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Applovin Corp (APP) — chart, structure and Closelooknet read

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Company snapshot — Applovin Corp

APP in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
AppLovin builds advertising software for mobile app developers and publishers, organised into an Advertising segment and an Apps segment. Axon Ads Manager automates and optimises marketing campaigns, MAX runs real-time auctions for publisher ad space, Adjust measures campaign performance, and Wurl distributes and monetises video for connected-television channels. It serves individual developers, small businesses, enterprises and advertising networks, and is based in Palo Alto, California.
Where it sits in the stack
AppLovin carries no seat in Rubin or Halo, our build-out indices; it sits instead in the Agentic Winners 40, in the Endpoints sleeve that tracks software reaching consumers and advertisers directly rather than infrastructure beneath them.
Who it is priced against
Closelooknet's peer group places it with other endpoint software names — Reddit, Toast, MercadoLibre, Sea, Spotify, Netflix, Shopify and Duolingo — grouped for their consumer-facing, platform-driven revenue; the market also compares it with The Trade Desk in advertising technology.
Why Closelooknet tracks it
It is a Nasdaq-100 constituent and carries a Closelooknet score, strongest on quality and weakest on momentum; the diary quoted it in a Midday 10 note on a session when the shares fell back by midday.
What the diary watches
Whether the gap between its quality reading and its weak momentum narrows, and whether the diary's directional-flow list keeps ranking it among the names getting weaker.

Applovin Corp (APP) trades on US exchanges, classified under Communication Services.

The Closelooknet company score reads 67/100 composite (momentum 3, quality 98, valuation 46) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: APP news on the tape · index compare · sector dispersion · scanner.

Signals for this name

Every Closelooknet reading that exists for APP, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 3 analyst actions on the wire · latest: price target by BTIG, 2026-09-08

The Street on this name

Analyst actions and the latest print for APP from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target BTIG — target 396 from 408 Target cut to $396 from $408 (+23.5% to spot) 2026-09-08
  • Price target Needham — target 475 Target set to $475 (+53% to spot) 2026-08-26
  • Price target Piper Sandler — target 325 from 385 Target cut to $325 from $385 (+5.3% to spot) 2026-08-21

3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst wire → · Earnings wire →

Who it is priced against Agentic Winners 40 · Endpoints · 8 names with week and year-to-date

Peer group

Agentic Winners 40 · Endpoints

  • RDDTReddit, Inc.
    day
    +0.5%
    vs 50d
    −4.7%
    off high
    −46.0%
    score
    62

    flow: turning up

  • TOSTToast Inc
    day
    +1.0%
    vs 50d
    −8.6%
    off high
    −34.0%
    score
    61

    flow: getting stronger

  • MELIMercadoLibre Inc.
    day
    −2.5%
    vs 50d
    −6.3%
    off high
    −31.2%
    score
    57

    flow: turning up

  • SESea Ltd
    day
    −2.5%
    vs 50d
    −9.3%
    off high
    −49.5%
    score
    55

    flow: turning up

  • SHOPShopify Inc
    day
    +2.0%
    vs 50d
    +5.5%
    off high
    −20.3%
    score
    55

    flow: turning up

  • SPOTSpotify Technology SA
    day
    +0.2%
    vs 50d
    −0.7%
    off high
    −31.4%
    score
    55

    flow: turning up

  • NFLXNetflix Inc
    day
    +0.5%
    vs 50d
    −5.1%
    off high
    −37.8%
    score
    54

    flow: turning up

  • DUOLDuolingo Inc
    day
    +1.2%
    vs 50d
    +5.1%
    off high
    −58.4%
    score
    52

    flow: turning up

Compared against APP on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Versus its index Agentic Winners 40 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Agentic Winners 40 · as of 2026-09-25

DayWeekMonth3 months
APP−0.6%+0.9%+0.9%−34.9%
Endpoints−0.8%+1.1%−7.5%—
Agentic Winners 40−0.7%−0.1%−5.7%—

Against the index: 1.0 pts ahead on the week, 6.6 pts ahead on the month; against its Endpoints sleeve 8.4 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Dividends and capital return no distribution in twelve months · buybacks 2.19 bn USD in FY2025

Dividends and capital return

What APP pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Buybacks, FY2025 2.19 bn USD 2.0% of today's market value
  • Share count −1.7% in FY2025 210 m USD of stock-based compensation in the year
  • Capital returned 2.19 bn USD · 56% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

How it trades on rate days beta 0.72 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How APP has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.72 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Applovin Corp moved 0.72% on average · correlation 0.09 · higher than 72% of US names
  • Beta, last 3 months 1.97 more rate-sensitive lately than over the year
  • On the 10 worst bond days +0.09% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −0.88% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 62/100 · S&P 500 fund at 67, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-25
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +8.4% over 20 sessions. Factor regime → 2026-09-25
  • Sector × region Communication services in US: +2.3% week · +0.6% month · +6.7% quarter · −3.0% yearThe Sector Engine cell this name lives in, from XLC.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-25
  • Sovereign pressure Index 0.61 · up 0.29 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-25

FAQ · from the current data · as of 2026-09-26

Quick answers

What is Applovin Corp (APP)?

Applovin Corp trades as APP on the US exchange (US) and is classified under Communication Services in the Closelooknet research universe, as of the registry build of 2026-09-26.

Is APP in a Closelooknet index?

Not currently — Applovin Corp is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-09-26.

What is Applovin Corp's Closelooknet composite score?

67 out of 100, with momentum 3, quality 98 and valuation 46 sub-scores, as of 2026-09-26. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does APP trade against its moving averages?

Widest analyst gap: 58.1% off its high — yet the $532 consensus implies +70.3%. As of 2026-09-24 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is APP doing against its Closelooknet index?

Over the past month Applovin Corp is +0.9% against −5.7% for the Agentic Winners 40 — 6.6 points ahead of its index, as of 2026-09-25. Its Endpoints sleeve is −7.5% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Applovin Corp do?

AppLovin builds advertising software for mobile app developers and publishers, organised into an Advertising segment and an Apps segment. Axon Ads Manager automates and optimises marketing campaigns, MAX runs real-time auctions for publisher ad space, Adjust measures campaign performance, and Wurl distributes and monetises video for connected-television channels. It serves individual developers, small businesses, enterprises and advertising networks, and is based in Palo Alto, California. Closelooknet's peer group places it with other endpoint software names — Reddit, Toast, MercadoLibre, Sea, Spotify, Netflix, Shopify and Duolingo — grouped for their consumer-facing, platform-driven revenue; the market also compares it with The Trade Desk in advertising technology.

Where does Applovin Corp sit in the AI build-out?

AppLovin carries no seat in Rubin or Halo, our build-out indices; it sits instead in the Agentic Winners 40, in the Endpoints sleeve that tracks software reaching consumers and advertisers directly rather than infrastructure beneath them. It is a Nasdaq-100 constituent and carries a Closelooknet score, strongest on quality and weakest on momentum; the diary quoted it in a Midday 10 note on a session when the shares fell back by midday.

Does Applovin Corp pay a dividend?

No cash distribution shows in Applovin Corp’s price series over the last three years. In fiscal 2025 the company bought back 2.19 bn USD of its own shares, 56% of that year’s free cash flow. The share count fell 1.7% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

How does Applovin Corp trade when bond yields rise?

Over the past year Applovin Corp had a beta of 0.72 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 72% of US names. On the 10 sessions in which long bonds fell most it moved +0.09% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.

What has Wall Street done on Applovin Corp recently?

The most recent analyst action on Applovin Corp on the Closelooknet wire is a price target by BTIG on 2026-09-08 (target 396 from 408). 3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelooknet written about Applovin Corp?

Applovin Corp appears in 1 Closelooknet piece, most recently Midday 10: Flat tape, crushed vol — the market has pre-decided CPI while the morning's printers get sorted (2026-08-11). What Closelooknet said most recently: APP gives back 3.89% to 325.82 by midday. (Midday 10, 2026-08-11). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for APP, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

Mentioned on Closelooknet 1 piece · newest: Midday 10, “Flat tape, crushed vol — the market has pre-decided CPI while the morning's printers get sorted” (2026-08-11)

Mentioned on Closelooknet

Where APP appears in the diary — 1 piece, newest first. Every link is our own writing.

Dailies

Related in the Closelooknet universe

then Advertising Agencies, then Communication Services. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.