ATLAS News · Earnings

AppLovin Reports Record Q3 Revenue and Net Income, Guides Q4 Near $2.4B

Published November 6, 2026 · 5 sources

AppLovin posted record Q3 2026 results with revenue up 55% and a 66% net margin, and gave a Q4 forecast near $2.4B, according to Yahoo Finance and TradingView.

What happened

AppLovin (APP) reported its third-quarter 2026 results, and Yahoo Finance says the ad tech company posted record quarterly revenue of US$2.18b and net income of US$1.44b. TradingView reports that revenue rose 55% from a year earlier.

Yahoo Finance points to a 66% net margin, which it describes as unusually high for the sector. TradingView says the company's forecast for the fourth quarter is near $2.4B.

TheStreet reports that analysts are reassessing their price targets after the results. Digiday describes a widening divide in ad tech, with AppLovin advancing while rivals struggle in the quarter.

Context

AppLovin is an advertising technology company, and its quarterly reports are closely followed by investors in the sector.

Why it matters

The results and outlook may shape how investors and analysts view AppLovin and how it compares with other ad tech companies.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

AppLovinAPP

+31.04%

Communication Services · NASDAQ

Close on November 5: $356.10+31.04% vs. previous close ($271.75)
Fair value (ATLAS): $273.49Fair range: $200.19 to $307.11The price ($383.99) is 40.4% above that figure.
Chance of a rise in 1 month: 43%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $299.24 and $445.86; 9 in 10, between $210.14 and $634.91.

See the full ATLAS analysis of AppLovin →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

AppLovin (APP) Stock Price Roars After Q3 Earnings Margin Surge · Yahoo Finance · November 6, 2026
Analysts rethink AppLovin stock price targets after earnings · TheStreet · November 6, 2026
By the numbers: Ad tech’s widening divide, as AppLovin surges and rivals struggle in Q3 · Digiday · November 6, 2026
Key facts: AppLovin Q3 Revenue Up 55%; Q4 Forecast Near $2.4B · TradingView · November 6, 2026
AppLovin Surges on Strong Q3 Results, Upbeat Guidance: ETFs in Focus · TradingView · November 6, 2026

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Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer