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...

CoreWeave has pulled ahead in absolute revenue, but AppLovin's profitability tells a starkly different story.

AppLovin boasts a 60% net margin and 70% revenue growth, while Kratos trades at a fraction of the valuation despite heavy government dependence.

SK Hynix trades at a fraction of AppLovin's valuation multiple, but one company carries far more debt and regulatory risk.

APPS' 208% rally reflects AI-driven growth, stronger guidance and an expanding ad platform, but debt and profitability risks remain.

Renaissance Technologies opened a new $572 million position in CrowdStrike in its Q2 2026 filing, adding a notable institutional vote of confidence as cloud and AI-driven cyber threats continue to rise.

AppLovin stock has fallen sharply in the short term while still showing a very large gain over three years, and the current valuation checks point to neither a clear bargain nor a clear premium. AppLovin has delivered roughly 7x over the past three years, which means many holders are now sitting on sizeable gains even after the recent pullback. Investor expectations for continued growth from the AXON advertising engine can support the current price, while recent revenue shortfalls and...

Something is splitting the ad tech world in two this year, with buy-side platforms bleeding out while sell-side names surge, and The Trade Desk keeps falling even on days when nothing specific happens to it.

AppLovin shares are down more than 50% this year.

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the advertising software stocks, including AppLovin (NASDAQ:APP) and its peers.

A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion. The adjusted EBITDA rose 58% to $1.61 billion at an 84% margin, while the net income reached $1.27 billion. AppLovin also confirmed that the SEC had ended its inquiry, which was initiated in October 2025, […]

AppLovin commands a 30-fold revenue advantage, yet SoundHound's growth rate tells a different story about which trajectory matters more.

The Standard & Poor's 500 index rose 0.4% this week after cooling inflation and an unexpected drop i

Arista commands networking with zero debt and 39% margins, while AppLovin's AI platform grew 70% with a lower valuation, but each carries distinct risks.

The quant fund also exited AppLovin.

Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.

Boeing Co.’s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years.

AppLovin Corporation (NASDAQ:APP) is a software company that operates in the digital advertising space. Its shares are down by 27% over the past year and by 49% year-to-date. AppLovin Corporation (NASDAQ:APP) has been one of the more interesting firms in today’s AI-driven era due to its ability to enable businesses to run advertisements in platforms […]

AppLovin’s second quarter results were met with a significant negative market reaction as revenue and adjusted EBITDA both came in just below Wall Street expectations. Management attributed the shortfall to a slower pace of model improvements within its core gaming advertising business, which CEO Adam Foroughi described as “lighter than normal during the quarter.” Foroughi emphasized that the timing of these improvements, which landed just after quarter end, was the primary factor behind the wea

AppLovin shed more than half its value in 2026 after a single earnings report triggered a collapse from a 52-week high near $746. Whether that drop reflects a broken growth story or a rare entry point into a cash machine hinges on one critical question about its AI engine.

AppLovin's (APP) Q2 challenges were largely related to the timing of a major "model improvement" rat

Fiverr International, AppLovin, and GoPro stocks plunged to annual lows on Wednesday amid poor Q2 results and weak outlook, further pressured by caution from Wall Street analysts.

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

APP expects third-quarter revenue growth to reaccelerate sequentially while maintaining an 83% margin despite continued investment in AI computing capacity.

APP pairs rapid revenue growth and high margins with a forward earnings discount, while e-commerce execution and limited visibility remain key risks.

Both are navigating a difficult year for software stocks, but only one of them is doing it with a proven earnings track record behind it.

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

APP stock dropped almost 6% after a downgrade raised doubts about its 30% growth goal. Here's what the company said on its earnings call.

Wall Street closed lower on Tuesday as uncertainty over the Strait of Hormuz closure weighed on market sentiment.

AppLovin has shed more than half its value this year while Wall Street analysts refuse to budge on their bullish targets, creating a tension that forces investors to pick a side: broken growth story or the discount of the decade.

The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US stock futures are flat to slightly weaker as investors wait for fresh inflation clues. The key focus is the US 10 year Treasury yield near 4.7%, which reflects the interest rate the government pays to borrow for a decade. Higher yields can make mortgages, car loans and credit card rates more expensive. At the same time, higher oil prices and Iran US geopolitical risks keep pressure on energy costs, which feed into the...

Weak results, a reverse split, analyst downgrades, and slowing growth concerns triggered sharp investor sell-offs.

The Nasdaq Composite fell 0.6%. “The dog days of summer are here, characterized by thin volume, narrow index moves, and a lighter earnings flow, while market participants cast a wary eye on Treasury yields that keep tightening the vise,” writes Joe Mazzola, head trading and derivatives strategist at Charles Schwab. Investors are waiting for tomorrow’s consumer price index report.

The beaten-down adtech took another hit, this time from an analyst's recommendation downgrade.

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(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for

The latest consumer price index numbers come out Wednesday. Micron Technology rallied late to close up 0.9% at $868.52. The stock has declined 12% over the past month and well short of its peak of more than $1,200 reached in late June on concerns about the sustainability of sky-high margins in a typically cyclical business.

US equity indexes ended lower Tuesday amid rising crude oil prices, Iran's uncertainty on the Strait

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Tech stocks were mixed late Tuesday afternoon with the State Street Technology Select Sector SPDR ET

AppLovin stock took it on the chin Tuesday after a downgrade by a BofA Securities analyst who isn’t sure whether the ad-technology platform can jump-start its revenue growth. Shares were down 5% to $322.11 and were on pace for their lowest close since May 7, 2025, according to Dow Jones Market Data. The analyst, Omar Dessouky, lowered his rating to Neutral from Buy and cut his price target to $400 from $430.

Stock Market Today: The Dow Jones index gains on Iran comments from Pakistan. SpaceX rival Rocket Lab falls on earnings. Chip stocks rise.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

Trade Desk stock is sliding again while its ad tech peers barely flinch, and the reason behind that split says something uncomfortable about where the programmatic giant stands right now.

AppLovin shares slide 17% after Q2 as a revenue miss and execution concerns overshadow strong growth and upbeat Q3 guidance.

The stock has been cut in half this year.