AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
Adam Foroughi, CEO, addressed recent market volatility and investor concerns about AI and competition, emphasizing, "there is a real disconnect between market sentiment and the reality of our business." He highlighted internal AI model advancements Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights AppLovin attributes its rapid revenue and profit growth to ongoing advancements in its internal AI models, which fuel expansion across gaming and e-commerce platforms, enhance ad automation, and increase the platform's value as content grows more abundant. Key risks include Meta's increased in-game ad activity and potential disruptions from LLM agents, though management maintains that deep publisher integration and technically superior ad solutions give AppLovin a significant moat and partnership stability. Management expects Q1 revenue to be $
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News
- Stock Market Today: Dow Rises Ahead Of Jobless Claims; AppLovin, Cisco Dive On Earnings (Live Coverage) [Yahoo! Finance]Yahoo! Finance
- AppLovin (NASDAQ:APP) had its price target lowered by analysts at BTIG Research from $771.00 to $640.00. They now have a "buy" rating on the stock.MarketBeat
- AppLovin (NASDAQ:APP) had its "buy" rating reaffirmed by analysts at Needham & Company LLC. They now have a $700.00 price target on the stock.MarketBeat
- AppLovin Corporation (APP) Q4 2025 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- AppLovin Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 2/11/26 - Beat
APP
Sec Filings
- 2/11/26 - Form 8-K
- 1/16/26 - Form 4
- 12/19/25 - Form 4
- APP's page on the SEC website