Latest news with #AppLovinCorporation
Yahoo
7 days ago
- Business
- Yahoo
Will Top-Line Improvement Benefit AppLovin's Q2 Earnings?
AppLovin Corporation APP is set to announce its second-quarter 2025 results on Aug 6, after the bell. The company is expected to report strong year-over-year revenue growth, primarily driven by the strength of its Advertising segment. The consensus estimate for the Advertising revenues is pegged at $1.23 billion, indicating 72% year-over-year growth. This surge is likely to have been fueled by the company's advanced Axon 2 technology, which enhances ad targeting and optimization. Since its debut, Axon 2 has radically enhanced AppLovin's ad performance, helping to quadruple advertising spend on its platform. The Zacks Consensus Estimate for AppLovin's total revenues is expected to reach $1.21 billion, indicating a robust 12.3% increase from the year-ago quarter. AppLovin Corporation Price and EPS Surprise AppLovin Corporation price-eps-surprise | AppLovin Corporation Quote Profitability is also anticipated to have improved significantly. The consensus estimate for Advertising's adjusted EBITDA is pegged at $1000 million, implying 92.3% year-over-year growth. Earnings per share are expected to show a massive 123.6% increase, with the Zacks Consensus Estimate at $1.99. These projections highlight AppLovin's ability to capitalize on its technology-driven business model, reinforcing its position as a leading player in the digital advertising and gaming industries. APP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Earnings Snapshot Fiserv, Inc. FI reported mixed second-quarter 2025 results, wherein earnings beat the Zacks Consensus Estimate, but revenues missed the same. FI's adjusted EPS of $2.47 topped the consensus mark by 2.5% and rose 16% year over year. Adjusted revenues of $5.2 billion missed the consensus estimate by a slight margin but gained 1.7% on a year-over-year basis. The Interpublic Group of Companies, Inc. IPG reported impressive second-quarter 2025 results. Both earnings and revenues beat the Zacks Consensus Estimate. IPG's adjusted earnings of 75 cents per share surpassed the Zacks Consensus Estimate by 36.4% and jumped 23% from the year-ago quarter. Revenues before billable expenses (net revenues) of $2.2 billion beat the consensus estimate by a slight margin but declined 19.8% year over year. Total revenues of $2.5 billion decreased 7.2% year over year but outpaced the Zacks Consensus Estimate of $2.2 billion. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Interpublic Group of Companies, Inc. (The) (IPG) : Free Stock Analysis Report AppLovin Corporation (APP) : Free Stock Analysis Report Fiserv, Inc. (FI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
25-07-2025
- Business
- Yahoo
AppLovin (APP) Gets $525 Price Target Ahead of Q2 Earnings Beat, Says Analyst
AppLovin Corporation (NASDAQ:APP) is one of the . On July 22, Benchmark analyst Miike Hickey reiterated a 'Buy' rating on the stock with a $525.00 price target. The rating affirmation comes ahead of the company's second-quarter earnings report. Hickey anticipates AppLovin to exceed expectations in its Q2 2025 report, which is due for release on August 6, followed by a conference call. The positive optimism toward the stock is largely due to AppLovin's high-margin Advertising segment, which continues to grow strongly. Its emerging web category is also doing very well. At the same time, Benchmark acknowledges that there may be scrutiny regarding the company's third-quarter guidance. This is largely because Unity has recently launched its AI-powered ad platform, Vector, which is sparking questions regarding competitor dynamics. Regardless of these challenges, the firm is confident in AppLovin's competitive advantages, anticipating significant growth in the second half and beyond. AppLovin Corporation (NASDAQ:APP) provides a leading marketing platform powered by AI technology. While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
10-06-2025
- Business
- Associated Press
AppLovin Investor Alert: Scott+Scott Attorneys at Law LLP Investigates AppLovin Corporation's Directors and Officers for Breach of Fiduciary Duties
NEW YORK--(BUSINESS WIRE)--Jun 10, 2025-- Scott+Scott Attorneys at Law LLP ('Scott+Scott'), an international securities and consumer rights litigation firm, is investigating whether the leadership of AppLovin Corporation ('AppLovin') (NASDAQ: APP) breached their fiduciary duties to AppLovin and its shareholders. CLICK HERE TO LEARN MORE Scott+Scott is investigating whether members of AppLovin's board of directors (the 'Board') made, or caused AppLovin to make, false and/or misleading statements, as well as failed to disclose material adverse facts, about AppLovin's business, operations, prospects, and financial health. Specifically, Scott+Scott is investigating whether the Board failed to disclose material information, including whether: (1) AppLovin is reverse-engineering and exploiting advertising data from Meta Platforms; (2) AppLovin is using manipulative practices to drive their own ad click-through and app download rates higher; (3) that, as a result, AppLovin was inflating installation numbers and thus its profit figures; and (4) as a result, statements about AppLovin's business, operations, and prospects lacked a reasonable basis. On February 26, 2025, two short reports were published, disclosing the above information. On this news, the stock price fell over 12.2%. What You Can Do –CLICK HERE FOR YOUR OPTIONS AS A SHAREHOLDER If you own shares of AppLovin, you may have legal claims against AppLovin's directors and officers. If you wish to discuss this investigation, or have questions about this notice or your legal rights, please contact attorney Joe Pettigrew toll-free at (844) 818-6982 or[email protected]. About Us Scott+Scott is an international law firm known for its expertise in representing corporate clients, institutional investors, businesses, and individuals harmed by anticompetitive conduct or other forms of wrongdoings, including securities law and shareholder violations. With more than 100 attorneys in nine offices in the United States, as well as three offices in Europe, our advocacy has resulted in significant monetary settlements on behalf of our clients, along with other forms of relief. Our highly experienced attorneys have been recognized for being among the top financial lawyers in 2024 by Lawdragon , WWL: Commercial Litigation 2024, and Legal 500 in Antitrust Civil Litigation, and have received top Chambers 2024 rankings. In addition, we have been recognized by the American Antitrust Institute for the successful litigation of high-stakes anticompetitive claims in the United States. To learn more about Scott+Scott, our attorneys, or complex case resolution, please visit Attorney Advertising View source version on CONTACT: Joe Pettigrew Scott+Scott Attorneys at Law LLP 600 W. Broadway, Suite 3300, San Diego, CA 92101 (844) 818-6982 [email protected] KEYWORD: NEW YORK UNITED STATES NORTH AMERICA INDUSTRY KEYWORD: CLASS ACTION LAWSUIT PROFESSIONAL SERVICES LEGAL SOURCE: Scott+Scott Attorneys at Law LLP Copyright Business Wire 2025. PUB: 06/10/2025 05:15 PM/DISC: 06/10/2025 05:15 PM
Yahoo
06-06-2025
- Business
- Yahoo
Was Jim Cramer Right About AppLovin Corporation (APP)?
We recently published a list of . In this article, we are going to take a look at where AppLovin Corporation (NASDAQ:APP) stands against other stocks that Jim Cramer discusses. A viewer asked about AppLovin Corporation (NASDAQ:APP), which had just posted strong results. Cramer enthusiastically supported the stock in that older episode, praising its breakout performance. He said: 'AppLovin had a great quarter… and people are app-lov-ing it. And I'm not going to fight you on it — it was great. And I don't like enterprise software!' Cramer supported AppLovin even though he dislikes enterprise software — a great call, with the stock up +381.87%. AppLovin Corporation (NASDAQ:APP) is a mobile technology company that provides app developers with tools to monetize and grow their applications through advertising and analytics. Jim Cramer has never been especially bullish on AppLovin. Here are his latest comments from April 23: A close-up of a mobile device, showing an advertiser reaching out to a consumer via a software-based platform. 'AppLovin I know is one of your favorites because you think that AppLovin is one of those companies that is like, will you give me a break. But they have free cash flow. . .' Overall, APP ranks 1st on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of APP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
Here's Why AppLovin (APP) Fell in Q1
Fred Alger Management, an investment management company, released its 'Alger Mid Cap Focus Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, U.S. equities faced increased volatility due to shifting fiscal, monetary, and trade policies. The rise of advanced AI models from China, which matched U.S. capabilities at lower costs, intensified this uncertainty. As a result, investors reevaluated the high capital expenditures of U.S. tech firms, leading to a sell-off in AI stocks and concerns over domestic AI returns. Against this backdrop, Class A shares of the Fund underperformed the Russell Midcap Growth in the quarter. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Alger Mid Cap Focus Fund highlighted stocks such as AppLovin Corporation (NASDAQ:APP). AppLovin Corporation (NASDAQ:APP) develops a software-based platform for advertisers to enhance the marketing and monetization of their content. The one-month return of AppLovin Corporation (NASDAQ:APP) was 39.63%, and its shares gained 373.04% of their value over the last 52 weeks. On May 28, 2025, the stock of AppLovin Corporation (NASDAQ:APP) closed at $390.26 per share, with a market capitalization of $132.059 billion. Alger Mid Cap Focus Fund stated the following regarding AppLovin Corporation (NASDAQ:APP) in its Q1 2025 investor letter: "AppLovin Corporation (NASDAQ:APP) is an advertising technology company offering a digital platform that helps mobile app developers market, monetize, and analyze their apps. We believe the company is experiencing a positive lifecycle change, driven by its AI-powered software engine. While currently focused on mobile gaming, AppLovin is expanding into other market segments. Its Demand Side Platform (DSP) supports ad placements, user acquisition, inventory matching, and performance analytics. Further, we believe AI is central to AppLovin's growth, driving a large majority of the company's revenue through its recommendation and targeting engine. In our view, AppLovin gains a competitive advantage, delivering higher-value app installs by leveraging data from its game portfolio and developer partners. We believe this scale and data advantage enhances its network effect, improving its technology and boosting market share in mobile gaming. As developers use the platform, the company collects data that continuously refines its algorithms, creating more value and attracting more developers to the ecosystem. During the quarter, shares detracted from performance after a report from a short[1]selling firm questioned AppLovin's business practices. In response, the company defended its operations and hired an independent law firm to investigate the claims. Despite these challenges, AppLovin's focus on AI and machine learning continues to enhance its advertising capabilities, positioning the company for sustained growth in the mobile app ecosystem, in our view." A close-up of a mobile device, showing an advertiser reaching out to a consumer via a software-based platform. AppLovin Corporation (NASDAQ:APP) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 96 hedge fund portfolios held AppLovin Corporation (NASDAQ:APP) at the end of the first quarter, which was 95 in the previous quarter. AppLovin Corporation's (NASDAQ:APP) Q1 2025 revenue surged 40% to $1.5 billion. While we acknowledge the potential of AppLovin Corporation (NASDAQ:APP) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered AppLovin Corporation (NASDAQ:APP) and shared Sands Capital Technology Innovators Fund's views on the company. Carillon Eagle Mid Cap Growth Fund also analyzed AppLovin Corporation (NASDAQ:APP) in its Q1 2025 investor letter and attributed its decline during the quarter to the same factors. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
