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APPAppLovin

$323.96+3.01%Real quote · delayedAd-tech platformSoftware & cloud · 16 peers →

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $5.5B · latest quarter up 52.8% YoY · profitable (FY net income $3.3B) · short activity within its normal range.

FY revenue

$5.5B

2025-12

Latest Q YoY

+52.8%

FY net income

$3.3B

Diluted EPS

$9.84

Short volume

48.2%

20d avg 43% · normal

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-05-06passive (13G)FMR LLC
2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
2026-03-26passive (13G)VANGUARD GROUP INC

🎯 Market expectations

Expectation reliability High · 78/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$3.95Estimate range $3.79 ~ $4.19 · 9 analystsRevisions (4w):↓1

History: actual vs consensusavg +5.3%

Jun 2026$3.76 vs $3.72+1.08%
Mar 2026$3.56 vs $3.40+4.71%
Dec 2025$3.24 vs $2.89+12.11%
Sep 2025$2.45 vs $2.37+3.38%

The takeaway

This company habitually beats by +5.3% — the next report has to clear that bar to count as good news.

Analyst estimates, not our forecast · not investment advice

🧭 +3% today with no fresh news · why?

📊 Market+1.4%S&P +0.9% × beta 1.7
💸 Money flowMFI 65 · net inflow · volume 0.8× average
🧩 PeersTTD +2.6%U +4.5%META +0.6%GOOGL +1.8%AAPL +1.7%AMZN +1.9%6 peers moved the same way today, averaging +2.2% — this is a sector move, not a single-stock event.
🕰️ Old news, still digesting▲ AppLovin Files 8-K on Results of Operations and structural impact active, ~22 days left

Educational decomposition · not investment advice

What's moving this stock lately

2 direct · 0 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲1.1%DirectAPP 8-K — Results of Operations and Financial Condition38d ago
The disclosure confirms strong growth and profitability, but with a ~5.3% average quarterly beat already priced in, incremental upside is limited unless this print clearly outpaces that cadence.
Impact chain →
Also named: TTD · GOOGL · U
#2▲0.36%DirectThese software stocks are in a prime spot to benefit from a rapidly shifting AI landscape4d ago
The AI efficacy of AppLovin's AXON ad engine is already well priced in by the market, so this is merely a reiteration with limited marginal upside.
Impact chain →
Also named: CDNS · ADBE · ADSK · SNPS · CRM · CRWD

🕰️ Price × news · engine report card

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📜 Call history (newest first

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