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AppLovin Corporation (APP): A Bull Case Theory

We came across a bullish thesis on AppLovin Corporation on Foliotrail’s Substack. In this article, we will summarize the bulls’ thesis on APP. AppLovin Corporation's share was trading at $437.34 as of August 7th. APP’s trailing and forward P/E were 60.07 and 72.99, respectively according to Yahoo Finance.

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AppLovin (NASDAQ: APP) delivered an exceptional Q2 2025, reporting 77% revenue growth to $1.26 billion and a 99% surge in adjusted EBITDA to $1.02 billion, yielding an...