AppLovin Launches AI Ad Platform, Revenue Grows 68%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Should l Buy APP?
Source: Fool
- Significant Revenue Growth: AppLovin's AI-driven adtech platform Axon-2 achieved a 68% year-over-year growth last quarter, enhancing overall profitability despite the stock being down 22% from its 52-week high.
- Market Expansion Plans: AppLovin aims to extend the Axon-2 platform beyond its core mobile gaming market and launch a self-serve ad manager, which is expected to further drive company growth.
- Salesforce AI Strategy: Salesforce launched Data Cloud (now Data 360) and acquired Informatica to position itself as a leader in enterprise AI solutions, although its stock has dropped 28% due to slowing core growth.
- Workday's Data Advantage: Workday boasts the world's largest clean HR and finance database and is enhancing its market competitiveness by introducing AI tools and acquiring Paradox, with its stock down 24% yet still attractively valued.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy APP?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on APP
Wall Street analysts forecast APP stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 404.390
Low
465.00
Averages
745.50
High
860.00
Current: 404.390
Low
465.00
Averages
745.50
High
860.00
About APP
AppLovin Corporation is a marketing platform. The Company provides end-to-end software and artificial intelligence (AI) solutions for businesses to reach, monetize and grow their global audiences. Its advertising solutions include a comprehensive suite of tools including AppDiscovery, MAX, Adjust, Wurl and Axon Ads Manager. AppDiscovery is powered by AXON, its AI-powered advertising engine, and matches advertiser demand with publisher supply through auctions at vast scale and at microsecond-level speeds. MAX is its monetization solution, utilizing an advanced in-app bidding technology that optimizes the value of a publisher’s advertising inventory by running a real-time competitive auction, driving more competition, and higher returns for publishers. Adjust is its measurement and analytics marketing platform which provides marketers with the visibility, insights, and data needed to scale their apps marketing and drive more informed results. Wurl is its connected TV (CTV) platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Applovin Stock Surges Following Positive Subsidiary Report
- Surge in Investor Interest: Applovin's stock rose over 7% on Wednesday, driven by a positive report from its subsidiary, which has sparked strong market confidence in its future growth potential.
- Global Install Growth: The annual Mobile App Trends report from Adjust revealed a 10% year-over-year increase in global software installs for 2025, alongside a 7% rise in app session usage, indicating sustained market demand.
- Multi-Platform User Trends: Adjust predicts that as users become more active across multiple platforms, the demand for analytics and measurement products will further increase, emphasizing the importance of a comprehensive app ecosystem to capture users' multiple touchpoints.
- Potential Growth Opportunities: The report confirms the vastness and diversity of the app market, suggesting that Applovin still has significant potential within this space, especially following its fourth-quarter performance that exceeded expectations, indicating a positive outlook for future growth.
See More
AppLovin Shares Rise on Social Media Platform Job Posting
- Stock Price Increase: AppLovin (APP) shares rose by 2.5% on Thursday, primarily driven by attention on a job posting for building a social media platform, indicating market interest in the company's future direction.
- Job Posting Highlights: The posting seeks a software engineer to design and build a next-generation social platform, involving optimizing database queries to handle millions of concurrent content requests, showcasing the company's technological ambitions.
- Market Reaction: Bloomberg initially reported on this job posting, particularly notable given AppLovin's failed attempt to acquire U.S. assets of TikTok, reflecting the company's ongoing exploration in the social media space.
- Competitive Landscape: Despite competitive pressures, analysts highlight that AppLovin possesses positive growth drivers, suggesting market confidence in its future potential.
See More
High Options Trading Volume for Bath & Body Works and Accenture
- Bath & Body Works Options Activity: Bath & Body Works Inc (BBWI) saw options trading volume of 20,407 contracts today, representing approximately 2 million shares, which is about 44% of its average daily trading volume of 4.6 million shares over the past month, indicating heightened market interest in the stock.
- High Volume Contracts: Notably, the $20 strike call option for BBWI has seen particularly high activity, with 8,640 contracts traded today, representing approximately 864,000 underlying shares, reflecting investor optimism regarding potential price increases in the future.
- Accenture Options Dynamics: Similarly, Accenture plc (ACN) has shown strong options trading volume of 24,709 contracts, equating to about 2.5 million shares, also accounting for 44% of its average daily trading volume of 5.6 million shares over the past month, suggesting a positive outlook from the market.
- Key Contract Analysis: For ACN, the $250 strike put option has recorded a trading volume of 7,211 contracts, representing approximately 721,100 underlying shares, indicating investor concern over potential downside risks, which could impact its stock price trajectory.
See More
Applovin's Subsidiary Reports Positive Mobile App Trends
- Surge in Investor Interest: Applovin's stock surged over 7% on Wednesday, driven by strong investor interest following the release of a positive mobile app development report from one of its key subsidiaries, indicating robust market confidence.
- Global Install Growth: The annual Mobile App Trends report published by Adjust revealed a 10% year-over-year increase in global software installs for 2025, alongside a 7% rise in app sessions, highlighting sustained market demand.
- Future Growth Predictions: Adjust forecasts that as mobile device users increasingly engage across multiple platforms, demand for analytics and measurement products will rise, positioning Applovin favorably due to its specialization in this area.
- Sustainable Growth Recommendations: Adjust advises developers to consider the full app ecosystem to capture user journeys across web, app, and other connected environments, emphasizing the importance of multiple touchpoints in driving conversions for sustainable app growth.
See More
Software Stock Slump Sparks Investment Trend
- Software Stock Performance: In 2026, the tech sector has faced significant declines, with the Nasdaq-100 index down approximately 3% year-to-date, while major SaaS stocks like Microsoft, Shopify, Adobe, and Salesforce have seen declines of 16%, 26%, 27%, and 30% respectively, reflecting market concerns about the software industry.
- AI Disruption Concerns: Investors are worried that artificial intelligence could disrupt the enterprise software business model, posing potential threats to software companies, especially if AI tools become advanced enough to replace existing software products.
- JP Morgan's Research Insights: Research from JP Morgan suggests that the market's reaction to the AI-driven software sell-off is exaggerated, labeling this reasoning as “broken logic,” and arguing that if AI is set to replace all software companies, then AI stocks should be more valuable.
- Emerging Investment Opportunities: JP Morgan encourages investors to consider “AI-resilient” software stocks, asserting that the specialized solutions and unique data stacks offered by software companies make them less susceptible to AI replacement in the short term, indicating that the current sell-off may present a favorable investment opportunity.
See More
AppLovin Faces 41% Decline in 2026, Yet Optimism Persists
Apple's Stock Performance: Apple's stock has seen significant volatility, with a drop of nearly 20% following disappointing earnings and increased competition from Meta Platforms, despite a strong revenue growth of 66% year-over-year in Q4 2025.
Market Reactions and Concerns: The market reacted negatively to Apple's latest earnings report, leading to a sell-off, as investors expressed concerns over competition and the company's future growth potential, particularly in mobile game advertising.
Future Projections: Apple projects a revenue growth of 52% for the next quarter, with expectations of maintaining a high EBITDA margin of 84%, although analysts are seeking more substantial growth indicators.
Investment Outlook: Despite the current volatility, analysts suggest that Apple remains a strong investment opportunity, with a potential upside of 78% based on updated price targets, indicating confidence in the company's long-term recovery and profitability.
See More
Applovin Stock Surges Following Positive Subsidiary Report
- Surge in Investor Interest: Applovin's stock rose over 7% on Wednesday, driven by a positive report from its subsidiary, which has sparked strong market confidence in its future growth potential.
- Global Install Growth: The annual Mobile App Trends report from Adjust revealed a 10% year-over-year increase in global software installs for 2025, alongside a 7% rise in app session usage, indicating sustained market demand.
- Multi-Platform User Trends: Adjust predicts that as users become more active across multiple platforms, the demand for analytics and measurement products will further increase, emphasizing the importance of a comprehensive app ecosystem to capture users' multiple touchpoints.
- Potential Growth Opportunities: The report confirms the vastness and diversity of the app market, suggesting that Applovin still has significant potential within this space, especially following its fourth-quarter performance that exceeded expectations, indicating a positive outlook for future growth.
See More
AppLovin Shares Rise on Social Media Platform Job Posting
- Stock Price Increase: AppLovin (APP) shares rose by 2.5% on Thursday, primarily driven by attention on a job posting for building a social media platform, indicating market interest in the company's future direction.
- Job Posting Highlights: The posting seeks a software engineer to design and build a next-generation social platform, involving optimizing database queries to handle millions of concurrent content requests, showcasing the company's technological ambitions.
- Market Reaction: Bloomberg initially reported on this job posting, particularly notable given AppLovin's failed attempt to acquire U.S. assets of TikTok, reflecting the company's ongoing exploration in the social media space.
- Competitive Landscape: Despite competitive pressures, analysts highlight that AppLovin possesses positive growth drivers, suggesting market confidence in its future potential.
See More
High Options Trading Volume for Bath & Body Works and Accenture
- Bath & Body Works Options Activity: Bath & Body Works Inc (BBWI) saw options trading volume of 20,407 contracts today, representing approximately 2 million shares, which is about 44% of its average daily trading volume of 4.6 million shares over the past month, indicating heightened market interest in the stock.
- High Volume Contracts: Notably, the $20 strike call option for BBWI has seen particularly high activity, with 8,640 contracts traded today, representing approximately 864,000 underlying shares, reflecting investor optimism regarding potential price increases in the future.
- Accenture Options Dynamics: Similarly, Accenture plc (ACN) has shown strong options trading volume of 24,709 contracts, equating to about 2.5 million shares, also accounting for 44% of its average daily trading volume of 5.6 million shares over the past month, suggesting a positive outlook from the market.
- Key Contract Analysis: For ACN, the $250 strike put option has recorded a trading volume of 7,211 contracts, representing approximately 721,100 underlying shares, indicating investor concern over potential downside risks, which could impact its stock price trajectory.
See More
Applovin's Subsidiary Reports Positive Mobile App Trends
- Surge in Investor Interest: Applovin's stock surged over 7% on Wednesday, driven by strong investor interest following the release of a positive mobile app development report from one of its key subsidiaries, indicating robust market confidence.
- Global Install Growth: The annual Mobile App Trends report published by Adjust revealed a 10% year-over-year increase in global software installs for 2025, alongside a 7% rise in app sessions, highlighting sustained market demand.
- Future Growth Predictions: Adjust forecasts that as mobile device users increasingly engage across multiple platforms, demand for analytics and measurement products will rise, positioning Applovin favorably due to its specialization in this area.
- Sustainable Growth Recommendations: Adjust advises developers to consider the full app ecosystem to capture user journeys across web, app, and other connected environments, emphasizing the importance of multiple touchpoints in driving conversions for sustainable app growth.
See More
Software Stock Slump Sparks Investment Trend
- Software Stock Performance: In 2026, the tech sector has faced significant declines, with the Nasdaq-100 index down approximately 3% year-to-date, while major SaaS stocks like Microsoft, Shopify, Adobe, and Salesforce have seen declines of 16%, 26%, 27%, and 30% respectively, reflecting market concerns about the software industry.
- AI Disruption Concerns: Investors are worried that artificial intelligence could disrupt the enterprise software business model, posing potential threats to software companies, especially if AI tools become advanced enough to replace existing software products.
- JP Morgan's Research Insights: Research from JP Morgan suggests that the market's reaction to the AI-driven software sell-off is exaggerated, labeling this reasoning as “broken logic,” and arguing that if AI is set to replace all software companies, then AI stocks should be more valuable.
- Emerging Investment Opportunities: JP Morgan encourages investors to consider “AI-resilient” software stocks, asserting that the specialized solutions and unique data stacks offered by software companies make them less susceptible to AI replacement in the short term, indicating that the current sell-off may present a favorable investment opportunity.
See More
AppLovin Faces 41% Decline in 2026, Yet Optimism Persists
Apple's Stock Performance: Apple's stock has seen significant volatility, with a drop of nearly 20% following disappointing earnings and increased competition from Meta Platforms, despite a strong revenue growth of 66% year-over-year in Q4 2025.
Market Reactions and Concerns: The market reacted negatively to Apple's latest earnings report, leading to a sell-off, as investors expressed concerns over competition and the company's future growth potential, particularly in mobile game advertising.
Future Projections: Apple projects a revenue growth of 52% for the next quarter, with expectations of maintaining a high EBITDA margin of 84%, although analysts are seeking more substantial growth indicators.
Investment Outlook: Despite the current volatility, analysts suggest that Apple remains a strong investment opportunity, with a potential upside of 78% based on updated price targets, indicating confidence in the company's long-term recovery and profitability.
See More
