AppLovin: Alphabet's Project Genie Threat Is An Irrational Excuse [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
Short interest and volatility persist, but I maintain a bullish stance ahead of Q4 CY25 earnings, monitoring Genie's evolution as a potential longer-term risk. The ad tech company's shares remain a compelling opportunity, with 68-70% top-line growth projected for CY25 and EBITDA margins near 83-84%. AppLovin's valuation correction post-Genie news restores appeal, now trading at 25x CY26 EBITDA, with a $3.2B buyback war chest ready for deployment. Eoneren/E+ via Getty Images Investment Thesis Ad tech firm AppLovin Corp. APP ) just can't catch a break. Revenues are expected to accelerate into the mid-thirties next year. EBITDA margins are in the high eighties, and 2026 is shaping up into This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in APP over
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APP
News
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation - APPGlobeNewswire
- AppLovin (APP) Rises Higher Than Market: Key Facts [Yahoo! Finance]Yahoo! Finance
- AppLovin (NASDAQ:APP) had its "buy" rating reaffirmed by analysts at Benchmark Co..MarketBeat
- AppLovin Legal Scrutiny Tests AI Adtech Expansion Beyond Gaming [Yahoo! Finance]Yahoo! Finance
- Citi Maintains Buy Rating on AppLovin (APP) Stock [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 11/5/25 - Beat
APP
Sec Filings
- 1/16/26 - Form 4
- 12/19/25 - Form 4
- 12/10/25 - Form 4
- APP's page on the SEC website