AppLovin: I Continue Buying The YTD Dip

Apr. 13, 2025 10:00 AM ETAppLovin Corporation (APP) StockAPP21 Comments
Dair Sansyzbayev
8.92K Followers
(8min)

Summary

  • I reiterate a "Strong Buy" rating for AppLovin stock due to its robust fundamentals, favorable industry trends, and compelling stock valuation despite recent share price pullback.
  • AppLovin's Q4 2024 earnings showed impressive 44% YoY revenue growth and exceptional EPS growth, with operating margins expanding from 28.4% to 44.4%.
  • The company is well-positioned in the thriving mobile advertising market, especially in-app advertising, and is aggressively scaling its e-commerce advertising business.
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Investment thesis

My previous bullish thesis on AppLovin (NASDAQ:APP) stock is one of my best-ever picks, as the stock rallied by 255% since August 2024. There are numerous reasons to remain bullish, especially after the recent share price pullback. I believe that the

This article was written by

8.92K Followers
I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under management (AUM). My expertise in finance allows me to provide valuable insights and recommendations to clients seeking to make informed investment decisions.I pride myself on my ability to analyze financial statements, evaluate market trends, and identify key drivers of growth in different industries. I am passionate about staying up-to-date on the latest developments and trends in the equity research industry, and I am always seeking to enhance my skills and knowledge through continuing education and professional development.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of APP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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