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AppLovin’s Real Problem Isn’t Revenue – It’s How the Growth Engine Actually Works
Insider Monkey3d agoneutral
AppLovin’s Real Problem Isn’t Revenue – It’s How the Growth Engine Actually Works

On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion. The adjusted EBITDA rose 58% to $1.61 billion at an 84% margin, while the net income reached $1.27 billion. AppLovin also confirmed that the SEC had ended its inquiry, which was initiated in October 2025, […]

Figure Technology Solutions (FIGR) Stock Looks Overvalued As Earnings Trail A 28% Drop
Simply Wall St.3d agobearish
Figure Technology Solutions (FIGR) Stock Looks Overvalued As Earnings Trail A 28% Drop

Figure Technology Solutions stock has fallen about 28.1% year to date, yet still screens as expensive on the broad valuation checks. That combination raises questions about whether the recent share price still builds in optimistic expectations that the fundamentals have not clearly backed up. Year to date, the share price is down 28.1%, which suggests the market has cooled on the story after earlier optimism. The investment case can benefit if Figure Technology Solutions converts its...

DraftKings (DKNG) Stock May Be Below Fair Value Following Q2 Predictions Growth
Simply Wall St.3d agoneutral
DraftKings (DKNG) Stock May Be Below Fair Value Following Q2 Predictions Growth

DraftKings stock has delivered a roughly 50% decline over the past five years, yet its current valuation checks send a mixed message rather than a clear warning or a clear bargain signal. Over five years, DraftKings has fallen about 49.7%, which means long term holders have not been rewarded so far and may now be focused on what the current price implies for the future. Investor attention is currently shaped by growth in DraftKings' Predictions product ahead of the NFL season, while...

Is MongoDB (MDB) Embedding Atlas in AI Tools to Deepen Its Data Moat or Add Complexity?
Simply Wall St.3d agoneutral
Is MongoDB (MDB) Embedding Atlas in AI Tools to Deepen Its Data Moat or Add Complexity?

At the recent MongoDB.local Build Fest, MongoDB announced that its intelligent data platform is now embedded directly inside leading AI developer tools, alongside a fully hosted MongoDB Atlas Managed MCP Server that links AI agents to Atlas without extra infrastructure. By combining native agent integrations with Voyage AI–powered retrieval, MongoDB is positioning its database as a core engine for AI applications that need live, operational data. We’ll now explore how embedding MongoDB...

What Does Dell Technologies (DELL) Winning A Texas AI Research Platform Mean?
Simply Wall St.3d agoneutral
What Does Dell Technologies (DELL) Winning A Texas AI Research Platform Mean?

Dell Technologies (NYSE:DELL) has been selected to provide a secure research platform for a Texas academic initiative that focuses on advanced AI and research computing. The project will use Dell Technologies AI infrastructure combined with a Zero Trust security architecture to support sensitive and regulated research environments. The engagement expands Dell Technologies presence in large scale government and academic contracts for AI focused infrastructure. Readers looking for more ways...

BofA points to crucial Walmart numbers most investors ignore
TheStreet3d agoneutral
BofA points to crucial Walmart numbers most investors ignore

Walmart (WMT) reports earnings on Aug. 20, and most of the attention will land on one figure: how much its U.S. stores sold compared with a year ago. That number matters. But Bank of America thinks investors who stop there are watching the wrong part of the business. The firm reiterated a Buy ...

3 Cloud Computing Stocks to Buy in August
24/7 Wall St.3d agobullish
3 Cloud Computing Stocks to Buy in August

The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.

5 Safe High-Yield Stocks Boomers Should Own in August
24/7 Wall St.3d agoneutral
5 Safe High-Yield Stocks Boomers Should Own in August

Most dividend investors chase yield and end up watching their payouts shrink or disappear. These five stocks flip that script by pairing decades of uninterrupted payments with the cash flow coverage to keep them growing.

American Auto’s Retreat From China Accelerates as GM and Ford Both Pull Back
Insider Monkey3d agoneutral
American Auto’s Retreat From China Accelerates as GM and Ford Both Pull Back

General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world’s largest auto market, and Ford Motor Company (NYSE:F) announced a different kind of pullback. Together, the two moves demonstrate how much American manufacturers have lost their foothold in China. Chevrolet Retires After 21 Years According to a report in […]

Eli Lilly’s Weight-Loss Pill Just Got Its First Foothold in Europe
Insider Monkey3d agoneutral
Eli Lilly’s Weight-Loss Pill Just Got Its First Foothold in Europe

Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain’s drug regulator authorized the company’s oral GLP-1 drug orforglipron, becoming the first country in Europe to approve the pill. Shares of LLY increased more than 2% in response to the announcement, a modest but insightful reaction for a company whose […]

How New Mexico’s $567 Million Ruling Could Change Meta
Insider Monkey3d agoneutral
How New Mexico’s $567 Million Ruling Could Change Meta

A New Mexico judge has imposed Meta Platforms, Inc. (NASDAQ:META)’s highest single penalty yet in the wave of litigation over social media’s effects on children, and while the monetary amount is making headlines, the more important aspect of the verdict may be what it pushes the company to change. Public Nuisance Ruling On August 6, […]

Celsius’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory3d agoneutral
Celsius’s Q2 Earnings Call: Our Top 5 Analyst Questions

Celsius’ second quarter was marked by a negative market reaction, as both revenue and non-GAAP profit fell short of Wall Street expectations. Management attributed this underperformance to the timing and depth of SKU rationalization within the core Celsius brand and integration complexities from recent acquisitions. CEO John Fieldly acknowledged, “We went too deep on the CELSIUS rationalization,” and noted that delayed retail space upgrades and purposeful innovation pauses created a gap that was

Coca-Cola FEMSA (NYSE:KOF) Stock Sees Modest Fair Value Cut As Analysts Weigh Growth Risks
Simply Wall St.3d agoneutral
Coca-Cola FEMSA (NYSE:KOF) Stock Sees Modest Fair Value Cut As Analysts Weigh Growth Risks

Coca-Cola FEMSA is back in focus as valuation work shifts, with fair value moving from US$123.03 to US$120.05, a reduction of about 2.4%. That adjustment sits against Street price targets that cluster between roughly US$110 and US$127, reflecting a mix of optimism and caution around execution, volume trends and where the stock sits in that range. Read on to see what is driving these calls and how to keep track of the evolving analyst story around Coca-Cola FEMSA. Analyst Price Targets don't...

e.l.f. Beauty (ELF) Stock Could Be 32% Undervalued Despite Raised 2027 Outlook
Simply Wall St.3d agoneutral
e.l.f. Beauty (ELF) Stock Could Be 32% Undervalued Despite Raised 2027 Outlook

e.l.f. Beauty stock sits at an interesting crossroads right now. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to the shares trading at a sizeable discount, while earnings-based valuation checks and a low value score suggest the stock is not obviously cheap. Over the past 5 years, e.l.f. Beauty has delivered a total return of about 212%, which puts current valuation front and center for anyone considering the stock today. Raised longer term revenue ambitions...