Share Buybacks And 2026 Revenue Outlook Will Support Balanced Return Potential
Analysts have lowered their price target on AppLovin from $476.89 to $429.35, citing updated assumptions for revenue growth, profit margins, and a reduced future P/E multiple as the main factors behind the revision. What's in the News AppLovin reported that between October 1, 2025 and December 31, 2025 it repurchased 660,000 shares, representing 0.19% of its shares, for US$409.49 million under its ongoing buyback program (Key Developments).ナラティブ更新 • Mar 18
APP: Share Repurchases And Margin Outlook Will Drive Future Upside
Analysts now see higher upside for AppLovin, lifting the fair value estimate from $650.00 to $860.00 as they factor in updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News AppLovin completed a buyback tranche between October 1, 2025 and December 31, 2025, repurchasing 660,000 shares for $409.49 million, equal to 0.19% of its shares under the existing program (Key Developments).ナラティブ更新 • Mar 04
APP: Higher 2026 Guidance And Strong Margins Will Support Further Upside
Analysts have lowered their AppLovin price target to $651.43 from $737.21 as they incorporate updated assumptions around revenue growth, profit margins and a reduced future P/E multiple, which reflects a more balanced view of the company’s risk and return profile. What's in the News AppLovin issued earnings guidance for the first quarter of 2026, with total revenue expected to be in the range of $1.745 billion to $1.775 billion (Key Developments).ナラティブ更新 • Feb 17
APP: Higher 2026 Revenue Outlook And Rich Margins Will Support Upside Potential
Analysts have adjusted their price target on AppLovin to $476.89 from $530.78, citing updated assumptions around revenue growth, profit margins, and future P/E multiples. What's in the News AppLovin issued new earnings guidance for the first quarter of 2026, setting expected total revenue in a range of US$1.745b to US$1.775b (Key Developments).分析記事 • Feb 04
AppLovin Corporation (NASDAQ:APP) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless
AppLovin Corporation ( NASDAQ:APP ) shareholders that were waiting for something to happen have been dealt a blow with...ナラティブ更新 • Feb 03
APP: Ongoing Buybacks And Rich Margins Will Likely Keep Shares Rangebound
Analysts now see lower upside for AppLovin, trimming their price expectations from about US$544.25 to roughly US$530.78, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News AppLovin issued earnings guidance for the fourth quarter of 2025, with expected revenue in a range of US$1,570m to US$1,600m.ナラティブ更新 • Jan 20
APP: Heavy Buybacks And Lofty Margins Will Likely Cap Future Upside
Analysts have nudged their fair value estimate for AppLovin to $544.25, a modest move from $538.97. The change reflects refreshed assumptions around revenue growth, profit margins, discount rate and future P/E multiples.ナラティブ更新 • Jan 06
APP: Rich Buybacks And Margin Assumptions Will Likely Overstretch Future Returns
Analysts have lifted their price target on AppLovin from US$318.43 to US$538.97, citing updated assumptions around revenue growth, profit margins and future P/E. They now view these assumptions as more supportive of a higher fair value range.分析記事 • Dec 19
Subdued Growth No Barrier To AppLovin Corporation (NASDAQ:APP) With Shares Advancing 31%
AppLovin Corporation ( NASDAQ:APP ) shares have had a really impressive month, gaining 31% after a shaky period...ナラティブ更新 • Dec 17
APP: Share Repurchases And Index Additions Will Support Future Measured Upside
Analysts have raised their price target on AppLovin by about 9 dollars to roughly 737 dollars per share, citing slightly stronger long term revenue growth assumptions and a modest uptick in expected valuation multiples, despite a marginally lower projected profit margin. What's in the News AppLovin completed a major share repurchase tranche, buying back 1,187,000 shares in the third quarter of 2025.ナラティブ更新 • Dec 03
APP: Expanded Share Repurchases Will Drive Future Bullish Momentum
Analysts have modestly raised their price target on AppLovin by about 1 percent to approximately 728.25 dollars, citing slightly stronger expected revenue growth, marginally improved profit margins, and a still elevated but easing future earnings multiple. What's in the News AppLovin expanded its share repurchase activity, completing the buyback of 76.6 million shares, or about 21.4% of shares outstanding, for roughly 4.18 billion dollars, including 1.19 million shares repurchased in the latest quarter for 510.29 million dollars (company buyback update).ナラティブ更新 • Nov 19
APP: Share Buyback Authorization Will Drive Increased Bullish Momentum
Analysts have raised their price target for AppLovin from $649.96 to $718.71, citing improved profit margins and a lower discount rate as key drivers for the updated valuation. What's in the News AppLovin completed the repurchase of over 76.6 million shares, representing 21.42% of its outstanding shares for $4.18 billion.ナラティブ更新 • Nov 01
APP: Index Additions And Profit Margin Gains Will Shape Outlook
Analysts have slightly raised their price target for AppLovin from $646.30 to $649.96, citing expectations for higher revenue growth and improved profit margins in the future. What's in the News AppLovin has been added to several major indices, including the S&P Global 1200, S&P 500 Growth, S&P Composite 1500, and S&P 500 (Key Developments) The company was added to the S&P 500 Equal Weighted and S&P 500 Software & Services (Industry Group) indices (Key Developments) AppLovin was removed from the Russell Small Cap Comp Growth Index (Key Developments) The company repurchased 732,000 shares, bringing the total buyback to over 75 million shares under the program announced in 2022 (Key Developments) Earnings guidance for the third quarter of 2025 was provided, with expected revenue between $1,320 million and $1,340 million (Key Developments) Valuation Changes Consensus Analyst Price Target has risen slightly from $646.30 to $649.96.ナラティブ更新 • Oct 18
AXON And Shopify Integration Will Unlock Global Mobile Advertising
Narrative Update: AppLovin Analyst Price Target Revised Upward Analysts have raised their fair value price target for AppLovin from $613.59 to $646.30, citing improved revenue growth projections and a slight increase in expected profit margins. What's in the News AppLovin Corporation was added to the S&P Global 1200 index (Key Developments) AppLovin joined the S&P 500 Equal Weighted index (Key Developments) The company was dropped from the Russell Small Cap Comp Growth Index (Key Developments) A repurchase of 732,000 shares was completed between April and June 2025, marking over 21% completed under the buyback program (Key Developments) The company issued earnings guidance for the third quarter of 2025, with expected revenue between $1,320 million and $1,340 million (Key Developments) Valuation Changes Consensus Analyst Price Target increased from $613.59 to $646.30, reflecting a higher valuation outlook.ナラティブ更新 • Oct 03
AXON And Shopify Integration Will Unlock Global Mobile Advertising
AppLovin's analyst price target has been revised upward by analysts, increasing from $517.81 to $613.59. This reflects continued optimism about the company's revenue growth and future earnings outlook.ナラティブ更新 • Sep 17
AXON And Shopify Integration Will Unlock Global Mobile Advertising
The upward revision in AppLovin’s price target reflects a modest increase in its expected future P/E multiple while revenue growth forecasts remain largely unchanged, resulting in a new consensus target of $517.81. What's in the News Repurchased 732,000 shares for $270.03 million from April to June, completing the buyback of 75.45 million shares (21.07%) for $3.67 billion.分析記事 • Sep 05
Investors Appear Satisfied With AppLovin Corporation's (NASDAQ:APP) Prospects As Shares Rocket 32%
AppLovin Corporation ( NASDAQ:APP ) shares have had a really impressive month, gaining 32% after a shaky period...ナラティブ更新 • Sep 02
AXON And Shopify Integration Will Unlock Global Mobile Advertising
AppLovin’s valuation outlook remains stable, with both its future P/E and discount rate essentially unchanged, resulting in only a slight increase in the consensus analyst price target from $493.19 to $499.14. What's in the News Repurchased 732,000 shares for $270.03 million, completing 75,452,556 shares or 21.07% under the buyback program since February 2022.株主還元
| APP | US Media | US 市場 | |
|---|---|---|---|
| 7D | -3.1% | -1.8% | -1.5% |
| 1Y | -30.8% | -18.9% | 17.9% |
業界別リターン: APP過去 1 年間で-18.9 % の収益を上げたUS Media業界を下回りました。
リターン対市場: APPは、過去 1 年間で17.9 % のリターンを上げたUS市場を下回りました。
価格変動
| APP volatility | |
|---|---|
| APP Average Weekly Movement | 10.7% |
| Media Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: APP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: APPの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 887 | Adam Foroughi | www.applovin.com |
AppLovin Corporationは、人工知能を活用したエンドツーエンドの広告ソリューションを米国内外の企業に提供している。広告とアプリの2つのセグメントで事業を展開。同社は、開発者がマーケティング活動を自動化、最適化、管理できるようにするマーケティング・ソリューション・スイート「Axon Ads Manager」、リアルタイムの競争オークションを実行することでパブリッシャーの広告在庫の価値を最適化するアプリ内入札技術「MAX」、測定および分析マーケティング・プラットフォーム「Adjust」、コンテンツ企業向けにストリーミング動画を配信するコネクテッドTVプラットフォーム「Wurl」を提供し、広告およびパブリッシング・ソリューションを提供している。個人、中小企業、独立系企業、広告主や広告ネットワーク、モバイルアプリのパブリッシャー、インディーズスタジオの開発者にサービスを提供している。同社は2011年に法人化され、カリフォルニア州パロアルトに本社を置いている。
AppLovin Corporation 基礎のまとめ
| APP 基礎統計学 | |
|---|---|
| 時価総額 | US$103.33b |
| 収益（TTM） | US$4.41b |
| 売上高(TTM) | US$6.83b |
23.2x
PER（株価収益率15.0x
P/SレシオAPP は割高か？
公正価値と評価分析を参照収益と収入
| APP 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.83b |
| 売上原価 | US$787.82m |
| 売上総利益 | US$6.04b |
| その他の費用 | US$1.63b |
| 収益 | US$4.41b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 13.18 |
| グロス・マージン | 88.46% |
| 純利益率 | 64.57% |
| 有利子負債／自己資本比率 | 111.1% |
APP の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/21 03:57 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
AppLovin Corporation 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49
| アナリスト | 機関 |
|---|---|
| David Mak | Arete Research Services LLP |
| Michael Hickey | Benchmark Company |
| Omar Dessouky | BofA Global Research |