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Added to YB: 2026-01-26

Pitch date: 2026-01-22

APP [bearish]

AppLovin Corporation

+21%

current return

Author Info

No bio for this author

Company Info

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Market Cap

$132.1B

Pitch Price

$521.50

Price Target

N/A

Dividend

N/A

EV/EBITDA

30.49

P/E

38.90

EV/Sales

24.30

Sector

Software

Category

N/A

Show full summary:
I'm Short AppLovin $APP. I Have Had Enough.

APP (update - short): Author reiterates bearish thesis from prior report calling it a 'Round Tripping Hellhole.' Claims games aren't fun, just copies. Suggests suspicious activity around Chinese investors & CEO Adam Foroughi. References cryptic details in earlier analysis. Maintains strong negative view.

Read full article (2 min)