AppLovin: A High-Growth AI Advertising Platform With Multi-Year Runway
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The J Thesis1.22K FollowersFollow5ShareSavePlay(13min)CommentsSummaryAppLovin is rated Strong Buy with a $915 price target, implying 32% upside over 12 months.APP's Q3 2025 delivered a double beat: $1.41B revenue (+17% YoY) and $2.45 EPS (+96% YoY), both exceeding estimates.Despite trading at 48x FY2026 EPS, APP's consistent top/bottom-line growth and superior margins justify its premium valuation.Low leverage, robust execution, and AI-driven ad tech position APP to dominate the mobile advertising market. akinbostanci/E+ via Getty Images AppLovin (APP)(APPS:CA) is an American mobile advertising pioneer that enables artificial intelligence to deliver high-performance in-app advertising solutions. The company leverages software to efficiently target the audience, resulting in significant ad retention and highThis article was written byThe J Thesis1.22K FollowersFollowDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives.As you might be as well, I am a stock market enthusiast. My core passion lies in understanding how macro trends influence both asset prices and investor behavior. I closely follow EU and US central bank policies, sector rotation, and sentiment dynamics, and construct actionable investment strategies.BA in Financial Economics, MA in Financial Markets. In the past decade, I have navigated through various market conditions, and this was my PhD.One of the essential goals of writing on Seeking Alpha is to share insights with colleagues, fellow investors, exchange ideas, and become slightly better than yesterday. I contribute to the idea that investing should be accessible, inspiring, and empowering. It might sound like a cliche, I know, but in the end it's highly valuable - so let's help each other build confidence in long-term investing. The analysis and opinions shared in my articles and comments are for informational purposes only and should not be considered financial advice. Please do your own research before making any investment decisions.Thank you and have a lovely day!Best regardsAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in APP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You