AppLovin Corp (NASDAQ:APP) stock is down 3.6% to trade at $699.65 at last check, as the tech sector struggles ahead of today's interest rate decision.
AppLovin is rated Strong Buy with a $915 price target, implying 32% upside over 12 months. APP's Q3 2025 delivered a double beat: $1.41B revenue (+17% YoY) and $2.45 EPS (+96% YoY), both exceeding estimates. Despite trading at 48x FY2026 EPS, APP's consistent top/bottom-line growth and superior margins justify its premium valuation.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
AppLovin (APP) remains my top software stock pick, with a robust business model post-gaming divestiture fueling high margins and rapid top-line growth. Q3 2025 delivered 68% YoY revenue growth, 82% adjusted EBITDA margin, and 92% YoY FCF growth, validating the AXON platform's scalability. AXON Ads Manager's self-serve launch and expanding MAX supply-side platform drive a powerful data flywheel, underappreciated in consensus estimates and guidance.
AppLovin Corporation (APP) Presents at 53rd Annual Nasdaq Investor Conference Transcript
After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports.
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.