Loading news...
AppLovin turned in another strong quarter of growth. However, the stock sank on worries of increased competition.
AppLovin's selloff has highlighted the risks of chasing overpriced stocks at a time of exuberant AI market sentiments in late 2025, albeit triggering an excellent dip-buying opportunity. This is especially since APP has delivered the robust FQ4'25 results, while offering promising FQ1'26 guidance, with H2 '26 likely to benefit from the still nascent e-commerce/self-serve monetization opportunities. The meltdown has also reset its valuation to a P/E of 25.38x and a 3Y PEG of 0.81x, making its high-growth prospects compellingly valued, versus direct peers and historical averages.
AppLovin ( NASDAQ:APP ) shares have declined sharply in 2026, falling 42% year-to-date.
AppLovin Corp. is upgraded to BUY after a 31% price correction, supported by robust financials and technical signals. APP posted 66% YoY revenue growth and 84% EBITDA margin in Q4 '25, while reducing marketing and R&D expenses. AI-driven gaming industry expansion is expected to drive higher ad spend and transaction volumes, benefiting APP's Axon and MAX platforms.
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
If recent market action feels confusing, it should. Over the past several weeks, many of the market's former leaders have been sharply repriced, in a trend that has been evolving for months.
I downgraded AppLovin Corporation heading into Q4 earnings, citing the pessimism in software due to the "AI will replace software" narrative. APP stock is down 30% since then, which is a reminder not to ignore the market's irrationality. Fundamentals remain intact, as evidenced by a beat and raise in Q4. Adjusted EBITDA margins were 84% in Q4, and management guided 84% in Q1 2026.
APP's 84% EBITDA margin and 66% net margin highlight an efficiency edge despite 28% stock drop, shifting focus from ad cycles to durable profitability.
After AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% early last year due to a pending class action lawsuit and to short seller reports, the software company's better-than-expected quarterly reports helped the stock recover.
Nvidia CEO Jensen Huang says the artificial intelligence-related rout in software stocks is unwarranted. Shopify has integrated its merchants' product catalogs into AI tools like ChatGPT and Gemini.
Confidence in economic strength began to sharply erode today upon the worst Existing Home Sales report in four years.
AppLovin reported another quarter of soaring revenue. The advertising technology company's guidance implies decelerating growth in Q1.
Applovin (APP) traded down as much as 20% intraday during Thursday's session. Shay Boloor considers the reaction as overdone, to a degree.
AppLovin ( NASDAQ:APP ) delivered a beat-and-raise quarter for the fourth quarter, with revenue and profits topping analyst expectations, and management issuing guidance for the coming quarter above Wall Street estimates.
Wedbush defended AppLovin Corp (NASDAQ: APP) and significantly raised its price target after the stock sold off Thursday following fourth-quarter earnings.
Time to upgrade AppLovin Corporation to Strong Buy after a 50% drawdown, despite robust operating performance and AI-driven growth. APP's scalable ad tech platform, expanding into e-commerce, demonstrates high margins, strong free cash flow, and a defensible moat. Q4 delivered 66% revenue growth, >80% adjusted EBITDA margins, and nearly 90% free cash flow conversion, validating business strength.
AppLovin Corporation is rated a Buy under $400, driven by robust AI-powered ad tech and a high-margin, software-led business model. APP's Q4 2025 revenue surged 66% to $1.66B, with 89% gross margin and adjusted EBITDA margin reaching 84%, highlighting operational leverage. APP generated $3.95B in free cash flow and repurchased $2.58B in shares, maintaining a strong $2.49B cash position versus $3.51B in manageable debt.
AppLovin Corp (NASDAQ: APP) reported better-than-expected financial results for the fourth quarter after the market close on Wednesday.
Live Updates Tech Stocks Under Pressure 32 minutes ago Live The markets have reversed earlier gains, with the Nasdaq Composite now spiraling by 1% in today's session. AppLovin (Nasdaq: APP) is plummeting by 18.6% while Cisco (Nasdaq: CSCO) is down 11.1%, both of which are dragging the Nasdaq Composite lower. Tech Talk 1 hour ago... Live Nasdaq Composite: Tech Stock Volatility Persists on Mixed Economic Signals.
AppLovin Corp (NASDAQ:APP) shares tumbled 16% in early trading Thursday, despite the mobile advertising software company reporting stronger-than-expected fourth-quarter earnings and raising its outlook for 2026. The company posted revenue of $1.66 billion for Q4, up 66% from a year earlier and slightly above analyst estimates of $1.61 billion.