Stocks / Software
APPSoftware
Applovin Corporation
$320.461d -2.3%5d +2.4%settled close · 2026-09-17
Mkt cap $130B (4/10)β 2.0852w $299–734Shares 307.1M (A)Ind. Services-Computer Programming, Data ProcessingNasdaq since 2021Emp. 898HQ Palo Alto, CAapplovin.com
The tape, with the calls on it
Who said what, and what APP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about APP
3 long1 shortlatest 2026-07-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Holds AppLoving at a smaller, more speculative weight with willingness to exit if fundamental growth does not… |
| 2026-04-17 | Dr Ankur CrawfordPortfolio Manager, Fred Alger Management | Bullish | interview | AppLovin was incorrectly swept into the SaaS selloff despite being an AI-powered mobile advertising company —… |
| 2025-06-20 | Thomas LaffontCo-founder, Coatue Management | Bullish | Bg2 Pod | AppLovin demonstrates that AI-first reinvention enables revenue doubling alongside a 35% headcount reduction… |
| 2025-05-09 | Carson BlockFounder & CIO, Muddy Waters Research | Short | The Compound | AppLovin systematically builds persistent identifier graphs that track users across sites in violation of… |
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Earnings
Next report: 3 Nov 2026 after the close
Confirmed date · consensus EPS 4.07. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where APP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-11 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-07-13 | ||||||
| 2026-05-07 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
APP is in this morning’s Brief.
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