AppLovin A

AppLovin fell sharply after missing Q2 revenue by about 0.9% despite 52% year‑over‑year revenue growth, an 84% adjusted EBITDA margin and $863m free cash flow. The stock is down roughly 55% year‑to‑date and trades around $305.77 versus a Street consensus target near $526. UBS analyst Stephen Ju maintains a buy with a $790 target, citing AXON 2.0 monetization, expansion into e‑commerce and strong operating leverage. Management guided Q3 revenue to $2.055–2.085 billion and said the business is off to a strong start; the bull case depends on reaccelerating model improvements and continued margin stability. » Altro su finance.yahoo.com

Greenhaven Road Capital’s Q2 2026 investor letter cites AppLovin as a small AI holding with exceptional cash-flow characteristics, noting 2025 revenue growth of ~70% to $5.48B, ~82% adjusted EBITDA margin and $3.95B free cash flow. The fund describes AppLovin’s AXON ad-matching AI and high EBITDA-per-employee metrics, expects continued strong growth in 2026 and says shares trade below 20x 2027 FCF. AppLovin’s stock has recently pulled back, and hedge fund ownership declined slightly from the prior quarter. » Altro su finance.yahoo.com

AppLovin shares fell about 1.5% to $333.84 in premarket trading and are approaching the 52-week low of $332.19. The company reported Q2 revenue of $1.92 billion versus a consensus of roughly $1.95 billion and issued a Q3 revenue guide of around $2.075 billion, slightly missing expectations. Several analysts cut price targets or ratings (including Wells Fargo, Piper Sandler, Goldman Sachs), citing dampened near-term growth prospects and higher modeled costs, while most kept buy ratings. With about a 55% drop from the 52-week high and no market support, sellers dominated before the open. » Altro su de.investing.com