AppLovin Corp Ordinary Shares - Class A

APP: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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AppLovin Earnings: Beat-and-Raise Fundamentals, but Meta and SEC Overhang Will Keep Volatility High

Mark Giarelli

Feb 12, 2026

AppLovin is trading lower after fourth-quarter advertising revenue increased by 66% year over year and the adjusted EBITDA margin reached 84%, beating management’s expectations by 7 and 1 percentage points, respectively. Management also addressed issues driving recent share price volatility.

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AppLovin Corp Ordinary Shares - Class A

AppLovin Earnings: Beat-and-Raise Fundamentals, but Meta and SEC Overhang Will Keep Volatility High

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