AP
Applovin Corporation Class A
APP · Applovin Corporation Class A · Communication
Up next day
9/12
75%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±12.6%
typical swing on earnings
Price when beating
+5.8%
avg over 12 beats
Biggest single move
+46.3%
'24.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Good results usually push the stock up
Up the next day 9 of 12 beats (75%)
vs Communication sector avg (23 peers)
This
+5.8%
Sector
0.0%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 3 of last 12 times (25%)
3xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 4After close
'26.9 expectedEst. EPS $4.04
Quarter ended 6/2026
Reported 2026-08-05
Next-day move
-19.7%
After 5 days -27.3%
vs Consensus$3.74→$3.76+0.4% beat
Beat by +0.4% but stock -19.7%
EPS
$3.76
YoY +59%
Revenue
$1.9B
YoY +53%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -19.5%p4.5x normal — unusual drop
Earnings trend · last 12 quarters
EPS$3.76YoY +59%
'23.9'26.6
Revenue$1.9BYoY +53%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
9x75%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 9 of 12q (75%)
Community · APP
What do you think of this stock's earnings pattern?
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