Core Insights - AppLovin Corp reported third-quarter revenue of $1.41 billion, exceeding analyst estimates of $1.34 billion, while earnings per share were $2.45, surpassing expectations of $2.41 [1] - The company anticipates fourth-quarter revenue between $1.57 billion and $1.60 billion, above the estimate of $1.55 billion, with adjusted EBITDA expected to be between $1.29 billion and $1.32 billion [2] - Following the earnings announcement, AppLovin shares increased by 6.9% to $659.44 in pre-market trading [2] Analyst Ratings - BTIG analyst Clark Lampen maintained a Buy rating on AppLovin and raised the price target from $693 to $705 [4] - Wedbush analyst Alicia Reese also maintained an Outperform rating, increasing the price target from $745 to $800 [4]

Market Overview - Major U.S. index futures indicate a modestly higher open, with stocks expected to build on gains from the previous session [1] - Concerns about an AI bubble and potential corrections persist, but the current momentum appears to be upward [2] Employment and Layoffs - U.S.-based employers announced 153,074 job cuts in October, a 183% increase from September and a 175% rise from October of the previous year [3] - Year-to-date job cuts reached 1,099,500, the highest level since 2020, driven by AI adoption, reduced consumer spending, and rising costs [4] Individual Stock Movements - Snap (SNAP) shares surged by 19.5% in pre-market trading following a $500 million stock buyback announcement and strong revenue guidance for Q4 [5] - AppLovin (APP) also saw significant pre-market strength after better-than-expected Q3 results [5] - Conversely, DoorDash (DASH) shares fell by 10.6% after reporting Q3 earnings that missed analyst expectations [6] Economic Data - Private sector employment increased by 42,000 jobs in October, rebounding from a revised loss of 29,000 jobs in September, exceeding economists' expectations [9] - The ISM services PMI rose to 52.4 in October, indicating growth, after a reading of 50.0 in September [10] Sector Performance - Airline stocks showed substantial strength, with the NYSE Arca Airline Index rising by 5.8% [11] - Biotechnology stocks also performed well, reflected by a 3.1% increase in the NYSE Arca Biotechnology Index [11] - Computer hardware and semiconductor stocks saw gains, with the NYSE Arca Computer Hardware Index and the Philadelphia Semiconductor Index increasing by 3.1% and 3.0%, respectively [12] Commodity and Currency Markets - Crude oil futures rose by $0.41 to $60.01 per barrel, while gold futures climbed by $31.70 to $4,024.60 per ounce [13] - The U.S. dollar traded at 153.47 yen and $1.1537 against the euro [13] International Markets - Asian markets rose, with Japan's Nikkei 225 Index increasing by 1.3% and China's Shanghai Composite Index jumping by 1.0% [17][16] - European stocks drifted lower despite a recovery in the U.S. market, with Germany's industrial production expanding by 1.3% in September [22]

Core Insights - AppLovin (APP) reported a strong quarterly performance, raising questions about the sustainability of its growth and operating leverage [1] Financial Performance - The company demonstrated robust financial results, indicating that previous concerns regarding its growth sustainability may not hold true [1] Market Position - AppLovin's share price reflects positive market sentiment following its strong quarterly results [1]

AppLovin ( APP ) released another strong quarter, which means that my previous calls questioning sustainability of growth and operating leverage did not age well. The share price is currentlyWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an activ ...

Market Overview - US stock index futures are all up ahead of the market opening on November 6, with Dow futures up 0.02%, S&P 500 futures up 0.09%, and Nasdaq futures up 0.06% [1] - European indices show a decline, with Germany's DAX down 0.08%, UK's FTSE 100 down 0.37%, France's CAC40 down 0.44%, and the Euro Stoxx 50 down 0.04% [2][3] - WTI crude oil is up 0.64% at $59.98 per barrel, while Brent crude is up 0.49% at $63.83 per barrel [3][4] Market Sentiment - A report from SentimenTrader indicates that despite recent market stability, there are ominous signs suggesting potential weakness ahead, with the "Titanic Syndrome" appearing four times in the last five trading days [5] - Deutsche Bank is exploring ways to hedge its exposure to data center risks, including shorting a basket of AI-related stocks, amid concerns of a potential AI bubble [6] Economic Indicators - Federal Reserve Governor Milan emphasizes that current interest rates are too high and suggests further cuts may be necessary, citing limited job growth and declining wage increases [7] - The ongoing US government shutdown is impacting the airline industry, with plans to cut 10% of flights at 40 major airports due to air traffic control safety concerns [7] Company News - Tesla is facing a critical vote on Elon Musk's compensation plan, which could lead to significant stock price volatility depending on the outcome [8][9] - Arm reported a 34% increase in revenue to $1.14 billion for Q2, with a 155% increase in operating profit, exceeding market expectations [9] - Qualcomm's Q4 sales reached $11.27 billion, driven by demand for high-end smartphones, with a forecast for Q1 sales also above market expectations [10] - Snap's Q3 revenue grew 10% to $1.51 billion, with a significant partnership with Perplexity AI valued at $400 million [11] - AppLovin's Q3 revenue increased by 8.9% to $1.41 billion, with a strong cash flow and a $3.2 billion share buyback plan [12] - Robinhood's Q3 net revenue doubled to $1.274 billion, with a 271% increase in net profit, although cryptocurrency revenue fell short of expectations [12] - DoorDash's Q3 revenue grew 27% to $3.45 billion, but rising costs led to a decline in profit, causing a nearly 10% drop in pre-market trading [13] - IonQ's Q3 revenue surged 221.5% to $39.87 million, but the company reported significant losses due to acquisitions [14] - American Superconductor's Q2 revenue increased over 20% but fell short of expectations, leading to a drop in pre-market trading [15] - Fortinet's Q3 core business revenue growth hit a decade low, with a 14% increase in total revenue [15] Upcoming Events - Key speeches from Federal Reserve officials are scheduled, including remarks from New York Fed President Williams and Cleveland Fed President Mester [16]

Group 1 - Dow Jones, S&P 500, and Nasdaq futures showed little change early Thursday, indicating a mixed market sentiment [1] - Key earnings reports were released from companies including Robinhood Markets, AppLovin, ARM Holdings, DoorDash, and Qualcomm [1] - Tesla shareholders are set to vote on CEO Elon Musk's $1 trillion pay deal, with TSLA stock approaching a buy point [1] Group 2 - SiTime, a timing-chip maker, exceeded expectations for Q3 and raised guidance for Q4, resulting in a rise in its stock during extended trading [2] - AppLovin's stock increased due to better-than-expected earnings and guidance [4] - DoorDash's stock declined following an earnings miss, as the company is increasing its investments [4]

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. AppLovin Reports Strong Earnings. The Stock Is Up. By Adam Levine Updated Nov 06, 2025, 6:37 am EST / Original Nov 05, 2025, 1:00 am EST Share Resize Reprints In this article APP AAPL SPX ...

Market Overview - U.S. stock futures declined on Thursday following a positive close on Wednesday, with major benchmark indices showing lower futures [1] - The 10-year Treasury bond yielded 4.14%, while the two-year bond was at 3.61%, with a 67.3% likelihood of the Federal Reserve cutting interest rates in December [2] - Major indices' futures changes included Dow Jones -0.06%, S&P 500 -0.02%, Nasdaq 100 -0.06%, and Russell 2000 -0.19% [2] Company Performance - Coherent Corp. (NYSE:COHR) saw a significant increase of 14.31% after reporting revenue of $1.58 billion, a 17% year-over-year increase, and earnings of $1.16 per share compared to $0.67 from the same quarter last year [5] - Airbnb Inc. (NASDAQ:ABNB) rose 0.041% in premarket trading ahead of its earnings report, with expectations of $2.34 earnings per share on revenue of $4.08 billion [6] - Apple Inc. (NASDAQ:AAPL) fell 0.27% after news of a deal to pay Alphabet Inc. approximately $1 billion yearly for AI technology to improve Siri [6] - Marvell Technology Inc. (NASDAQ:MRVL) surged 8.55% amid reports of SoftBank Group exploring a potential takeover of the company [6] Sector Performance - Sectors with the biggest gains included communication services, consumer discretionary, and materials, while consumer staples and information technology closed lower [8] Analyst Insights - Sean Peche, founder of Ranmore Fund Management, expressed concerns about the stock market being overvalued, drawing parallels to Japan's late-1980s bubble, citing high valuations and euphoria driven by U.S. tech dominance [10][11] - Peche highlighted that the Magnificent 7 trades at 58x free cash flow, which worsens to 77x when adjusting for stock-based compensation, suggesting a reconsideration of reliance on the U.S. market [11][12] Upcoming Economic Data - Initial jobless claims data and third-quarter U.S. productivity data will be delayed, with several Federal Reserve officials scheduled to speak throughout the day [14][15] Commodities and Global Markets - Crude oil futures increased by 1.06% to around $60.23 per barrel, while Gold Spot rose 0.83% to approximately $4,012.21 per ounce [16] - Bitcoin traded 1.01% higher at $102,968.08 per coin [16] Global Market Performance - Asian markets closed higher, except for India's NIFTY 50 index, with notable gains in South Korea, Japan, Australia, Hong Kong, and China [17]

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Core Insights - AppLovin's Q3 2025 financial performance and Q4 outlook exceeded expectations [1] Financial Performance - Q3 revenue reached $1.41 billion, a year-over-year increase of 68.9%, surpassing expectations by $70 million [1] - Earnings per share were $2.45, compared to the market expectation of $2.39 [1] - Net profit amounted to $835.5 million, exceeding the prior expectation of $826.5 million [1] - The company's net cash generated from operating activities was $1.05 billion, with free cash flow also at $1.05 billion [1] Shareholder Returns - In Q3, AppLovin repurchased and held 1.3 million shares of Class A common stock at a total cost of $571 million [1] - The board has authorized an additional $3.2 billion for stock repurchases [1] Future Outlook - For Q4, AppLovin expects revenue to be between $1.57 billion and $1.6 billion, higher than the previous expectation of $1.55 billion [1] - The company anticipates an adjusted EBITDA margin between 82% and 83% [1]