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The Bull Case For AppLovin (APP) Could Change Following AI Expansion And Short-Seller Rebuttal – Learn Why
Simply Wall St.14d agobearish
The Bull Case For AppLovin (APP) Could Change Following AI Expansion And Short-Seller Rebuttal – Learn Why

In the first half of 2026, AppLovin faced competitive threats in AI-powered advertising, a disputed short-seller report alleging financial improprieties, and heightened concern about disruption in the adtech sector. Despite these pressures, the company has emphasized strong profit margins, resumed stock buybacks, and continued expanding its AI-driven ad and app monetization platform beyond gaming, signaling management’s confidence in its business model. We’ll now examine how AppLovin’s...

AppLovin (APP) Sinks 12.6%: Here’s Why Investors Are Selling
Insider Monkey22d agobearish
AppLovin (APP) Sinks 12.6%: Here’s Why Investors Are Selling

AppLovin Corp. (NASDAQ:APP) is one of the 10 Stocks Investors Are Running Away From. AppLovin extended its losing streak to a 5th consecutive day on Monday, slashing 12.65 percent to end at $442.85 apiece, as investors resumed selling positions amid a pessimistic wider market triggered by the re-escalating tensions between the US and Iran. The […]

Sandisk Just Had Its Price Target More Than Doubled by This Analyst. Why the Stock Is Falling.
Barrons.com23d agobearish
Sandisk Just Had Its Price Target More Than Doubled by This Analyst. Why the Stock Is Falling.

Sandisk stock has been in a bit of slump lately but analysts are still in love with the memory storage play, perhaps even more so than ever. The shares, which have slumped 16% to $1,915 in July, got a new $3,100 price target from Evercore ISI analyst Amit Daryanani in a note Sunday, up from $1,400. Investors were still underappreciating Sandisk Monday as the stock fell around 5% ahead of the open.

Russell 1000 Is Hiding Some Big AI Winners
Barrons.com83d agobearish
Russell 1000 Is Hiding Some Big AI Winners

The Russell 1000--an index tracking the top 1,000 stocks with a small market value--has 16 members that have gained more than 1,000% since Oct. 12, 2022, when the broad market bottomed. At the top of the list is Vertiv Holdings, a stock that has gained 3,307% in that period. "Almost all of these stocks are in one form or another an AI play," pointed out Bespoke Investment Group in a note.

Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street
24/7 Wall St.89d agobearish
Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

Shares of The Trade Desk (NASDAQ:TTD) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a softer Q2 2026 outlook than the Street had hoped to see. The stock closed Thursday at $23.49, already down 38% year to date (YTD) heading into the ... Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

At $20 Is TTD Stock A Value Play Or A Falling Knife?
Trefis89d agobearish
At $20 Is TTD Stock A Value Play Or A Falling Knife?

The Trade Desk (TTD) stock is trading near $20 in extended trading. The primary catalyst is a Q1 earnings report featuring a revenue beat of $688.9 million but an EPS miss of $0.28, coupled with softer forward guidance. At a $20 price point, the stock trades at a forward P/E multiple of 9.7x based on $2.06 in estimated 2026 earnings. This represents a significant compression from its three-year average forward P/E of approximately 42x. It also sits well below the S&P 500 average of 24.0x. On the