Ecommerce to Drive AppLovin Corporation’s (APP) 2026 Growth Story

Core Insights - AppLovin Corporation (NASDAQ: APP) is recognized as one of the top 10 growth stocks on NASDAQ for the next decade, with a Buy rating and a price target of $835, indicating a potential upside of 53.96% from current levels [1] - Needham upgraded AppLovin from Hold to Buy, setting a price target of $700, which suggests a 29% upside, based on stronger-than-expected growth in e-commerce revenue [2][3] Company Overview - AppLovin Corporation develops a software-based platform aimed at enhancing monetization and marketing for advertisers, operating in the Apps and Advertising segments [4] Revenue Projections - The e-commerce revenue forecast for AppLovin has been increased to $1.45 billion for 2026, up from a previous estimate of $1.05 billion, reflecting confidence in growth driven by the self-service launch and increased advertiser spending [3]