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Why AppLovin Stock Crept Almost 2% Higher Today
The Motley Fool· 2025-08-21 21:25
Core Viewpoint - AppLovin's shares experienced a nearly 2% increase following a price target raise by Wells Fargo, despite the S&P 500 index declining by 0.4% [1][2] Group 1: Analyst Insights - Wells Fargo analyst Alec Brondolo raised AppLovin's price target from $480 to $491 per share while maintaining an overweight (buy) recommendation [2] - The increase in price target was based on adjustments to revenue estimates for 2026 and 2027, with a 6% increase for 2026 and a 3% increase for 2027 [4] Group 2: Market Trends - The analyst noted a rise in web traffic to AppLovin customer sites, indicating higher demand for its services [5] - Despite a decline in overall web advertising customer growth, the industry is attracting larger clients with presumably higher budgets [5] Group 3: Company Performance - AppLovin reported a 77% year-over-year revenue surge in the second quarter, reaching nearly $1.3 billion, with earnings per share (EPS) from continuing operations nearly tripling to $2.39 [6]
TNL Mediagene (NASDAQ: TNMG) Publishes Corporate & Valuation Update; Provides Summary Commentary
Prnewswire· 2025-08-12 12:30
Company Snapshot: Led by Co-Founder & CEO Joey Chung and Co-Founder & President Motoko Imada and supported by a world-class Board of Directors with international experience from leading global Media, Technology, Consulting, Finance and Investment companies including The Wall Street Journal, The Washington Post, CoinDesk, BCG, NBC Universal, Reapra, Goldman Sachs and Yahoo, the Company has a track record of strong consolidate revenue growth and expanding margins with FY2024 results including consolidated rev ...
X @Sui
Sui· 2025-08-11 21:51
Tune in to hear how the Sui Stack powers the next generation of adtech.Alkimi (@AlkimiExchange):🚨 When @SuiNetwork x Alkimi x a global brand strategist collide, moderated by the man behind London’s biggest Web3 eventThis isn’t another panel.It’s a deep dive into why advertising must move on-chain, and what it takes to make that happen.@EmanAbio(@Mysten_Labs / https://t.co/4ShlUNFnrA ...
Should You Buy The Trade Desk Stock After Its 40% Crash Post-Earnings? Wall Street Says This Will Happen Next.
The Motley Fool· 2025-08-10 08:10
Adtech company The Trade Desk just had its worst day on record as shares tumbled nearly 40% in a single trading session.The Trade Desk (TTD -38.66%) had its worst day as a public company on Friday, Aug. 8. Shares dropped nearly 40% as investors processed second-quarter financial results, the departure of CFO Alex Kayyal, and a cautious outlook due to tariff uncertainty.Most Wall Street analysts think the market overreacted. The Trade Desk still has a median target price of $80 per share, which implies 48% u ...
Why The Trade Desk Stock Tumbled Today
The Motley Fool· 2025-08-08 16:02
Core Insights - The Trade Desk experienced a significant decline in stock price due to decelerating growth and increased competition in the adtech sector [1][5] - The company's second-quarter revenue rose 19% to $694 million, surpassing consensus estimates, but growth is slowing [3][4] - Analysts have downgraded the stock, citing concerns over competitive pressures from major players like Netflix, Amazon, Meta, and Alphabet [5] Financial Performance - Revenue for the second quarter was $694 million, exceeding the consensus estimate of $686 million [3] - Adjusted EBITDA increased by 12% to $271 million, while adjusted earnings per share rose from $0.39 to $0.41, matching estimates [4] - The company forecasts third-quarter revenue of at least $717 million and EBITDA of about $277 million, indicating a sequential decline in margins [6] Market Reaction - Following the earnings report, The Trade Desk's stock fell by 38.1%, with several analysts downgrading their ratings [1][5] - Bank of America notably double-downgraded the stock to underperform, highlighting justified concerns about competitive pressures [5] - The current price-to-earnings ratio stands at 31 based on adjusted earnings, reflecting a fair valuation given the uncertainty in growth prospects [7]
Adtech company OpenX sues Google, accusing it of anticompetitive tactics that 'crippled' its growth
Business Insider· 2025-08-04 18:19
Adtech company OpenX has accused Google of repeatedly kneecapping its growth through anticompetitive tactics in the digital advertising market — and now it wants payback. OpenX on Monday piggybacked on an antitrust lawsuit previously filed against Google by the US Department of Justice with a lawsuit of its own.The supply-side platform's 88-page lawsuit, filed in the US District Court for the Eastern District of Virginia, said that the tech behemoth's illegal business practices "crippled competitors like O ...
5 Hypergrowth Tech Stocks to Buy in 2025
The Motley Fool· 2025-08-03 12:05
Core Insights - Companies delivering explosive revenue growth are positioned for significant upside potential, particularly in the tech sector [1] Palantir - Palantir Technologies reported a 39% increase in revenue to $883.9 million in Q1, marking its seventh consecutive quarter of accelerating revenue growth [2] - The U.S. commercial business revenue surged 71% year over year to $255 million, while revenue from the U.S. government increased by 45% [2] - The adoption of its AI Platform (AIP) is driving growth, with many customers still in early usage stages, indicating substantial growth opportunities [3][4] SoundHound AI - SoundHound AI experienced a remarkable 151% year-over-year revenue growth to $29.1 million, achieving six consecutive quarters of over 50% growth [5] - The company is making significant inroads in the automotive industry and the restaurant sector, leveraging its technology for customizable voice solutions [6] - The acquisition of Amelia enhances SoundHound's capabilities in agentic AI, with the potential for continued hypergrowth if its technology becomes the preferred interface across industries [7] AppLovin - AppLovin's revenue increased by 40% to $1.48 billion in Q1, with ad revenue soaring 73% due to its AI-powered Axon 2 engine [8] - The Axon 2 adtech engine optimizes ad targeting and placement, helping the company capture significant market share in mobile gaming, with expected growth of 20% to 30% [9] - AppLovin is expanding its ad engine into web-based and e-commerce advertising, presenting further growth opportunities [10] GitLab - GitLab achieved a 27% year-over-year revenue growth to $214.5 million in Q1, marking its eighth consecutive quarter of 25% to 40% growth [11] - The company is transforming into a full software-development life cycle platform, utilizing AI to automate processes and enhance value [12][13] - GitLab may shift from a seat-based model to a consumption-based model, which could drive significant revenue growth [13] Toast - Toast's revenue from subscription and fintech solutions grew by 35% year over year in Q1, with total restaurant locations using its platform increasing by 25% to 140,000 [15] - The company is evolving into a digital operating system for restaurants, offering tools for menu optimization, staffing, and marketing [16] - With expanding AI capabilities and a growing footprint, Toast is well-positioned for future growth in the restaurant tech sector [17]
X @BSCN
BSCN· 2025-08-02 06:41
TOKEN BREAKDOWN: $VRA - Discover @verasitytech's native token and why it matters for the growing adtech ecosystem...https://t.co/l3NYjFBlYy ...
Criteo Strengthens Product Leadership Team with Appointment of Wilfried Schobeiri
Prnewswire· 2025-07-24 12:00
Core Insights - Criteo has appointed Wilfried Schobeiri as Senior Vice President, Head of Product, Performance Media, to enhance its platform-first business model and create more value for brands and agencies [1][2] - Schobeiri will focus on advancing Criteo's strategy of developing AI-first products for commerce, allowing marketers to engage consumers throughout the shopping journey with improved autonomy and performance [2][4] - The appointment is part of a broader strategy to strengthen Criteo's platform vision, which includes other strategic hires like Sandeep Hejmadi, aimed at enhancing data infrastructure and privacy-first advertising solutions [3][4] Company Strategy - Criteo aims to evolve its performance media offerings into a comprehensive, self-service platform that caters to leading marketers across various channels [1][3] - The company is leveraging its extensive commerce dataset and AI capabilities to innovate and provide enhanced solutions for marketers [6] - Criteo's Chief Product Officer emphasized the importance of Schobeiri's technical expertise in accelerating the development of AI-driven commerce solutions [4][5] Leadership Background - Wilfried Schobeiri brings over 20 years of experience in building technology organizations and product development teams, with a strong background in programmatic and data-driven advertising [2][4] - Prior to joining Criteo, Schobeiri held significant roles at Ogury, Banyan, and MediaMath, contributing to the development of global product and technology strategies [4][5] - He has also been involved in industry initiatives, such as the IAB Tech Lab and the IAB Europe Transparency & Consent Framework, showcasing his leadership in the adtech space [5]
Prediction: After Datadog's S&P 500 Debut, These Stocks Could Be Next in Line
The Motley Fool· 2025-07-10 08:56
Group 1: S&P 500 Inclusion Criteria - Inclusion in the S&P 500 is significant for companies, often leading to stock price increases due to demand from funds that replicate the index [1] - Companies must be U.S.-domiciled, have a plurality of assets in the U.S., and trade on a major U.S. exchange to qualify for inclusion [2] - A company must be GAAP profitable in the prior quarter and over the last 12 months to be considered for entry [2] Group 2: Datadog's Inclusion - Datadog has recently been added to the S&P 500, prompting speculation about which companies might be next [3] Group 3: Robinhood Markets - Robinhood has a market cap exceeding $80 billion and is profitable, generating $1.95 billion in net income for 2024 and $336 million in Q1 2025 [5][6] - The company experienced a 50% year-over-year revenue increase in Q1, reaching $927 million, driven by new product introductions and client acquisition strategies [6] - Robinhood is expanding its services with AI tools and a banking service, and its acquisition of Bitstamp for $200 million enhances its offerings [7][8] Group 4: AppLovin - AppLovin, with a market cap over $115 billion, is the largest U.S. company not currently in the S&P 500, and it generated nearly $1.6 billion in net income last year [9] - The company reported a 40% year-over-year revenue increase to $1.48 billion last quarter, with advertising revenue soaring 70% to $1.16 billion [11] - AppLovin's growth is driven by its AI-powered Axon-2 adtech solution, and it anticipates significant growth in its mobile video gaming segment [12][13] Group 5: Cheniere Energy - Cheniere Energy, with a market cap over $50 billion, is profitable and benefits from strong demand for liquefied natural gas (LNG) [14][15] - The LNG market is projected to grow by 60% by 2040, and Cheniere is expanding its export capabilities to capitalize on this growth [15] - Approximately 95% of Cheniere's volumes are contracted until the mid-2030s, providing strong visibility into future cash flows [16]