APP triple bottom?Community discussions
APP triple bottom?
APP AppLovin has fully pivoted to ad tech, leaving its app portfolio behind, and delivered an outstanding Q3 with revenue of $1.41 billion a 69% year-over-year increase an extraordinary 82% adjusted EBITDA margin, GAAP EPS of $2.45, and nearly doubled free cash flow at $1.05 billion. Its growth is powered by AI-driven ad targeting and the newly launched AXON self-serve platform, which is seeing new advertiser spend grow roughly 50% week over week.
Looking ahead, Q4 guidance is strong with $1.57–$1.60 billion in revenue and steady EBITDA margins, alongside a $3.2 billion share buyback. While regulatory scrutiny exists, AppLovin’s record profits, explosive cash generation, and rapidly scaling platform highlight a company gaining serious momentum and potentially undervalued for the future.
APP done with this stock for a while. WTH
APP any thoughts??
APP 540 - get in?
APP she’s not done yet
APP tradingview.com/x/BIeAs3cR/ looks like there is some room for downside
APP can we see 610 end of the dayAPP easy dip to buy at open but should had more conviction and buy during AH last night
APP Recovery from knee jerk reaction to sec. announcement.