AppLovin Growth and Performance Update
AppLovin Corporation (APP) has seen an impressive surge in its performance, marked by a significant upgrade in earnings estimates this past week. Current quarter estimates have risen by 6.4%, next quarter by 9.35%, and next year’s estimates have jumped by nearly 13%. AppLovin’s earnings are projected to climb nearly 100% this year and 51% next year, while the stock currently trades at 34.6x next year’s earnings.
The company’s integration of artificial intelligence is enhancing productivity and operational margins, contributing to better revenue flow to the bottom line. Leaders have maintained a focused growth strategy, with ongoing efforts to scale their e-commerce advertising segment, which is anticipated to broaden revenue sources and accelerate overall growth.
Following a substantial run-up in stock price—over 1,000% from early 2024 to February 2025—AppLovin has established a strong technical setup indicating potential further gains. The company’s ability to reset investor expectations during a recent consolidation period has positioned it favorably for continued momentum.
