Stock AnalizAppLovin (APP) earnings for the quarter ended September 2026: EPS beats estimates
AppLovin reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $4.30 against the analysts’ average forecast of $4.03, a beat of 6.7%.
Revenue for the quarter was $2.18 billion, up 55.5% from $1.41 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 45.1% on the first trading day after the report.
The last four quarters
AppLovin has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $4.30 | $4.03 | +6.7% | +55% | +45.1% |
| Jun 2026 | $3.76 | $3.74 | +0.4% | +53% | −20.0% |
| Mar 2026 | $3.56 | $3.44 | +3.4% | +59% | +4.3% |
| Dec 2025 | $3.24 | $2.94 | +10.1% | −21% | −22.4% |
What comes next
Analysts expect EPS of $4.74 for the next quarter on average and $16.24 for the fiscal year ending December 31, 2026.
The average analyst price target is $449.61, 10% above the current price of $409.10.
Valuation and score
AppLovin scores 2.6 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 27.5, and its intrinsic value under moderate assumptions is about 24% below the current market value. Full AppLovin analysis with 10 years of financials
Frequently asked questions
What was AppLovin’s EPS for the quarter ended September 2026?
$4.30 adjusted per share, against an analyst consensus of $4.03.
How much revenue did AppLovin report?
$2.18 billion, up 55.5% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.