AppLovin Bottoms & Rebounds - Gaming Ad Recovery Meets Mixed FQ4'26 Guidance (NASDAQ:APP)
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Since my last Buy rating in August 2026, AppLovin's ( APP ) falling knife risks have played out as expected, with the stock suffering a further double-digits selloff before bottoming at $220s and recovering to the $350s after
Directly affected
- APP AppLovin+7.9% 14d
Named in this report.
Indirectly affected
- DIA SPDR Dow Jones Industrial Average ETF-0.8% 18d
SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story.
- XLK Technology Select Sector SPDR+3.2% 11d
Technology Select Sector SPDR holds the technology sector that AppLovin belongs to, so it often moves with news about it.
- GOOGL Alphabet-15.6% 30d
Alphabet is a peer of AppLovin in computer programming, data processing, etc.; rivals often move on the same news.
- META Meta Platforms-19.5% 30d
Meta Platforms is a peer of AppLovin in computer programming, data processing, etc.; rivals often move on the same news.
- BSP Bending Spoons S.p.A
Bending Spoons S.p.A is a peer of AppLovin in computer programming, data processing, etc.; rivals often move on the same news.
- ZM Zoom Communications+2.3% 19d
Zoom Communications is a peer of AppLovin in computer programming, data processing, etc.; rivals often move on the same news.
- FLUT Flutter Entertainment+8.7% 18d
Flutter Entertainment is a peer of AppLovin in computer programming, data processing, etc.; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| APP | -41.52% | -30.60% | base | after close | after close | after close | after close |
| DIA | +1.38% | +4.07% | base | after close | after close | after close | after close |
| QQQ | +3.80% | +5.39% | base | after close | after close | after close | after close |
| XLK | +5.75% | +7.09% | base | after close | after close | after close | after close |
| GOOGL | -1.99% | +1.50% | base | after close | after close | after close | after close |
| META | -0.57% | +3.24% | base | after close | after close | after close | after close |
| BSP | +6.90% | +9.93% | base | after close | after close | after close | after close |
| ZM | +2.26% | +2.13% | base | after close | after close | after close | after close |
| FLUT | +7.23% | +0.09% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
AppLovin Bottoms & Rebounds - Gaming Ad Recovery Meets Mixed FQ4'26 Guidance (NASDAQ:APP) Seeking Alpha
Source: Seeking Alpha
This story
| Company | When | Move | Status |
|---|---|---|---|
| APP | three days earlier | -30.60% | final price |
| APP | five days earlier | -41.52% | final price |
| BSP | three days earlier | +9.93% | final price |
| BSP | five days earlier | +6.90% | final price |
| DIA | three days earlier | +4.07% | final price |
| DIA | five days earlier | +1.38% | final price |
| FLUT | three days earlier | +0.09% | final price |
| FLUT | five days earlier | +7.23% | final price |
| GOOGL | three days earlier | +1.50% | final price |
| GOOGL | five days earlier | -1.99% | final price |
| META | three days earlier | +3.24% | final price |
| META | five days earlier | -0.57% | final price |
| QQQ | three days earlier | +5.39% | final price |
| QQQ | five days earlier | +3.80% | final price |
| XLK | three days earlier | +7.09% | final price |
| XLK | five days earlier | +5.75% | final price |
| ZM | three days earlier | +2.13% | final price |
| ZM | five days earlier | +2.26% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought AppLovin (APP) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought AppLovin (APP), worth $1,001 - $15,000 on 18 Sep 2026. That is 50 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought AppLovin (APP) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 57 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 54 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 64 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 72 days before publication. Filed 12 Sep 2026. View the filing.
- Sen. Shelley M Capito sold Meta Platforms (META) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 17 days before publication. Filed 4 Nov 2026. View the filing.
- Rep. Maria Elvira Salazar sold Meta Platforms (META), worth $1,001 - $15,000 on 24 Sep 2026. That is 44 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Flutter Entertainment (FLUT), worth $15,001 - $50,000 on 28 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Flutter Entertainment (FLUT), worth $1,001 - $15,000 on 10 Aug 2026. That is 89 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“AppLovin Bottoms & Rebounds - Gaming Ad Recovery Meets Mixed FQ4'26 Guidance (NASDAQ:APP)” scores 12 out of 100. The score uses 1 sources.