Applovin AI Price Prediction

Applovin’s valuation and earnings profile suggest a solidly profitable, growth-oriented business, but the stock still trades at a relatively rich multiple despite the recent drawdown. A PE of ~39 on EPS of 10.04 implies investors are paying a premium for future growth, which raises the bar for execution. Without evidence of accelerating revenue or margin expansion in the data provided, the current valuation looks demanding in the context of recent price weakness.

• Profitability: A PE ratio of 38.91 on EPS of 10.04 indicates the company is clearly profitable and generating meaningful earnings per share, consistent with a mature, monetized ad-tech / app-monetization platform rather than an early-stage, cash-burning growth story.
• Valuation vs. growth expectations: A near-40x earnings multiple is elevated versus many broader-market names and implies the market is still pricing in above-average growth and durable margins; this leaves limited room for disappointment if revenue or earnings growth slows.
• Risk–reward balance: The combination of solid earnings power and a premium multiple, alongside a sharp recent price decline, suggests the fundamentals are not obviously broken but that expectations may have been too optimistic, warranting a more cautious, neutral stance until there is clearer evidence of re-acceleration in top-line and profit growth.

Alternative data for Applovin is mixed: website traffic remains sizable, hiring has ticked down modestly, and social media followings are growing slowly but not explosively. None of these signals point to a clear inflection—positive or negative—in business momentum. Overall, they suggest a stable but not rapidly accelerating demand and brand-engagement environment.

• Web traffic scale: Estimated monthly web traffic of 8,852,432 visitors is substantial for a B2B/B2B2C ad-tech platform, indicating strong ongoing engagement with Applovin’s ecosystem; however, without directional trend data (up or down), this is best interpreted as a sign of scale rather than a near-term growth catalyst.
• Hiring trends: The company currently has 38 job openings, down 7.3% month over month, which may indicate a modest slowdown in expansion or a more cautious stance on costs; this is not severe enough to imply distress but does not signal aggressive growth investment either.
• Social media footprint and trajectory: Social media followers show low single-digit percentage growth over 90 days on Twitter/X (+1.2%), Instagram (+1.7%), and LinkedIn (+1.6%), with a slight decline on Facebook (-0.3%), pointing to steady but unspectacular brand and community growth—supportive of a stable business but not indicative of a strong near-term demand surge.