NASDAQ
APP
41 stories
$87B Market cap · 2026-10-28
@DrewCohenMoney Not short but $APP is reliant on Apple and Google yet also competes with them with high margin ads. App has already been investigated by the SEC and state attorneys, the platforms could take some trivial data misstep & shut it down in the name of privacy and steal the economics.
@rubicon59 Would love to chat on $APP and various other DSPs. DM if you are open to it.
Agree. All of the DSPs look very good here. If I didn’t own so much $EVC I would be dogpiling into $APP and $LFTO here. https://t.co/c2R50Tlfts
@thetomcollins 70% drawdown here on $APP ... https://t.co/0nlQGYsSCv
$APP Past 5 year insider transactions: Sales: $15,825,097,564 Buys: $0 https://t.co/mIgIStK0yO
And this is the ramp for scaled stores (top 1M shopify stores). Excluding the influx of HK/China sellers, we can clearly see the Black Friday ramp these last few weeks. $APP (Chart from our internal tracking tool) https://t.co/2Exb8qRUjI https://t.co/AigrDesxYq
AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…
AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…
AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…
Jack Elias 3 clicks@realroseceline Kind of crazy that $APP was at a quarter trillion market cap
Looks like $APP and $EVC are doing some things together. https://t.co/bzdFqKEJjL
@teechongyen Terry Smith: Owned $ADBE much higher already sold. Recently bought $FICO and $APP just before they crashed. Man doesn't miss.
@NthObject89773 @pradeeepk Given $APP's sketchy history of using data, rather ironic that they would complain about a little turnaround of their tactics.
@rubicon59 Problem is $APP is in the "this might be a total scam" bucket. If it's not, yeah it's cheap. I'm not so sure. Could be wrong, but it never smelled right to me.
AppLovin's AXON mobile ad platform drove 55% revenue growth and 77% net income growth, while APP trades at 24 times earnings after its SEC…
Andres Veurink AppLovin trades at 18 times EBITDA after a 57% drop, despite 84% EBITDA margins, rapid growth and a machine-learning advertising platform.
I wrote up $APP. Gave it my thoughts. I think it is one of the best business models in the world. And if they can successfully get into the e-commerce space then there is a ton of white space for growth. Found a decent way to track their move to e-commerce too which I don't think many are doing. I am not buying here as this is like a 4% free cash flow yield. But this stock is volatile and I plan to take advantage of any sort of downturn and freak out price drop, which tends to happen in this industry. Putting it on my watch list. Have a read if you like ad-tech space. I find it fascinating.
If $APP e-commerce push is working then watch out. This could be a monster https://t.co/JUTqrG1WZH
@justinian1800 Thanks for this. This is the kind of stuff I like to see on this platform and largely what I have seen from my research on $APP.
Why shouldn’t I buy $APP. It’s one of the greatest business models I’ve ever seen. https://t.co/qZ0lMlorvx
AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…
@DrewCohenMoney enjoyed your $APP video
AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Letters that discuss APP.
Companies the stories above are also about, besides APP.
