Action (APP) Applovin Forum Analyses

Tenbagger2024

@Tenbagger2024

1Sem.·

No inclusion in the S&P 500 - These stocks are now plummeting! $COIN (+0,27 %)
$TTD (-2,1 %)
$APP (+5,4 %)

Investors are fleeing the stocks of their recently celebrated favorites such as AppLovin or Coinbase on Monday. Double digits at times!

Summarized for you

Investors flee AppLovin and Coinbase shares.

AppLovin and The Trade Desk fall sharply, up to -17.5%.

S&P 500 rebalancing influences share prices significantly.

In contrast, shares of Apollo Global Management and Workday gained as their inclusion in the S&P 500 was announced. Workday gained up to eight percent on the trading floor. $APO (+0,24 %)
$WDAY (+1,08 %)

https://www.wallstreet-online.de/nachricht/18801086-anleger-ergreifen-flucht-aufnahme-s-p-500-aktien-knallen-runter

www.wallstreet-online.deKeine Aufnahme in den S&P 500 – Diese Aktien knallen jetzt runter!

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Markus

@Nobody23

2Sem.·

$APP (+5,4 %) So the performance is already incredible.

Do you think there's more to it? I've been following it for a short time now and I really think that the end has been reached.

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1 Commentaire

SemiGrowth@SemiGrowth

2Sem.

Well, if you assume that they are a monopoly in the app marketing market and take the platform into account, there could be more to come. The current P/E is really high, but that also takes analyst forecasts into account. The company has recently delivered around 2 quarters more than expected, and if this continues, the profit forecasts are far too conservative and therefore the valuation is justified. It's a bit like $NVDA.

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Kasper

@kasperflapscher

4Sem.·

Hello everyone

I wanted to know what you do when a stock in your portfolio has risen sharply. In my case it concerns the two shares$PLTR (+6,35 %) and$APP (+5,4 %) n, which have performed very well. As a result, the ratio between ETFs and shares in my portfolio has shifted somewhat.

How would you proceed in such a situation? I am looking forward to your opinions.

Thank you very much!

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22 Commentaires

Stephan@Blumentopf

4Sem.

Buy as much of the ETF as necessary 😅

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Ary D.

@aslsousa

1Mo·

Any thoughts on $APP (+5,4 %) ? Is it still a buy at 290$?

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1 Commentaire

Meister L.@Lumimyrsky

1Mo

for me no

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SemiGrowth

@SemiGrowth

1Mo·

$APP (+5,4 %) I have now taken out my stake here after almost quadrupling it.

Gives me a little $SMCI Vibes, valuation is now quite high. Nevertheless, I am convinced in the long term and will let the rest continue. The amount will probably go into $ELF (-0,44 %) (everyone is buying here right now xD).

08.11

APP

Applovin

Vendu à 250,30 €

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5 Commentaires

Tenbagger2024@Tenbagger2024

1Mo

Rather buy eleven products at Rossmann for the money 💅💄🙈

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Techaktien

@Techaktien

1Mo·

Aftermarket after quarterly figures

+26% Applovin $APP (+5,4 %)

+20% Lyft $LYFT (-0,92 %)

+13% Dutch Bros

+12% Zillow

+9% Upwork

+8% HubSpot

+5% McKesson Corporation

+5% LiveRamp

+4% Take-Two Interactive

+4% QUALCOMM $QCOM (+2,48 %)

+3% Gilead Sciences

+3% Paycor

+2% LATAM Airlines

+1% Tangier

-1% Coty

-1% Rapid7

-2% Albemarle

-4% Arm Holdings

-5% AMC Entertainment

-5% TripAdvisor

-7% Duolingo

-9% MercadoLibre $MELI (+2,5 %)

-11% Match Group

-15% Wolfspeed

#aktien
#börse
#earnings
#quartalszahlen
#etfs

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1 Commentaire

SemiGrowth@SemiGrowth

1Mo

$APP rather +50%

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

$APP (+5,4 %)
| AppLovin Q3 Earnings Highlights:

🔹 Revenue: $1.20B (Est. $1.13B) 🟢; UP +39% YoY

🔹 EPS: $1.25 (Est. $0.92) 🟢;

🔹 Net Income: $434M; UP +300% YoY

🔹 Net Margin: 36%, improved from 13% in Q3 2023

Q4 Guidance

🔹 Revenue: $1.24B - $1.26B (Est. $1.18B) 🟢

🔹 Adjusted EBITDA: $740M - $760M

🔹 Adjusted EBITDA Margin: 60%

Q3 Software Platform (Advertising):

🔹 Revenue: $835M; UP +66% YoY

🔹 Adjusted EBITDA Margin: 78%

Apps:

🔹 Revenue: $363M; UP +1% YoY

Other Financial Metrics

🔹 Adjusted EBITDA: $722M; UP +72% YoY

🔹 Adjusted EBITDA Margin: 60%, improved from 49% in Q3 2023

🔹 Free Cash Flow: $545M; UP +182% YoY

🔹 Monthly Active Payers: 1.6M (DOWN from 1.8M in Q3 2023)

🔹 Average Revenue per Monthly Active Payer: $52; UP from $46 in Q3 2023

Business Highlights

🔸 Software Platform (Advertising) now accounts for the majority of platform revenue, showing substantial growth.

🔸 Enhanced AXON models through self-learning and technology improvements support greater advertising scale for partners.

🔸 Board approved a $2.0B increase in share repurchase authorization.

CEO Commentary

🔸 "We had another fantastic quarter with our AXON models, driven by technology advancements that enable partners to scale effectively. We are proud to play a role in reinvigorating growth within the industry."

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3 Commentaires

Meister L.@Lumimyrsky

1Mo

when you think you have the rocket in the depot with Palantir. Then AppLovin passes me by with warp drive

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SemiGrowth

@SemiGrowth

1Mo·

$APP (+5,4 %) crushes Q3 2024

Sales 1.2B vs 1.13B expected 🟢

Adjusted EBITDA: 722M vs 645M expected 🟢

Net income: 434M vs 322M expected 🟢

Outlook Q4 2024:

Sales 1.25B vs 1.18B expected 🟢

Adjusted EBITDA: 750M vs 667M expected 🟢

Main driver is the fast-growing and profitable software platform

Margins are literally exploding thanks to the software share (advertising platform)

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15 Commentaires

Memo0606@Memo0606

1Mo

sick!!! but now it has run much too hot 😂

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

Earnings next week

$$BRK.A (+0,54 %) (Saturday)

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1 Commentaire

dOk@doks

1Mo

I'm really curious about the results of $LCID
Last week we saw billions of dollars invested by Arabs, so I really expect a turnaround today, don't you say?

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

All these stocks hit new 52 WEEK HIGHS at some point today

Visa $V (-0,14 %)

Robinhood $HOOD (+3,38 %)

$SOFI (+1,24 %)

Delta Airlines $DAL (+0 %)

Trade Desk $TTD (-2,1 %)

DoorDash $DASH (+1,33 %)

United Airlines $UAL (+1,43 %)