Applovin(US:APP) ZACKS·2025-08-01 22:46Company Performance - AppLovin's stock decreased by 2.95% to $379.17, underperforming the S&P 500's daily loss of 1.6% [1] - Over the past month, AppLovin's shares have increased by 14.36%, outperforming the Business Services sector's decline of 1.38% and the S&P 500's gain of 2.25% [1] Earnings Expectations - AppLovin is expected to report earnings on August 6, 2025, with an EPS forecast of $1.99, reflecting a 123.6% increase from the same quarter last year [2] - Revenue is anticipated to reach $1.21 billion, marking a 12.34% rise compared to the previous year [2] Full Year Projections - For the full year, earnings are projected at $8.39 per share and revenue at $5.51 billion, indicating increases of 85.21% and 17.02% respectively from the prior year [3] - Recent analyst estimate revisions suggest a positive outlook for AppLovin's business [3] Valuation Metrics - AppLovin currently has a Forward P/E ratio of 46.54, which is a premium compared to its industry's Forward P/E of 21.61 [5] - The company has a PEG ratio of 2.33, higher than the Technology Services industry's average PEG ratio of 1.79 [6] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 97, placing it in the top 40% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]