In a stunning reversal for one of 2025’s top market performers, AppLovin (NASDAQ: APP) saw its shares crater by 20% following its fourth-quarter earnings report on February 11, 2026. Despite posting "beat-and-raise" results that exceeded Wall Street’s expectations for both revenue and earnings, the Palo Alto-based software company
Wedbush defended AppLovin Corp (NASDAQ:APP) and significantly raised its price target after the stock sold off Thursday following fourth-quarter earnings.
The stock of Applovin Corp (NASDAQ: APP) fell by 6.8% in the first quarter, which was worse than the S&P 500's 6.4% gain.Applovin Corp (APP) nosedived despite beating earnings in Q4, with analysts remaining bullish on potential for growth in mobile advertising.
As of February 12, 2026, Unity Software (NYSE: U) stands at a critical crossroads. Once the undisputed king of mobile game development, the company is currently navigating the most significant "rebuild" in its history. After a tumultuous 2023 and 2024 defined by leadership changes and a pricing scandal that nearly broke the brand, Unity has [...]
Mobile app technology company AppLovin (NASDAQ:APP) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 20.8% year on year to $1.66 billion. Guidance for next quarter’s revenue was optimistic at $1.76 billion at the midpoint, 3% above analysts’ estimates. Its non-GAAP profit of $3.48 per share was 11.9% above analysts’ consensus estimates.
Mobile app technology company AppLovin (NASDAQ:APP) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 20.8% year on year to $1.66 billion. Guidance for next quarter’s revenue was optimistic at $1.76 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $3.24 per share was 10.1% above analysts’ consensus estimates.
Shares of mobile app technology company AppLovin (NASDAQ:APP) fell 6.4% in the afternoon session after a UBS analyst lowered the company's price target ahead of its fourth-quarter earnings report. The analyst cut the price target on the stock to $686 from $840, while still keeping a Buy rating. This adjustment occurred just before AppLovin was set to release its financial results. The significant reduction in the price target may have signaled a more cautious outlook to investors, prompting a sell-off before the official earnings announcement.
The "Golden Age of SaaS" has met a cold, digital winter. Over the past four months, the software industry has undergone a violent structural repricing, with the S&P 500 software and services index plummeting 26% from its late-October peak. This collapse, now widely referred to by Wall Street traders
Today’s date is February 11, 2026. Introduction AppLovin Corporation (NASDAQ: APP) stands at a critical crossroads as it prepares to report its fourth-quarter and full-year 2025 earnings results today. Once viewed as a niche player in the mobile gaming space, the company has undergone one of the most aggressive and successful corporate transformations in recent [...]
