AppLovin Corp
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No SEC Form 4 filings for $APP in the last 30 days.
See all $APP insider activity →The Trade Desk (TTD) announced a 15% workforce reduction, redirecting resources to growth areas. Shares fell 4% to $14.55, extending a 62% YTD decline. Q2 revenue grew 3% YoY to $715.06M, missing estimates. Peers AppLovin (APP) rose 3%, while Magnite (MGNI) fell 1%.
Magnite (MGNI) and The Trade Desk (TTD) rose 6% and 5% respectively after launching agentic AI products, while AppLovin (APP) remained flat. Year-to-date, MGNI is up 41%, while TTD and APP are down over 50%. The moves reflect investor rotation within the agentic theme, not a broad tech sector shift.
The Trade Desk (TTD) rose 5% to $14.25 after launching Kokai Zuma, an AI-driven advertising platform. Despite a 64% YTD decline, the stock gained on product news, while QQQ fell 0.2%. TTD trades at 11x forward earnings, below the industry average. AppLovin (APP) and Magnite (MGNI) showed minimal movement despite growth. TTD's Q2 revenue grew 3% YoY to $715M, with Q3 guidance at $650M+.
Over the past 7 days, alphai's AI scored 3 news stories mentioning APP (AppLovin Corp). Coverage has been balanced: 0 bullish, 3 neutral, and 0 bearish.
Recent APP coverage spans earnings, market movers and technology.
The Trade Desk (TTD) announced a 15% workforce reduction, redirecting resources to growth areas. Shares fell 4% to $14.55, extending a 62% YTD decline. Q2 revenue grew 3% YoY to $715.06M, missing estimates. Peers AppLovin (APP) rose 3%, while Magnite (MGNI) fell 1%.
Neutral price reaction due to lack of new catalyst.
Strong growth fails to translate into price appreciation; shares stay pressured.
Earnings miss and weaker growth engine raise short‑term downside risk.
Technical bounce may continue if volume supports; risk of reversal if no fundamentals change.
alphai scores every news story that mentions APP with an AI model for sentiment and relevance, and aggregates insider trades from AppLovin Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
The Trade Desk (TTD) announced a 15% workforce reduction, redirecting resources to growth areas. Shares fell 4% to $14.55, extending a 62% YTD decline. Q2 revenue grew 3% YoY to $715.06M, missing estimates. Peers AppLovin (APP) rose 3%, while Magnite (MGNI) fell 1%.
3 min readMagnite (MGNI) and The Trade Desk (TTD) rose 6% and 5% respectively after launching agentic AI products, while AppLovin (APP) remained flat. Year-to-date, MGNI is up 41%, while TTD and APP are down over 50%. The moves reflect investor rotation within the agentic theme, not a broad tech sector shift.
3 min readThe Trade Desk (TTD) rose 5% to $14.25 after launching Kokai Zuma, an AI-driven advertising platform. Despite a 64% YTD decline, the stock gained on product news, while QQQ fell 0.2%. TTD trades at 11x forward earnings, below the industry average. AppLovin (APP) and Magnite (MGNI) showed minimal movement despite growth. TTD's Q2 revenue grew 3% YoY to $715M, with Q3 guidance at $650M+.
3 min readAppLovin (APP) shares fell 26% after a rare earnings miss, with management citing a delay in AI model improvements. Historically, buying dips in APP has led to median 44% losses over 12 months. The company maintains strong revenue growth (61% LTM) and cash flow margins (66%), but future performance hinges on meeting Q3 guidance (46-48% YoY growth).
3 min readAppLovin (APP) rose 4% on Friday, despite a 54% YTD decline, with a trailing P/E of 25x on $6.83B revenue, up 60% YoY. The rebound lacks a clear catalyst, with no recent announcements. CEO and insiders sold shares on August 20. Q2 revenue grew 53% YoY but missed guidance, attributed to timing. Q3 guidance projects 46-48% YoY revenue growth. Peers TTD and MGNI show mixed results, highlighting ad-tech sector volatility.
2 min readAppLovin (APP) shares have fallen, with analysts projecting 72% upside to a consensus target of $526.39. UBS sets the highest target at $790. APP guided Q3 revenue to $2.055B-$2.085B, citing a strong start. Peers like The Trade Desk (TTD) and Unity Software (U) showed divergent performance. APP trades at a forward P/E of 20, growing revenue in the 50s%.
3 min readAppLovin (APP) fell 2% to a 52-week low after Piper Sandler cut its price target due to weak Q2 results. Array (ARRY) dropped 2.5% on tariff concerns, despite strong Q2 earnings. New Fortress Energy (NFE) hit a 52-week low after its CFO resigned, but closed up 0.15%.
2 min readAppLovin (APP) is expanding within Shopify's ecosystem, which could drive e-commerce growth by 2026. The integration may provide transaction data to improve AXON's targeting. Self-service onboarding could increase merchant participation. APP's stock is up 32% year-over-year, trading at a forward P/E of 21.14, above the industry average of 16.68. Earnings estimates have declined recently.
2 min readAppLovin (APP) shares fell below $300 for the first time in over a year. Piper Sandler cut its price target to $325, citing Q2 growth concerns but noting high-quality business. Wells Fargo also reduced its target to $325. APP reported Q2 revenue of $1.92B, up 53% YoY, and EPS of $3.76. Shares are down over 50% YTD.
2 min readPiper Sandler reduced its price target for AppLovin (NASDAQ: APP) to $325 from $385, citing growth concerns. The stock is near its 52-week low, down 54% year-to-date. The firm adjusted revenue and margin estimates after discussions with management. AppLovin reported 61% revenue growth over the last twelve months but missed revenue and EBITDA guidance in Q2 2026. Several analysts have recently downgraded the stock, reflecting cautious growth outlooks.
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