[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-applovins-growth-hinges-on-a-video-its-ai-cant-build-yet-heres-why-that-matters-for-the-stock-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},130019,"AppLovin’s Growth Hinges on a Video Its AI Can’t Build Yet. Here’s Why That Matters for the Stock","2026-09-11T00:30:00","2026-09-11T00:18:59","\u003Cp>AppLovin’s advertisers aren’t spending at their ceiling, and management says the thing holding them back is the platform’s own creative tooling, not demand. With partnerships bringing mid-market brands on board, a third-party survey showing share gains, and the SEC inquiry now closed, the setup is more specific than the tape suggests.\u003C\u002Fp>\n","\n\u003Ch3 id=\"h-k-ey-stats-for-applovin-stock\" class=\"wp-block-heading\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>AppLovin Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $305.06\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$640\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$510\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~110%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~19% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>AppLovin (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=231651802&tid=704119980&?ref=tikrblog\">\u003Cstrong>APP\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> sits at $305.06, near a 52-week low, and most of the coverage since its August miss has argued about advertiser demand. That argument misses the actual constraint. On the Q2 call, CEO Adam Foroughi said the company’s e-commerce advertisers “aren’t even at a ceiling of what they can spend given the results that they’re seeing.” The wall in front of the next leg of growth is the platform’s own creative tooling.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">If demand were the problem, a cheaper stock would be a value trap. If the problem is a fixable engineering gap, the question becomes how close AppLovin is to closing it, and who is already benefiting while it does.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>The Bottleneck Is a Video the AI Can’t Build\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AppLovin’s ad unit pairs a long video with an interactive end card. It can already auto-generate the end card with high efficiency. What it cannot yet do, in Foroughi’s own words, is reliably put a high-quality 30-to-60-second video “in the hand of an advertiser out of the box.” For mid-market and long-tail brands without a TV-style video library, that gap is the difference between a one-click campaign and no campaign at all.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Foroughi has been explicit that the smallest advertisers, the ones who would pad the user count, are “harder for us to make work right now” because they lack that creative. So, the company is targeting mid-market brands that already have usable video and reaching them through partnerships rather than paid marketing. It is piloting with e-commerce analytics firm Triple Whale to route those brands onto the platform.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1789085772\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp?_i=AA\" alt=\"\" class=\"wp-post-130019 wp-image-130092\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1789085772\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1789085772\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789085772\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1789085772\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1789085772\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1789085772\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701\u002FTIKR.com_AppLovin-Corporation-APP-NTM-Total-Enterprise-Value-_-EBITDA_130092eb701.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AppLovin NTM EV \u002F EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for AppLovin stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-motion-is-already-winning-share\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>The Motion Is Already Winning Share\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">A\u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Fmedia-advertising\u002Farticles\u002Fapplovin-gains-e-commerce-ad-161100854.html\"> Jefferies survey of 30 e-commerce advertisers\u003C\u002Fa> using AppLovin in the second quarter found the platform’s share of advertiser budgets rose about 169 basis points from Q4 2025, reaching 11.1% of spend, enough to rank it among the top three ad networks by both budget share and return on ad spend, just ahead of TikTok. The same survey found that half of the respondents had tested AppLovin’s AI-generated video, with several reporting better returns. The tooling is improving in real time, and advertisers are already shifting incremental budget toward it.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Consumer advertiser spend set a record in the quarter, and Foroughi frames the long-run opportunity as a business that can compound near 30% annually as gaming and consumer scale together. A cleanup item helped too: CFO Matt Stumpf confirmed the SEC concluded its previously reported inquiry with no recommended action, calling it a voluntary request the company never deemed material.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What the Selloff Priced In\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The August quarter missed guidance because gaming, still the majority of revenue, saw a lighter-than-usual model improvement, with the next step-up landing just after the quarter closed. Foroughi conceded consumer “isn’t yet large enough to fully smooth a quarter like this,” and analysts pulled the Street mean down to roughly $510 afterward. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AppLovin trades near 13x\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\"> forward EV\u002FEBITDA\u003C\u002Fa>, down from above 39x late last year, and about 16x forward earnings. Against peers, it sits near 13x versus under 9x at The Trade Desk and under 7x at Omnicom, yet it grows several times faster than either and converts far more of its revenue to cash. The premium is defensible only if the consumer motion keeps compounding, which puts the weight back on the tooling.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1789085792\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp?_i=AA\" alt=\"\" class=\"wp-post-130019 wp-image-130093\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1789085792\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1789085792\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789085792\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1789085792\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1789085792\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1789085792\u002Fimages\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b\u002FTIKR.com_AppLovin-Corporation-APP-LTM-Gross-Profit-and-LTM-Revenues_1300937b54b.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AppLovin LTM Gross Profit & Revenues \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how AppLovin performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $305.06\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$640\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~110%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~19% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FAPP_valuation_model_13009467cb4\u002FAPP_valuation_model_13009467cb4.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1789085815\u002Fimages\u002FAPP_valuation_model_13009467cb4\u002FAPP_valuation_model_13009467cb4.webp?_i=AA\" alt=\"\" class=\"wp-post-130019 wp-image-130094\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1789085815\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1789085815\u002Fimages\u002FAPP_valuation_model_13009467cb4\u002FAPP_valuation_model_13009467cb4.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1789085815\u002Fimages\u002FAPP_valuation_model_13009467cb4\u002FAPP_valuation_model_13009467cb4.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1789085815\u002Fimages\u002FAPP_valuation_model_13009467cb4\u002FAPP_valuation_model_13009467cb4.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1789085815\u002Fimages\u002FAPP_valuation_model_13009467cb4\u002FAPP_valuation_model_13009467cb4.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AppLovin Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for AppLovin stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR’s mid-case values AppLovin at around $640 by the end of 2030, roughly 110% total return, or about 19% a year. Two revenue drivers carry it: a resumption of normal double-digit gaming growth as model improvements return to cadence, and the scaling of consumer advertising as better creative tools and mid-market partnerships widen the funnel. The case assumes revenue compounds at roughly 19%, a deliberate step down from the 30% five-year historical rate that respects the deceleration bears are flagging.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The margin driver is operating leverage, with net income margin modeled expanding toward the mid-60s as high-margin advertising revenue outpaces compute costs. Management deploys that compute “only if we see that there is incremental revenue behind that.” The primary risk is execution on the creative gap: if generative video stays unreliable and gaming breakthroughs stay slow, consumers do not scale fast enough, and the mid-case does not clear.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The upside is a faster funnel: if AI video works and mid-market adoption compounds, the model’s returns climb well above the mid-case. The downside still implies gains from here, but the path is slow, and the entry price does the heavy lifting.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Watch AppLovin’s Q3 report, expected in early November, for two things: whether management can point to reliable out-of-the-box video generation moving from pilot to general availability, and whether sequential revenue clears the 7% to 8% the company guided. Progress on the video would confirm the funnel is opening and the consumer motion has room to run. Another quarter of “still work in progress” on creative, paired with lumpy gaming, would validate the bears. At 13x forward EBITDA with the SEC overhang gone, the market is betting on the second outcome.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-applovin\" class=\"wp-block-heading\">Should You Invest in AppLovin?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Pull up \u003Cstrong>AppLovin\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">You can build a free watchlist to track \u003Cstrong>\u003Cstrong>AppLovin\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze AppLovin on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1210,"en","\u002Fblog\u002Fapplovins-growth-hinges-on-a-video-its-ai-cant-build-yet-heres-why-that-matters-for-the-stock","applovins-growth-hinges-on-a-video-its-ai-cant-build-yet-heres-why-that-matters-for-the-stock","images\u002F12-1_13005041760\u002F12-1_13005041760","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083756\u002Fimages\u002F12-1_13005041760\u002F12-1_13005041760.png?_i=AA",{"altText":237,"imageCredit":238},"AppLovin’s Growth Hinges on a Video Its AI Can’t Build Yet. Here’s Why That Matters for the Stock","@HAKINMHAN from Getty Images via Canva, @scyther5 from Getty Images via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"AppLovin’s advertisers aren’t spending at their ceiling, and management says the thing holding them back is the platform’s own creative tooling, not demand. With partnerships bringing mid-market brands on board, a third-party survey showing share gains, and the SEC inquiry now closed, the setup is more specific than the tape suggests.",{"title":225,"description":260,"twitterTitle":225,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":225,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"AppLovin’s advertisers aren’t spending at their ceiling, and management says the thing holding them back is the platform’s own creative tooling, not demand. With partnerships bringing mid-market brands on board, a third-party survey showing share gains, and the SEC inquiry now closed, the setup is more specific than the tape suggests.","TIKR.com","Est. reading time","7 minutes",1200,630,[267,282,298,313,330],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"Celsius Stock Slid Nearly 7% After Barclays, and the Real Payoff It Described Waits Until 2027","2026-09-11 00:10:00","Celsius fell 6.5% the day after management laid out its recovery timeline at Barclays, and the real profit lever it described does not arrive until 2027. All of it plays out with a Rockstar-founder activist publicly demanding the CEO's job.",1354,"\u002Fblog\u002Fcelsius-stock-slid-nearly-7-after-barclays-and-the-real-payoff-it-described-waits-until-2027","celsius-stock-slid-nearly-7-after-barclays-and-the-real-payoff-it-described-waits-until-2027","images\u002F8-4_130046a096b\u002F8-4_130046a096b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083738\u002Fimages\u002F8-4_130046a096b\u002F8-4_130046a096b.png?_i=AA",{"altText":268},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":293,"categories":295,"relatedPosts":297},"P&G Stock Has Gone Nowhere in a Year. Here's the Share Turn That Could Change That","2026-09-10 23:48:00"," Reported sales say P&G grew barely 1% last year. Underneath, the share of its top U.S. customers holding or growing share jumped from under 10% to around 50% in six months. ",1211,"\u002Fblog\u002Fpg-stock-has-gone-nowhere-in-a-year-heres-the-share-turn-that-could-change-that","pg-stock-has-gone-nowhere-in-a-year-heres-the-share-turn-that-could-change-that","images\u002F2-4_130040e21aa\u002F2-4_130040e21aa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083709\u002Fimages\u002F2-4_130040e21aa\u002F2-4_130040e21aa.png?_i=AA",{"altText":292},"P&G Stock Has Gone Nowhere in a Year. Here's the Share Turn That Could Change That",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},[],[296],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":310,"relatedPosts":312},"3 Quantum Computing Stocks Retail Can't Stop Watching","2026-09-10 16:52:02","Quantum may be the story of the next two decades, but these stocks trade on hope, not earnings. How to judge IonQ, Rigetti, and D-Wave on runway, cash burn, and dilution.",1705,"\u002Fblog\u002Fquantum-computing-stocks-retail-cant-stop-watching","quantum-computing-stocks-retail-cant-stop-watching","images\u002FQBTS-stock-1\u002FQBTS-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781089937\u002Fimages\u002FQBTS-stock-1\u002FQBTS-stock-1.png?_i=AA",{"altText":299},{"name":246,"slug":247,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":309},[],[311],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":323,"categories":327,"relatedPosts":329},"Visa And Mastercard Partner With Ant International On Payments Standard For AI Agents","2026-09-10 14:05:47","Mastercard stock: Mastercard and Visa partner with Ant International to build trusted payment standards for AI agent commerce.",767,"\u002Fblog\u002Fvisa-mastercard-ant-international-ai-agent-payments-standard","visa-mastercard-ant-international-ai-agent-payments-standard","images\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789040192\u002Fimages\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva.png?_i=AA",{"altText":314},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":326},"Aditya Raghunath","adityatikr",[],[328],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"Meta Acquires AI Startup Stilla AI To Expand Business Messaging Capabilities","2026-09-10 14:03:43","Meta stock: Meta acquires Swedish AI startup Stilla.ai to boost its Business Agent, already used by over 1 million businesses.",747,"\u002Fblog\u002Fmeta-acquires-stilla-ai-business-messaging-expansion","meta-acquires-stilla-ai-business-messaging-expansion","images\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-1\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789047761\u002Fimages\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-1\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-1.png?_i=AA",{"altText":331},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":341},[],[343],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[346,364,379,394,409,424,442,457,474,489,504,522,537,552,567],{"id":255,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":358,"relatedPosts":363},"Intuit Slashed Its Long-Term Guidance. Here's Where the Stock Could Go From Here","2026-09-11 00:25:00","Intuit just cut its own long-term growth framework, and Wall Street slashed targets in response. The stock now trades near multi-year lows. But the TIKR model still sees it nearly doubling over five years.",1376,"\u002Fblog\u002Fintuit-slashed-its-long-term-guidance-heres-where-the-stock-could-go-from-here","intuit-slashed-its-long-term-guidance-heres-where-the-stock-could-go-from-here","images\u002F11-3_1300496b431\u002F11-3_1300496b431","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083752\u002Fimages\u002F11-3_1300496b431\u002F11-3_1300496b431.png?_i=AA",{"altText":347},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":357},[],[359],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":365,"date":366,"excerpt":367,"wordCount":368,"uri":369,"slug":370,"cloudinaryAssetId":371,"featuredImageOriginalUrl":372,"featuredImageMetadata":373,"author":374,"categories":376,"relatedPosts":378},"Thermo Fisher Drew Two Upgrades Near Its Highs. Here's Where the Stock Could Go","2026-09-11 00:20:00","Two banks turned bullish on Thermo Fisher in a single week, with targets of $730 and $748. But a third stayed on the sidelines, the Street's average target sits far lower, and the TIKR model implies a return closer to a bond than a breakout.",1088,"\u002Fblog\u002Fthermo-fisher-drew-two-upgrades-near-its-highs-heres-where-the-stock-could-go","thermo-fisher-drew-two-upgrades-near-its-highs-heres-where-the-stock-could-go","images\u002F10-4_13004890ed6\u002F10-4_13004890ed6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083746\u002Fimages\u002F10-4_13004890ed6\u002F10-4_13004890ed6.png?_i=AA",{"altText":365},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":375},[],[377],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":380,"date":381,"excerpt":382,"wordCount":383,"uri":384,"slug":385,"cloudinaryAssetId":386,"featuredImageOriginalUrl":387,"featuredImageMetadata":388,"author":389,"categories":391,"relatedPosts":393},"Tesla Stock Fell 6% After Its Cybercab Launch. Here's Where TSLA Could Go in 2026","2026-09-11 00:15:00","Tesla launched paid Cybercab rides in Austin, a federal safety audit opened the same day, and the stock fell almost 6%. The event answered the wrong questions. Here's what the drop says about the gap between Tesla's autonomy promise and its price.",1529,"\u002Fblog\u002Ftesla-stock-fell-6-after-its-cybercab-launch-heres-where-tsla-could-go-in-2026","tesla-stock-fell-6-after-its-cybercab-launch-heres-where-tsla-could-go-in-2026","images\u002F9-4_1300474e8ac\u002F9-4_1300474e8ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083741\u002Fimages\u002F9-4_1300474e8ac\u002F9-4_1300474e8ac.png?_i=AA",{"altText":380},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":390},[],[392],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":395,"date":396,"excerpt":397,"wordCount":398,"uri":399,"slug":400,"cloudinaryAssetId":401,"featuredImageOriginalUrl":402,"featuredImageMetadata":403,"author":404,"categories":406,"relatedPosts":408},"Pinterest Stock Dropped 9% on an International Warning. Here’s Where the Stock Could Go","2026-09-11 00:05:00","Bill Ready walked into Goldman Sachs and repeated the one warning investors most feared, and Pinterest shares fell 9% the same day. But in the same chat he disclosed a metric the company had never shared before, one that cuts against the entire reason the stock is being sold.",1312,"\u002Fblog\u002Fpinterest-stock-dropped-9-on-an-international-warning-heres-where-the-stock-could-go","pinterest-stock-dropped-9-on-an-international-warning-heres-where-the-stock-could-go","images\u002F7-4_1300454e98a\u002F7-4_1300454e98a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083732\u002Fimages\u002F7-4_1300454e98a\u002F7-4_1300454e98a.png?_i=AA",{"altText":395},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":405},[],[407],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":410,"date":411,"excerpt":412,"wordCount":413,"uri":414,"slug":415,"cloudinaryAssetId":416,"featuredImageOriginalUrl":417,"featuredImageMetadata":418,"author":419,"categories":421,"relatedPosts":423},"Take-Two Stock Has Fallen 21% From Its High. Here's What the Pullback Prices In Before GTA VI","2026-09-10 23:59:00","Take-Two has dropped into correction territory just as GTA VI's marketing shatters records and preorders skew 89% to the premium edition. The fear is a launch stumble. The question is whether an $80 game two months from release is worth buying at a discount to July's high.",1348,"\u002Fblog\u002Ftake-two-stock-has-fallen-21-from-its-high-heres-what-the-pullback-prices-in-before-gta-vi","take-two-stock-has-fallen-21-from-its-high-heres-what-the-pullback-prices-in-before-gta-vi","images\u002F6-4_1300446284c\u002F6-4_1300446284c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789083726\u002Fimages\u002F6-4_1300446284c\u002F6-4_1300446284c.png?_i=AA",{"altText":410},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":420},[],[422],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":425,"date":426,"excerpt":427,"wordCount":428,"uri":429,"slug":430,"cloudinaryAssetId":431,"featuredImageOriginalUrl":432,"featuredImageMetadata":433,"author":434,"categories":436,"relatedPosts":441},"AeroVironment Stock Jumps 4% After Q1 Earnings Beat Expectations","2026-09-10 10:30:00","AeroVironment stock rose 2% after Q1 earnings crushed estimates, fueled by record backlog, strong bookings, and major defense contract wins.",740,"\u002Fblog\u002Faerovironment-avav-stock-jumps-2-percent-q1-earnings-beat","aerovironment-avav-stock-jumps-2-percent-q1-earnings-beat","images\u002FAVAV-stock-@Oleksii-Mach-via-Canva-@vadymkoshelevskij-from-Getty-Images-via-Canva\u002FAVAV-stock-@Oleksii-Mach-via-Canva-@vadymkoshelevskij-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789024636\u002Fimages\u002FAVAV-stock-@Oleksii-Mach-via-Canva-@vadymkoshelevskij-from-Getty-Images-via-Canva\u002FAVAV-stock-@Oleksii-Mach-via-Canva-@vadymkoshelevskij-from-Getty-Images-via-Canva.png?_i=AA",{"altText":425},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},[],[437],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"American Eagle Stock Tumbles 11% On Weak Quarterly Sales And Soft Guidance","2026-09-10 09:28:55","American Eagle stock fell 10% despite an EPS beat, as weak AE brand comps and soft Q3 guidance overshadowed strong Aerie growth.",764,"\u002Fblog\u002Famerican-eagle-shares-tumble-10-percent-weak-sales-soft-guidance","american-eagle-shares-tumble-10-percent-weak-sales-soft-guidance","images\u002FAEO-stock-@MART-PRODUCTION-from-Pexels-via-Canva-@Pressmaster-via-Canva\u002FAEO-stock-@MART-PRODUCTION-from-Pexels-via-Canva-@Pressmaster-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1789026066\u002Fimages\u002FAEO-stock-@MART-PRODUCTION-from-Pexels-via-Canva-@Pressmaster-via-Canva\u002FAEO-stock-@MART-PRODUCTION-from-Pexels-via-Canva-@Pressmaster-via-Canva.png?_i=AA",{"altText":443},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":471,"relatedPosts":473},"Navan Stock Dropped 17% on Q2 Earnings. Here's What Drove The Decline.","2026-09-10 09:00:00","Navan stock sank 17% after Q2 earnings, even though revenue beat Street's $220.49 million estimate and GBV grew 45% to $3 billion.",975,"\u002Fblog\u002Fnavan-stock-dropped-17-on-q2-earnings-heres-what-drove-the-decline","navan-stock-dropped-17-on-q2-earnings-heres-what-drove-the-decline","images\u002FFEATURED-IMAGE-MAKER-1569\u002FFEATURED-IMAGE-MAKER-1569","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1789029056\u002Fimages\u002FFEATURED-IMAGE-MAKER-1569\u002FFEATURED-IMAGE-MAKER-1569.png?_i=AA",{"altText":458},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":470},"Gian Estrada","giantikr",[],[472],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":481,"featuredImageOriginalUrl":482,"featuredImageMetadata":483,"author":484,"categories":486,"relatedPosts":488},"Sunbelt's Q1 Earnings Show Rental Revenue Growing 5x Faster Than Depreciation. Here's What Investors Need to Know.","2026-09-10 08:30:00","Rental revenue grew 12.5% while depreciation grew just 2.5%. Sunbelt's Q1 earnings show pricing power the guide raise now confirms.",1057,"\u002Fblog\u002Fsunbelts-q1-earnings-show-rental-revenue-growing-5x-faster-than-depreciation-heres-what-investors-need-to-know","sunbelts-q1-earnings-show-rental-revenue-growing-5x-faster-than-depreciation-heres-what-investors-need-to-know","images\u002FFEATURED-IMAGE-MAKER-1568\u002FFEATURED-IMAGE-MAKER-1568","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1789023044\u002Fimages\u002FFEATURED-IMAGE-MAKER-1568\u002FFEATURED-IMAGE-MAKER-1568.png?_i=AA",{"altText":475},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":485},[],[487],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":490,"date":491,"excerpt":492,"wordCount":493,"uri":494,"slug":495,"cloudinaryAssetId":496,"featuredImageOriginalUrl":497,"featuredImageMetadata":498,"author":499,"categories":501,"relatedPosts":503},"Signet's Q2 Earnings Call Revealed a $1 Billion Bread Financial Deal, The Buyback Got Bigger Too. Here's What It Means For The Stock.","2026-09-10 08:00:00","Signet raised guidance again and signed a $1 billion credit deal. What happens to the stock now?",1049,"\u002Fblog\u002Fsignets-q2-earnings-call-revealed-a-1-billion-bread-financial-deal-the-buyback-got-bigger-too-heres-what-it-means-for-the-stock","signets-q2-earnings-call-revealed-a-1-billion-bread-financial-deal-the-buyback-got-bigger-too-heres-what-it-means-for-the-stock","images\u002FFEATURED-IMAGE-MAKER-1567\u002FFEATURED-IMAGE-MAKER-1567","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1789022397\u002Fimages\u002FFEATURED-IMAGE-MAKER-1567\u002FFEATURED-IMAGE-MAKER-1567.png?_i=AA",{"altText":490},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":500},[],[502],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":505,"date":506,"excerpt":507,"wordCount":508,"uri":509,"slug":510,"cloudinaryAssetId":511,"featuredImageOriginalUrl":512,"featuredImageMetadata":513,"author":514,"categories":516,"relatedPosts":521},"Down 9% in the Last 12 Months, Can Freshworks Stock Turn Higher by 2028?","2026-09-09 12:32:30","Freshworks trades near $12 after hitting GAAP profitability. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.",1090,"\u002Fblog\u002Ffreshworks-frsh-stock-valuation-2028-forecast","freshworks-frsh-stock-valuation-2028-forecast","images\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788951606\u002Fimages\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva.png?_i=AA",{"altText":505},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":515},[],[517],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":523,"date":524,"excerpt":525,"wordCount":526,"uri":527,"slug":528,"cloudinaryAssetId":529,"featuredImageOriginalUrl":530,"featuredImageMetadata":531,"author":532,"categories":534,"relatedPosts":536},"Down 35% In 2026, Can Intuitive Surgical Stock Recover by 2028?","2026-09-08 15:42:33","ISRG trades near $367 after U.S. procedure softness. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.",1113,"\u002Fblog\u002Fintuitive-surgical-isrg-stock-valuation-2028-forecast","intuitive-surgical-isrg-stock-valuation-2028-forecast","images\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788864551\u002Fimages\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva.png?_i=AA",{"altText":523},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":533},[],[535],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},[],{"id":255,"title":538,"date":539,"excerpt":540,"wordCount":541,"uri":542,"slug":543,"cloudinaryAssetId":544,"featuredImageOriginalUrl":545,"featuredImageMetadata":546,"author":547,"categories":549,"relatedPosts":551},"Up Modestly in the Last 12 Months, Can Exelon Stock Deliver More by 2028?","2026-09-08 15:42:00","EXC trades near $44 as PJM grid strain grows. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios for Exelon stock.",1169,"\u002Fblog\u002Fexelon-exc-stock-valuation-2028-forecast","exelon-exc-stock-valuation-2028-forecast","images\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788866401\u002Fimages\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva.png?_i=AA",{"altText":538},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":548},[],[550],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},[],{"id":255,"title":553,"date":554,"excerpt":555,"wordCount":556,"uri":557,"slug":558,"cloudinaryAssetId":559,"featuredImageOriginalUrl":560,"featuredImageMetadata":561,"author":562,"categories":564,"relatedPosts":566},"Down 39% in the Last 12 Months, Can Norwegian Cruise Line Stock Turn Around by 2028?","2026-09-08 15:41:19","NCLH trades near $16 mid-turnaround. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios for Norwegian Cruise Line.",1095,"\u002Fblog\u002Fnorwegian-cruise-line-nclh-stock-valuation-2028-forecast","norwegian-cruise-line-nclh-stock-valuation-2028-forecast","images\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788868316\u002Fimages\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva.png?_i=AA",{"altText":553},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":563},[],[565],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},[],{"id":255,"title":568,"date":569,"excerpt":570,"wordCount":571,"uri":572,"slug":573,"cloudinaryAssetId":574,"featuredImageOriginalUrl":575,"featuredImageMetadata":576,"author":577,"categories":579,"relatedPosts":581},"Down 31% in the Last 12 Months, Can Pegasystems Stock Recover by 2028?","2026-09-08 15:40:50","PEGA trades near $37 after slow ACV growth. 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