APPAppLovin
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $4.30Beat
- vs $3.94 expected on Nov 4
- Stock move on it
- +31.04%
- one session
- Typical move
- ±25.4%
- average over 2 reports
- Price
- $393.71
- −2.73% today · $144B cap
Past and upcoming reports
2
| Nov 4, 2026 | Sep 30, 2026 | Time not given | $3.94 | Beat$4.30 | +31.04% |
| Aug 5, 2026 | Jun 30, 2026 | Time not given | $4.09 | Missed$3.76 | −19.66% |
After the report
Aug 5, 2026 report
This covers the Aug 5, 2026 report. The Nov 4, 2026 numbers are in the table above.
AppLovin posted a modest EPS beat, while the 30-day decline leaves advertising execution as the key test
AppLovin reported $3.76 EPS versus $3.72 estimated, a 1.1% beat. Shares rose 3.32% to $346.81 on August 7, but remained 33.36% below one month earlier. Guidance detail was not provided. the forward debate centers on advertising-model improvements versus rising AI spending.
Reported against expected
BeatReported EPS was $3.76 versus $3.72 estimated, a $0.04 or 1.1% beat for the quarter ended June 30, 2026.
Guidance
Specific numerical guidance was not provided. the available post-earnings narrative emphasized an advertising-model update and execution risk if AI spending rises.
How the stock reacted
Shares gained 3.32% to $346.81 on August 7, after declining 33.36% over one month and 30.48% over three months.
What changed
AppLovin reported $3.76 EPS, beating $3.72 estimates by 1.1%, after a 33.36% one-month share-price decline.
What the price now assumes
The 3.32% rebound suggests relief, but trading below the 20-day EMA of $424.71 reflects unresolved execution concerns.
What it means for the business
Keep a cautious growth bias. upgrade only if the advertising-model update demonstrates renewed monetization without escalating AI-spending pressure.
The next one to three months, as we saw it then
Better case35%
Advertising improvements reaccelerate the growth engine, allowing the market to refocus on 53% revenue growth and 84% EBITDA margins.
Base case40%
The EPS beat supports the earnings base, but shares remain range-bound while investors wait for measurable advertising execution evidence.
Worse case25%
Advertising execution weakens while AI spending rises, pressuring revenue growth and investor confidence despite the recent EPS beat.
If you hold it
Hold unless advertising improvements remain delayed alongside rising AI spending. add only after measurable monetization improvement is reported.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.