Apr. 28 at 6:01 PM
$APP might be one of the craziest growth stories in the market right now.
The chart already looks strong, but the upcoming growth expectations are what really stand out to me.
Revenue has already moved from under
$1B per quarter a few years ago to over
$1.6B in the most recent quarter shown here.
Now analysts are expecting that growth to keep climbing through 2026 and 2027.
That is a big deal.
The reason this is happening is pretty simple:
AppLovin has become much more than just a mobile app company.
Their AI advertising engine is helping advertisers get better results, and when advertisers see better returns, they usually spend more money.
That creates a really powerful cycle.
Better AI
Better ad targeting
Better returns for advertisers
More ad spend
More data
An even stronger platform over time
That is why the growth could continue to surprise people.
This is not just random hype.
The business is clearly seeing real demand, and the numbers are starting to show it.