APP AppLovin
Communication Services · Advertising · close $266.13 (2026-10-16) · latest quarter in EDGAR: 2026-06-30
AppLovin (APP) has a ThetaGrade House Rating of 71/100 (grade B), ranking #16 of 31 in Communication Services. Its strongest pillars are profitability (93) and growth (81); its weakest is analyst sentiment (17). TTM revenue growth is 76.3% and operating margin 77.4%.
Data as of .
Analyst sentiment
weight 7.5% · 17| Consensus score (1–5) (3.8%) | derived | 55 |
| 90-day net rating shift (3.8%) | derived | 0 |
Growth
weight 30.83% · 81| Revenue growth YoY (TTM) (12.3%) | 76.3% | 96 |
| EPS growth YoY (TTM) (12.3%) | 85.1% | 95 |
| Revenue acceleration (6.2%) | -6.1% | 25 |
Profitability
weight 18.5% · 93| Operating margin (9.9%) | 77.4% | 100 |
| 4Q gross-margin change (8.6%) | 3.5% | 85 |
Balance sheet
weight 18.5% · 79| Net debt / EBITDA (9.9%) | 0.08× | 72 |
| Current ratio (4.9%) | 4.30 | 90 |
| Interest coverage (3.7%) | 26.36× | 83 |
Cash flow
weight 12.33% · 71| FCF margin (6.2%) | 71.9% | 96 |
| FCF yield (6.2%) | 4.4% | 46 |
Valuation
weight 12.33% · 29| P/E (inverted) (6.2%) | 20.46× | 50 |
| EV/Sales (inverted) (6.2%) | 13.13× | 8 |
Technicals (EOD)
| RSI(14) | 36.9 |
| EMA 9 / 21 | 274.95 / 287.44 |
| 200-day SMA | 434.73 |
| Volume vs 20d avg | 0.66× |
| 20-day return | -17.2% |
Exit-rule monitor
- WATCHAnalyst drift: net bullish ratings down ≥2 over ~90 days
- WATCHTrend: close below 200-day average
Data source per metric (SEC XBRL tag or derivation): Revenue: RevenueFromContractWithCustomerExcludingAssessedTax · Gross profit: Revenue − CostOfRevenue · Operating income: OperatingIncomeLoss · Interest expense: InterestExpenseDebt · D&A: DepreciationDepletionAndAmortization · EPS: EarningsPerShareDiluted · Market cap: SEC shares (us-gaap CommonStockSharesOutstanding (balance sheet)) × EOD close · P/E: EOD close ÷ SEC TTM EPS (EarningsPerShareDiluted).
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FAQ
- What is APP's House Rating?
- APP scores 71 out of 100 (grade B) as of 2026-10-16, ranking #16 of 31 Communication Services stocks we cover.
- What do analysts say about APP?
- ThetaGrade's analyst-sentiment pillar for APP scores 17/100 against its sector peers, which we read as negative. This is our own derived score; we do not republish individual analyst ratings, counts or targets.
- When does APP report earnings next?
- APP's next earnings report is estimated for about 2026-11-04 (window 2026-11-01 to 2026-11-07), based on its past SEC 8-K earnings filings. This is an estimate, not a company-confirmed date.
- Is APP a buy?
- ThetaGrade does not give personal advice. The House Rating is an educational, rules-based summary of public data; see the methodology for how it is built.
Sources: SEC EDGAR filings (fetched 2026-10-18), Finnhub recommendation trends, Massive EOD prices. Scores are sector percentiles; a factor without usable data is a data gap: it is left out and the remaining weights are renormalized (nothing is imputed). Educational only. Methodology