Sectivia

AppLovinAPP

NASDAQ · USA · Segment 6 of 8 in the AI & digital infrastructure value chain: AI software & productivity

AI-driven advertising platform (the Axon engine) that matches ads and users in apps — one of the most cited examples of applied AI in the advertising market.

AI software & productivity: Embeds AI models into the products and workflows we already use.

Key metrics

Market cap
$175B
Price
$507.22
Today
−2.5%
Return YTD
−22.8%
Return 1Y
+47.5%
P/E
44.1
P/S
28.4
P/B
74.0

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

AI advertisingApp monetizationAI ad engine (Axon)Applied AI in advertising

In the value chain

Products & services

  • Axon AI ad engine
  • MAX auction platform
  • E-commerce ads

Competitors

  • Meta & Google
  • Unity, Trade Desk

Risks

  • Dependent on app ecosystem data rules
  • High expectations priced in

Same segment: AI software & productivity

See where AppLovin sits in the full AI & digital infrastructure map — every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →