Sectivia

AppLovinAPP

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

The Axon engine decides which ad a given app user sees, and its results are among the most cited evidence that applied AI pays off in advertising.

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

Key metrics

Market cap
$105B
Price
$298.59
Today
−2.3%
Return YTD
−54.6%
Return 1Y
−27.0%
P/E
23.7
P/S
15.3
P/B
33.1

Data as of 2026-08-25 · 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

Supply chain

← Suppliers

Full supply chain for APP →

Same segment: AI software & productivity

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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 →