AppLovin reported Q2 2026 revenue and EBITDA below expectations, but remains a strong buy due to upcoming catalysts. The rollout of the AXON 2.0 self-serve platform and expansion into e-commerce and Connected TV markets are expected to drive growth in the second half of 2026. These moves significantly broaden AppLovin's total addressable market and support a target price of $537, implying 70% upside. Trading at a reasonable valuation with strong growth and margin prospects, AppLovin offers attractive long-term investment potential.
Unity Software reported strong Q2 results driven by 23% sequential growth from its Vector platform, signaling robust momentum expected to continue into Q3. This growth positions Unity for accelerating revenue and margin expansion over the next 12 to ...
Shares of The Trade Desk fell 6% amid a broader selloff in software stocks, continuing a steep 63% decline this year. The drop reflects a sector rotation favoring AI infrastructure over demand-side ad tech platforms like The Trade Desk, which faces c...
