AppLovin Corporation (APP): one to watch?

Cheap after a small revenue miss triggered panic selling, but unresolved money-laundering allegations from earlier in 2026 keep this too risky to call a clear buy.

👀 WATCH Fundamentals92/100

Fell 26% in 8 trading day(s) — now $312.67

Why APP dropped

The immediate trigger for the 8-day collapse was a Q2 2026 earnings report on Aug 5-6 where AppLovin missed revenue estimates by about 1%, gave slightly soft Q3 guidance, and analysts issued downgrades (including one from Bank of America on Aug 11) that kept pressure on the stock even though EPS was in-line and revenue still grew 53% year-over-year.

Fwd P/E 14.9Op margin 77.7%Rev growth 52.8%Debt/equity 111.1%Analyst upside 77.0%

How this scored 92/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 64.6%

✅ Generates cash Free cash flow $3.2B

✅ Not drowning in debt Debt/equity 111.1% (limit 200%)

✅ Can pay its bills Current ratio 4.3 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25

Operating margin 77.7% 9/9

Net profit margin 64.6% 8/8

Return on equity 203.7% 8/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 52.8% 9/9

Earnings growth 57.0% 8/8

Expected profit change 61.4% 8/8

Value Is it cheap right now? 22/25

Forward P/E 14.9 8/10

PEG ratio 0.8 7/8

Analyst target upside 77.0% 7/7

Balance sheet Will it survive? 20/25

Debt / equity 111.1% 5/10

Current ratio 4.3 8/8

Free cash flow $3.2B 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-14. Research only — not financial advice.