Top 10 stocks. Once a month. Expert picks, straight to your inbox.See the newsletter
Applovin logo

Applovin

APP
$393.68
▲ +356%since Benson's first pick

Market price data through November 12, 2026.

Performance

Nov 2021 – Nov 2026

Benson's first pick
$0$264$528$792Nov 2021Feb 2023May 2024Aug 2025Nov 2026Benson picked · $86.23
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.2 / 5
Benson's overall conviction in this stock right now.
Risk
High risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+356%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$86
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
September 2024
The month this stock first became a Benson pick.
Tracking duration
26 months
How long Benson has been tracking this pick.

About Applovin

AppLovin runs the technology that decides which ads you see inside the apps on your phone. Its AI-powered software matches businesses with the people most likely to buy from them, and it takes a cut every time it works. Think of it as the matchmaker between millions of apps and the companies that want your attention.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Blistering Growth

    Revenue hit a record 2.18 billion dollars this quarter, up 55 percent from a year ago, and the company expects about 2.4 billion next quarter. Profit grew even faster, jumping 72 percent to 1.44 billion dollars. When profit climbs faster than sales, the business is getting stronger as it grows, not more expensive to run.

  • Money Machine

    AppLovin keeps about 66 cents of every dollar it collects as profit, which is rare for any business. It produced 1.4 billion dollars of spare cash this quarter and spent 1.4 billion buying back 4.1 million of its own shares. The board just raised its buyback budget to 3.6 billion dollars, so each remaining share keeps owning a bigger slice.

Bear case
  • Cooling Off

    The stock has cooled sharply, with the company's value sliding from roughly 140 billion dollars not long ago to about 91 billion today. That drop came even as sales beat the company's own forecast. It's a reminder that a high-flyer can fall hard when excitement fades, no matter how good the numbers look.

  • Wild Ride

    This stock swings about two and a half times harder than the overall market, in both directions. Research spending more than doubled to about 102 million dollars this quarter, a sign AppLovin has to keep running hard to stay ahead of rivals and rule changes from Apple and Google. Expect big drops along with the big gains.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.

Want Benson to watch APP for you?

Get the app to follow every Benson pick live — and let Benson do the research for you.