APP logo

APPApplovin Corporation Class A Common Stock

Options Analysis ReportSERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Market Cap $105.2B|NASDAQ
2026-09-11$314.49
NEUTRAL
Analysis: 2026-09-10 EOD data
1Y -45.0%YTD -49.1%7D -1.9%
41,439
30D
±15.7%
8%

APP Options Overview

IV is elevated. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

5.1VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

Loading score history...

APP Gamma Walls

Loading gamma walls...

Value

Is IV priced right?

4.8
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks5/9 checks passed
≤35%

IV Rank 96.1% — elevated vs history

<1.05x

IV/HV 1.87x — IV premium over HV

Sector Relative≤50%

Sector percentile 85% — above sector median

<1.1x

Front/Back 0.81x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 60.8% — normal range

<80%

Effective IV 76.6% (ATM 60.8% + spread 7.9% + bias) — fair

<3.0%

Total drag 11.61% (spread 7.88% + slippage 3.73%) — high friction

≥5.0

Vega efficiency 8.16 (vega 6.426 / spread 7.88%) — efficient

Sentiment

Bullish or bearish?

5.6
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksBullish - Moderate signal (Conviction: +18%, Raw: +14%)
|net sentiment| ≥25%

Conviction-weighted: +18% (bullish) — Raw: +14%

≥15%

|OI skew| 13.6% — balanced

Same sign, |vol skew| ≥10%

Vol skew -1.4%, OI skew +13.6% — divergent (opposite)

≥2/3 conditions

0-DTE 35%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: +52%, ATM: +15%, OTM: +9% — strong bullish (ITM/ATM aligned)

Sector Relative≤40% or ≥60%

Sector P/C percentile 68% — bearish vs sector

Activity

Unusual activity?

4.1
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks1/8 checks passed
≥1.5x

Volume 1.1x avg — normal

≥15%

Vol/OI 11.3% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change +1.9% (5d) — stable

Sector Relative≥60%

Sector activity percentile 83% — very active vs sector

≥30%

Large trade volume 16% — mixed

≥60%

Aggressive execution 21% — patient

≥30

Conviction +18 (bullish) — mixed

Liquidity

Can I trade efficiently?

4.7
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks4/8 checks passed
≤5.0%

Spread 7.9% — wide

≥10,000

OI 365,820 — deep

≥500

Volume 41,439/day — active

≤$0.50

$0.39 to cross — cheap

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 85% — much wider than sector

≥100 contracts

Depth 173.0 contracts (bid:86.1 ask:86.9) — adequate

<1.0%

Avg slippage 3.73% — poor

Timing

Is now a good time?

6.5
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks6/9 checks passed
|slope| ≥5%

Slope -18.6% — contango

<30 or >70

IV percentile 96% — seller opportunity

≥10pts kink

IV kink -7.2pts — no clear event

<0.5 or >2.0

θ/ν ratio 3.08 — favors income trades

≥3 expirations

5 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 5d; CPI in 0d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow +18% @ 59% consistency — unclear

≥40 composite score

Score 46 (ITM 20% + inst 16%) — moderate institutional

Directional Strategy Fit

Option Buyers
Long Calls5.3
bullishIV fair, mixed flow
Long Puts4.9
bearishIV fair, mixed flow
Premium Sellers
Cash-Secured Put5.4
bullishIV fair, mixed flow
Covered Call5.0
bearishIV fair, mixed flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

More on APP