Why I'm Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade) [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
Despite 68% YoY revenue growth and 59% net income margin, APP's premium valuation, per my model, assumes sustained 25% CAGR and 55% free cash flow margins. Emerging AI competitors like CloudX and reduced R&D intensity heighten risks to APP's long-term growth and margin durability. Future performance hinges on APP's ability to defend AXON's edge and potentially increase capex/R&D to remain competitive. Getty Images Overview My last article on AppLovin Corporation ( APP ) was in May 2025. This is a company that has successfully evolved into a high-margin advertising business via its AXON AI engine. I last assessed the company following its 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 myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seek
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APP
News
- Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic? [Yahoo! Finance]Yahoo! Finance
- Wix, AppLovin, Toast, American Express Global Business Travel, and Fastly Shares Are Falling, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- AppLovin (NASDAQ:APP) had its "outperform" rating reaffirmed by analysts at Wedbush.MarketBeat
- AppLovin: Be Greedy When Others Are Fearful [Seeking Alpha]Seeking Alpha
- Why Piper Sandler Says Google's Project Genie Isn't a Threat to AppLovin (APP) [Yahoo! Finance]Yahoo! Finance
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