AppLovin's revenue has nearly tripled since late 2024, while The Trade Desk's has stalled — a widening gap that raises questions about their competitive positioning.

In FY 2025, revenue hit $402.8 billion, a 15% increase over the previous year. The company reported a net income of $132.2 ...

Robinhood Markets and AppLovin weren't added to the S&P 500 index as some had speculated, sending their shares lower Monday.

AppLovin prints $1.9 billion quarters and 84% margins, yet two disciplined investors studied the model and walked away.

An oversold bounce is showing up in ad-tech name AppLovin midday Friday, and the move stands apart because large-cap technology is slightly lower and the broad market is close to flat. That mismatch ...

AppLovin Corporation APP has emerged as one of the most powerful players in the digital advertising ecosystem, combining AI-driven optimization with a highly efficient marketplace model. As the ...

Dear readers, you can read my previous bullish calls on APP for free here. AppLovin (APP) is one of my favorite Inflection opportunities. And even though I'm clearly biased, I don't shy away from ...

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Mobile app technology company AppLovin (NASDAQ:APP) in Q2 CY2026, but sales rose 52.8% year on year to $1.92 billion. Next quarter’s revenue guidance of $2.07 billion underwhelmed, coming in 0.6% ...

Unfortunately for the bulls, the stock sold off sharply after bouncing back above its 200-day moving average — the SaaS-recovery narrative flipped at some point, hurting most names in the sector.