AppLovin Corporation (APP)
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Boloor: APP Earnings "Great," Guidance & Company Clarity in Question
Published: February 12, 2026 by: Schwab Network
Sentiment: Neutral
Applovin (APP) traded down as much as 20% intraday during Thursday's session. Shay Boloor considers the reaction as overdone, to a degree.
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AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Neutral
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.
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AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade)
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
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.
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AppLovin: This Sale Won't Last
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
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.
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AppLovin shares fall despite strong Q4 beat, robust 2026 guidance
Published: February 12, 2026 by: Proactive Investors
Sentiment: Negative
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.
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Can Applovin Stock Keep Up its Post-Earnings Win Streak?
Published: February 10, 2026 by: Schaeffers Research
Sentiment: Positive
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.
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AppLovin: Why I'm Buying The Dip Despite CloudX Narrative
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Positive
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.
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Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it is becoming increasingly important to separate which types of software are vulnerable from those that are structurally resilient. AI will undoubtedly disrupt certain areas, particularly simple applications, dashboards, and point solutions that can be replicated quickly with generative tools.
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5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Negative
Software stocks, long viewed as some of the market's most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models intensified. The selloff has been significant, with the iShares Expanded Tech-Software Sector ETF ( IGV ), a widely followed proxy for the software space, falling more than 20% over that stretch.
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AppLovin Stock Regains Ground After Sell-Off That Analyst Calls 'Overblown'
Published: February 09, 2026 by: Investors Business Daily
Sentiment: Negative
AppLovin stock is regaining some ground after an analyst called recent fears about competition "overblown."
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AppLovin Roars Back: Analyst Calls the Dip a Must-Buy — But Is It?
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Positive
AppLovin ( NASDAQ:APP ) has been on quite a rollercoaster following a scathing report from short-seller CapitalWatch that accused the company of basically serving as a “digital laundromat” for Asian crime groups and claimed AppLovin's ad tools were helping launder billions through shady networks.
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AppLovin Stock Surges After Publisher Retracts Money-Laundering Claims
Published: February 09, 2026 by: Barrons
Sentiment: Positive
Capitalwatch apologizes to an AppLovin shareholder it had accused of having connections to transnational crime syndicates.
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Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
Published: February 09, 2026 by: CNBC
Sentiment: Positive
Short-seller CapitalWatch apologized and retracted statements from a report published last month accusing an AppLovin shareholder of financial crimes. In an apology on X, CapitalWatch wrote that its associations between AppLovin shareholder Hao Tang and criminal syndicates were inaccurate.
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Here's Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Neutral
After losing some value lately, a hammer chart pattern has been formed for AppLovin (APP), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
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Wall Street Roundup: Risk Off
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Negative
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.
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Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic?
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 6)
Published: February 06, 2026 by: 24/7 Wall Street
Sentiment: Neutral
After AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% early last year due to a pending class action lawsuit and to short seller reports, the software company's better-than-expected quarterly reports helped the stock recover.
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AppLovin: Be Greedy When Others Are Fearful
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin Corporation remains a Strong Buy, with the recent share price drop driven by panic over unsubstantiated competitive threats and broader market sentiment. APP's fundamentals are robust: Q3 revenue grew 69% YoY, EPS nearly doubled, and adjusted EBITDA margin expanded to 82%, highlighting strong operating leverage. Q4 earnings are expected to show 61% YoY revenue growth and 71% EPS growth, with a strong track record of dual beats and positive earnings revisions.
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AppLovin: Being Priced To Perfection Created Too Much Risk
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin Corporation has lost over 40% of its value in a month amid a perfect storm of negative catalysts and profit-taking. APP's AXON AI engine and operating leverage remain strong, but recent competitive threats and short-seller allegations have shaken investor confidence. Concerns around CloudX and Google's Project Genie are likely overblown, as APP's scale, data advantage, and convenience should preserve its moat.
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Should You Buy, Sell, or Hold AppLovin Stock Before Q4 Earnings?
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
AppLovin heads into Q4 earnings with estimates indicating 67% EPS growth and 16.9% revenue gains, driven by gaming ads and MAX.
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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation - APP
Published: February 03, 2026 by: GlobeNewsWire
Sentiment: Neutral
NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of AppLovin Corporation (“AppLovin” or the “Company”) (NASDAQ: APP). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
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AppLovin: The Market Is Giving Us A Chance To Load Up (Earnings Preview)
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Neutral
AppLovin: The Market Is Giving Us A Chance To Load Up (Earnings Preview)
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Why AppLovin Stock Lost 30% in January
Published: February 02, 2026 by: The Motley Fool
Sentiment: Negative
The adtech company faced another short-seller attack. Investors panicked over a new AI game-creation platform from Google.
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AppLovin (APP) Rises Higher Than Market: Key Facts
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Neutral
In the closing of the recent trading day, AppLovin (APP) stood at $483, denoting a +2.09% move from the preceding trading day.
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AppLovin: The Genie Is Still In The Bottle
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Negative
AppLovin experienced a sharp 17% selloff due to overblown fears about Google's Project Genie, an AI prototype not positioned to threaten APP's core business. The AI marketing platform remains highly profitable, boasting 59% net income and 82% adjusted EBITDA margins, with robust free cash flow supporting an active $3.3B buyback program. The consensus analyst estimates don't correctly forecast APP's growth after unloading the Apps division.
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Why AppLovin Is Currently Outpacing Workday Stock
Published: February 02, 2026 by: Forbes
Sentiment: Positive
APP is Workday's counterpart in the Application Software sector, which has:
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AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview)
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Neutral
AppLovin Corporation is a pure-play advertising platform after selling its Apps business, and AXON 2.0 plus Ads Manager adoption can reaccelerate growth in 2026. The recent 16% YTD correction appears sentiment-driven by a short report, but APP management rejected allegations and continued compliance, leaving a setup for reversal. Q4 guidance implies 12–14% sequential revenue growth and 82–83% EBITDA margins, and muted estimate revisions make another meaningful beat more likely.
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Why Is AppLovin Stock Rallying?
Published: January 30, 2026 by: Forbes
Sentiment: Positive
From early May 2025 until late January 2026, AppLovin (APP)'s stock jumped by 85%, driven by rising revenue, better margins, and a slight lift in the P/E ratio. Behind these figures, a combination of robust earnings, strategic divestitures, analyst upgrades, buybacks, and market volatility ignited this impressive rally.
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AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
AppLovin (APP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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AppLovin Faces Money-Laundering Claims—Here's What's Missing
Published: January 28, 2026 by: MarketBeat
Sentiment: Neutral
For advertising technology stock AppLovin NASDAQ: APP, short reports have become a noteworthy theme. Critical reports from Fuzzy Panda Research and Culper Research were released early in 2025, leading AppLovin shares to fall over 12% on Feb. 26, 2025.
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About AppLovin Corporation (APP)
- IPO Date 2021-04-15
- Website https://www.applovin.com
- Industry Software - Application
- CEO Adam Arash Foroughi
- Employees 876