Regulatory Headwinds Challenge Applovin’s Impressive Growth Trajectory

Applovin shares are navigating turbulent waters as conflicting market forces create significant volatility. While the mobile advertising technology leader received a credit rating upgrade from S&P Global Ratings citing exceptional performance, simultaneous investigations by the SEC into data collection practices have triggered substantial selling pressure. The stock declined 5.1% on Friday despite positive analyst commentary, extending losses from Monday’s 14% plunge to close at $569.89.

In a striking contrast to the stock’s performance, S&P Global Ratings elevated Applovin’s credit rating from ‘BBB-‘ to ‘BBB’ precisely as shares were declining. The rating agency’s assessment painted a remarkably optimistic picture, forecasting approximately 65% revenue growth for 2025 within the mobile advertising segment, primarily driven by the company’s AI-powered AXON... Read more...