AppLovin Corporation Class A Common Stock (APP)
Piper Sandler cautions against buying the dip in AppLovin stock
AppLovin (APP) shares opened lower on August 21st after a senior Piper Sandler analyst – James Callahan – issued a dovish note in favor of the mobile technology company. Callahan maintained his Neutral rating on APP this morning and reduced his price target to $325, which does not represent a meaningful upside from its previous close.
AppLovin sentiment turns negative as bull case grows harder to find, Jefferies says
AppLovin Corp (NASDAQ:APP) faces a mostly negative investor mood heading into the back half of the year, with few able to make a clear bullish case, according to a new Jefferies note summarizing recent investor conversations and a debate the firm hosted on the stock. Jefferies said questions about whether AppLovin could follow a trajectory similar to The Trade Desk's downturn represent the most negative line of questioning the firm has received in its years covering the company.
AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
AppLovin (APP) remains a high-conviction buy despite a disappointing Q2 2026, with robust catalysts for valuation recovery in 2H26. Q2 revenue and EBITDA missed guidance, but AXON 2.0 self-serve GA and e-commerce onboarding in Q3 are expected to drive reacceleration. APP's expansion into e-commerce and Connected TV materially broadens TAM, supporting a $537 target price and 70% upside potential.
The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking
Shares of The Trade Desk (NASDAQ:TTD | TTD Price Prediction) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year.
AppLovin's Falling Knife, Adtech Thesis Explored - Contrarian Buy
Walled gardens command the lion's share of advertising spending, with it leaving smaller players in the dust, APP included. These headwinds are albeit well balanced by the still robust FQ2'26 metrics and promising FQ3'26 guidance, no matter the notable growth deceleration. APP's meltdown and rich profit margins has triggered a deep value Buy opportunity at EV/EBITDA of 14.95x while offering an excellent upside potential to my LTPT of $485.60.
AppLovin at 52-Week Low: Buy, Sell or Hold?
At $310.95, AppLovin (NASDAQ:APP | APP Price Prediction) looks mispriced relative to fundamentals.
AppLovin Q3 Guidance Signals Reacceleration After a Mixed Q2 Print
APP expects third-quarter revenue growth to reaccelerate sequentially while maintaining an 83% margin despite continued investment in AI computing capacity.
Is AppLovin Stock Worth Holding as Growth Clashes With Valuation Risk?
APP pairs rapid revenue growth and high margins with a forward earnings discount, while e-commerce execution and limited visibility remain key risks.
AppLovin Is Down Over 50% in 2026: Falling Knife or Fire Sale?
AppLovin (NASDAQ:APP | APP Price Prediction) trades at $318.68, while Wall Street's consensus price target sits all the way up at $559.00.
AppLovin shares drop on Bank of America downgrade
AppLovin Corp (NASDAQ:APP) shares fell 5% to $321 after Bank of America downgraded the stock to Neutral, citing greater uncertainty around the company's ability to sustain its long-term 30% revenue growth trajectory. Bank of America said AppLovin's second quarter results raised questions about a previously assumed source of baseline sequential growth.
APP Stock Falls 17% Since Q2 Earnings: Is it a Buy After the Pullback?
AppLovin shares slide 17% after Q2 as a revenue miss and execution concerns overshadow strong growth and upbeat Q3 guidance.
AppLovin: I Am Buying The Q2 Stock Plunge
AppLovin delivered 53% YoY Q2 revenue growth with 75%+ margins, underscoring a rare blend of scale, profitability, and growth. Q2's sequential growth slowdown reflects timing of machine-learning model improvements, not structural weakness; volatility is expected, but the long-term thesis remains intact. APP's expansion beyond gaming—into consumer brands, non-gaming apps, web, and CTV—presents a TAM multiples larger than its current revenue base.
