AppLovin: Rule Of 150 And AI Moat [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
APP's MAX platform benefits from increased competition, as its selective auction model and proprietary data create a durable moat against rivals and AI threats. With a PEG of 0.32 and a forward PEG of 0.75, APP appears undervalued if it maintains guidance, offering a compelling entry point. Risks include seasonal Q1 softness, competitive and regulatory pressures, but APP's growth, margins, and free cash flow profile remain highly attractive. This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More » J Studios/DigitalVision via Getty Images Thesis Summary AppLovin Corporation ( APP ) has seen significant volatility in the last few months. While the stock sold off after earnings, I believe there are a lot of compelling reasons to buy APP. Not More on my IG service Macro moves markets, and this is what I do at The Pragmatic Investor Join today and enjoy: - Weekly Macro Newsletter - Access to our Po
Show less
Read more
Impact Snapshot
Event Time:
APP
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
APP alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
APP alerts
High impacting Applovin Corporation - Class A news events
Weekly update
A roundup of the hottest topics
APP
News
- Adjust: Mobile App Use Grew Globally In 2025 With Continued Move To Multi-PlatformBusiness Wire
- Short-sellers are getting loud again — and targeting tech stocks [Business Insider]Business Insider
- Paycom, AppLovin, Braze, Salesforce, and Elastic Shares Plummet, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Applovin Corp (APP) Earnings Beat Projections [Yahoo! Finance]Yahoo! Finance
- AppLovin Q4: Market Is Focused On Competition; I'm Focused On ROAS From AppDiscovery [Seeking Alpha]Seeking Alpha
APP
Earnings
- 2/11/26 - Beat
APP
Sec Filings
- 2/18/26 - Form 4
- 2/11/26 - Form 8-K
- 1/16/26 - Form 4
- APP's page on the SEC website