A long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash flow and trade at a fair price relative to their value. My research interests cover technology & semiconductors. Please feel free to subscribe to my channel to support its development.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned ...

Core Viewpoint - AppLovin (APP) is expected to report a strong fourth-quarter performance with an estimated EPS growth of 77.5% [1] Summary by Relevant Sections - **Earnings Performance** - The consensus EPS estimate for AppLovin is $3.07 [1] - Analysts project significant growth in earnings per share for the upcoming report [1]

Core Insights - AppLovin's shares are experiencing a rebound following a sell-off, driven by the retraction of accusations from a short-seller and positive analyst notes [1][3] - UBS has lowered its price target for AppLovin from $840 to $686 but maintains a buy rating, citing strong return on ad spend from its AI engine [3] - Jefferies has reiterated a buy rating with a price target of $860, suggesting that recent concerns affecting the stock were exaggerated [4] Financial Expectations - Analysts anticipate AppLovin will report $1.61 billion in revenue for the fourth quarter, representing a 48.1% increase year-over-year, with adjusted earnings per share expected to rise from $2.07 to $3.07 [5] - There is a positive sentiment regarding the adoption of AppLovin's Axon technology, indicating potential for a post-earnings stock price increase [6] Market Sentiment - The stock was up 2.7% as of 11:01 a.m. ET, reflecting positive market reactions to recent news [2] - Despite the positive outlook, AppLovin was not included in a list of the top 10 stocks recommended by the Motley Fool Stock Advisor [7]

Core Viewpoint - AppLovin's upcoming earnings report is seen as a critical indicator for the software sector's recent recovery, with technical analysis suggesting potential stock price gains [1] Company Summary - AppLovin is currently the sixth-largest holding in the iShares Expanded Tech-Software Sector exchange-traded fund, indicating its significant presence in the tech software market [1] - The stock's performance is being closely monitored as it may reflect broader trends in the software industry following a recent turnaround [1]

AppLovin Corporation (NASDAQ:APP) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted the market’s change in sentiment toward the stock, as he commented: You know what the market doesn’t like? How about AppLovin, which is a former market darling from the year of magical investing? Not so magical now that Google’s decided to crowd into that space. A stock market graph. Photo by energepic.com AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers an ...

We recently published 10 Big Names With Effortless Double-Digit Gains. Applovin Corp. (NASDAQ:APP) was one of the best performers on Monday. Applovin soared by 13.19 percent on Monday to close at $460.38 apiece as investors poured funds back after a short seller withdrew earlier accusations of financial crimes against one of the listed firm’s major shareholders. In a statement posted on X, CapitalWatch apologized to Applovin Corp. (NASDAQ:APP) shareholder Hang Tao, saying that it erroneously associated ...

当模型不再稀缺，真正稀缺的，是能把模型变成现金流的能力。 2月9日，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，首次覆盖中国独立大模型厂商智谱与 MiniMax。 报告开宗明义：中国人工智能行业正从"百模大战"阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场 正在迅速整合， "具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。" 摩根大通犀利指出， 国内AI行业最大的利润池恐将流向掌握分发的平台巨头 ；而独立厂商的突围，则取决于谁能通过"结构性中立"找到生存缝隙 ——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。 这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话 说， 行业已经不再奖励"能不能做模型"，而是奖励"能不能长期活下来"。 在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注"交付能力、稳定性与可持续性"。 这意味着， 大模型竞争的主线，正在从技术竞赛， ...

Group 1 - Dow futures rose by 0.09%, S&P 500 futures increased by 0.10%, and Nasdaq futures gained 0.07% [1] - Philips reported Q4 2025 earnings with a 1% year-over-year sales increase to €5.1 billion and an adjusted EBITA of €770 million, exceeding market expectations, leading to a 6.89% stock increase [2] - Cisco launched a new AI network chip, "Silicon One G300," expected to enhance AI computing task speeds by 28%, utilizing TSMC's 3nm process technology [2] Group 2 - Alphabet, Google's parent company, initiated its first issuance of Swiss franc bonds and British pound bonds, with maturities ranging from 3 to 100 years [2] - TSMC reported January sales of NT$401.26 billion, a 36.8% year-over-year increase and a 19.8% month-over-month rise, leading to a 3.09% stock increase [2] - BP's Q4 earnings showed a benchmark replacement cost profit of $1.54 billion, aligning with analyst expectations, but the full-year net profit of $7.49 billion fell short of the $7.58 billion forecast, resulting in a 4.9% stock decline [2] Group 3 - AstraZeneca's 2025 total revenue reached $58.739 billion, an 8% year-over-year increase, with growth in biopharmaceuticals, oncology, and rare diseases, and plans for significant investment in China [3] - AppLovin's stock rose by 3.5% after a short-seller retracted allegations against a major shareholder, ensuring the protection of legal rights [3] Group 4 - Eli Lilly announced a $2.4 billion acquisition of Orna Therapeutics to gain CAR-T therapy technology, aiming to produce cells in vivo rather than in the lab [4] Group 5 - Optical communication stocks saw a pre-market surge, with Redo Technology up over 17%, Astera Labs rising over 5%, and Corning increasing by over 1% [5]

AppLovin(APP.US)周一大涨超13%，盘前续涨3.4%，报476美元。消息面上，做空机构CapitalWatch近日 撤回针对AppLovin主要股东的指控，并在社群平台X 发表道歉声明。CapitalWatch先前于上月发布报 告，指控AppLovin主要股东之一Hao Tang与犯罪集团存在关联。而该机构最新声明指出，为避免错误 资讯扩散并保障相关当事人的法律权益，已决定删除并撤回涉及Tang个人的相关内容。(格隆汇) ...

For Immediate ReleaseChicago, IL – February 10, 2026 – Today, Zacks Investment Ideas feature highlights iShares Expanded Tech-Software Sector ETF (IGV) , AppLovin (APP) , Palantir Technologies (PLTR) , Salesforce (CRM) , ServiceNow (NOW) and Robinhood Markets (HOOD) .5 Top Software Stocks Investors Can Buy NowSoftware stocks, long viewed as some of the market’s most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models i ...