Applovin(US:APP) ZACKSยท2025-07-17 22:45Company Performance - AppLovin's stock closed at $363.78, reflecting a gain of +2.33% from the previous trading session, outperforming the S&P 500's gain of 0.54% [1] - Over the past month, AppLovin's shares increased by 3.23%, while the Business Services sector experienced a loss of 1.28% and the S&P 500 gained 4.2% [1] Upcoming Earnings Report - AppLovin is set to release its earnings on August 6, 2025, with an expected EPS of $2, indicating a significant increase of 124.72% from the same quarter last year [2] - Revenue is forecasted to be $1.21 billion, representing a growth of 12.16% compared to the corresponding quarter of the previous year [2] Full Year Estimates - For the full year, analysts expect earnings of $8.44 per share and revenue of $5.46 billion, marking increases of +86.31% and +15.98% respectively from the previous year [3] - Recent changes in analyst estimates for AppLovin are crucial as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3][4] Valuation Metrics - AppLovin's current Forward P/E ratio is 42.11, which is a premium compared to the industry average of 20.55 [6] - The company has a PEG ratio of 2.11, higher than the Technology Services industry's average PEG ratio of 1.55 [6] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]