AppLovin: Too Expensive To Add More Shares

AppLovin: Too Expensive To Add More Shares Summary AppLovin remains a 'Hold' as valuation is still aggressive despite strong recent performance and EPS beats. APP's expansion into e-commerce and AI-driven creative tools strengthens its business mix and mitigates gaming concentration risk. The self-serve AXON ads manager is driving early success, with week-over-week spend growth and improved customer acquisition metrics. APP's robust liquidity and financial position support ongoing innovation, but lofty EPS growth expectations leave little room for error. 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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