Seeking Alpha
11 Nov 2026, 14:35 UTC · 1h ago
AppLovin: The Best Part Of Its AI Story May Be Ahead
Impact · against what's priced in
The Q3 results and long-term growth targets are largely noise as they align with the market's current expectations for near-term deceleration and high margins. No new evidence is provided to suggest the market should start pricing in the e-commerce or CTV expansions that are currently being ignored.
- APP+0.00
Already priced in
- The price assumes
near-term deceleration to roughly 47-53% revenue growth
The reported 55% revenue growth is consistent with the market's expectation of a deceleration from previous 70% rates toward the 47-53% range.
What APP's price assumes · Sep 11
