AppLovin's Explosive Ad Growth Meets Pricey Valuations - Downgrade To Hold [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
Its future advertising prospects may be further aided by the global launch of its web advertising offerings (beyond the US) and AXON ads manager self-service platform on October 01, 2025. APP may sustain the double digits top-line growth rates in FY2026, thanks to the expansion of its advertiser base, growing ad supply/loads, and improved monetization of its ad-tech ecosystem. Otherwise, given the increasingly expensive valuations and the decelerating adj EPS growth rates, APP's era of quick gains may be behind us. I shall further discuss why I am downgrading the stock to a Hold here. Guilherme Soares/iStock via Getty Images I previously covered AppLovin (NASDAQ: APP ) in August 2025, discussing how the ad-tech company remained in the early innings of its new ad monetization cadence, as AXON was soft-launched in Q3'25 and the global public launch This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GOOG, AMZN either thr
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News
- SA Asks: What's the most attractive software stock right now? [Seeking Alpha]Seeking Alpha
- Top Funds Get Googly-Eyed Over This Breakout AI Stock Not Named Nvidia Or Palantir [Yahoo! Finance]Yahoo! Finance
- AppLovin Corporation (APP): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Nvidia, Palantir Snubbed, But Top Funds Get Googly-Eyed Over This AI Stock [Yahoo! Finance]Yahoo! Finance
- AppLovin Stock Rides Swarm Of Setups Beyond Just Mining, Medical Names [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 11/5/25 - Beat
APP
Sec Filings
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- APP's page on the SEC website