AppLovin Plunges 8% as Short Sellers Circle: Is APP’s AI Growth Story Under Threat?

Quick Read AppLovin (APP) shares fell 8% on Thursday amid short-seller allegations about market competition after the company posted Q4 2025 revenue of $1.66B (beating estimates by 3.35%) and $3.95B in annual free cash flow (up 89% year over year). Short sellers are attacking AppLovin’s valuation while CEO Adam Foroughi and other insiders sell shares, but the company’s financial performance and AI-powered advertising platform continue to deliver record margins and cash generation that analysts believe ...