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APPCommunication Services · Advertising Agencies

AppLovin

DeepValues Research covers AppLovin (APP) with 6 research reports since Jan 26, 2026. The latest Deep Value Intelligence report (Sep 7, 2026) ends with a Bullish stance (3.92/5), with the stock at $321 against a headline intrinsic value of $306. Sector: Communication Services · Advertising Agencies. Bullish since Aug 6, 2026; 0 stance changes across 2 scored reports since Aug 6, 2026.

Latest stanceBullish3.92
Reports6since Jan 26, 2026
Latest reportEN

Stance history

Bullish since Aug 6, 2026; 0 stance changes across 2 scored reports since Aug 6, 2026.

  1. Bullish3.72
  2. Bullish3.92

Research timeline

  1. Deep Value Intelligence

    AppLovin (APP) Deep Value Intelligence Report

    Bullish (3.92/5) on AppLovin (APP), Sep 7, 2026. Price $321 vs intrinsic value $306. AppLovin (APP) presents a rare quality-scaled margin of safety…

    Bullish3.92EN29 min

  2. Deep Value Intelligence

    AppLovin (APP) Deep Value Intelligence Report

    Bullish (3.72/5) on AppLovin (APP), Aug 6, 2026. Price $336 vs intrinsic value $250. AppLovin (APP) exhibits elite current economics-114% ROIC, 88% gross…

    Bullish3.72EN33 min

  3. Research note

    AppLovin Corporation (APP) Comprehensive Financial Research Report

    AppLovin Corporation (APP) Comprehensive Financial Research Report · Feb 19, 2026 — AppLovin Financial Research Request (1): AppLovin Corporation…

    EN17 min

  4. Research note

    AppLovin Corporation (APP) Comprehensive Financial Research Report

    AppLovin Corporation (APP) Comprehensive Financial Research Report · Feb 19, 2026 — AppLovin Financial Research Request: AppLovin Corporation (NASDAQ…

    EN18 min

  5. Deep Value Intelligence

    AppLovin (APP) Deep Value Intelligence Report

    Deep Value Intelligence report on AppLovin (APP), Feb 11, 2026. AppLovin is a Ferrari engine inside a chassis we don't own (Apple/Google ecosystem). The…

    EN32 min
    9 component reports

  6. Research note

    Comprehensive Financial Research Report: AppLovin Corporation (APP)

    AppLovin Corporation represents a structural anomaly in the digital advertising sector. Through the successful operationalization of the AXON…

    EN23 min

Compare with other Communication Services companies

All Communication Services stocks
CompanyIndustryLatest stancePrice · valueDateReports
APPAppLovin Advertising Agencies Bullish3.92 $321 · $306 6
OMCOmnicom Group Advertising Agencies Neutral2.56 $74 · $86 4
TTDThe Trade Desk Advertising Agencies Neutral4.20 $25 1
NFLXNetflix Entertainment Bullish4.04 $67 · $138 8
GOOGLAlphabet Internet Content & Information Bullish3.81 $327 · $286 37
METAMeta Platforms Internet Content & Information Bearish3.72 $705 · $941 24
TMUS Telecom Services Neutral3.38 $149 · $545 1
TMETencent Music Entertainment Group Internet Content & Information Bullish3.67 $9 · $148 3
ZGZillow Group Internet Content & Information Neutral2.99 $34 · $75 1

Charts from the latest report

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Fundamentals Key MetricsFundamentals Key MetricsFundamentals Key MetricsYear Financial Metrics (Profitability)Year Financial Metrics (Health)Latest Earnings SnapshotCurrent vs Historical Average ComparisonBalance Sheet and Financial StrengthThree-Scenario Buffett-Style Owner Earnings DCFFinancial SummaryMarket Metrics Interpretation