AppLovin (APP) closed the most recent trading day at $363.78, moving +2.33% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.54% for the day. Elsewhere, the Dow gained 0.52%, while the tech-heavy Nasdaq added 0.74%. Shares of the mobile app technology company witnessed a gain of 3.23% over the previous month, beating the performance of the Business Services sector with its loss of 1.28%, and underperforming the S&P 500's gain of 4.2%.The investment community wi ...

AppLovin (NASDAQ: APP ) delivered another set of exceptional results in the first quarter of FY25, with sustained revenue growth and continued margin expansion. The company continues to benefit from its unparalleled AXON platform, which is unlocking better returns onHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a ...

I have been watching AppLovin Corporation (NASDAQ: APP ) for a while now. And my first contact with APP was when the company was trading at the cheap, low price of ~$40 a share. That was back inKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial l ...

Shares of AppLovin (APP 6.25%) were among the winners today after the fast-growing ad tech company received an endorsement from Citigroup, which called it a top pick.That news was enough to send the stock up 6.5% as of 3:05 p.m. ET. AppLovin gets a boostAppLovin has been volatile. The stock, which was a breakout winner last year, is now up against high expectations in a chaotic advertising and economic environment.However, Citi's note today clearly gave the stock a boost. The bank reaffirmed AppLovin as a t ...

Core Insights - Kyndryl Holdings, Inc. (KD) is currently viewed as a stronger investment option compared to AppLovin (APP) for those seeking undervalued stocks [1][3][7] Valuation Metrics - KD has a Zacks Rank of 1 (Strong Buy), indicating a stronger earnings outlook compared to APP, which has a Zacks Rank of 3 (Hold) [3] - The forward P/E ratio for KD is 19.69, significantly lower than APP's forward P/E of 42.03, suggesting that KD is more attractively priced [5] - KD's PEG ratio stands at 0.79, while APP's PEG ratio is 2.10, indicating that KD is expected to grow earnings at a more favorable rate relative to its price [5] - KD has a P/B ratio of 7.49, compared to APP's P/B of 207.42, further highlighting KD's relative valuation advantage [6] - Based on these metrics, KD has earned a Value grade of A, while APP has a Value grade of D, reinforcing KD's position as the superior value option [6]

Core Viewpoint - AppLovin (NASDAQ: APP) presents a relatively better investment opportunity compared to other AI stocks, despite being slightly overvalued currently [1][3]. Group 1: Financial Performance and Valuation - The stock price of AppLovin may be above the 50-week moving average, but the 14-week Relative Strength Index (RSI) is only 53.5, indicating potential for growth [1]. - Normalized earnings growth rates could reach 70-80% for FY2025 and 40-50% for FY2026, suggesting a reasonable valuation [1]. - The projected annual revenue growth rate for the next few years is expected to be 20-25%, indicating strong and stable performance [1]. - A conservative estimate suggests a rolling 12-month price-to-earnings (P/E) ratio of around 42.5, which could lead to a stock price of $510 if normalized earnings reach $12, representing a potential upside of 45% from the current price of $350 [3]. Group 2: Cash Flow and Business Model - AppLovin's revenue model includes a significant portion of recurring revenue based on usage, leading to stable cash flows and attracting long-term investment [3][4]. - The company enjoys a high gross margin of nearly 80% and low capital expenditures, which supports its cash flow [4]. - The leverage-free cash flow profit margin stands at 37%, indicating strong financial health [4]. Group 3: Competitive Landscape and Risks - AppLovin faces competition from major players like Meta and Google, which have enhanced their advertising platforms [5]. - Regulatory risks related to privacy and data policies, such as the General Data Protection Regulation (GDPR), could impact data targeting efficiency [4]. - The company has been accused of data misuse and deceptive advertising practices, necessitating strict adherence to ethical standards by management to maintain market sentiment [4]. Group 4: Market Sentiment and Investment Horizon - Current market sentiment towards AppLovin is positive, and the valuation is not excessively high, making it an attractive investment [5][6]. - The investment in AppLovin may require a longer holding period of three to five years to achieve sustainable returns of 25% or more [6]. - The focus should be on monitoring potential downside risks and actual growth in earnings reports to gauge market sentiment shifts [5].

Being added to the S&P 500 is a big deal for any company, and usually a boon to its stock. Not only is the venerable large-cap index widely followed by individual investors, but many funds are built to replicate its performance, which results in consistent demand for its components as funds flow into those popular investment vehicles. It also means that whenever a new stock is chosen for inclusion, it tends to get a bump in its price as all of those funds must buy shares for their portfolios.Now, while the ...

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Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

Key Takeaways APP is shifting from mobile-first to omnichannel ads by expanding into CTV, web and e-commerce. The Wurl acquisition enhances APP's AI-driven monetization engine across new digital ad verticals. APP stock is up 46.5% in 3 months, outpacing the industry's 42.7% gain amid rising earnings estimates.AppLovin Corporation (APP) is accelerating its transformation from a mobile-first advertising platform into a diversified digital advertising powerhouse. At the heart of this evolution is a strategic ...