What top creators are saying about AppLovin Corporation(APP)

Shows strong financials with asymmetric upside toward $450 if upcoming Q3 earnings demonstrate expansion into e-commerce advertising.

Applied deep learning recommendation models are driving an 84% EBITDA margin and 60% YoY ad spend growth, supported by successful expansion into e-commerce advertising.

Generates industry-leading 84%-85% EBITDA margins with strong pricing power, scalable deep learning recommendation models, disciplined share buybacks, and upside in discovery-based e-commerce advertising.

Featured on the investor's active watchlist and pricing data chart.

Down roughly 50% from highs due to short-term adjustments, offering an accumulation opportunity backed by 79% EBITDA margins and expansion into e-commerce ads.

Contrarian long opportunity supported by rapid revenue and earnings growth despite heavy short interest and business model skepticism.

Slipped below $300 amid market skepticism regarding its ability to successfully expand its advertising TAM into broader e-commerce.

High-growth software player with dominant market share in iOS ad infrastructure that appears oversold following a minor earnings miss.

Expanding proprietary AI recommendation and ad-targeting engine into direct-to-consumer e-commerce to capture higher-margin enterprise ad spend beyond mobile gaming.

Successfully expanding its core machine-learning mobile ad platform into high-margin DTC e-commerce performance marketing, creating a strong new growth vertical with proven merchant revenue scaling.

Experiencing rapid 47% YoY revenue growth driven by programmatic mobile monetization tools, attracting high-conviction institutional accumulation.

Maintains a profitable mobile gaming ad moat against Meta and Google, but revenue growth has slowed from 70% to 55% with 30%+ forward guidance, and management has yet to prove expanding TAM in e-commerce.

Stock has fallen ~50% YTD amid decelerating top-line growth, but retains 70%-80% market share in mobile gaming ad infrastructure with put-selling support suggested around $200-$250.

Durable free cash flow engine with strong operating leverage and high capital efficiency; multi-year upside driven by expanding its proprietary Axon 2 AI ad engine beyond mobile gaming into e-commerce and Connected TV.

Experienced a 33% stock drop despite 50% revenue growth because the stock price had run too far ahead of fundamentals.

Reported revenue up 53% year-over-year and EPS up 57%, but experienced sharp post-earnings volatility and dropped significantly after failing to deliver a massive beat against high expectations.

Consider AppLovin as a major player in the advertising technology sector, especially for businesses looking to scale e-commerce and mobile user acquisition.

Represents a play on performance-based digital advertising and automated e-commerce growth infrastructure using automated matching and AI-driven optimization.

Dropped 12.5% following a cautious Bank of America report warning of volatility.

Dominant player in the AdTech space with a massive reach of over 1 billion people, successfully scaling e-commerce brands through AI optimization.

Stock identified as having strong earnings growth but suffering from broader macro sentiment.

Included in the analyst's trading watchlist.

Performing well in a tight macro environment due to its ability to provide measurable Return on Ad Spend (ROAS).

Identified as a software name that appears cheap after strong earnings.

The company exhibits extreme operational efficiency with its Axon 2 technology and high EBITDA per head. Its pivot to performance-based advertising and expansion into Connected TV (CTV) provides a resilient moat and significant growth potential.

Recognized for having deeper data pools for AI advertising ROI compared to Snap.

Experienced a sharp 10% drop due to market fears about AI agents disrupting software companies.

Mentioned as part of the hard-hit SaaS sector, with the text noting a significant price drop due to AI disruption fears.

Stock was up on news of a potential partnership with OpenAI to implement its advertising technology into the OpenAI chatbot.

Had 'phenomenal' earnings but the stock dropped 20%. The price action is a 'bad break' and it needs to reclaim the $410-$415 level.

Despite 'crushing' earnings with 65% revenue growth, the stock sold off over 18%. The speaker and an analyst view this as a 'ridiculous' disconnect and a potential deep value opportunity, with one calling it 'a great business on sale'.

Despite strong earnings, revenue, and guidance beats, the stock fell as much as 10%, reflecting negative market sentiment towards SaaS stocks and concerns about its premium valuation (28 times sales).

Bullish due to a short-seller retracting a negative report, admitting to 'critical mistakes.' This is seen as a major positive catalyst that could cause a short squeeze.

Down 37% on the year in a sharp sell-off of software stocks, with investors concerned about the impact of AI on its business model.

Considered a potential buying opportunity among oversold SaaS stocks, especially those integrating AI.

Stock dropped 11-16% after a competitor, CloudX, announced AI agents to automate mobile app ad stacks, fueling fears of AI disruption and commoditization.

The stock was down a staggering 17% and described as having been 'nuked' in a move that was seen as 'incomprehensible'.

Stock was down 3.7% following a 30-page short report. The speaker advises to 'stay away' for now due to the aggressive allegations, despite noting such situations can become buying opportunities.

Highlighted as a surprisingly strong performer in digital advertising, with advertisers calling its performance 'insanely good' and allocating significant budget to it. The high valuation is a point of caution.

This high-growth company's recent 20% drop due to an SEC probe could be a significant buying opportunity if the issue is minor. A technical level around $500 is noted as an area of interest.

The speaker has a strong bearish sentiment, believing the stock is 'way too expensive' due to its high valuation (26x EV to Forward Revenue), especially compared to other large-cap tech companies.

Facing an SEC probe causing a 20% stock drop, which presents a potential buying opportunity for a company with a strong growth trajectory and recent S&P inclusion, despite the regulatory risk.

Stock plummeted 16-18% after hours following a report of an SEC probe into its data collection practices, creating a high-risk situation where its business model could be invalidated.

Sentiment is bullish as the stock is benefiting from its S&P 500 inclusion and has strong momentum. It was highlighted as a successful investment rotation.

Gapping up over 8% due to S&P end-of-month rebalancing as funds adjust portfolios to match new index inclusions, which could provide a short-term boost.

Strong performance is speculated to be due to S&P 500 inclusion, forcing index funds to accumulate shares before the end of the month.

The stock was added to the S&P 500, a significant catalyst that forces index funds to buy shares, and it hit an all-time high as a result.

Official inclusion in the S&P 500 index is a major bullish event that forces index funds to buy shares, creating significant buying pressure.

Stock went 'vertical' towards $650, with the rally being primarily driven by its upcoming inclusion in the S&P 500 index.

Will be added to the S&P 500 index. Skepticism was expressed about its future performance, as stocks added to the index often underperform in the following year after being bought by index funds at their 52-week highs.