企業プロフィール · Communication Services

Applovin Corp

APP · 米国株
取引所
米国株
国 / 地域
USA
上場日
2021年4月15日
従業員数
876
公式サイト
www.applovin.com
現在値
$412.73
リアルタイム · 2026年7月27日
ベイリー成長スコア
50/100
標準
本源的価値 · 3 段階レンジ 現在値 $412.73 リアルタイム · 妥当レンジと楽観的レンジの間

総合バリュエーションレンジ · 保守的 $180–$240 / 妥当 $260–$380 / 楽観的 $450–$680。$412.73 時点で 妥当レンジと楽観的レンジの間。

レポート公開時 $482.28(2026年5月21日)

時価総額$1316.82億
売上高(TTM)$61.64億
EBITDA$48.72億
純利益率64.29%
ROE266.44%
PER (TTM)34.72
予想PER25.32
PEG1.1
EPS$11.29
52週レンジ$358.55 – $745.61
アナリスト目標株価$654.60
アナリスト評価4.3 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.

沿革

AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California, and went public on April 15, 2021. It historically operated through two segments, Advertising and Apps, and from 2024 began expanding to web-based e-commerce advertisers. In 2025 the company sold its Apps business, becoming a single-focus advertising-technology platform centered on Axon Ads Manager, alongside MAX, Adjust, and Wurl. As of the source, it had 876 employees and was led by co-founder Adam Foroughi.

業界での地位

AppLovin is classified under Communication Services and the Advertising Agencies industry, providing AI-powered, end-to-end advertising solutions, with management stating Axon Ads Manager generates the substantial majority of revenue. Its clients range from indie developers to large platforms such as Meta and Google. Per the Tenjin 2026 ad-monetization benchmark, AppLovin held 39% of iOS game ad revenue share in Q1 2026, well above other networks, and the AppsFlyer 2025 Performance Index placed it ahead in North America and Western Europe Tier-1 regions. Reuters and eMarketer reporting noted Meta, Google, and Amazon together accounted for 62.3% of global ad spend in 2026.

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