AppLovin Corporation Class A Common Stock (APP)
AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
AppLovin ( NASDAQ:APP ) delivered a beat-and-raise quarter for the fourth quarter, with revenue and profits topping analyst expectations, and management issuing guidance for the coming quarter above Wall Street estimates.
AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade)
Time to upgrade AppLovin Corporation to Strong Buy after a 50% drawdown, despite robust operating performance and AI-driven growth. APP's scalable ad tech platform, expanding into e-commerce, demonstrates high margins, strong free cash flow, and a defensible moat. Q4 delivered 66% revenue growth, >80% adjusted EBITDA margins, and nearly 90% free cash flow conversion, validating business strength.
AppLovin: This Sale Won't Last
AppLovin Corporation is rated a Buy under $400, driven by robust AI-powered ad tech and a high-margin, software-led business model. APP's Q4 2025 revenue surged 66% to $1.66B, with 89% gross margin and adjusted EBITDA margin reaching 84%, highlighting operational leverage. APP generated $3.95B in free cash flow and repurchased $2.58B in shares, maintaining a strong $2.49B cash position versus $3.51B in manageable debt.
AppLovin shares fall despite strong Q4 beat, robust 2026 guidance
AppLovin Corp (NASDAQ:APP) shares tumbled 16% in early trading Thursday, despite the mobile advertising software company reporting stronger-than-expected fourth-quarter earnings and raising its outlook for 2026. The company posted revenue of $1.66 billion for Q4, up 66% from a year earlier and slightly above analyst estimates of $1.61 billion.
5 Things to Know Before the Stock Market Opens
Stock futures are higher this morning as investors evaluate more earnings reports and await the rest of this week's economic data; reports on weekly jobless claims and existing home sales are set to be released this morning ahead of tomorrow's key inflation report; Cisco shares are sinking despite solid quarterly results amid concerns about the impact of the ongoing shortage in memory chips on the company's margins; shares of Applovin are losing ground as the adtech company's revenue growth disappointed investors; and AB InBev shares are rising after the Budweiser parent reported better-than-expected results and touted the impact of major sporting events. Here's what you need to know today.
AppLovin Corporation (APP) Q4 2025 Earnings Call Transcript
AppLovin Corporation (APP) Q4 2025 Earnings Call Transcript
AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates
AppLovin (APP) came out with quarterly earnings of $3.24 per share, beating the Zacks Consensus Estimate of $2.89 per share. This compares to earnings of $1.73 per share a year ago.
AppLovin misses quarterly revenue estimates amid advertising competition
Marketing platform AppLovin missed market estimates for fourth-quarter sales on Wednesday, indicating tepid demand for its advertising services amid increasing competition and an uncertain macroeconomic environment.
Why AppLovin Stock Is A Better Pick Than Synopsys
Synopsys declined by -17% in the last month. You might feel inclined to increase your investment or perhaps decrease your exposure.
Can Applovin Stock Keep Up its Post-Earnings Win Streak?
Applovin Corp (NASDAQ:APP) stock was last seen up 1.9% at $469.19, extending last session's 13.2% pop after short seller CapitalWatch apologized and retracted statements made in a report last month that accused shareholder Hao Tang of financial crimes.
AppLovin: Why I'm Buying The Dip Despite CloudX Narrative
AppLovin offers high top-line growth and exceptional EBITDA/FCF margins now trading at an attractive PEG of 0.74x after a sharp sell-off. I see 2026 as an inflection year, driven by Axon 2.0's global rollout, e-commerce expansion, and AI-powered ad creative scaling, fueling a positive flywheel. APP's platform benefits from AI democratization, increasing game content and ad inventory, while cross-vertical targeting unlocks higher ROAS and auction density.
A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped.
One of AppLovin's most vocal critics is walking back some of its claims.
