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Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)
The software apocalypse continues to rattle the market, but AppLovin (APP) is currently operating like a financial "cheat code." Despite the recent stock dip, the core digital ad business is showing explosive growth, with Q1 2026 guidance projecting a 52% jump in revenue. Between the insane 84% adjusted EBITDA margins and the expansion of their Axon 2.0 AI algorithms, this business is converting cash to the bottom line at an incredible rate.<br>We’re breaking down the reverse DCF to see if the current price is a steal or a trap. With free cash flow nearly doubling to $4 billion and a balance…
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