Artificial intelligence-powered ad-tech company AppLovin (APP -1.21%) had a dream year in 2024. Its stock exploded roughly 713%, which was exceptional performance even for a stock in the popular AI trade.However, 2025 has been a different story. The stock is down about 6% year to date, and it plunged in mid-February after several short reports came out. (Keep in mind that if someone is short a stock, they make money when it falls.) These reports launched various allegations against AppLovin, from ad fraud t ...

PLEASE CLICK HERE TO PROVIDE YOUR CONTACT INFORMATION NEW YORK, March 05, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of AppLovin Corporation (NASDAQ:APP).("AppLovin" or the "Company"). The investigation concerns whether AppLovin and certain of its officers and/or directors have engaged in securities fraud.    PLEASE CLICK HERE TO PROVIDE YOU ...

PLEASE CLICK HERE TO PROVIDE YOUR CONTACT INFORMATION NEW YORK, March 05, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of AppLovin Corporation (NASDAQ: APP).(“AppLovin” or the “Company”). The investigation concerns whether AppLovin and certain of its officers and/or directors have engaged in securities fraud.    PLEASE CLICK HERE TO PROVIDE YO ...

Company Overview - AppLovin Corporation (NASDAQ: APP) is a leading marketing platform that provides technologies and advertising services to help businesses connect with their customers [1] - The company utilizes AI to enhance advertising outcomes for its clients [1] Analysis Insights - The stock analysis is conducted by HedgeMix, focusing on the growth prospects of companies [2] - The Discounted Cash Flow (DCF) model is employed for valuation purposes, providing insights on cash flow generation across different business models [2]

Core Viewpoint - The current market volatility presents an opportunity for investors to focus on significant macro trends, particularly in the technology sector, which is increasingly influenced by artificial intelligence and digital platforms [1][2]. Company Overview - AppLovin (NASDAQ: APP) is positioned as a software platform provider that caters to business needs, suggesting a potential for significant upside despite recent price fluctuations [3][4]. - The stock is currently trading at $337.34, which is 62% of its 52-week high, indicating a potential buying opportunity as it may have already factored in worst-case scenarios [4]. Stock Performance and Forecast - The 12-month stock price forecast for AppLovin is $452.29, representing a 34.08% upside from the current price [5]. - Analyst ratings indicate a "Moderate Buy" with a high forecast of $650.00 and a low forecast of $70.00, reflecting a range of expectations among analysts [6]. Market Sentiment and Analyst Opinions - A recent short report alleging fraudulent activity was dismissed by several analysts, who maintained a bullish outlook on AppLovin, suggesting that even if the allegations were true, they would not materially affect the company's revenue or cash flow [6][7]. - Analysts from Wells Fargo reiterated their Overweight rating and increased their valuation, indicating confidence in the stock's potential [7]. Short Interest and Market Dynamics - AppLovin's short interest has declined by 12.1% over the past month, signaling bearish capitulation and potential for further upside [9]. - The stock's high P/E ratio of 74.30 suggests that investors are willing to pay a premium for stocks perceived to have strong growth potential, despite concerns about valuation [10][11]. Price Action and Buying Opportunities - The stock has shown resilience, with a notable buying interest around the $289 to $300 per share range, indicating a strong support level [13].

NEW YORK, March 3, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether AppLovin and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On February 26, 2025 ...

Shares of AppLovin (APP 7.62%), the volatile adtech stock, gained today after the company upgraded its share buyback program in a filing after hours on Friday.As of 11:06 a.m. ET, the stock was up 4.8% on the news. AppLovin increases share buybacksAppLovin, whose shares have fallen roughly 35% since their post-earnings pop a few weeks ago, said that it would amend its share buyback program, which currently has $1.77 billion available for repurchase.Previously, the amount AppLovin could repurchase in a quart ...

Now, the company is under attack from short-sellers, with two short reports published last week claiming the company is using dishonest advertising practices.AppLovin ( APP ) skyrocketed over 400% in 2024 as earnings and revenues exploded higher.This is a high-risk/high-reward opportunity, which is exactly what I look for in my YOLO portfolio.Joint the Pragmatic Investor today to get insight into stocks with high return potential.You will also get:- Weekly Macro newsletter- Access to the End of The World an ...

Core Insights - AppLovin has transitioned from a mobile game publisher to a highly profitable ad tech company, resulting in a stock price increase of over 500% in the last year [1][3] - The advertising business is the primary growth driver, with Q4 revenue rising 44% to $1.37 billion and advertising revenue increasing 73% to $999.5 million [2] - The company is selling its mobile games business for $900 million while retaining a minority stake [1] Financial Performance - AppLovin reported adjusted EBITDA of $848 million and GAAP net income of $599.2 million, achieving a profit margin of 44% [2] - For Q1, the company expects revenue between $1.3 billion and $1.5 billion, indicating more than double the growth from the same quarter last year [7] - Projected adjusted EBITDA for Q1 is between $805 million and $825 million, showcasing the business model's profitability [7] Market Expansion - AppLovin is expanding its ad business beyond gaming into new verticals such as e-commerce, fintech, and automotive [5][6] - The company has identified an addressable market of over 10 million businesses that could benefit from its platform [5] - Plans include enhancing technology with AI models and launching a self-serve dashboard similar to offerings from competitors [6] Valuation and Market Position - AppLovin's stock trades at a price-to-sales ratio of 28 and a price-to-earnings ratio of 83, which is considered reasonable given its growth rate [8] - Despite mixed results from direct-to-consumer brands testing the platform, the company is focused on improving its product [9] - 2025 is anticipated to be a critical year for AppLovin, with high expectations for maintaining growth and margins [10][11]

Core Viewpoint - AppLovin's shares fell 22% this week following accusations from short-seller hedge funds regarding misleading practices in its advertising operations [1] Group 1: Company Performance - AppLovin was the best-performing technology stock in 2024, with a 714% increase, and had a strong start in 2025 after a robust Q4 earnings report [1] - The company’s Axon 2.0 digital ad platform is at the center of the controversy, accused of using dubious tactics to inflate ad sales [2] Group 2: Accusations from Short-Sellers - Short-seller firms Fuzzy Panda and Culper Research published research claiming AppLovin engaged in reverse-engineering ad data from Meta Platforms [3] - Allegations also include making deals with mobile handset and network companies to download ad software without user approval, violating app store policies [3] Group 3: Company Response - AppLovin's CEO Adam Foroughi responded to the allegations, stating they are false and aimed at undermining the company's success for financial gain [4] - Foroughi denied specific claims regarding non-compliance with app store policies and data theft outside its ad tech ecosystem [5] Group 4: Investor Considerations - Investors are advised to monitor the situation closely, as short-sellers often target stocks that have seen significant rallies [6] - Understanding AppLovin's technology and management background is crucial for investors to assess the validity of the short-sellers' claims [7] - If the allegations are proven false, this may present a buying opportunity for investors in a high-performing stock [7]