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
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.66 bln
$1.60 bln (20 Analysts)
Q4 EPS
Beat
$3.24
$2.93 (17 Analysts)
Q4 Adjusted EBITDA
Beat
$1.40 bln
$1.32 bln (21 Analysts)
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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
