APP to 700 Possible Afterwards
$AppLovin Corporation(APP)$ S&P500 inclusion news inbound.
APP to 700 possible afterwards
We saw a massive recovery in AppLovin from hitting a low of 200 after the Muddy Waters short report. Currently we are sitting near the 500 break, finally looks ready to break and squeeze to new ATH’s. There’s a lot of chatter involving APP getting added to the S&P, if this is true $APP can go on a multi day squeeze towards 700 in a couple of weeks.
Earnings Results
Revenue Growth: 77% YoY to $1.259B in Q2 2025.
Profitability: Adjusted EBITDA $1.018B at 81% margin, Free Cash Flow $768M.
Net Income: $820M in Q2, up 164% YoY.
Guidance: Q3 revenue $1.32–$1.34B and Adjusted EBITDA $1.07–$1.09B at 81% margin.
Capital Returns: $341M spent on Q2 share repurchases and withholdings
Growth Drivers
AXON Self-Serve: Opening AXON Ads Manager on Oct 1, 2025 to broaden access and accelerate adoption.
MAX Scale: MAX mediation is widely viewed as the category leader, with industry analyses suggesting >50% share.
First-Party Signal: Owning the mediation layer (MAX) plus the AppLovin Exchange gives strong performance data for optimization.
Focused Platform: Sold Apps business to Tripledot for $400M cash plus ~20% equity, sharpening focus on high-margin ad-tech.
Moat: MAX mediation + AXON AI + exchange integration create a tight feedback loop competitors struggle to match.
Recent News
Portfolio Shift Closed: Completion of Tripledot deal and presentation of Apps as discontinued ops.
Momentum Coverage: Multiple outlets highlighting AXON’s role in outsized growth through 2024–2025.
My Price Target for APP is 700 by end of year IF they get added to the S&P
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- Astrid Stephen·2025-09-03Wow, APP's numbers are insane! S&P inclusion could send it soaring.700 feels possible!1Report
- Athena Spenser·2025-09-03AXON launch and MAX dominance.APP’s firing on all cylinders. Let the squeeze begin!LikeReport