Whenever a stock story is told, the timeframe of that story can make a big difference. For example, AppLovin (APP 6.17%) stock is down more than 40% from highs in 2025, which paints a negative picture. But it's also up more than 600% in just the last three years, which is stellar. That said, what happens from here could have a lot to do with what happens on May 7.On May 7, AppLovin is scheduled to report financial results for the first quarter of 2025. Under ordinary circumstances, investors would do well t ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I initiated my investment coverage of AppLovin Corporation (NASDAQ: APP ) stock here on Seeking Alpha in late November 2024 with a "Hold" rating, advocating for trimming APP ahead of a market weakness, which could "could trigger aHe leads the investi ...

Core Viewpoint - The AppLovin Corporation is facing a class action lawsuit for alleged violations of the Securities Exchange Act of 1934, with claims that the company misrepresented its advertising platform and engaged in manipulative practices to inflate its performance metrics [1][4][5]. Group 1: Class Action Lawsuit Details - The class action lawsuit, titled Quiero v. AppLovin Corporation, Inc., is open to purchasers of AppLovin securities from May 10, 2023, to February 25, 2025, with a deadline for lead plaintiff applications set for May 5, 2025 [1][6]. - The lawsuit alleges that AppLovin's executives created a false impression of the effectiveness of their AXON 2.0 digital ad platform and AI technologies, claiming they would enhance ad matching and expand into new markets [4][5]. - On February 26, 2025, reports surfaced alleging that AppLovin was reverse engineering advertising data from Meta Platforms and using manipulative tactics to inflate ad performance metrics, leading to a more than 12% drop in share price [5]. Group 2: Legal Process and Representation - The Private Securities Litigation Reform Act of 1995 allows any investor who acquired AppLovin securities during the class period to seek appointment as lead plaintiff, representing the interests of the class [6]. - The lead plaintiff has the authority to select a law firm for litigation, and participation as lead plaintiff does not affect an investor's ability to share in any potential recovery [6]. Group 3: Company Background - AppLovin is a software-based platform designed for advertisers to improve marketing and monetization of content [3]. - Robbins Geller Rudman & Dowd LLP, the law firm representing the plaintiffs, is recognized as a leading firm in securities fraud cases, having recovered $6.6 billion for investors in related class action cases [7].

Group 1 - AppLovin's stock is experiencing significant sell-offs, with a decline of 5.9% as of 1:15 p.m. ET, and had previously dropped as much as 14.8% during the session [1][2] - The broader market sell-off is attributed to unexpected U.S. GDP contraction of 0.3% year over year, which fell short of the expected growth of 0.3% [3][4] - Consumer spending growth has slowed to 1.8%, down from 4% in the same quarter last year, raising investor concerns [4] Group 2 - Edgewater Research has updated its sales targets for AppLovin, forecasting a substantial deceleration in growth throughout the year, despite a projected 55% year-over-year revenue increase to $1.08 billion for the first quarter [5][6] - The firm has set a sales target of $5.7 billion for 2025, anticipating only 18% annual revenue growth, citing signs of slowing growth in the mobile gaming market and increased competition from Meta Platforms and Alphabet [6] - AppLovin is currently valued at over 16 times the average analyst sales target for the year, with a previous annual sales growth of 43%, but may face further declines if Edgewater's growth forecast proves accurate [7]

Core Viewpoint - AppLovin Corporation (APP) has experienced a stock decline of 22% over the past three months, which is slightly worse than the industry's overall decline of 18% [1]. However, the company has shown signs of recovery with an 8% rebound in the last month [2]. Group 1: Company Performance - AppLovin is transitioning to a pure-play advertising platform, focusing on high-growth, high-margin segments, highlighted by the $900 million sale of its gaming unit to Tripledot Studios [4]. - The latest earnings report indicates strong financial health, with revenues increasing by 44% year over year and 14% sequentially in Q4 2024 [5]. Adjusted EBITDA rose by 78% year over year and 17.5% sequentially, while net income surged by 248% from the prior year [5]. - For the full year 2024, revenues climbed 43% year over year, and adjusted EBITDA surged 81% [6]. Group 2: Future Projections - Management has guided for $1.4 billion in sales for Q1 2025, slightly above the Zacks Consensus Estimate of $1.37 billion [8]. - Analysts project strong earnings growth, with the Zacks Consensus Estimate for Q1 2025 earnings at $1.45 per share, reflecting a 116.4% increase from the prior year [9]. Earnings for 2025 and 2026 are expected to grow by 47.5% and 38.5%, respectively [9]. Group 3: Analyst Sentiment - Over the past 60 days, analysts have revised downwards their earnings estimates for 2025 and 2026 by 2.8% and 1.8%, respectively [11]. - APP currently trades at a forward 12-month price-to-earnings (P/E) ratio of 37.9, significantly higher than the industry average of 24.33, indicating a premium for future earnings [12]. Group 4: Conclusion - AppLovin's recent rebound, strong earnings growth, and strategic shift toward a high-margin ad tech model highlight its long-term potential [14]. However, caution is warranted due to recent downward earnings revisions and a valuation premium compared to industry peers [14].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased AppLovin Corporation securities between May 10, 2023, and February 25, 2025, of the May 5, 2025, lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court by May 5, 2025, to serve as lead plaintiff [2] - Investors can join the class action by visiting the provided link or contacting the law firm directly [6] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time [3] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in recovering funds [3] Group 3: Case Allegations - The lawsuit alleges that defendants provided misleading information regarding AppLovin's financial growth and stability, including confidence in its AXON 2.0 digital ad platform [4] - Defendants reportedly disseminated materially false statements while concealing adverse facts, such as the use of a "backdoor installation scheme" that inflated installation numbers and profitability [5]

Core Viewpoint - AppLovin Corporation is facing a class action lawsuit for alleged violations of the Securities Exchange Act of 1934, with claims that the company misrepresented its advertising platform and inflated its performance metrics [1][3][4]. Group 1: Class Action Details - The class action lawsuit, titled Quiero v. AppLovin Corporation, Inc., allows purchasers of AppLovin securities from May 10, 2023, to February 25, 2025, to seek lead plaintiff status by May 5, 2025 [1][5]. - The lawsuit alleges that AppLovin's executives created a false impression of the effectiveness of their AXON 2.0 digital ad platform and AI technologies [3][4]. Group 2: Allegations Against AppLovin - AppLovin is accused of exploiting advertising data from Meta Platforms and using manipulative practices to inflate installation numbers and profit figures [3][4]. - Reports emerged on February 26, 2025, indicating that AppLovin was engaging in reverse engineering and manipulative advertising practices, leading to a more than 12% drop in share price [4]. Group 3: Legal Process and Firm Background - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased AppLovin securities during the class period to seek lead plaintiff status, which enables them to direct the lawsuit on behalf of the class [5]. - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud cases, having recovered $6.6 billion for investors in class action cases, and is recognized for securing significant monetary relief [6].

Investor Deadline: Investors who purchased or acquired AppLovin securities during the Class Period may, no later than MAY 5, 2025, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE. Headquartered in Palo Alto, Calif., AppLovin is a developer of a software-based platform for advertisers. The truth began to emerge on February 26, 2025, when analysts Fuzzy Panda and Culper Research each published reports accusing AppLovin of, among other things, reverse-engi ...

Core Viewpoint - A class action securities lawsuit has been filed against AppLovin Corporation, alleging securities fraud that affected investors between May 10, 2023, and March 26, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that AppLovin's management provided misleading information regarding the company's financial growth and stability, particularly related to the launch of its AXON 2.0 digital ad platform and the use of advanced AI technologies [2]. - Allegations include that AppLovin engaged in dishonest advertising practices, such as reverse engineering advertising data from Meta Platforms and manipulating ad metrics to inflate click-through and app download rates [2]. - Following the revelation of these practices on February 26, 2025, AppLovin's stock price fell from $377.06 per share to $331.00 per share, indicating a significant loss for investors [2]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until May 5, 2025, to request to be appointed as lead plaintiff in the lawsuit [3]. - Participation in the lawsuit does not require any out-of-pocket costs or fees for class members, allowing them to seek compensation without financial obligation [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years, indicating its expertise in handling complex cases [4].

Core Viewpoint - AppLovin Corporation is facing a class action lawsuit due to allegations of misleading investors regarding its digital advertising platform and manipulative practices that inflated financial metrics [3][4]. Group 1: Class Action Details - The class action lawsuit represents investors who purchased AppLovin securities between May 10, 2023, and February 25, 2025, with a deadline of May 5, 2025, for filing a lead plaintiff motion [1]. - The lawsuit claims that AppLovin misled investors by promoting its AXON 2.0 platform and AI technologies as beneficial for advertising efficiency, while allegedly engaging in deceptive practices [3]. Group 2: Allegations Against AppLovin - Allegations include the exploitation of advertising data from Meta Platforms and the use of a "backdoor installation scheme" to force unwanted apps onto users' devices, leading to inflated installation metrics [3]. - Reports on February 26, 2025, indicated that AppLovin was reverse engineering Meta's advertising data and employing deceptive methods to artificially boost ad performance, resulting in a share price decline of over 12% [4].