APP
Applovin Corporation · Communication Services · Advertising Agencies
$268.22
-4.65% today · -13.69% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- APP −4.65% on the last session vs SPY +0.74%: −5.4 pts of stock-specific move.
- Aftermath, rsi oversold (Oct 2): After its 11 oversold readings in the past 5 years, APP typically lost 2.3% over the next day (median) and was higher only 45% of the time; half the outcomes fell between -2.9% and +1.3%. An ordinary day: +0.2%. Among S&P 500 stocks after oversold readings, that ranks #396 of 496.
- 2 Reddit mentions in the past 24 hours, 70% positive over the week.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 4
In 31 days
EPS estimate
$4.35
$4.19 to $4.51 · 18 analysts
Revenue estimate
$2.1B
$2.0B to $2.1B
Track record
8/8 beats
last 8 reports · moved ±17.6% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 AMC | 2Q2026 | $3.74 | $3.76 | +$0.02 (+0.4%) beat | $1.9B | -19.7% -19.5 vs SPY | -19.0% | -27.3% |
| May 6, 2026 AMC | 1Q2026 | $3.44 | $3.56 | +$0.12 (+3.4%) beat | $1.8B | +6.4% +6.7 vs SPY | -3.0% | -3.3% |
| Feb 11, 2026 AMC | 4Q2025 | $2.94 | $3.24 | +$0.30 (+10.1%) beat | $1.7B | -19.7% -18.1 vs SPY | -11.6% | -9.8% |
| Nov 5, 2025 AMC | 3Q2025 | $2.39 | $2.45 | +$0.06 (+2.6%) beat | $1.4B | +0.7% +1.8 vs SPY | +5.6% | -5.2% |
| Aug 6, 2025 AMC | $2.32 | $2.36 | +$0.04 (+1.7%) beat | — | +12.0% +12.1 vs SPY | +1.7% | +14.3% | |
| May 7, 2025 AMC | $1.96 | $2.38 | +$0.42 (+21.4%) beat | — | +11.9% +11.2 vs SPY | +13.4% | +24.1% | |
| Feb 12, 2025 AMC | $1.83 | $2.07 | +$0.24 (+13.1%) beat | — | +24.0% +23.0 vs SPY | +31.3% | +18.3% | |
| Nov 6, 2024 AMC | $1.23 | $1.47 | +$0.24 (+19.5%) beat | — | +46.3% +45.5 vs SPY | +36.5% | +68.5% | |
| Aug 7, 2024 AMC | $1.26 | $1.17 | −$0.09 (−7.1%) miss | — | +14.2% +11.9 vs SPY | +4.3% | +26.0% | |
| May 8, 2024 AMC | $1.05 | $0.92 | −$0.13 (−12.4%) miss | — | +14.4% +13.9 vs SPY | +12.5% | +13.6% | |
| Feb 14, 2024 AMC | $0.35 | $0.49 | +$0.14 (+40.0%) beat | — | +24.8% +24.1 vs SPY | +16.7% | +23.3% | |
| Nov 8, 2023 AMC | $0.27 | $0.30 | +$0.03 (+11.1%) beat | — | -1.1% -0.3 vs SPY | +12.4% | +0.8% | |
| Aug 9, 2023 AMC | $0.49 | $0.41 | −$0.08 (−16.3%) miss | — | +26.5% +26.4 vs SPY | +30.3% | +32.8% | |
| May 10, 2023 AMC | $0.45 | $0.21 | −$0.24 (−53.3%) miss | — | +23.5% +23.7 vs SPY | +22.1% | +36.9% | |
| Feb 8, 2023 AMC | $0.05 | −$0.22 | −$0.27 miss | — | +27.1% +27.9 vs SPY | +36.2% | +33.0% | |
| Nov 9, 2022 AMC | $0.07 | $0.06 | −$0.01 miss | — | +18.5% +13.0 vs SPY | +13.9% | +6.0% | |
| Aug 10, 2022 AMC | $0.15 | −$0.06 | −$0.21 (<−100%) miss | — | -14.8% -14.8 vs SPY | -5.4% | -25.4% | |
| May 11, 2022 AMC | $0.44 | $0.06 | −$0.38 (−86.4%) miss | — | +34.7% +34.8 vs SPY | +17.8% | +33.8% | |
| Feb 16, 2022 AMC | $0.37 | $0.50 | +$0.13 (+35.1%) beat | — | -6.7% -4.5 vs SPY | -18.8% | -16.9% | |
| Aug 11, 2021 AMC | $0.05 | $0.04 | −$0.01 miss | — | — | — | — | |
| May 12, 2021 AMC | $0.11 | $0.36 | +$0.25 (>+100%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $4.01 (18) | $3.76 – $4.53 | +64% | -1.8% | ▲2 ▼2 | $2.1B | +47% |
| Next quarter · Dec 31, 2026 | $4.45 (18) | $4.04 – $4.93 | +37% | -5.2% | ▲0 ▼5 | $2.3B | +38% |
| Current year · Dec 31, 2026 | $15.66 (27) | $13.22 – $16.55 | +61% | -2.5% | ▲1 ▼7 | $8.1B | +48% |
| Next year · Dec 31, 2027 | $20.00 (27) | $16.00 – $22.50 | +28% | -5.1% | ▲0 ▼10 | $10.2B | +27% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.