Last week the market experienced one of the fastest rises in volatility since the Covid-19 pandemic and the Great Financial Crisis. The VIX index rose above 60 on Monday morning, which was a 40-point jump from the day before. However, what followed was equally impressive as volatility fell nearly just as fast as it rose, and today the VIX is below 17.We know now that the unwind of the Yen carry trade led to a capitulation of the most levered traders and it seems that the worst is already behind us. And it m ...

Tech stocks have been booming throughout 2024 due to increased investor attention to new and developing technologies such as generative AI and cloud computing.It has provided a large number of investment opportunities recently and still offers strong growth potential. However, due to a number of factors, including overall economic uncertainty and the sharp drop in the Japanese markets, which greatly affected global markets and sparked fears for investors, an impressive number of U.S. stocks have seen large ...

AppLovin (APP) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this mobile app technology company have returned -15%, compared to the Zacks S&P 500 composite's -4.8% change. During this period, the Zacks Technology Services industry, which AppLovin falls in, has lost 10.5%. The key question now is: What could be the stock's future direction?While m ...

Picking the best stocks to buy requires a selection based on solid fundamentals that create long-term value. These stock leaders’ financial strength, operational efficiency and growth trajectories make them standout picks for potential high returns. By focusing on these attributes, one can better identify stocks with substantial upside potential, aligning investment strategies with companies poised for future success. Here, the focus is on three standout companies with significant growth potential. Each com ...

The company is a top play on artificial intelligence (AI).Shares of AppLovin (APP -3.39%) jumped following its second-quarter earnings report after yet another strong quarter of revenue and profitability growth for the adtech company. The stock has been a strong performer this year, up over 75% year to date.Let's look at what's behind the company's resurgence, if it can continue, and whether the stock is a buy.Impressive second-quarter resultsAppLovin's success stems from the release of its Axon 2 artificia ...

AppLovin (APP) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The powe ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, August 12th:Vital Farms, Inc. (VITL) : This food company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.5% over the last 60 days.Vital Farms’ shares gained 102.6% over the past six months compared with the S&P 500’s advance of 7.9%. The company possesses a Momentum Score  of A.AppLovin Corporation (APP) : This company that engages in building a s ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about AppLovin (APP) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.AppLovin currently has an average ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Euroseas Ltd. (ESEA) : This ocean-going transportation services company has seen the Zacks Consensus Estimate for its current year earnings increasing 36.5% over the last 60 days.AdvanSix Inc. (ASIX) : This manufacturer of polymer resins has seen the Zacks Consensus Estimate for its current year earnings increasing 19.6% over the last 60 days.AppLovin Corporation (APP) : This company that engages in building a software-based platform fo ...

投资论点 - 尽管AppLovin Corporation (NASDAQ:APP)的股价自4月初以来表现不佳，但公司Q2财报表现出色，证明了其强劲的基本面和增长潜力。公司展示了在软件平台和应用两个业务板块的增长，软件平台的关键指标大幅上升。因此，公司仍被认为是“强烈买入”[5] Q2财报回顾 - AppLovin于8月7日发布了最新季度财报，虽然营收和调整后每股收益（EPS）未达预期，但GAAP EPS显著高于市场共识，显示了公司的强劲表现。公司的营收增长继续保持强劲势头，同比增长44%，并且公司的关键盈利指标随着营收增长而积极扩张，显示出巨大的运营杠杆效应[6][7] 业务细分 - 公司的软件平台收入在Q2实现了惊人的75%同比增长，主要得益于AXON产品的持续改进。软件平台的EBITDA增长更是达到了91%，超过了营收增长，显示出公司在成本效率方面的重视。此外，管理层对Q3的营收预期高于市场共识，预计Q3营收中点为$1.125B，超过市场预期的$1.1B[9] 软件平台成功因素 - 软件平台的成功归功于公司旗舰产品AppDiscovery的AI驱动功能的扩展，这些改进包括更高的自动化和提升的广告活动效果，这对于提高客户从营销投入中的投资回报率至关重要。此外，软件平台还包括其他三个解决方案，以增加客户数字营销活动的价值[10] 营收和盈利能力 - 公司拥有四个不同的产品，形成了一个生态系统，这有助于公司通过交叉销售和向上销售来支持营收增长和盈利能力扩张。公司的每安装净收入动态表现出色，强调了其交叉销售和向上销售的能力。此外，公司通过与客户的广泛互动积累了丰富的数据集，这些数据被用于机器学习算法，进一步增强了其AI能力并促进了新功能的整合[11] 估值更新 - 尽管股价在过去12个月内大幅上涨155%，今年迄今为止上涨了93%，但公司的估值比率看起来仍然具有吸引力。特别是16.09的预期非GAAP市盈率（P/E），对于一个过去五年营收复合年增长率（CAGR）达到47%的公司来说，显得非常低[13] 估值分析 - 通过多重分析和贴现现金流（DCF）模拟，公司的公允价值略高于$30B，比当前市值高出24%，表明股票被显著低估。DCF模拟中使用的未来现金流折现率为10%，预计未来十年的营收复合年增长率为9.7%，自由现金流（FCF）利润率预计每年扩大50个基点[18][19][20] 结论 - 公司的Q2财报强劲，营收增长势头持续，运营杠杆出色，管理层注重成本控制，这些因素都强化了对公司股票的乐观看法。因此，公司仍然是一个“强烈买入”[12][31]