Seeking Alpha
01 Oct 2026, 06:13 UTC · 5d ago
AppLovin: Why I Think The Bears Are Wrong
Impact · against what's priced in
The article provides no new catalysts for AppLovin; it argues the stock is undervalued based on historical growth and current P/E, both of which are already accounted for in the market's current pricing of a growth deceleration.
- APP+0.00
Already priced in
- The price assumes
The current 70% revenue growth rate is not expected to persist
The analyst cites 60% growth and a 15x forward P/E as reasons for a Strong Buy, but the price already pays for recent high growth while assuming a deceleration to 9.6% CAGR.
What APP's price assumes · Sep 11
Top 1 mover · tap to explore
