APPSoftware
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Get what investors say about APP next
1 new call on APP this week is not on this page yet. Follow APP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what APP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about APP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-19 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bearish | CNBC (uncut) | AppLovin (or similar ad-tech platform) is directly in the competitive crosshairs of Alphabet/Google, which… |
| 2026-09-20 | Adam ForoughiCo-founder & CEO, AppLovin | Bullish | All-In Podcast | AppLovin's proprietary deep learning recommendation models create a defensible moat in a $50B mobile gaming… |
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Holds AppLoving at a smaller, more speculative weight with willingness to exit if fundamental growth does not… |
| 2026-04-17 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | interview | AppLovin was incorrectly swept into the SaaS selloff despite being an AI-powered mobile advertising company —… |
| 2025-06-20 | Thomas LaffontCo-founder, Coatue Management | Bullish | Bg2 Pod | AppLovin demonstrates that AI-first reinvention enables revenue doubling alongside a 35% headcount reduction… |
| 2025-05-09 | Carson BlockFounder & CIO, Muddy Waters Research | Short | The Compound | AppLovin systematically builds persistent identifier graphs that track users across sites in violation of… |
Next report: 4 Nov 2026 after the close
Notable options days
Sessions in the last 120 where APP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-01 | ||||||
| 2026-08-11 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-07-13 |
APP on the Wheel
APP did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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