APP Stock Recent News

PATH's enterprise AI edge and valuation advantage over APP make it the smarter buy in this AI-driven tech faceoff.

After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports.

Investing in safe, slow compounding stocks is a great investment strategy. However, having some swing-for-the-fences type stocks in your portfolio isn't a bad idea.

AppLovin's advertising revenue rose 71% YoY to $1.16 billion, while advertising adjusted EBITDA surged 92% to $943 million. Axon's AI engine improved ad net revenue per install by 49%, despite minimal changes in publisher or user base. Free cash flow more than doubled in four years, reaching $826 million, with operating leverage driven by automation and disciplined reinvestment.

APP's AI engine Axon 2 has driven massive ad growth, but a lofty valuation and slowing momentum now test investor confidence.

AppLovin is a dominant AdTech player with unique AI-driven platforms, strong growth, and industry-leading margins, justifying long-term optimism despite current overvaluation. My DCF and peer comparisons show APP is overvalued by 55%, but its robust fundamentals and market leadership support a long-term buy thesis. APP's software platform drives exceptional revenue growth, and management's strategic focus on AI and market expansion underpins future sustainability.

One of the most critical metrics in assessing future investment performance is return on invested capital (ROIC). It helps assess a company's ability to meet its ultimate goal: taking the money investors provide and turning it into even more money.

Artificial intelligence (AI) promises to be one of the most transformative technologies in human history, and certain Wall Street analysts think Palantir Technologies (PLTR 3.58%) and AppLovin (APP 3.39%) are particularly well positioned to benefit.

Bars and Restaurants Now Have Access to NFL Sunday Ticket and Peacock Sports Pass via the EverPass App, alongside Live TV on Xumo Stream Box for Business NEW YORK and STAMFORD, Conn. , July 23, 2025 /PRNewswire/ -- Spectrum, Xumo and EverPass Media ("EverPass"), the premier streaming platform delivering premium live sports content to commercial businesses, today announced the launch of the EverPass app on Xumo Stream Box for Spectrum Business TV customers, offering them a faster, easier way to stream live sports.

Utilizing Everi's BeOn™ Venue Platform, New Arena App Includes Traditional Features and Integrated Ticketing Capabilities LAS VEGAS , July 22, 2025 /PRNewswire/ -- T-Mobile Arena, the 20,000-seat venue located on the Las Vegas Strip between New York-New York and Park MGM, in an agreement with Everi, an IGT brand and premier provider of land-based and digital casino gaming content and products, financial technology, player loyalty solutions and bingo, today announced the launch of a new, dedicated venue app for its eventgoers. The newly designed T-Mobile Arena App is now available in the App Store  and Google Play.