2026-09-28 기타
매수세 돌아오며 AppLovin 4% 상승 여러 소식통이 가격 반등을 보도했지만 새로운 펀더멘털 사실은 없음
첫날 -0.8% · 현재까지 -10.0%
2026-09-27 기타 악재
AppLovin, 연초 대비 54% 하락, S&P 500 최악의 종목 중 하나 다수의 X 게시물이 연초 대비 하락, 약세 심리, 밸류에이션 논쟁을 언급
첫날 -0.8% · 현재까지 -10.0%
2026-09-25 → 09-26 규제 악재
AppLovin, AI 문제로 20% 급락 후 52주 신저가 근접; 다수 소식통이 지적 다수의 독립 소식통이 주가가 52주 신저가에 근접했으며 연초 대비 50% 이상 하락했다고 확인
첫날 -0.6% · 현재까지 -10.7%
› 전개 과정 2회2026-09-25 법무법인 BFA가 집단소송 제기를 발표하며 투자자들에게 11월 16일 기한을 통지2026-09-26 다수의 독립 소식통이 주가가 52주 신저가에 근접했으며 연초 대비 50% 이상 하락했다고 확인2026-09-24 기업
AppLovin (APP) Dips 4.1%, Underperforms Market, Yet Strong Earnings Growth Expected영어 원문 Multiple sources note short-term price weakness amid strong growth expectations, reflecting market divergence
첫날 -0.9% · 5일 후 -11.2%
2026-09-24 M&A·자금조달 호재
QRG Capital Management Raises AppLovin Stake by 18.7% in Q2영어 원문 Institutional buying signals long-term confidence amid recent share decline
첫날 -0.9% · 5일 후 -11.2%
2026-09-23 애널리스트 악재
Edgewater Warns Market Share Growth Stalled; AppLovin Shares Fall영어 원문 Analyst cites MAX nearing functional ceiling, competition pressuring spreads; cuts 4Q26 and 2027 estimates
첫날 -4.1% · 5일 후 -7.9%
2026-09-16 → 09-23 애널리스트 호재
Citi Reiterates Buy with $600 PT as E-commerce Adoption Accelerates영어 원문 After bearish analyst note, Citi reiterates bullish stance citing e-commerce acceleration
첫날 -1.5% · 5일 후 -3.5%
› 전개 과정 3회2026-09-16 Multiple sources see attractive valuation after pullback, improved Q3 guidance, and core gaming growth reacceleration 2026-09-21 Citi analyst sees global eCommerce client growth at fastest in five months, led by international stores, reinforcing AI-driven growth narrative. 2026-09-23 After bearish analyst note, Citi reiterates bullish stance citing e-commerce acceleration 2026-09-14 → 09-21 애널리스트 호재
Morgan Stanley Maintains Buy, PT $450영어 원문 Morgan Stanley reiterates Overweight with $450 PT, showing institutional confidence in AppLovin's long-term prospects.
첫날 +3.2% · 5일 후 -1.2%
› 전개 과정 2회2026-09-14 Multiple firms weigh in; stock down 55% from high, tightest Bollinger Band since Sep 2024 2026-09-21 Morgan Stanley reiterates Overweight with $450 PT, showing institutional confidence in AppLovin's long-term prospects. 2026-09-13 → 09-21 애널리스트 호재
AppLovin Again Listed as Undervalued SaaS with 35% NTM Revenue Growth영어 원문 Analyst compares SaaS valuations vs growth, flags AppLovin as undervalued
첫날 +3.2% · 5일 후 -1.2%
› 전개 과정 2회2026-09-13 Analyst comparison of forward PE vs. growth suggests APP undervalued; Q2 results highlighted 2026-09-21 Analyst compares SaaS valuations vs growth, flags AppLovin as undervalued 2026-09-19 애널리스트 호재
AppLovin flagged as lower PE than S&P500 with 40% YoY growth영어 원문 Analyst comparison highlights sub-S&P PE with 40% YoY growth, suggesting valuation appeal
첫날 +7.2% · 5일 후 -6.6%
2026-09-15 애널리스트 호재
Citi and BTIG Positive on APP, Trading Below 16x NTM EPS영어 원문 Analysts see 10-12% QoQ revenue growth in Q3/Q4; bottom signals near
첫날 -0.8% · 5일 후 -0.8%
2026-09-15 애널리스트 호재
AppLovin Backed by Analysts as Misunderstood영어 원문 Two SA articles cite high growth, discounted valuation; SEC probe closed
첫날 -0.8% · 5일 후 -0.8%
2026-09-11 기업
AppLovin Faces Side-by-Side Comparisons with Meta, Trade Desk영어 원문 Multiple analyses pair APP with peers on AI-ad growth and valuation, offering bull and bear contrasts
첫날 +3.0% · 5일 후 -4.9%
2026-09-11 기타 호재
AppLovin Rises 4% to $315.88, Retail Bulls Cite Upside영어 원문 Multiple X users call it undervalued with $400 target; rotation into APP noted
첫날 +3.0% · 5일 후 -4.9%
2026-09-09 애널리스트 악재
BTIG Cuts AppLovin PT to $396, Stock Down 2.7%영어 원문 Analyst trims PT while keeping Buy, signaling near-term valuation pressure
첫날 -2.2% · 5일 후 +7.0%
2026-09-03 → 09-08 기업
AppLovin Valuation Debate Persists: Institutional Buying vs. Deep Drawdown영어 원문 Bull and bear cases collide as institutional buying meets worst YTD performance in NASDAQ 100
첫날 -1.7% · 5일 후 +3.3%
› 전개 과정 3회2026-09-03 Two sources report investor doubts on moat and growth sustainability, while Q3 outlook remains positive 2026-09-07 A range of sources adds depth to valuation discussions around the stock 2026-09-08 Bull and bear cases collide as institutional buying meets worst YTD performance in NASDAQ 100 2026-09-01 → 09-07 기타
AppLovin continues to be flagged as undervalued; retail and analysts debate long vs. trap영어 원문 Multiple independent authors debate valuation and fundamentals, extending the previous mispricing-vs-trap narrative
첫날 -0.1% · 5일 후 -2.1%
› 전개 과정 3회2026-09-01 Multiple X users diverge on AppLovin, one calls it buying opportunity, another flags $332.50 as resistance 2026-09-03 Reddit bull-bear split persists amid institutional views, attention stays elevated 2026-09-07 Multiple independent authors debate valuation and fundamentals, extending the previous mispricing-vs-trap narrative 2026-09-07 M&A·자금조달 호재
California Teachers Retirement System Boosts AppLovin Stake by 50,874.8% in Q2영어 원문 Institutional buying contrasts with recent sharp drawdown, signaling long-term capital interest
첫날 -2.7% · 5일 후 +6.2%
2026-08-30 기업
AppLovin Near 52-Week Low; Growth Metrics Highlighted영어 원문 Stock near 52-week low; analysts see +35.7% NTM growth; technicals eye $300-350
첫날 -1.8% · 5일 후 +0.0%
2026-08-29 기업
AppLovin bounces 4% as options flow draws attention영어 원문 Rebound off $300 floor; multiple sources flag options activity and rotation into name
첫날 -1.8% · 5일 후 +0.0%
2026-08-25 기업 악재
AppLovin Hits 52-Week Low Amid Alt Data and Deep Dive Focus영어 원문 New low coincides with alt data and deep dive, raising attention
첫날 +4.0% · 5일 후 +0.4%
2026-08-23 애널리스트
AppLovin in weekly downgrade list, fundamentals defended by multiple sources영어 원문 Multiple independent accounts cite APP downgrade, while others stress 80% EBIT margin and high growth
첫날 -2.3% · 5일 후 +4.5%
2026-08-22 기타 악재
AppLovin shares break below $300 and hit new 52-week low영어 원문 Price breaks below $300 support and hits new 52-week low, market watches downtrend
첫날 -2.3% · 5일 후 +4.5%
2026-08-22 기타
Retail traders debate AppLovin valuation and entry timing영어 원문 Multiple X users discuss buying or adding at current levels, citing strong fundamentals but noting risks
첫날 -2.3% · 5일 후 +4.5%
2026-08-17 → 08-20 기업
AppLovin's Strong Margins, Yet Valuation Above Most SaaS Peers영어 원문 Keeps $64.30 profit per $100 revenue, 17x forward P/E; PS 15.4x above most SaaS peers but below Palantir and Snowflake.
첫날 -1.1% · 5일 후 -4.3%
› 전개 과정 2회2026-08-17 Motley Fool notes Rule of 40 score near Palantir's, but fwd P/E only 19x 2026-08-20 Keeps $64.30 profit per $100 revenue, 17x forward P/E; PS 15.4x above most SaaS peers but below Palantir and Snowflake. 2026-08-09 → 08-19 실적 악재
Wells Fargo Maintains Equal Weight on AppLovin, Cuts PT to $325영어 원문 Wells Fargo's PT cut extends post-earnings analyst downgrade trend
첫날 -2.2% · 5일 후 -8.0%
› 전개 과정 5회2026-08-09 Q2 growth almost entirely price-driven with install volume falling; Q3 guidance strong but gaming saturation concerns weigh 2026-08-09 Multiple independent sources confirm YTD decline and Q2 impact 2026-08-09 Multiple sources confirm 53% revenue growth but miss, stock near 52-week low, focus on forward guidance. 2026-08-17 After Q2 revenue miss, Benchmark maintains Buy but cuts PT to $440 from $500 2026-08-19 Wells Fargo's PT cut extends post-earnings analyst downgrade trend 2026-08-16 기타
AppLovin Hits 52-Week Low Amid Bull-Bear Debate영어 원문 Stock ~$315; bulls cite cheap valuation, bears question CEO sale
첫날 -1.1% · 5일 후 -4.3%
2026-08-15 M&A·자금조달
Asset Manager Raises APP Stake; Analyst Views Split영어 원문 13F shows +6.5% stake; APP on weekly downgrade list
첫날 -1.1% · 5일 후 -4.3%
