AppLovin (APP) has quietly outperformed Shopify this year, delivering stronger fundamentals at a far cheaper price. While Shopify grabs more headlines, APP's growth and profitability trajectory tell a different story — one where investors can pay less and potentially gain more.
APP expands beyond mobile with Wurl, pushing deeper into web and CTV ads as its multi-channel strategy accelerates.
AppLovin (APP) has quietly outperformed Shopify this year, delivering stronger fundamentals at a far cheaper price. While Shopify grabs more headlines, APP's growth and profitability trajectory tell a different story — one where investors can pay less and potentially gain more.
AppLovin Corporation (APP) Presents at UBS Global Technology and AI Conference 2025 Transcript
AppLovin (APP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
One earnings miss, guidance revision, or customer decision is all that it will take.
Nvidia and Broadcom are taking the headlines in the AI battle but there are other companies which have won big since the launch of ChatGPT.
I have upgraded shares of AppLovin to a Buy rating, as recent share declines present a compelling opportunity for investors. APP's Ads Manager platform and onboarding of e-commerce advertisers are expected to drive sustained growth and higher returns on ad spend over time. Strong Q3 results highlight 68% YoY revenue growth, 92% FCF growth, and robust EBITDA and net margins, supporting my investment thesis.
AppLovin's AI-driven ad platform, rising profits and strong growth give the company an edge compared with Arm Holdings.
AppLovin has dropped almost 35% from September highs as the market fled in a hurry as high-growth stocks came under significant pressure. Yet, AppLovin has industry-leading margins, robust AI-driven growth, and successful expansion beyond core gaming verticals to support its high multiples. AppLovin is integrating the advertising technology stack, proving that it could scale its platform, jumpstarting its forays beyond it core growth engine.
Recently, Zacks.com users have been paying close attention to AppLovin (APP). This makes it worthwhile to examine what the stock has in store.
APP remains a beneficiary of the robust advertising market trends, as observed in the outsized FQ3'25 performance and the promising FQ4'25 guidance. Its future advertising prospects may be further aided by the global launch of its web advertising offerings (beyond the US) and AXON ads manager self-service platform on October 01, 2025. APP may sustain the double digits top-line growth rates in FY2026, thanks to the expansion of its advertiser base, growing ad supply/loads, and improved monetization of its ad-tech ecosystem.