Stocks / APP
APP stock forecast
APPLOVIN CORP · Technology · Software - Application
The model's rating
Outperform
APP is rated Outperform as of September 29, 2026: its medium-term return forecast is above the middle of the stocks the model scores, but outside the top fifth.
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APP is not among the 20 largest holdings published for 2026 Q4. See the portfolio
APP against the S&P 500
| Period | APP | S&P 500 (SPY) |
|---|---|---|
| 1 month | -6.9% | -0.3% |
| 3 months | -48.6% | +2.5% |
| Year to date | -56.9% | +12.7% |
| 1 year | -59.6% | +15.7% |
Total return, dividends included.
Key numbers
| Price | $290.43 |
| Market cap | 97.19 Billion |
| P/E (trailing 12 months) | 22.2 |
| P/S (trailing 12 months) | 14.2 |
| P/B (latest quarter) | 44.2 |
| Gross margin | 88.5% |
| Net profit margin | 64.6% |
| Return on equity | 193.1% |
| Beta | 2.1 |
As of August 5, 2026.
APP and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| DDOG | DATADOG INC | 98.33 Billion | Underperform | DDOG vs APP |
| CDNS | CADENCE DESIGN SYSTEMS INC | 90.93 Billion | Greatly Underperform | APP vs CDNS |
| INTU | INTUIT INC | 73.68 Billion | Greatly Outperform | APP vs INTU |
| NOW | SERVICENOW INC | 138.57 Billion | Greatly Outperform | NOW vs APP |
| UBER | UBER TECHNOLOGIES INC | 139.94 Billion | Outperform | UBER vs APP |
| WDAY | WORKDAY INC | 45.9 Billion | Greatly Outperform |
Questions
What does the Upfront Investment model say about APP?
The model rates APPLOVIN CORP (APP) "Outperform" as of September 29, 2026, which means its medium-term return forecast is above the middle of the stocks the model scores, but outside the top fifth. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the APP rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is APP in the Upfront Investment model portfolio?
APP is not among the 20 largest holdings published for 2026 Q4.
The rating is the output of a statistical model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.