APP

AI Research

Q4 2025 EPS $3.24 +9.5% vs estimate + Q1 2026 $1.745-1.775B guided

AppLovin reported Q4 2025 EPS of $3.24, 9.46% above forecast, with revenue of $1.66 billion up 66% year-over-year and Q4 free cash flow of $1.31 billion (88% increase). For Q1 2026, the company guides revenue of $1.745–$1.775 billion (5–7% sequential growth) with an 84% adjusted EBITDA margin. The stock trades near $459 with 24 analysts unanimously recommending Buy; the 52-week range of $200.50–$745.61 illustrates significant volatility, and the stock has pulled back considerably from its highs, creating debate about near-term momentum.