$APP

APP

AppLovin Corporation Class A Common Stock

本窗口内的全部观点与内容

截至 10-02
09-09
Drawbridge Finance发布 2026-09-09
《Livestream Tuesday Sep 8th 11:00am PST (2:00pm EST)》
$APP看涨
APP被低估(年初至今下跌43%,相对公允价值有33%上行空间),提供买入机会及期权策略的有利条件。

你喜欢“APP”这只股票吗?我在这里喜欢“Ab”吗?这是个好问题。我今天其实没有看“Ab”。让我打开看看,这样我们就能看看这里的“Ab”。

Do you like the "APP" stock ? Do I like "Ab" here? That's a good question. I didn't actually look at "Ab" today . Let me, let me open up so we can take a look at "Ab " here.

我交易过“Ab”。我相信它是我在“Drobridge”中的选择之一,而且我很确定我买入并卖出了它,但我不记得是赚了小钱还是亏了小钱。我需要查一下。但此刻,我并没有长期持有它的仓位。

I traded in "Ab". I believe it was one of my choices in " Drobridge" and I am quite certain that I entered and exited it, but I do not remember whether it was with a small profit or loss.

I need to check this out. But at this moment, I did not hold a long-term buying position in it.

他说在等
财报
提到11月11日作为催化剂
11月11日财报
如果波动性或价格走势与“低估”评估一致,则支持论点;如果结果与公允价值计算相矛盾,则削弱论点。
09-07
Everything Money发布 2026-09-07
《I Found the Most Undervalued Stocks To Buy in the Entire Market》
$APP未站边
AppLovin基本面强劲(营收增长53%,毛利率88%),但面临高预期和SEC调查的风险;股价下跌54%使其更便宜,但若无合理未来增长支撑,未必被低估。

麦克劳林。是“AppLovin”。我不知道为什么每次听到这个名字都会想到“麦克劳林”。各位,这是所有公司中最有趣的一家公司。它已经下跌了54%,但令人困惑的是,与其他两家公司不同,它的业务非常成功。

上个季度,营收增长了53%。其利润率惊人,达到84%。毛利率高达88%,令人印象深刻,而且该公司去年产生了超过45亿美元的现金,过去12个月销售额增长了近61%。一家取得如此出色业绩的公司几乎不会出现在最大输家的名单上。那么到底发生了什么?

McLaughlin. It's " AppLovin". I don't know why I keep thinking about "McLoughlin" every time I hear that name. Guys, this is the most interesting company of all companies. It has dropped by 54%, but here's the confusing part.

Unlike the other two, her business is extremely successful. In the last quarter, revenues grew by 53%. Its profit margins are amazing, reaching 84%. Gross profit margins are impressive at 88%, and the company generated over $4.5 billion in cash last year with sales up nearly 61% over the past 12 months .

A company that achieves such good numbers almost never appears on the list of biggest losers. So what the hell happened?

09-06
《Applovin (APP): The 30-Bagger Down More Than Half》
$APP看跌
说话者回避AppLovin,因为对其业务理解不足,尽管承认其有潜在上行空间。

AppLovin 的股价今年下跌了一半,而同期收入增长了超过 50%,自由现金流继续以非常高的速度增长。换句话说,问题似乎不在于公司的业绩,而在于股价的表现。这通常是我们寻找的理想情况。

AppLovin's stock has declined Halfway this year, While revenues grew During the same period, more From 50%, and the flow continued Free cash in growth At a very high rate. In other words, it seems that The problem is not in performance The company, but in performance The arrow.

This is usually The ideal situation that We are looking for him.

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