News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Coherent stands out over AppLovin with faster expected growth, stronger estimate momentum and a lower valuation, despite APP's superior margins and cash flow.
Trade Desk stock has spent a year bleeding out while a direct competitor surged nearly 50%, and the two trajectories together reveal something specific about where the sell decision actually stands.
APPS and APP are using AI to strengthen ad performance, with growth opportunities spanning mobile, consumer and new markets.
AppLovin, Array Technologies, and New Fortress Energy stocks fell to annual lows amid company-specific catalysts and Wall Street pessimism.
Piper Sandler cut its expectations for AppLovin (APP), lowering revenue and profit estimates along with its price target. The move put fresh attention on how investors view the company’s recent share performance. See our latest analysis for AppLovin. At a share price of US$305.77, AppLovin has seen momentum cool recently, with the 30 day share price return down 21.99% and the year to date share price return down 50.55%, although the three year total shareholder return remains very large. If...
AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between price and reality.
Analysts lowering their price targets put more pressure on AppLovin and CMS Energy, while MicroVision’s new stock offering increased selling pressure.
The number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.
APP's Shopify push could sharpen AXON with transaction data, expand merchant adoption and fuel an e-commerce growth flywheel in late 2026.
Piper Sandler reduced its price target to $325 from $385, while keeping a ‘Neutral’ rating on the shares.
AppLovin Corp (NASDAQ:APP) faces a mostly negative investor mood heading into the back half of the year, with few able to make a clear bullish case, according to a new Jefferies note summarizing recent investor conversations and a debate the firm hosted on the stock. Jefferies said questions...
CoreWeave has pulled ahead in absolute revenue, but AppLovin's profitability tells a starkly different story.
AppLovin boasts a 60% net margin and 70% revenue growth, while Kratos trades at a fraction of the valuation despite heavy government dependence.
SK Hynix trades at a fraction of AppLovin's valuation multiple, but one company carries far more debt and regulatory risk.
APPS' 208% rally reflects AI-driven growth, stronger guidance and an expanding ad platform, but debt and profitability risks remain.
Renaissance Technologies opened a new $572 million position in CrowdStrike in its Q2 2026 filing, adding a notable institutional vote of confidence as cloud and AI-driven cyber threats continue to rise.
AppLovin stock has fallen sharply in the short term while still showing a very large gain over three years, and the current valuation checks point to neither a clear bargain nor a clear premium. AppLovin has delivered roughly 7x over the past three years, which means many holders are now sitting on sizeable gains even after the recent pullback. Investor expectations for continued growth from the AXON advertising engine can support the current price, while recent revenue shortfalls and...
Shares of The Trade Desk (NASDAQ:TTD) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year. TTD stock is down 6% to $13.33, with the decline arriving on a session where no company-specific news, guidance change, or analyst action has been disclosed. The move ... The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking
AppLovin shares are down more than 50% this year.
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the advertising software stocks, including AppLovin (NASDAQ:APP) and its peers.
A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion. The adjusted EBITDA rose 58% to $1.61 billion at an 84% margin, while the net income reached $1.27 billion. AppLovin also confirmed that the SEC had ended its inquiry, which was initiated in October 2025, […]
AppLovin commands a 30-fold revenue advantage, yet SoundHound's growth rate tells a different story about which trajectory matters more.
Arista commands networking with zero debt and 39% margins, while AppLovin's AI platform grew 70% with a lower valuation, but each carries distinct risks.