Schwab Network on $APP

Channel profile →Sources cited by the channel: BFA and JP Morgan, Baird, Bank of America, Barclays, Berenberg, Bernstein, with a Jefferies target cut noted, Bird (analyst firm), CEO, CEO Joe Dominguez, Caner, Citi, Citigroup, Citizens, Daiwa, Dan Deming and Michael Monahan, Dan Ives, Deutsche Bank, Erit Research, Evercore ISI, Evercore ISI; Dan Ives, Goldman Sachs, JP Morgan Chase, JPMorgan, JPMorgan Chase, Jefferies, Jefferies, UBS and Citigroup, Jensen Huang; Dan Ives, Loop Capital, Mattie Natsson, Michael Saylor, Milius (analyst), Morgan Stanley, Northrop, Oppenheimer, Oppenheimer, Freedom Broker, Oracle, Reddit CEO, Rothschild Redburn, SK Hynix, Seth, Tim Bigham, Tim and KG, Truist, UBS, Wall Street Journal, Wedbush, Wells Fargo, analysts4 entries

Schwab Network has discussed $APP in 4 videos since 2026-11-04.

2026-11-10

“Ca$htag$: APP Social Media Traction Conflicts with Stock's Sharp Rally”

AI summary · APP shows positive signs — mentions up about 41% year-over-year and trailing only Google, with an improved AI model lifting ad targeting and revenue growth to about 55% year-over-year — but the speaker stays cautious: advertiser site visits have dropped, momentum has slowed versus 2025, and the volatile stock is still down over 40% year-over-year despite a 40% gain. APP stays a watch-list name pending continued traction.

Investors not loving app loving today and then some of your data doesn't look great for it. Yeah, so this has been a volatile stock. If you think about the last two um earnings reports that it's put out in Q2, we saw the stock fall I think nearly 20% following earnings and then this quarter we saw it jump up pretty significantly.

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2026-11-06Bullish

“The Big 3: APP, AMZN, MSFT”

AI summary · AppLovin's ~8% post-earnings gap and breach of the trend line from its two prior peaks are an early indication the downtrend may be broken, though it remains 38% below its highs. RSI above 70 and heavy volume signal strength; the 251-day EMA near 399 is the last level to reclaim, with support near 338 and 275. He expects earnings to show an overreaction and would use the chart for re-entry.

Because what will support that is a lot of ideas like today's idea, which is the APP share. Once we start getting the data, and start seeing the earnings that basically show it was an overreaction, we can then use the chart to guide us to re-enter a lot of these great names.

Okay, Rick. So, let's take a look here at AppLovin's stock and this impressive move. I mean, even today we've risen by almost 8% in just one session , with that big jump after the earnings.

You can see the gap in the graph. But before that, we were seeing a downward momentum for this stock. So, let's take a tour through the technical analysis here.

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2026-11-05Bullish

SPX & NDX Aim to Repair Technical Damage; APP Earnings Rally, QCOM & ARM Fall

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2026-11-04

Agentic AI, Cash Flow, & Growth: Ali Mogharabi on Key Metrics in Software Earnings

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