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AppLovin Still Deserves A "Buy"
After I upgraded AppLovin Corporation (APP) back to "Buy" in February 2026, the stock has been beating the market quite meaningfully—the S&P 500 (SP500) is
AppLovin's Brutal 2026 Selloff Looks Wrong
Summary
- AppLovin Corporation remains a high-performance leader in the digital advertising space, boasting a remarkable Rule of 40 score of 150 driven by superior operating leverage.
- Market fears regarding APP revenue deceleration are likely overblown, as the company continues to outperform seasonal trends while maintaining dominant market share across mobile gaming.
- The upcoming rollout of generative AI tools for merchants will lower creative barriers, allowing e-commerce advertisers to scale campaigns and drive higher platform fees.
- Structural advantages from the closed-loop integration of MAX and AppDiscovery provide a defensive moat that open-source alternatives like CloudX cannot easily replicate or disrupt.
- Massive share repurchases and upwardly revised earnings estimates support a significant valuation re-rating for APP stock, with projected upside of 44% over the next 12-18 months.
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About APP Stock
| Symbol | Last Price | % Chg |
|---|---|---|
| 391.38 | 3.23% | |
| Post | 391.68 | 0.08% |
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2026-04-06 09:30:00 to 2026-04-10 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 368.6 to 431.82.
End of interactive chart.
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