AppLovin: Thesis Largely Played Out, Downgrade To Sell [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
I now turned bearish on this stock. Sentiment has flipped, ad agencies are dragging comms services down, and the reported SEC data practices probe adds a downside catalyst. At 60x forward earnings, the stock leaves little room for error if the 82–83% adj. EBITDA margin normalizes from the push into e-commerce. I can be wrong if buybacks stay aggressive ($3.3B authorized; $571M spent in Q3) and Axon Ads Manager ramps in the first half of the year. Overall, I don't expect to see shares trading under $500. That said, we may see a consolidation phase around that level before the next run. Frank Fichtmüller/iStock via Getty Images I was a bull on AppLovin Corporation ( APP ) since August last year. Since my first strong buy rating , the stock is up 50%, although since my last coverage , the stock has 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
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High impacting Applovin Corporation - Class A news events
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APP
News
- AppLovin (NASDAQ:APP) had its "overweight" rating reaffirmed by analysts at Piper Sandler.MarketBeat
- AppLovin shares slide as short-seller alleges global money laundering ties [Yahoo! Finance]Yahoo! Finance
- AppLovin Corporation (APP): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- APP Stock Declines 22.5% in a Month: Should You Buy the Dip? [Yahoo! Finance]Yahoo! Finance
- AppLovin: Expectation Risk Is The Real Story Behind This Hold [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