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AppLovin stock drops 17%, seen as strong buy with 53% revenue growth forecast

Analyst Insights
24 Jul 2026
Seeking Alpha
View Source
Bullish
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AppLovin's stock has fallen nearly 17%, presenting a strong buying opportunity according to analyst Oliver Rodzianko. The company expects 53% revenue growth and 60% adjusted EBITDA growth year-over-year, driven by digital advertising and its AXON and MAX platforms. Despite competition from Meta, Google, and Amazon, AppLovin's unique market position and partnerships support strong profit potential. The analyst projects about 30% annual EPS growth and a 42% annualized return over 18 months, making it an attractive investment.

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