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Applovin Corporation

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APP trade ideas

Dodged a Bullet on APPI was intrigued looking at App Lovin's (APP) rapid climb and what looks like a very high-margin line of business - but I was suspicious at that recent jump, the S&P 500 inclusion rumors, and the P/E ratio was getting scary - it would even make TSLA blush (at TSLA's current price!) The jump was all post-11/5 so I think what originally drew my attention was "Is this a Peter Thiel company that I didn't know about?" Once I pick a stock, I do automated trading (and do so with something close to 100 symbols between my eTrade retirement account and what I would call more of a day/swing trade account at IB) - so once I load my interest, strategy, calendar or time-of-day rules, and a budget for the symbol, I let it fly on it's own volition. Why? . So back to App Lovin - My picking process is pretty diligent - I look at chart patterns, sure, but I also dig deep into the fundamentals. 1.) I doubted the S&P rumors - S&P 500 companies usually have a couple of things in common - resilience and multiple streams of revenue, not one-trick ponies. That's not intended as a dig against APP, but it seems to be a marketing engine for mobile devices, and it's impressive as a business for the founders, but an unexpected shift in platform interest by consumers or a new ad blocker technology, or whatever, would rapidly impact a business model like that. Getting in the S&P would be a goldmine because they are suddenly included with automatic ETF-purchases for millions of 401k accounts. I doubted that would happen here. 2.) There is a LOT of short-interest in the stock... so much (around 8% of outstanding shares) that some of the price could be a short-squeeze, and while I'm all-in on a good meme stock short-squeeze on a $5 stock to make a few bucks (and I've been known to do that when I have done my homework) - I'm not touching a $350'ish dollar symbol to throw down like casino chips on the craps table.. 3.) Insider activity - these guys were selling their own shares like candy canes, immediately after the 11/5 run-up started. I mean - it's all insider-selling... 30,000 shares, 170,000 shares, 5.5 million shares... One LLC took $1.6 billion off the table. Yikes. 4.) And then they are giving themselves more options & shares... usually by 30,000 to 70,000 share tranches (so they can sell more). Today's news ("No" from S&P) and the rapid rise... I trust my research, but I don't trust the lemmings on this.. I'm a buyer - but at a 30-35x P/E (typical for marketing/tech companies) - so more like $98.70 - $115 / share.
NASDAQ:APPShort
by NordicVetMBA
8
APP: price in the important macro-ristance True market leader of past and this year, both fundamentally and technically, is approaching an important mid-term resistance zone of the uptrend from 2022 lows: 322-370-470. Although the uptrend on the date of writing is very intact and looks strong (since august lows price respects 8/21 ema), these resistance area might provide profit taking or position hedging opportunities for both swing/position traders and investors. These might become especially important when/if price starts trading bellow 8/21 with ema reversing their slope to the down-sideß. Until price is bellow 470, next important, mid-term support zone 255-175. While price is above 175 resistance level, suggested macro up-trend structure is valid with higher potential price levels in years to come. Thank you for your attention! P.S. This is my biggest mistake and investing regret from last and this year. Had a perfect entry on 10th of July with 26.68 cost level and long-term hold-intentions but ended treating it as a short term swing position loosing big picture view, selling everything on 14th of July and moving it out from my focus list. Good to observe and reflect from this experience of mine and move on being inspired by life-changing potential of TML's like NASDAQ:APP : )
NASDAQ:APP
by artemfedorov
From Market Underdog to Tech Titan| AppLovin’s Explosive Growth AppLovin: Making Ads Great Again, One Algorithm at a Time AppLovin Corp, a prominent software company valued at $57 billion, offers an advanced mobile marketing platform. Over the past year, its stock price has surged by an impressive 500%, far outpacing the S&P 500’s 39% increase. The company’s financial growth is equally remarkable, with a year over year revenue boost of 40%, a 188% jump in operating profits, and a 300% surge in net income in its latest quarterly report With 40% of the company held by insiders and a shareholder friendly stance that includes share buybacks, AppLovin presents a compelling investment opportunity. Additionally, its valuation remains competitive relative to other software companies, supporting my "buy" rating. From Ad Nerds to Tech Lords, AppLovin’s Secret to Winning Over Wall Street AppLovin operates a comprehensive software platform that helps clients achieve crucial KPIs, such as revenue growth and business expansion. Leveraging AI, its software platform stands out as a powerful tool for advertisers, providing capabilities like automated marketing, customer engagement, and monetization. It’s built to optimize targeted content delivery to the most suitable audience, supported by analytics and monetization features that drive maximum value. At the core of AppLovin’s technology is AXON, an AI engine that powers AppDiscovery. This feature matches advertiser demand with publishing opportunities through a sophisticated real-time auction algorithm, shifting from traditional waterfall systems to an intelligent, programmatic approach. AppLovin has positioned itself as a leader in the future of advertising, driven by its cutting-edge AI capabilities. I believe there’s immense growth potential here that the company is just beginning to explore. Performance In the third quarter, AppLovin reported a 39% year-over-year revenue increase, moving from $864 million to $1.2 billion. This marks its highest-ever quarterly revenue and extends its streak of sequential topline gains to seven quarters. For the first nine months of 2024, AppLovin saw a 43% year-to-date revenue increase, largely fueled by a 76% rise in software platform revenue. This growth was driven by AppDiscovery, whose installations surged by 39% in Q3, underscoring its strong appeal to advertisers. Beyond software platform growth, AppLovin’s in-app purchases and advertising revenues also increased modestly by 3% and 7%, respectively, despite challenging comparisons, supported by a 53% boost in advertising impressions. The company achieved record operating cash flows of over $550 million in Q3, alongside significant margin improvements across gross, operating, and EBITDA levels. These gains highlight the company’s explosive growth and underscore the stock’s 500% rise over the past year. Given AppLovin’s strategic success and positive advertiser response, I anticipate ongoing improvements in cash flow and profit margins. With over $3.3 billion spent on share buybacks since 2022—$980 million in 2024 alone—the company continues to reward its shareholders while capitalizing on its profitable AI-driven platform. Valuation Although APP’s trailing P/E ratio of 74.52 and PS ratio of 19.33 might appear high compared to the IT sector averages, a comparison with peers in the Application Software industry reveals a different perspective. In a peer group of large software companies, APP ranks third in EV/Sales ratio at 18.65 but also boasts a forward topline growth rate of over 24.1%, placing it among the top performers. This high growth potential appears to justify the stock’s premium, positioning it attractively in terms of PS ratio relative to anticipated growth. Despite recent heavy buying, APP remains an appealing value investment. As long as it maintains its relative positioning, I continue to view the stock favorably. Risks Despite my optimism, I recognize that AppLovin’s momentum could be part of a broader AI-driven market surge, raising concerns about a potential AI bubble. If the market faces a downturn similar to the dot-com bubble, APP could experience a sharper decline than its peers, especially given its relatively weak balance sheet. Additionally, with an RSI of 96 signaling heavy overbuying, there may be potential for a future correction. While APP’s 500% rise is impressive, it could be vulnerable if the market undergoes a broader correction Conclusion Advertising is on the cusp of an AI driven transformation, and AppLovin is well-positioned to capitalize on this shift with its powerful AI-enabled platform. Despite the stock’s impressive 12-month performance, there’s still significant growth potential
NASDAQ:APPLong
by moonypto
2
Another gift for my group Hellooo Yes, I say "Gift" because I know and I have experienced that how a true investment can change your account balance. Please consider all risks and money management. I just try to share all I have in my watch list with you that might be useful for your trades. Maybe you as yourself why I do this. I do not any intension for the future and I just enjoy to share what I have (if it is profitable) because in my first days of trading there was no one help me or guide me and all people I knew tried to take money from me. I really love to get your ideas and share what you think about my works. Thanks
NASDAQ:APPLong
by AMA_FX
2
AppLovin continues to outperform competitors in the ad market Mobile games and software company AppLovin Corp. has received a positive recommendation from global financial services company Macquarie. Analysts believe now may be a good time to buy AppLovin shares amid adverse investor reactions. This was due to Apple's presentation of its AdAttributionKit program for advertising analytics. While it complies with the European Union's strict requirements for personal data treatment, it has naturally raised concerns about AppLovin's ability to purchase advertising space in App Store apps. Macquarie believes that AdAttributionKit only updates Apple's old advertising software and does not threaten AppLovin's business. AppLovin has its Axon 2 technology, which utilises artificial intelligence (AI) algorithms to manage ad bidding. This technology still has substantial competitive advantages and can work under restrictions on personal data usage. Let's review the technical analysis of AppLovin Corp. (NASDAQ: APP) shares to explore potential trading opportunities. On the daily (D1) timeframe, resistance has formed at 87.95 USD, with support at 73.45 USD. The breach of the support line suggests a potential formation of a side channel. However, as long as the support level is not breached downward, there remains significant potential for further growth. In case of a downward trend, the target for the fall may be set at 66.50 USD. If an upward trend persists and the resistance level at 87.95 USD is broken through, the short-term target could be set at 97.15 USD. In the medium term, the price may rise to 106.50 USD. __ Ideas and other content presented on this page should not be considered as guidance for trading or an investment advice. RoboMarkets bears no responsibility for trading results based on trading opinions described in these analytical reviews. The material presented and the information contained herein is for information purposes only and in no way should be considered as the provision of investment advice for the purposes of Investment Firms Law L. 87(I)/2017 of the Republic of Cyprus or any other form of personal advice or recommendation, which relates to certain types of transactions with certain types of financial instruments. Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69.88% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
NASDAQ:APP
by RoboMarkets
AppLovin stock rallies following Mobile Apps Unlocked conferenceFollowing a standout presentation at the Mobile Apps Unlocked conference in Las Vegas last week, shares of AppLovin Corp., a developer of mobile games and applications, experienced a significant uptick . The event, a gathering point for mobile app marketing professionals, witnessed AppLovin making a notable impression, leading to a series of positive endorsements from Wall Street analysts. Central to AppLovin's business model is its innovative platform, designed to monetise programs on smartphones, TVs, and other devices capable of running applications and displaying advertisements. Additionally, AppLovin's venture into mobile game development has substantially bolstered its stature among both advertisers and application publishers. Let's investigate potential trading opportunities by delving into the technical analysis of AppLovin Corp. (NASDAQ: APP). The Daily (D1) timeframe reveals that a support level has solidified at 72.50 USD, while resistance is pegged at 78.30 USD. The stock is currently on a solid upward trajectory, indicating room for further growth if it breaches the resistance. Conversely, should the stock dip below the established support level, a decline to 66.20 USD could be on the horizon. For traders looking for short-term strategies, targeting a buy with an aim for 85.70 USD could be considered. Those with a medium-term perspective might consider maintaining a long position to reach 95.60 USD. — Ideas and other content presented on this page should not be considered as guidance for trading or an investment advice. RoboMarkets bears no responsibility for trading results based on trading opinions described in these analytical reviews. The material presented and the information contained herein is for information purposes only and in no way should be considered as the provision of investment advice for the purposes of Investment Firms Law L. 87(I)/2017 of the Republic of Cyprus or any other form of personal advice or recommendation, which relates to certain types of transactions with certain types of financial instruments. Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 66.02% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
NASDAQ:APPLong
by RoboMarkets
2
Beautiful Breakout and strong fundamentals - AppLovin NASDAQ:APP has an outstanding chart in my opinion. I've been following this stock for years now and waiting for the right time to get in. Although it's already rallied 70% YTD, the momentum this particular stock has combined with it's increasingly impressive earnings reports make it a strong buy. They have been steadily increasing cash flow on top of accelerating earnings growth. The last 3 quarters it's beat analyst estimates and it's my personal opinion that we are in the midst of a era where web apps as well as mobile apps are being developed very rapidly, increasingly by individuals and smaller companies. Net Income, Margins and Returns on Equity and Assets are all increasing. No wonder it's more than quadrupled since it's bottom of $9.00 Think of Streamlit, for you coders, and Snowflake's NYSE:SNOW increasing presence in owning these, and similar technologies. NASDAQ:APP is operating in a similar space and they really offer it all when it comes to building applications for your business. The estimate revisions are surprising and look very strong going into next year. See the Zack's Estimate Revisions below. (Current Quarter/Next Current Year/Next) CQ NQ CY NY Current 0.56 0.59 2.48 3.08 7 Days Ago 0.56 0.59 2.48 3.08 30 Days Ago 0.33 0.31 1.56 1.71 60 Days Ago 0.33 0.31 1.58 1.71 90 Days Ago 0.33 0.31 1.58 1.63
NASDAQ:APPLong
by DontSlamTheDoor