AppLovin stock posts 55% revenue growth and raises buyback plan

Published on 11/05/2026 at 13:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

AppLovin stock enters a new quarter after record revenue and profit growth. Management also raised its buyback authorization to 3.6 billion US dollars.

AppLovin reports record quarterly growth

Third-quarter revenue rose 55 percent year over year to 2.185 billion US dollars.
Net income increased 72 percent to 1.439 billion US dollars, while adjusted EBITDA reached 1.842 billion US dollars.
Fourth-quarter revenue guidance ranges from 2.365 billion to 2.395 billion US dollars.
The board increased the share repurchase authorization to 3.6 billion US dollars.

AppLovin Corp., US03831W1080, Illustration mit AI erstellt.

AppLovin reported record third-quarter results on Wednesday, November 4, after the US market close. The marketing-platform company said revenue for the quarter ended September 30 rose 55 percent from a year earlier to 2.185 billion US dollars, according to the Business Wire release carried by Yahoo Finance.

Net income increased 72 percent to 1.439 billion US dollars, compared with 836 million US dollars in the year-earlier quarter. Diluted earnings per share came to 4.30 US dollars, while adjusted EBITDA rose 59 percent to 1.842 billion US dollars. The adjusted EBITDA margin was 84 percent, up from 82 percent a year earlier.

Guidance points to continued expansion

AppLovin guided for fourth-quarter revenue between 2.365 billion and 2.395 billion US dollars. Adjusted EBITDA is expected to range from 1.995 billion to 2.025 billion US dollars, implying a margin of 84 percent to 85 percent. The company said the outlook reflects expectations for continued operating performance, while noting that the non-GAAP forecast cannot be reconciled with a forward GAAP figure without unreasonable effort.

Cash generation remained substantial. Free cash flow reached 1.418 billion US dollars in the third quarter, up from 1.049 billion US dollars a year earlier. Net cash provided by operating activities was 1.429 billion US dollars, while purchases of property and equipment and finance-lease payments were deducted in the company's calculation of free cash flow.

Buybacks strengthen the capital return case

AppLovin repurchased shares and withheld shares for tax obligations representing 4.1 million Class A shares at a total cost of 1.4 billion US dollars during the quarter. The board then approved an additional 3.2 billion US dollars of repurchase capacity, lifting the total authorization to 3.6 billion US dollars as of the end of October. The company had 331.322 million Class A and Class B shares outstanding at September 30.

AppLovin stock traded at 290.23 euros on Lang & Schwarz at 13:46 Berlin time on Thursday, November 5, 2026.

Investors will focus next on whether the company can convert the strong third-quarter performance into the forecast fourth-quarter revenue range and maintain its high adjusted EBITDA margin. Management was scheduled to discuss the results in a webinar at 2:00 p.m. Pacific time, or 5:00 p.m. Eastern time, on November 5, followed by questions from analysts.

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