The investment community turns its attention to Applovin this evening as the technology firm prepares to release quarterly results that could define its trajectory. After market close, the company will unveil its Q3 2025 financial performance—marking the first comprehensive report since divesting its Mobile Apps division. Investor focus has narrowed exclusively to the company’s artificial intelligence-powered advertising infrastructure.
Market Expectations Reach Fever Pitch
Financial analysts have set ambitious targets for the quarter, with earnings per share projections ranging between $2.37 and $2.49. Hitting the upper threshold would represent a staggering 99.2 percent surge compared to the same period last year. Revenue forecasts similarly reflect optimism, with estimates of $1.34 to $1.4 billion indicating approximately 11.7 percent growth.
The core question revolves around the performance of Applovin’s AI-driven advertising engine, AXON 2.0. Market observers are particularly interested in whether the platform can accelerate growth in self-service solutions and expand its footprint into emerging channels like web and Connected TV advertising. These figures will provide the clearest assessment yet of Applovin’s streamlined software-focused business model, free from the influence of its former mobile applications segment.
Impressive Gains Create High-Stakes Scenario
Applovin shares enter this earnings season with remarkable momentum, having climbed nearly 90 percent since the beginning of the year. This substantial appreciation has raised the stakes considerably, leaving the equity vulnerable to significant pressure should results disappoint.
Should investors sell immediately? Or is it worth buying Applovin?
The company brings a strong track record to the table, having exceeded revenue expectations in every quarterly report over the past two years. Last quarter demonstrated particularly robust performance, with revenue expanding 77.1 percent and EPS of $2.26 surpassing projections.
However, several concerns linger in the background. An ongoing SEC investigation and critical reports from short sellers regarding data practices continue to create uncertainty. Additionally, the company’s elevated valuation multiples could amplify negative price movements if quarterly figures fall short of the market’s high expectations.
After-Hours Trading to Set Direction
The financial release scheduled for 4:05 PM EST will trigger the true market test. The subsequent after-hours reaction and management’s guidance for the fourth quarter will likely establish the stock’s near-term direction.
During the following investor webinar, CEO Adam Foroughi and his executive team face the critical task of convincing markets of their growth narrative. Among 27 covering analysts, 21 maintain “Buy” recommendations—but with expectations running this high and valuation stretched, the company faces a binary outcome: deliver exceptional results or face potential downward revision.
Ad
Applovin Stock: Buy or Sell?! New Applovin Analysis from November 5 delivers the answer:
The latest Applovin figures speak for themselves: Urgent action needed for Applovin investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from November 5.
Applovin: Buy or sell? Read more here...
