APP

AppLovin’s first quarter results for 2026 came in above Wall Street’s revenue and profit expectations, yet the market responded negatively to the report. Management attributed the quarter’s outperformance to strong advances in both its core gaming segment and the rapidly expanding consumer vertical. CEO Adam Foroughi emphasized that improved artificial intelligence (AI) models and greater adoption of hybrid monetization—where games combine in-app purchases and advertising—were key contributors. Foroughi noted, “AI technologies are now enabling these studios to do things they cannot do before,” pointing to a larger pipeline of games and higher advertiser engagement. Is now the time to buy APP? Find out in our full research report (it’s free). Revenue: $1.84 billion vs analyst estimates of $1.77 billion (59% year-on-year growth, 3.9% beat) Adjusted EPS: $3.76 vs analyst estimates of $3.64 (3.5% beat) Adjusted Operating Income: $1.44 billion vs analyst estimates of $1.39 billion (78.2% margin, 3.7% beat) Revenue Guidance for Q2 CY2026 is $1.93 billion at the midpoint, above analyst estimates of $1.89 billion EBITDA guidance for Q2 CY2026 is $1.63 billion at the midpoint, above analyst estimates of $1.59 billion Operating Margin: 78.2%, up from 72.5% in the same quarter last year Market Capitalization: $164.8 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matthew Cost (Morgan Stanley) asked for specifics on recent product breakthroughs and future milestones in the consumer vertical. CEO Adam Foroughi explained that rapid model improvements and increased data from new advertisers drive the platform’s virtuous growth cycle. Omar Dessouky (BofA) questioned the sustainability of gaming segment growth and GPU infrastructure needs. Foroughi responded that gaming’s momentum remains strong, with ample GPU capacity in place and no slowdown observed, emphasizing the importance of algorithmic leadership over sheer infrastructure size. Jason Bazinet (Citi) inquired about the impact of in-app purchase games shifting to hybrid monetization. Foroughi outlined that even partial migration to hybrid models could multiply revenue...

AppLovin Corporation (NASDAQ:APP) is among the stocks with the best earnings growth for the next 10 years. On May 7, Cory Carpenter, an analyst at JPMorgan, elevated the price target on AppLovin Corporation (NASDAQ:APP) to $515 from $500 and maintained a Neutral rating. This price hike came shortly after the company’s first-quarter beat. In Q1, AppLovin Corporation (NASDAQ:APP) delivered a remarkable performance, outperforming EPS by $0.12 and $0.06 billion, respectively. Looking ahead, management projects revenue in the range of $1.915 billion to $1.945 billion and an adjusted EBITDA margin between 84% and 85%. Regarding its future projects, CEO Adam Foroughi said, Wall Street reacted positively to the first quarter report. On May 8, Deutsche Bank lifted the price target on AppLovin Corporation (NASDAQ:APP) to $660 from $640 and reiterated a Buy rating on May 8. A day earlier, Piper Sandler also raised the price target on the company to $665 from $650, citing the company’s largest percentage beat since Q1 2025. The firm has an Overweight rating on the stock. AppLovin Corporation (NASDAQ:APP) is a California-based company that provides AI-powered solutions to help developers enhance the marketing and monetization of their content. Founded in 2011, the company operates through two segments: Advertising and Apps. While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

In the last week, the United States market has stayed flat, yet it has seen a remarkable 25% increase over the past year with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business in its potential for continued success. Click here to see the full list of 187 stocks from our Fast Growing US Companies With High Insider Ownership screener. Below we spotlight a couple of our favorites from our exclusive screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: Aeluma, Inc. develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States with a market cap of $488.06 million. Operations: The company's revenue is primarily derived from its Semiconductor Equipment and Services segment, which generated $5.23 million. Insider Ownership: 25.8% Earnings Growth Forecast: 68.6% p.a. Aeluma is positioned for significant growth with forecasted revenue expansion of 77% annually, outpacing the US market. Despite a volatile share price and recent net losses, its strategic focus on high-growth sectors like AI infrastructure and quantum technologies is bolstered by substantial U.S. government contracts exceeding US$4 million. The company's innovative quantum dot laser platform, supported by NASA awards, enhances its competitive edge in photonics integration. However, low projected return on equity remains a concern. Click to explore a detailed breakdown of our findings in Aeluma's earnings growth report. Our valuation report here indicates Aeluma may be overvalued. Simply Wall St Growth Rating: ★★★★☆☆ Overview: STAAR Surgical Company designs, develops, manufactures, and sells phakic implantable lenses and accessory delivery systems for the eye, with a market cap of approximately $1.40 billion. Operations: The company's revenue is primarily generated from its ophthalmic surgical products, totaling $239.44 million. Insider Ownership: 26.2% Earnings Growth Forecast: 71.6% p.a. STAAR Surgical's growth potential is underscored by its forecasted revenue increase of 11.8% annually, slightly above the US market average. Recent earnings showed significant improvement with sales reaching US$93.52 million, a substantial rise from the previous year, and a shift to n...

Over the last 7 days, the United States market has risen by 1.1%, contributing to an impressive 27% climb over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, companies that exhibit high growth potential and significant insider ownership can be particularly appealing, as they often indicate strong confidence from those closest to the business. Click here to see the full list of 181 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Evolus, Inc. is a performance beauty company that provides products in the cash-pay aesthetic market across the United States, Canada, Europe, and Australia with a market cap of $442.54 million. Operations: The company's revenue segment focuses on delivering medical aesthetic products to the cash-pay aesthetic market, generating $301.79 million. Insider Ownership: 11.1% Earnings Growth Forecast: 66.7% p.a. Evolus, Inc. is poised for significant growth with its forecasted profitability within three years and revenue growth expected to outpace the broader US market at 14.4% annually. Recent earnings show a narrowing net loss, and the company anticipates annual revenues between US$327 million and US$337 million for 2026. The upcoming European launch of Estyme marks an international expansion in dermal fillers, potentially enhancing revenue streams despite historically volatile share prices and negative shareholders' equity concerns. Click here and access our complete growth analysis report to understand the dynamics of Evolus. Our expertly prepared valuation report Evolus implies its share price may be lower than expected. Simply Wall St Growth Rating: ★★★★★★ Overview: Upstart Holdings, Inc. operates a cloud-based AI lending platform in the United States and has a market cap of approximately $2.58 billion. Operations: The company's revenue is primarily derived from its personal lending segment, which generated $1.01 billion. Insider Ownership: 12.8% Earnings Growth Forecast: 58.5% p.a. Upstart Holdings is positioned for robust growth, with earnings projected to rise significantly at 58.5% annually, outpacing the US market. Despite a recent net loss of US$6.65 million in Q1 2026, insider activity indicates more buying than selling over...

The subdued stock price reaction suggests that AppLovin Corporation's (NASDAQ:APP) strong earnings didn't offer any surprises. Our analysis suggests that investors might be missing some promising details. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. As finance nerds would already know, the accrual ratio from cashflow is a key measure for assessing how well a company's free cash flow (FCF) matches its profit. The accrual ratio subtracts the FCF from the profit for a given period, and divides the result by the average operating assets of the company over that time. You could think of the accrual ratio from cashflow as the 'non-FCF profit ratio'. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. That is not intended to imply we should worry about a positive accrual ratio, but it's worth noting where the accrual ratio is rather high. To quote a 2014 paper by Lewellen and Resutek, "firms with higher accruals tend to be less profitable in the future". AppLovin has an accrual ratio of -0.14 for the year to March 2026. Therefore, its statutory earnings were very significantly less than its free cashflow. Indeed, in the last twelve months it reported free cash flow of US$4.4b, well over the US$3.91b it reported in profit. AppLovin's free cash flow improved over the last year, which is generally good to see. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. AppLovin's accrual ratio is solid, and indicates strong free cash flow, as we discussed, above. Because of this, we think AppLovin's earnings potential is at least as good as it seems, and maybe even better! And on top of that, its earnings per share have grown at an extremely impressive rate over the last year. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. For example, we've discovered 1 warning sign that you should run your eye over to get a better picture of AppLovin. This note has only looked at a single factor that sheds light on the natu...

Over the last 7 days, the United States market has risen by 1.5%, contributing to a remarkable 26% climb over the past year, with earnings forecasted to grow by 17% annually. In this flourishing environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business and potential for substantial earnings expansion. Click here to see the full list of 185 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's explore several standout options from the results in the screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: Immix Biopharma, Inc. is a clinical-stage biopharmaceutical company focused on developing chimeric antigen receptor cell therapy for light chain amyloidosis and immune-mediated diseases, with a market cap of $525.88 million. Operations: Revenue Segments (in millions of $): null Insider Ownership: 12.8% Earnings Growth Forecast: 63.4% p.a. Immix Biopharma is a growth-focused company with high insider ownership, currently navigating financial challenges with a reported net loss of US$10.09 million for Q1 2026. Despite this, its revenue is forecasted to grow significantly faster than the US market at 56.6% annually, driven by promising developments like NXC-201 for AL Amyloidosis. The company anticipates profitability within three years, although it has experienced substantial shareholder dilution and share price volatility recently. Get an in-depth perspective on Immix Biopharma's performance by reading our analyst estimates report here. Our valuation report here indicates Immix Biopharma may be overvalued. Simply Wall St Growth Rating: ★★★★★☆ Overview: Rumble Inc. operates a video sharing and cloud services platform across the United States, Canada, and internationally, with a market cap of approximately $2.77 billion. Operations: The company's revenue is generated from its Internet Software & Services segment, amounting to $100.62 million. Insider Ownership: 35.9% Earnings Growth Forecast: 56.8% p.a. Rumble Inc. exhibits high insider ownership and is positioned for substantial growth, with revenue forecasted to expand at 42.5% annually, outpacing the US market. Recent initiatives like the OpenClaw Starter package on Rumble Cloud highlight its innovative approach in AI infrastructure. Despite a history of volatility and fin...

Investors initially appeared cautious after AppLovin APP reported first-quarter 2026 results on May 6, likely weighing whether the company could sustain its extraordinary pace of growth while preparing for a major platform transition. However, as the market absorbed management’s commentary surrounding the upcoming public launch of its advertising platform and the continued strength in the consumer advertising business, confidence improved noticeably. The stock has gained roughly 6.4% since the earnings release, suggesting investors are increasingly focusing on AppLovin’s expanding addressable market, exceptional profitability profile and accelerating AI-driven advertising momentum. The quarter reinforced the idea that AppLovin is evolving from a gaming-focused ad platform into a broader AI-powered advertising ecosystem. AppLovin delivered first-quarter 2026 revenues of $1.84 billion, exceeding the Zacks Consensus Estimate of $1.77 billion by 3.9%, highlighting continued momentum across its advertising platform. Earnings growth remained equally impressive. The company reported earnings per share of $3.56, beating the Zacks Consensus Estimate of $3.40 by 4.7%. Image Source: APP Profitability metrics were particularly striking. Adjusted EBITDA reached $1.56 billion during the quarter, translating into an extraordinary adjusted EBITDA margin of approximately 85%. Free cash flow totaled $1.29 billion, underscoring the scalability of AppLovin’s business model and its ability to convert revenue growth into significant cash generation. Image Source: APP The company also ended the quarter with $2.76 billion in cash and cash equivalents, providing substantial financial flexibility for continued investments, infrastructure expansion and shareholder returns. One of the biggest drivers behind the positive stock reaction appears to be the company’s decision to open its advertising platform to the broader public in June. Management indicated that advertisers globally will soon be able to directly access the Axon platform through self-serve capabilities. This transition could significantly expand adoption beyond AppLovin’s existing customer base and create a larger long-term revenue opportunity. Importantly, management emphasized that gaming remains the foundation of the business, but the consumer advertising vertical is now growing even faster than gaming. The company attr...

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

AppLovin stock slipped Thursday after the advertising software company reported first-quarter results that beat expectations.

Trade Desk (TTD) stock dropped after Q1 earnings missed by 12% and the Q2 outlook disappointed amid competition from Amazon (AMZN) Ads. AppLovin’s (APP) post-earnings momentum hinges on whether buyers defend $483+ levels; margin expansion story could sustain gains if AXON 2 AI narrative outpaces sector headwinds. The analyst who called NVIDIA in 2010 just named his top 10 stocks and AppLovin wasn't one of them. Get them here FREE. Shares of The Trade Desk (NASDAQ:TTD) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a softer Q2 2026 outlook than the Street had hoped to see. The stock closed Thursday at $23.49, already down 38% year to date (YTD) heading into the earnings report. For broader context on how ad-tech names are trading this week, see our recent AppLovin earnings preview. Rival AppLovin (NASDAQ:APP) is doing the opposite. APP stock jumped 6% on Thursday to $498.87 after a beat-and-raise quarter, and pre-open action suggests buyers are defending those levels into Friday's session. Both Trade Desk and AppLovin operate in digital advertising, yet their post-earnings reactions could hardly be more different. The split reflects two structural questions Wall Street is wrestling with: whether open-web programmatic ad spend is leaking to walled gardens, and whether AI-driven optimization is the new competitive moat in ad tech. The analyst who called NVIDIA in 2010 just named his top 10 stocks and AppLovin wasn't one of them. Get them here FREE. Trade Desk reported Q1 2026 revenue of $688.86 million, a year-over-year (YoY) gain of 12%. Growth has decelerated sharply from the 25% YoY pace in Q1 2025, raising fresh questions about the durability of the open-web programmatic story. Trade Desk's non-GAAP diluted EPS landed at $0.28, missing expectations by 12% and slipping from $0.33 a year earlier. Adjusted EBITDA margin compressed to 30%, reflecting broad-based spending on platform operations, sales and marketing, and tech development. CEO Jeff Green struck a constructive tone on the call, stating, "Despite headwinds in the macro environment, we remain confident in our ability to lead and innovate within the programmatic ecosystem." Trade Desk's Q2 guidance calls for revenue of at least $750 million, yet analysts flagged competitive pressure from Amazon (NASDAQ:AMZN) Ads and retail media netwo...

AppLovin (APP) came out with quarterly earnings of $3.56 per share, beating the Zacks Consensus Estimate of $3.4 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.83%. A quarter ago, it was expected that this mobile app technology company would post earnings of $2.89 per share when it actually produced earnings of $3.24, delivering a surprise of +12.11%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. AppLovin, which belongs to the Zacks Technology Services industry, posted revenues of $1.84 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.86%. This compares to year-ago revenues of $1.48 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. AppLovin shares have lost about 29.1% since the beginning of the year versus the S&P 500's gain of 6%. While AppLovin has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for AppLovin was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks h...

AppLovin (APP) posted Q1 revenue of $1.84B (up 24.15% YoY), EPS of $3.56 beating estimates by $0.10, and adjusted EBITDA margin of 85% with free cash flow of $1.29B funding $1B in buybacks. AppLovin’s AXON 2 AI ad engine is driving margin expansion and operating income growth of 117% YoY, with 24/7 Wall St. setting a $576.79 price target implying 23% upside at 90% confidence. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.(Sponsor) Our AppLovin (NASDAQ:APP) call comes at a moment when the stock has recovered ground after a weak first quarter. Shares trade at $468.83 as of writing, and our proprietary model points to meaningful upside from here. The 24/7 Wall St. price target for AppLovin is $576.79, implying 23.03% upside over the next 12 months. Confidence is high at 90%, and the recommendation is buy. APP has been volatile. Shares are up 53.91% over the past year and 13.61% in the past month, but down 30.42% year to date after peaking near $745.61 last cycle. Q1 2026 beat expectations across the key lines. AppLovin posted EPS of $3.56 against a $3.46 estimate, revenue of $1.84 billion (up 24.15% YoY), and adjusted EBITDA margin of 85%. Net income more than doubled to $1.21 billion, and free cash flow hit $1.29 billion, funding $1 billion in buybacks. Q2 guidance calls for revenue of $1.92 billion to $1.95 billion. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.(Sponsor) The bull case rests on AXON 2, AppLovin's AI ad engine, continuing to compound. Pure play ad tech focus following the games divestiture has expanded the adjusted EBITDA margin to 85%, and operating income grew 117% YoY. The Street target of $638.50 reflects 26 buy or strong buy ratings versus zero sells. Our bull case scenario projects shares could reach $787.72 by May 2027, a 68.02% total return, if AppLovin extends ad tech share gains beyond mobile gaming into e-commerce and CTV. The bear case is meaningful. APP carries a beta of 2.36, sits 14% below its 52 wee...