APP 全部观点

APP 这一页 7 条观点条目,其中 0 条方向发生变化。

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Drawbridge Finance发布 2026-09-09
《Livestream Tuesday Sep 8th 11:00am PST (2:00pm EST)》
$APP看涨
APP被低估(年初至今下跌43%,相对公允价值有33%上行空间),提供买入机会及期权策略的有利条件。

你喜欢“APP”这只股票吗?我在这里喜欢“Ab”吗?这是个好问题。我今天其实没有看“Ab”。让我打开看看,这样我们就能看看这里的“Ab”。

Do you like the "APP" stock ? Do I like "Ab" here? That's a good question. I didn't actually look at "Ab" today . Let me, let me open up so we can take a look at "Ab " here.

我交易过“Ab”。我相信它是我在“Drobridge”中的选择之一,而且我很确定我买入并卖出了它,但我不记得是赚了小钱还是亏了小钱。我需要查一下。但此刻,我并没有长期持有它的仓位。

I traded in "Ab". I believe it was one of my choices in " Drobridge" and I am quite certain that I entered and exited it, but I do not remember whether it was with a small profit or loss.

I need to check this out. But at this moment, I did not hold a long-term buying position in it.

他说在等
财报
提到11月11日作为催化剂
11月11日财报
如果波动性或价格走势与“低估”评估一致,则支持论点;如果结果与公允价值计算相矛盾,则削弱论点。
Everything Money发布 2026-09-07
《I Found the Most Undervalued Stocks To Buy in the Entire Market》
$APP未站边
AppLovin基本面强劲(营收增长53%,毛利率88%),但面临高预期和SEC调查的风险;股价下跌54%使其更便宜,但若无合理未来增长支撑,未必被低估。

麦克劳林。是“AppLovin”。我不知道为什么每次听到这个名字都会想到“麦克劳林”。各位,这是所有公司中最有趣的一家公司。它已经下跌了54%,但令人困惑的是,与其他两家公司不同,它的业务非常成功。

上个季度,营收增长了53%。其利润率惊人,达到84%。毛利率高达88%,令人印象深刻,而且该公司去年产生了超过45亿美元的现金,过去12个月销售额增长了近61%。一家取得如此出色业绩的公司几乎不会出现在最大输家的名单上。那么到底发生了什么?

McLaughlin. It's " AppLovin". I don't know why I keep thinking about "McLoughlin" every time I hear that name. Guys, this is the most interesting company of all companies. It has dropped by 54%, but here's the confusing part.

Unlike the other two, her business is extremely successful. In the last quarter, revenues grew by 53%. Its profit margins are amazing, reaching 84%. Gross profit margins are impressive at 88%, and the company generated over $4.5 billion in cash last year with sales up nearly 61% over the past 12 months .

A company that achieves such good numbers almost never appears on the list of biggest losers. So what the hell happened?

《Applovin (APP): The 30-Bagger Down More Than Half》
$APP看跌
说话者回避AppLovin,因为对其业务理解不足,尽管承认其有潜在上行空间。

AppLovin 的股价今年下跌了一半,而同期收入增长了超过 50%,自由现金流继续以非常高的速度增长。换句话说,问题似乎不在于公司的业绩,而在于股价的表现。这通常是我们寻找的理想情况。

AppLovin's stock has declined Halfway this year, While revenues grew During the same period, more From 50%, and the flow continued Free cash in growth At a very high rate. In other words, it seems that The problem is not in performance The company, but in performance The arrow.

This is usually The ideal situation that We are looking for him.

Benzinga发布 2026-08-31
《$SPY, $QQQ Slide as US-Iran Tensions Flare | PreMarket Playbook | August 31, 2026》Lion
$APP看涨
APP 到 2026 年底将出现显著的价格上涨。

AppLoving,

AppLoving,

你瞧,Lion说AP是主要的。所以,让我们在这里快速讨论一下。Lion,嗯,AP的52周低点,这对我们来说之前是一个令人难以置信的交易。你对AP做出过很好的买入建议,最终都奏效了。

现在,该股已经回落到52周低点。所以,在我看来,你在想你会再次回到高点。所以,让我重新表述一下,我不是故意针对你,Lion,但只是因为我认识你确实交易过AP,而且交易过多次。这就是我问你的原因。

AP是否会在2026年底前大幅走高?AP从大约5美元或600美元下跌,目前大约在350美元。所以,我不是在说20或30点的波动。我说的是大幅波动,比如100点的波动。你认为这会在2026年底前发生吗?

And lo and behold, Lion says AP is the main one. So, let's talk about that here real quick. Lion, um, AP 52- week low with this has been a unbelievable trade for us before. You have actually made great buy calls on AP to the group that have ended up working.

Now, the stock has rolled back over to its 52- week low. So, it seems to me that you're thinking um you're going to get another move back to the highs. So, let me re let me rephrase this, and I don't mean to pick on you, Lion, but it's just because I know that you actually trade app and you have a number of times.

That's why I'm asking you. Does app make a sign significant move higher before the end of 2026? App is down from like5 or $600 and it's currently at like 350. So, I'm not talking about like a 20 or 30 point move.

I'm talking about like a substantial move, like a 100point move. Do you think that happens before the end of 2026?

Mark Roussin, CPA发布 2026-08-30
《5 Stocks to BUY in September | Investor Weekly Playbook》
$APP看涨
AppLovin因估值重置而具有吸引力:交易于15倍前瞻市盈率,增长约30%(PEG<1),且自峰值下跌超过50%。

现在,让我们来看第二只股票,那就是 AppLovin,股票代码 A。在我刚刚告诉你没有科技股之后,这听起来可能很奇怪。AppLovin 实际上被正式归类为通信服务公司,而不是科技公司。

但我们要明确,这绝对是一家 AI 驱动的成长型公司。它是 AI 真正创造可衡量经济价值的绝佳例子。

Now, let's move to stock number two, which is going to be Apploven, stock ticker A. Now, this one is going to sound strange after I just told you that there aren't any technology stocks.

Apploving is actually officially classified as a communication services company, not a tech company. But let's be clear, this is absolutely an AIdriven growth company. And it's a great example of AI actually creating measurable economic value.

Chip Stock Investor发布 2026-08-27
《AppLovin (APP) Fell 38%. We're Not Selling — Here's Why》
$APP看涨
持有APP,对管理层执行力和电商业务增长的信心支撑了合理的风险回报,尽管近期股价有所下跌。

一家几年前大多数投资者从未听说过的移动游戏公司,没有人谈论过AppLovin这家公司,它是如何做到的呢?如果你现在上X,你会看到很多关于AppLovin的消息,因为该股在最近一次财报发布后下跌了38%左右。

how did a mobile gaming company that most investors had never heard of prior to a few years ago, no one had ever talked about the company AppLovin. If you go on X right now, you're gonna see a lot about AppLovin because the stock fell 38% or around there after their most recent earnings report.

Daniel Pronk发布 2026-08-25
《5 Stocks I'm Selling, Buying & Watching After Earnings》
$APP看涨
APP相对于其增长被低估;市场对轻微营收未达预期反应过度,该股值得买入。

好的,现在让我们继续讨论本视频中我想谈的第五只也是最后一只股票。这是我已经开始买入并加入投资组合的股票。现在,充分披露,我想非常清楚地说明。我将这只股票保持非常小的仓位,因为我认为它更具投机性,直到我继续看到业务改善。

我想我应该让你知道,这只股票是Apploving,股票代码为APP。所以目前我保持小仓位,随着我的信心增长以及我继续看到执行情况,我将继续增加仓位。

All right, let's now move on to the fifth and final stock that I want to talk about in this video. And this is the one that I have started to buy and add to my portfolio. Now, full disclosure, I want to make it extremely clear.

I am keeping this one as a very small position because I am considering it a little bit more speculative until I continue to see increased improvements from the business and I guess I should let you know that this stock is apploving with the ticker symbol app.

So for now I am leaving it a small position and as my conviction grows and as I continue to see execution I will continue to grow my position.

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