Buy APP by Nov 4, 2026.

Thoughts on AppLovin $APP q2 results I don’t think this was some thesis-breaking quarter. The numbers were a little light by AppLovin’s standards, but revenue still grew 53% and EBITDA margins were 84%. Management basically said their ad model didn’t improve as much as usual during Q2, then they pushed a bigger update right after the quarter ended and growth picked back up. The problem is the moat still isn’t perfect. Don’t attack me for saying that, but it’s true. …