AppLovin: Why I'm Buying The Dip Despite CloudX Narrative [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
I see 2026 as an inflection year, driven by Axon 2.0's global rollout, e-commerce expansion, and AI-powered ad creative scaling, fueling a positive flywheel. APP's platform benefits from AI democratization, increasing game content and ad inventory, while cross-vertical targeting unlocks higher ROAS and auction density. My DCF supports a $633 price target (55% upside), with APP's forward P/E of 27.8x and PEG below 1 indicating undervaluation relative to robust growth prospects. gorodenkoff/iStock via Getty Images Introduction AppLovin is the best-of-breed digital advertising company, boasting high top-line growth and pristine EBITDA/FCF margins, benefiting from AI and machine-learning tailwinds that improve understanding of user behavior for prediction and advertising targeting. But that This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long positi
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APP
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 outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion [Seeking Alpha]Seeking Alpha
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