Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,259 signal articles · 40 in last 24h · 115,274 total before filter · latest 1h ago
40last 24h
1802last 7d
299● bullish (7d)
170● bearish (7d)
205publishers
AllMacro322Earnings850M&A104Regulatory25Product16Analyst25
✕ clear all filtersticker: APPSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
AppLovin reports second quarter revenue below Wall Street estimates
Proactive10d agoneutral
AppLovin reports second quarter revenue below Wall Street estimates

AppLovin Corp (NASDAQ:APP) shares plunged more than 24% in after-hours trading on Wednesday after the mobile advertising and marketing platform reported second quarter revenue below Wall Street expectations, despite posting strong year-over-year growth and earnings in line with...

AppLovin (APP) Stock Still Looks Cheap On Its Huge Three Year Run
Simply Wall St.12d agoneutral
AppLovin (APP) Stock Still Looks Cheap On Its Huge Three Year Run

AppLovin stock has delivered very strong gains over the past three years. After a sharp pullback in recent months it still screens as undervalued on Simply Wall St’s broader checks, which raises questions about how much of that past success is already reflected in the current price. AppLovin has returned about 11x over three years. This puts a lot of focus on whether the current share price still leaves room for further long term value creation. Recent commentary around ongoing strength in...

AppLovin Corporation (APP): Leveraging AI AD Matching Technology to Reach into Every Screen
Insider Monkey12d agoneutral
AppLovin Corporation (APP): Leveraging AI AD Matching Technology to Reach into Every Screen

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

Earnings, PMI and Other Key Things to Watch this Week
Barchart13d agoneutral
Earnings, PMI and Other Key Things to Watch this Week

Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.

1 Software Stock to Own for Decades and 2 We Avoid
StockStory14d agoneutral
1 Software Stock to Own for Decades and 2 We Avoid

Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 13.5% gain over the past six months, beating the S&P 500 by 8.6 percentage points.

The Bull Case For AppLovin (APP) Could Change Following AI Expansion And Short-Seller Rebuttal – Learn Why
Simply Wall St.24d agobearish
The Bull Case For AppLovin (APP) Could Change Following AI Expansion And Short-Seller Rebuttal – Learn Why

In the first half of 2026, AppLovin faced competitive threats in AI-powered advertising, a disputed short-seller report alleging financial improprieties, and heightened concern about disruption in the adtech sector. Despite these pressures, the company has emphasized strong profit margins, resumed stock buybacks, and continued expanding its AI-driven ad and app monetization platform beyond gaming, signaling management’s confidence in its business model. We’ll now examine how AppLovin’s...

Is Applovin Corp (APP) Stock a Buy Ahead of the Q2 Report?
Insider Monkey30d agobullish
Is Applovin Corp (APP) Stock a Buy Ahead of the Q2 Report?

Applovin Corp (NASDAQ:APP) is one of the best stocks to buy for the AI boom in the second half of 2026. Applovin shares have returned more than 50% over the past year and still carry nearly 30% upside potential, according to Street analysts. Some 91 hedge funds have confidence in the Applovin stock outlook. Applovin […]

What Investors Still Get Wrong About AppLovin
24/7 Wall St.31d agoneutral
What Investors Still Get Wrong About AppLovin

The market still labels AppLovin a mobile gaming company, but the games are gone and what replaced them is generating margins that rival the most profitable software businesses on earth. The question is whether the valuation has caught up to the reality.

1 of Wall Street’s Favorite Stocks on Our Buy List and 2 We Brush Off
StockStory31d agobullish
1 of Wall Street’s Favorite Stocks on Our Buy List and 2 We Brush Off

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Is It Too Late to Buy AppLovin After a 1,428% Run in 3 Years?
24/7 Wall St.32d agobullish
Is It Too Late to Buy AppLovin After a 1,428% Run in 3 Years?

AppLovin has already minted fortunes for early believers, but a brutal year-to-date selloff and a corporate transformation have created a very different stock than the one that went parabolic. Whether that spells opportunity or a trap depends on what happens August 5.