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$APP
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Parkev Tatevosian, CFA on $APP

Channel profile →Sources cited by the channel: Barclays analyst Dan Levy, Meta management and CEO Mark Zuckerberg, Nike management2 entries

Parkev Tatevosian, CFA has discussed $APP in 2 videos since 2026-10-29. The latest, on 2026-10-30, was bullish.

2026-10-30Bullish
“5 Undervalued Growth Stocks to Buy Now in November (2026)”
AI summary · After revenue came in below management's minimum forecast and the company said costs would rise, AppLovin fell to $263, near its $255 52-week low. Even after cutting his free-cash-flow estimates and updating his DCF, the speaker still sees it as undervalued, with fair value of $354 implying about 35% upside in 12 to 18 months.

The next stock I will highlight is AppLovin, which had a great 2025 in which its stock price rose, but 2026 was much more challenging.

The company recently announced revenues below the minimum forecast provided by management, and also told investors that its costs would be rising. Therefore, this double blow caused great pessimism among investors, and the stock price fell to near its lowest level in 52 weeks at $263.

Remember that the lowest level in 52 weeks is $255.

Read transcript and source
2026-10-29Bullish
“Why Is AppLovin Stock Falling, and is it a Buying Opportunity?”
AI summary · AppLovin is a buy, with conviction raised from medium to high: it appears undervalued on a 12.84 P/E and on his $354 discounted cash flow fair value against a $264 price, even after lower free-cash-flow estimates; growth is still strong at 47% third-quarter revenue growth and 45% expected next quarter, with operating margins near 65% to 70%, though that is a slowdown from investor hopes. Not a guaranteed winner.

After a meteoric rise in 2025, AppLovin stock is facing a tough year in 2026 as the stock price has fallen by about 50%.

The company recently announced its quarterly financial results, with revenues coming in lower than the management team had anticipated. Furthermore, the management team stated to investors that they are investing in increased computing costs, believing that this will lead to increased revenues while improving the performance of their models, which will enhance the return on advertising expenditure and generate more revenue, which they consider a positive and constructive cycle.

Therefore, they are willing to invest in increased costs and intensify research and development efforts in order to achieve revenue growth.

Read transcript and source
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