Applovin Aktie News

AppLovin and Interactive Brokers are among the largest companies by market cap that still aren't in the benchmark index.

I reiterate my 'Buy' rating on AppLovin, expecting S&P 500 inclusion to be a game-changing catalyst for the stock. Even without S&P inclusion, APP boasts phenomenal growth, strong Q1 FY2025 results (ads +81% YoY), and a smart divestiture of its Apps business to focus on high-margin ads. The company sees limited impact from potential tariffs and views lower app store fees as a tailwind, enabling...

The so-called "index effect" can boost a stock's price if only temporarily (at best). The possibility of graduating to a major stock index was a key factor driving up the value of adtech company AppLovin (APP 4.55%) on Hump Day.

Shares of AppLovin (APP 4.31%), the app-based adtech platform, were soaring last month as the company reported strong first-quarter earnings report, and benefited from a broader recovery in the market and a risk-on mentality as investors downplayed the threat from tariffs and of a slowdown in the economy.

Stocks can rise on news of addition to the S&P 500 and in the run-up to inclusion.

APP's pivot to e-commerce and web advertising segments has driven their renewed growth opportunities indeed, as observed in the accelerating top-line growth & richer profit margins. If anything, we expect the management to continue delivering high double digits growth ahead, as they launch the self-service advertising platform from Q2'25 onwards. On the other hand, despite the richer Free Cash ...

AppLovin's Q1 2025 ad revenue rose 71% YoY to $1.16B, with Axon 2.0 boosting monetization efficiency. Advertising segment EBITDA climbed 92% YoY to $943M at an 81% margin, outperforming all major ad-tech peers. The divestiture of its Apps segment removes a low-growth drag, simplifying operations and unlocking higher long-term ROIC potential.

AppLovin has surged 66% in 45 days, driven by strong fundamentals and strategic positioning in the digital ad ecosystem. The company divested its gaming division for $900M to focus solely on its high-margin, AI-powered ad-tech business. It launched a self-service platform to tap into smaller advertisers and expand into ecommerce and web verticals.