AppLovin Corporation (NASDAQ:APP) is one of the best performing NASDAQ stocks according to hedge funds. On October 1, the company rebranded its customer-facing advertising platform as Axon. It launched Axon Ads Manager, a self-service ad management tool, which is initially available on a referral-only basis. Axon is powered by an AI engine that uses predictive analytics, real-time optimization, and continuous feedback to target ads more effectively and deliver measurable results for advertisers. AppLovin ...

Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesAppLovin Corporation (NASDAQ: APP) has seen a decline of nearly 20% in its market value within just ten days, erasing over $40 billion in market capitalization — one of the most significant short-term declines among major U.S. software companies this year. This selloff has prompted investors to question whether this is merely a sharp correction of an overheated stock or the beginning of a mor ...

标普500指数及科技股表现 - 标普500指数在9月份录得15年来最强劲的9月表现，当月上涨3.5% [1] - 科技股领涨，部分股票涨幅超过50%，大幅跑赢指数 [1] 华纳兄弟探索公司 - 公司股价在9月份因收购传闻大幅上涨67.8% [2] - 股价于9月25日触及52周高点20.24美元 [3] - 管理层计划在2026年中期前将公司分拆为两家独立实体，将流媒体业务和影视工作室与全球电视网络业务分离 [3] AppLovin公司 - 公司股价在9月份飙升50.1%，并于9月22日正式加入标普500指数 [4] - 股价上涨得益于被纳入标普500指数的消息以及多位分析师上调其目标价 [4] - 公司平台主要通过广告帮助移动应用开发者和营销人员实现应用变现 [5] 西部数据公司 - 公司股价在9月份大涨49.4%，并于10月2日触及52周高点137.40美元 [6] - 股价上涨受到人工智能和云计算领域蓬勃发展的需求推动，这些领域均需要大规模数据存储 [6] - 公司是全球最大的硬盘驱动器、闪存产品和存储设备制造商之一 [6] - 摩根士丹利分析师将公司目标价从99美元上调至171美元，理由是尽管云支出增加带来硬盘驱动器的巨大潜在需求，但股票估值仍然偏低 [7]

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The digital advertiser has been hit with an SEC investigation.Shares of AppLovin (APP -3.88%) sank over 16% this week, according to data from S&P Global Market Intelligence. The fast-growing digital advertising company saw selling pressure due to a report from Bloomberg about an investigation into its data collection practices from the Securities and Exchange Commission (SEC).As of this writing at 2:08 p.m. ET on Friday, Oct. 10, AppLovin stock is down 16% this week. Here's the skinny on why the stock is fa ...

Key Takeaways AppLovin sold its Apps segment to Tripledot Studios for $400M in cash and a 20% ownership stake.The company now focuses on AI-powered ad infrastructure through its MAX and AXON platforms.APP shares have surged 85% YTD, outpacing industry growth, as earnings estimates trend higher.AppLovin’s (APP) story has shifted from game creation to algorithmic precision, a full-blown reinvention few tech firms may dare to attempt.Once tethered to the unpredictable cycles of mobile gaming, the company hit a ...

AppLovin (APP) closed at $600.32 in the latest trading session, marking a -4.67% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.28%. Elsewhere, the Dow lost 0.52%, while the tech-heavy Nasdaq lost 0.08%. The mobile app technology company's shares have seen an increase of 11.03% over the last month, surpassing the Business Services sector's loss of 0.31% and the S&P 500's gain of 4.03%.Analysts and investors alike will be keeping a close eye on the performance of AppL ...

Comedian Tracy Morgan Asks, "Where's My Knicks Game?" in New Ad for Sports Fans Xumo Sports The Spectrum App Store The Spectrum App Store The Spectrum App Store Spectrum "Where's My Knicks Game†Ad "Our new Spectrum App Store delivers what our customers want most – real savings with consumer choice and a simpler way to enjoy the up to $125 per month worth of streaming apps that our Seamless Entertainment experience provides," said Rich DiGeronimo, President, Product & Technology, Spectrum. "At the same time, ...

公司定位与市场机遇 - 公司正在将移动游戏生态系统重塑为电子商务参与的重要渠道 [1] - 电子商务商户的广告支出预计将从2025年的约18亿美元增至2026年的68亿美元 [2] - 分析师估计，若有更多开发者整合电子商务广告，潜在广告支出容量将增加80亿美元 [4] 业务表现与增长动力 - 公司的MAX广告供应自2022年以来以约20%的复合年增长率增长，预计2026年将加速至34%的同比增长 [3] - 整体移动游戏参与度年初至今增长7-9%，支持公司两位数的供应增长指引 [5] - 移动游戏参与度中，有25-40%发生在目前不显示广告的游戏里，存在巨大的未开发机会 [3] 财务预测与估值 - 预计销售额将从2025年的55亿美元增至2026年的91亿美元 [5] - 预计EBITDA将从2025年的45亿美元攀升至2026年的76亿美元 [5] - 调整后每股收益预计在2025年为971美元，2026年升至1812美元，2027年达2395美元 [6] - 估值模型采用39倍的企业价值/2026年预估EBITDA倍数，反映了因电子商务广告采纳带来的溢价增长前景 [6] 行业趋势与挑战 - 技术驱动的转化率提升和适度的供应扩张预计可容纳新的广告需求 [2] - 尽管许多开发者因担心干扰游戏体验而不愿添加广告，但更高的千次展示成本和混合变现模式的兴起可能使采纳更具吸引力 [4]

Whales with a lot of money to spend have taken a noticeably bullish stance on AppLovin.Looking at options history for AppLovin (NASDAQ:APP) we detected 173 trades.If we consider the specifics of each trade, it is accurate to state that 42% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 63 are puts, for a total amount of $3,607,081 and 110, calls, for a total amount of $24,282,606.What's The Price Target?After evaluating the trading volumes and ...