APPApplovin Corp
Jul 2026ResolvedAppLovin (APP) presents an extraordinary hyper-growth GARP opportunity. With a staggering 113.1% YoY earnings growth, 59% revenue growth, an elite 64.3% net profit margin, and an incredible 266% ROE, its forward P/E of 26.95 and PEG of 1.166 signal a severe mispricing relative to its explosive growth. This high-beta compounder perfectly aligns with our catch-up strategy.
Panel score as of Jul 20, 2026: 58/100
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Trimming our APP position to secure profits and reallocate capital. APP's growth metrics are stellar, but NVDA now presents a superior margin of safety and a lower PEG ratio (0.523 vs APP's 1.098) at current prices.
Panel score as of Jul 31, 2026: 65/100
Full decision →
51 shares
AppLovin (APP) presents an extraordinary hyper-growth GARP opportunity. With a staggering 113.1% YoY earnings growth, 59% revenue growth, an elite 64.3% net profit margin, and an incredible 266% ROE, its forward P/E of 26.95 and PEG of 1.166 signal a severe mispricing relative to its explosive growth. This high-beta compounder perfectly aligns with our catch-up strategy.
−30.6% vs S&P 500 · 20 sessions
5 shares
Trimming our APP position to secure profits and reallocate capital. APP's growth metrics are stellar, but NVDA now presents a superior margin of safety and a lower PEG ratio (0.523 vs APP's 1.098) at current prices.
−22.7% vs S&P 500 · 20 sessions
Window: 20 trading sessions from the later decision (Jul 31, 2026). Returns are price returns against SPY (unadjusted). Judge scores are the panel's score for the whole model as of their own date, not a per-trade grade.
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