APP
AppLovin CorporationTechnology · $103.5B market cap
Verdict
Share price
$268.22
close of Oct 3, 2026
Fair value
$322.24
Sticker Price
Payback Price
$128.90
buy price
APP is Undervalued: at $268.22 it trades 17% below its fair value of $322.24. Its buy price (Payback Price) is $128.90, 52% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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Create a free accountSuperinvestors
3 of the investors we track hold APP. In Q2 2026, 1 opened a position, 1 added, 1 trimmed and 1 sold out. Who we track
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$537.0M
1,042,268 shares
Terry Smith
Fundsmith · as of Q2 2026
$358.9M
696,568 shares
Pat Dorsey
Dorsey Asset Management · as of Q2 2026
$226.3M
439,313 shares
Moves in Q2 2026
New position: Terry Smith
Added: Pat Dorsey
Trimmed: Stephen Mandel
Sold out: Chase Coleman
Insider activity
Since Jun 16, 2026: no open-market purchases, 36 sales worth $84.2M and 10 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$137K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$597K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$215K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$63K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$72K
Show all 36 salesShow fewer
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$125K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$94K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$104K
WEBB MAYNARD G JR
director · 2026-07-06
Sold
$196K
Vivas Eduardo
director · 2026-06-16
Sold
$181K
Vivas Eduardo
director · 2026-06-16
Sold
$21K
Vivas Eduardo
director · 2026-06-16
Sold
$283K
Vivas Eduardo
director · 2026-06-16
Sold
$36K
Vivas Eduardo
director · 2026-06-16
Sold
$210K
Vivas Eduardo
director · 2026-06-16
Sold
$2.7M
Vivas Eduardo
director · 2026-06-16
Sold
$2.7M
Vivas Eduardo
director · 2026-06-16
Sold
$5.5M
Vivas Eduardo
director · 2026-06-16
Sold
$3.2M
Vivas Eduardo
director · 2026-06-16
Sold
$3.3M
Vivas Eduardo
director · 2026-06-16
Sold
$3.3M
Vivas Eduardo
director · 2026-06-16
Sold
$1.1M
Vivas Eduardo
director · 2026-06-16
Sold
$2.1M
Vivas Eduardo
director · 2026-06-16
Sold
$4.2M
Vivas Eduardo
director · 2026-06-16
Sold
$4.7M
Vivas Eduardo
director · 2026-06-16
Sold
$4.9M
Vivas Eduardo
director · 2026-06-16
Sold
$5.6M
Vivas Eduardo
director · 2026-06-16
Sold
$3.5M
Vivas Eduardo
director · 2026-06-16
Sold
$3.0M
Vivas Eduardo
director · 2026-06-16
Sold
$2.4M
Vivas Eduardo
director · 2026-06-16
Sold
$8.9M
Vivas Eduardo
director · 2026-06-16
Sold
$9.7M
Vivas Eduardo
director · 2026-06-16
Sold
$6.8M
Vivas Eduardo
director · 2026-06-16
Sold
$2.3M
Vivas Eduardo
director · 2026-06-16
Sold
$1.9M
Vivas Eduardo
director · 2026-06-16
Sold
$76K
Vivas Eduardo
director · 2026-06-16
Sold
$52K
Other filings
Cacovean Corina I
Chief Legal Officer · 2026-08-20
Tax withholding
$476K
Foroughi Arash Adam
CEO · 2026-08-20
Tax withholding
$843K
Ge Xiaochuan
CTO · 2026-08-20
Tax withholding
$1.7M
Stumpf Matthew
Chief Financial Officer (CFO) · 2026-08-20
Tax withholding
$624K
Valenzuela Victoria
director · 2026-08-20
Tax withholding
$843K
Show all 10 other filingsShow fewer
Chen Herald Y
director · 2026-08-13
G-Gift
100,000 shares
Chen Herald Y
director · 2026-08-13
C-Conversion
143,791 shares
Vivas Eduardo
director · 2026-08-07
G-Gift
213,675 shares
Messing Barbara
director · 2026-07-15
Award
40 shares
WEBB MAYNARD G JR
director · 2026-07-15
Award
41 shares
About AppLovin Corporation
AppLovin Corporation provides a specialized software platform focused on empowering mobile application developers to enhance the marketing and revenue generation of their products. With operations spanning the United States and international markets, the company assists mobile app developers worldwide. Among its core software offerings is AppDiscovery, a marketing solution that intelligently connects advertiser…
Software - Application
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works