Group 1 - AppLovin Corporation (NASDAQ:APP) is recognized as one of the best communication and media stocks to buy, with recent buy ratings from analysts at Citi and Phillip Securities, although price targets have been adjusted downwards [1][2] - The company reported a significant earnings beat for fiscal Q3 2025, with revenue growth of 68% year-over-year, reaching $1.41 billion, which exceeded estimates by $62.88 million [2] - Earnings per share (EPS) for the quarter was $2.45, surpassing estimates by $0.06, while net income grew by 92% year-over-year to $836 million [2] Group 2 - AppLovin's advertising business is experiencing solid growth, driven by AI-driven targeting and expansion beyond the gaming sector [3] - The company anticipates Q4 2025 revenue to be between $1.57 billion and $1.6 billion, with adjusted EBITDA margins projected between 82% and 83% [3] - AppLovin provides end-to-end software and AI solutions for businesses to effectively reach, monetize, and grow their audiences [4]
Wall is Street Bullish on AppLovin Corporation (APP)