Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- Unity Software Inc. (NYSE:U) fell 5%, while Roblox Corporation and AppLovin each dropped 1% after Meta announced new AI-powered game creation tools at its Connect conference.
Channel checks point to stalled market share and rising pressure from Unity
Edgewater analyst Joe Wittine expects fourth-quarter revenue growth of 8% to 9% sequentially following fresh channel checks.
Edgewater Research just raised a warning that AppLovin's growth engine may be hitting a wall, but Citi's latest data tells a very different story about where the company's next opportunity could come from.
AppLovin (NASDAQ:APP) shares fell 3. 5% after Edgewater Research analyst Joe Wittine said recent channel checks indicated that growth in the mobile advertising company’s market share metrics had slowed.
Investing.com -- AppLovin (NASDAQ: APP) shares fell 3.5% after Edgewater Research analyst Joe Wittine cautioned that the mobile ad platform’s market share expansion has effectively stalled. Following fresh channel checks, Wittine set a materially lower bar for Wall Street, forecasting the company’s fourth-quarter revenue growth at just 8% to 9% quarter-over-quarter. Wittine concluded that the company’s share of wallet (SOW) and share of voice (SOV) metrics are no longer consistently growing from
Mechanical selling from an index rebalance is dragging Trade Desk lower, but the way its ad-tech peers are splitting tells a more specific story about which corner of programmatic advertising the market is actually repricing right now.
Key Stats for AppLovin StockCurrent Price (TIKR model): $331. 46Target Price (Mid): ~$668Street Target: ~$502Potential Total Return: ~102%Annualized IRR: ~18% / yearWhat Happened?AppLovin Corporation (APP) spent nine months as one of the worst-performing large caps in tech, down more than 55% from its 52-week high of $745.
AppLovin's 36% three-month slide contrasts with 52% revenue growth and stronger Q3 guidance, but AI model timing and scaling risks cloud the rebound.
The upcoming initial public offerings (IPOs) of OpenAI and Anthropic may exacerbate the woes of already struggling stocks post-Labor Day, said strategists at Evercore ISI, spearheaded by Julian Emanuel. Evercore sees further upside for AI stocks but warns that upcoming...
The Trade Desk just announced a sweeping workforce cut and a parade of executive replacements, while rivals AppLovin and Magnite pull further ahead. Whether this signals a genuine strategic reset or a company quietly shrinking to survive is the question investors are now pricing in real time.
AppLovin has notably underperformed the Communication Services sector over the past year, but analysts are highly optimistic about the stock’s prospects.
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.
AppLovin, Array Technologies, and New Fortress Energy stocks fell to annual lows amid company-specific catalysts and Wall Street pessimism.
Analysts lowering their price targets put more pressure on AppLovin and CMS Energy, while MicroVision’s new stock offering increased selling pressure.
Piper Sandler reduced its price target to $325 from $385, while keeping a ‘Neutral’ rating on the shares.
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
Fiverr International, AppLovin, and GoPro stocks plunged to annual lows on Wednesday amid poor Q2 results and weak outlook, further pressured by caution from Wall Street analysts.
Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.
APP stock dropped almost 6% after a downgrade raised doubts about its 30% growth goal. Here's what the company said on its earnings call.
AppLovin has shed more than half its value this year while Wall Street analysts refuse to budge on their bullish targets, creating a tension that forces investors to pick a side: broken growth story or the discount of the decade.
Weak results, a reverse split, analyst downgrades, and slowing growth concerns triggered sharp investor sell-offs.
The beaten-down adtech took another hit, this time from an analyst's recommendation downgrade.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
AppLovin Corp (NASDAQ:APP) shares fell 5% to $321 after Bank of America downgraded the stock to Neutral, citing greater uncertainty around the company’s ability to sustain its long-term 30% revenue growth trajectory. Bank of America said AppLovin’s second quarter results raised questions...
Trade Desk stock is sliding again while its ad tech peers barely flinch, and the reason behind that split says something uncomfortable about where the programmatic giant stands right now.
AppLovin shares slide 17% after Q2 as a revenue miss and execution concerns overshadow strong growth and upbeat Q3 guidance.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
