AppLovin: Wall Street Panic Sold For No Fundamental Reason (Rating Upgrade) [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
APP stock is down 30% since then, which is a reminder not to ignore the market's irrationality. Fundamentals remain intact, as evidenced by a beat and raise in Q4. Adjusted EBITDA margins were 84% in Q4, and management guided 84% in Q1 2026. The e-commerce push hasn't dented profitability, and the Street's next 4-quarter EPS revisions moved up after earnings. At 23x next year's earnings, APP stock is starting to look more attractive for a buy-the-dip setup, with a 12-month timeframe in mind. Hemera Technologies/PHOTOS.com via Getty Images Heading into Q4 earnings, I downgraded AppLovin Corporation ( APP ) to a Sell based on the following points: To be direct, my sell rating is mainly related to the poor sentiment around risk assets in the 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
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News
- Stocks to Watch Thursday Recap: Cisco, McDonald's, AppLovin [Yahoo! Finance]Yahoo! Finance
- Wall Street steadies after its AI-induced sell-off [Los Angeles Times (CA)]Los Angeles Times
- Wall Street steadies after its AI-induced sell-off [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- US stocks halt their AI-induced slide and rise after an encouraging update on inflation [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Stock Market Breaks Key Levels Amid AI Disruption Fears; Cisco, AppLovin, Arista, Vertiv In Focus: Weekly Review [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