AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview) [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
The recent 16% YTD correction appears sentiment-driven by a short report, but APP management rejected allegations and continued compliance, leaving a setup for reversal. Q4 guidance implies 12–14% sequential revenue growth and 82–83% EBITDA margins, and muted estimate revisions make another meaningful beat more likely. With first-party data and machine learning optimization, APP delivers precise ROAS targeting and has rapidly scaled ad spend, supporting durable revenue and EPS compounding. Trading near 39x FY2026 earnings and under 30x FY2027, APP stock looks discounted versus expected growth, implying 45% upside using a PEG-based framework. J Studios/DigitalVision via Getty Images Investment Rating: “Buy” AppLovin Corporation ( APP ) is a software-based platform for advertisers that initially operated across Advertising and Apps but then sold the Apps business and focused entirely on developing its Advertising segment This article was written by Analyst's Disclosure:
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APP
News
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation - APPGlobeNewswire
- AppLovin (APP) Rises Higher Than Market: Key Facts [Yahoo! Finance]Yahoo! Finance
- AppLovin (NASDAQ:APP) had its "buy" rating reaffirmed by analysts at Benchmark Co..MarketBeat
- AppLovin Legal Scrutiny Tests AI Adtech Expansion Beyond Gaming [Yahoo! Finance]Yahoo! Finance
- AppLovin: Alphabet's Project Genie Threat Is An Irrational Excuse [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