AppLovin: S&P 500's Gift To Investors

  • AppLovin remains a top S&P 500 inclusion candidate despite Friday's snub; the imminent pullback next week is a buying opportunity. The company's adtech business and AppDiscovery tool are driving robust revenue and earnings growth, with CY25 EBITDA estimate up to $4.2B (+80%). Massive $1B share buyback and accelerating free cash flow per share further enhance the stock's attractiveness and value.