Is AppLovin Corporation (APP) Undervalued? Valuation & Fair Price
At $277.04, the frameworks are split on AppLovin Corporation today — Warren Buffett rates it Buy, Benjamin Graham and Phil Town (Rule #1) rate it Avoid, and Peter Lynch rates it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
AppLovin Corporation
APPTechnology · Software - Application · NASDAQ
$277.04
P/E 23.2×
AppLovin Corporation provides a specialized software platform focused on empowering mobile application developers to enhance the marketing and revenue generation of their products. With operations spanning the United States and international markets, the company assists mobile app developers worldwide. Among its core software offerings is AppDiscovery, a marketing solution that intelligently connects advertiser demand with publisher supply through an auction-based model. Another key product is Adjust, an analytics platform that enables marketers to scale their mobile apps by offering capabilities for performance measurement, campaign optimization, and user data protection. Additionally, MAX is an in-app bidding software engineered to maximize the value derived from an app's advertising inventory by facilitating real-time competitive auctions. Its client base is broad, serving advertisers, publishers, internet platforms, and other stakeholders. Founded in 2011, the enterprise maintains its headquarters in Palo Alto, California.
Investor scorecard
How the four investors rate AppLovin Corporation
A split decision across the frameworks
Investor model analysis
Details lockedAt $277.04, 2 of 4 frameworks say Avoid
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
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Insider & congress activity
Are insiders buying APP?
Over recent SEC Form 4 filings, APP insiders bought $0 and sold $125.9M of stock across 85 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| WEBB MAYNARD G JRdirector | Sell | 380 | $196K | Jul 6, 2026 |
| WEBB MAYNARD G JRdirector | Sell | 202 | $104K | Jul 6, 2026 |
| WEBB MAYNARD G JRdirector | Sell | 182 | $94K | Jul 6, 2026 |
| WEBB MAYNARD G JRdirector | Sell | 240 | $125K | Jul 6, 2026 |
| WEBB MAYNARD G JRdirector | Sell | 138 | $72K | Jul 6, 2026 |
Members of Congress have also reported 31 trades in APP. See the full insider & congress timeline.
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Company financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | $5.5B | $3.2B | $1.8B | $2.8B | $2.8B |
| Rev. Growth | +70.0% | +75.1% | -34.6% | +0.9% | — |
| Net Income | $3.3B | $1.6B | $357M | -$193M | $35M |
| Net Margin | 60.8% | 49.0% | 19.4% | -6.8% | 1.3% |
| EPS (Diluted) | $9.84 | $4.68 | $1.01 | $-0.52 | $0.10 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
Full analysis included
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Data as of Sep 18, 2026. Sourced from SEC filings & Financial Modeling Prep.
Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.