This hot-growth company is already eyeing the next phase of its growth.AppLovin (APP 1.18%) is an advertising-technology (adtech) stock that's up nearly 1,200% over just the last two years, as of this writing. These incredible gains were fueled by stunning revenue growth and an extraordinary surge in investor confidence in the underlying business.AppLovin's revenue has increased by more than 250% over the last five years, which is a strong compound annual growth rate (CAGR) of more than 20%.As for investor ...

公司股价与市场情绪 - AppLovin股价曾因人工智能技术和广告业务增长而飙升700% [1] - 多家投行下调目标价 高盛从500美元降至335美元 UBS从630美元降至450美元 [2] - 做空报告发布后股价单日跌幅超12% [5] 做空机构指控 - Muddy Waters指控公司违规提取平台专有ID进行非授权定向广告 [3] - Fuzzy Panda和Culper Research指控AXON软件存在"数据盗窃"和"收入造假" [4] - 做空报告称公司通过自点击广告和强制下载等手段虚增安装量 [5] 集体诉讼案件 - 诉讼指控公司夸大AXON 20广告平台和AI技术能力 [4] - 指控涉及反向解析Meta广告数据及强制安装应用等操纵行为 [4][5] - 诉讼覆盖2023年5月10日至2025年2月25日期间的投资者 [2] 业务模式争议 - 被指违反应用商店规则系统性获取用户数据 [3] - 电商广告商流失率高于公司披露水平 [3] - 涉嫌通过"后门安装方案"强制推送应用虚增利润 [4]