| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| May 6, 2026 | ±4.0% | -1.9% | over-priced |
| November 5, 2025 | ±4.1% | +1.4% | over-priced |
| August 6, 2025 | ±6.2% | +3.3% | over-priced |
| May 7, 2025 | ±7.9% | -0.4% | over-priced |
| November 6, 2024 | ±3.9% | +2.0% | over-priced |
| August 7, 2024 | ±8.3% | -2.6% | over-priced |
| May 8, 2024 | ±3.8% | -4.0% | under-priced |
| November 8, 2023 | ±4.1% | -1.9% | over-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q1 FY2026 | $3.56 | $1.8B | $1.2B |
| Q4 FY2025 | $3.24 | $1.7B | $1.1B |
| Q3 FY2025 | $2.45 | $1.4B | $836M |
| Q2 FY2025 | $2.39 | $1.3B | $820M |
Applovin Corporation Class A Common Stock (APP) reports in 98 days, with the next report estimated for September 19, 2026. Across the last 8 reports, options priced an average ±5.3% earnings move while the stock actually moved 2.2% on average — the market has systematically over-priced APP's earnings risk. Fundamentals into the print: EPS up 113.2% year-over-year, revenue up 24.2%. QuantLogix's live 5-factor engine currently reads APP as a buy at 57/100.
Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →