AppLovin's 50% Drop Isn't A Dip - It's A Warning [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
APP's margin expansion story appears largely realized, with future growth hinging on unproven advertiser expansion and AI-driven initiatives not yet material. Valuation, even after compression, still reflects a premium multiple (~27x forward PE), not fully accounting for APP's cyclical ad-tech risks. I rate APP a Hold, advising position trimming ahead of Q4; 2026 growth expectations and lack of near-term catalysts pose downside risk to consensus. PrathanChorruangsak/iStock via Getty Images The markets are challenging long duration growth stocks today. AppLovin Corporation ( APP ) is fortunately not a narrative stock - it is already an earnings engine generating strong margins and free cash flow. Operating leverage at scale is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it e
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APP
News
- Why AppLovin (APP) Is Down 14.0% After New AI Rivals Challenge Its Ad Tech Platform – And What's Next [Yahoo! Finance]Yahoo! Finance
- Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic? [Yahoo! Finance]Yahoo! Finance
- Wix, AppLovin, Toast, American Express Global Business Travel, and Fastly Shares Are Falling, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- AppLovin (NASDAQ:APP) had its "outperform" rating reaffirmed by analysts at Wedbush.MarketBeat
- Why I'm Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade) [Seeking Alpha]Seeking Alpha
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