Azione (APP) Applovin Forum

Tenbagger2024

@Tenbagger2024

1Settimana·

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!

9

Markus

@Nobody23

2Settimana·

$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.

3

1 Commento

SemiGrowth@SemiGrowth

2Settimana

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.

•

1

•

Kasper

@kasperflapscher

4Settimana·

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!

2

22 Commenti

Stephan@Blumentopf

4Settimana

Buy as much of the ETF as necessary 😅

•

8

•

Ary D.

@aslsousa

1Mes·

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

1

1 Commento

Meister L.@Lumimyrsky

1Mes

for me no

•

1

•

SemiGrowth

@SemiGrowth

1Mes·

$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

Venduto a 250,30 €

4

5 Commenti

Tenbagger2024@Tenbagger2024

1Mes

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

•

6

•

Visualizza tutti 3 ulteriori risposte

Techaktien

@Techaktien

1Mes·

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

10

1 Commento

SemiGrowth@SemiGrowth

1Mes

$APP rather +50%

••

Aktien Stammtisch

@Aktien_Stammtisch

1Mes·

$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."

6

3 Commenti

Meister L.@Lumimyrsky

1Mes

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

•

5

•

Mostra la risposta

SemiGrowth

@SemiGrowth

1Mes·

$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)

5

15 Commenti

Memo0606@Memo0606

1Mes

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

•

2

•

Visualizza tutti 4 ulteriori risposte

Aktien Stammtisch

@Aktien_Stammtisch

1Mes·

Earnings next week

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

25

1 Commento

dOk@doks

1Mes

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?

••

Aktien Stammtisch

@Aktien_Stammtisch

1Mes·

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%)