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AppLovinAPP

AI software & productivity · NASDAQ · USA

$280.12
Down 0.4% todayClose

Down 58.3% this year and −41.3% since June 26, behind the AI sector at +7.5%. AppLovin buys from 1 mapped company.

Market cap
$93.7B
This year
−58.3%
1 year
−55.5%
P/E
21.3
P/S
13.7
P/B
29.6

Price vs the AI sector

since Jun 26APPAI sector, equal weight
AppLovin (APP) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. APP: −41.3% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%+20%Jun 26AugSepOct 8APP −41.3%Sector +7.5% AppLovin (APP) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. APP: −41.3% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%+20%Jun 26AugSepOct 8APP−41.3%Sector+7.5%

Supply chain

1 supplier
SUPPLIERS →→ CUSTOMERSAlphabet (GOOGL)GOOGLAlphabet−0.6%None mappedAPPAppLovin

Suppliers 1

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About AppLovin

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.

Theme exposure

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

Products

  • 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

Embeds AI models into the products and workflows we already use. Segment 6 of 8 in the AI & digital infrastructure value chain.

Meta PlatformsMETA−0.1%TeslaTSLA−0.7%SalesforceCRM+1.4%ServiceNowNOW+1.4%AdobeADBE+3.6%IntuitINTU+2.2%WorkdayWDAY+1.9%DuolingoDUOL−0.3%

Compare APP

Side by side with the largest companies in the same segment.

APP vs METAAPP vs TSLAAPP vs CRMAPP vs NOWAPP vs ADBEAPP vs INTU

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

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