 
ON APRIL 30th, PRESIDENT TRUMP IS
EXPECTED TO SIGN HIS FINAL ONE — EVER! Ian King here with some very big news. After 220 Executive Orders in one year. And with nearly three full years left in office… I have learned the unthinkable… On April 30th, President Trump is expected to issue what I believe will be his FINAL Executive Order. I know that sounds crazy … I didn’t believe it myself. But then I saw all the details of the leak — coming directly from inside the White House — and I knew right away this was going to be a huge and shocking announcement. I was able to get the full story for you here. Regards, 
Ian King
Chief Strategist, Strategic Fortunes
Just For You Down 41% in 2026, Reasons for AppLovin Optimism RemainSubmitted by Leo Miller. Posted: 2/16/2026. 
Key Points- AppLovin shares have sold off sharply in early 2026 despite strong revenue and earnings beats.
- Investor fears center on new competition from Meta Platforms and startup CloudX.
- However, the company's growth remains highly impressive, and analysts are forecasting more than 50% upside.
- Special Report: This makes me furious (From The Oxford Club)
Of every stock in the S&P 500, few have had a worse start to 2026 than advertising technology giantAppLovin (NASDAQ: APP). After delivering a return of more than 700% in 2024 and over 100% in 2025, shares of APP are now down more than 40% this year. This weakness stems from several factors. AppLovin began the year trading near its all-time high, but the market has punished software names broadly in 2026. In addition, a new competitive threat—specific to AppLovin—sent shares down about 16% on Feb. 4. The stock fell again after the company's latest earnings, dropping nearly 20% on Feb. 12. I Met Elon Musk "Face-to-Face"
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
I'm sharing an "access code" that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade. Click Here to See how to Get Your "SpaceX Access Code" Still, amid this sell-off there may be reasons to consider buying AppLovin shares while they're on sale. Here's why. AppLovin Posts Solid Beats, But Faces Questions About META CompetitionIn Q4 2025, AppLovin reported revenue of $1.66 billion, a 66% year-over-year increase that beat estimates of $1.61 billion. Earnings per share (EPS) rose 87% YOY to $3.24, topping expectations of $2.89. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin improved to over 84%, roughly 200 basis points higher than in Q3 2025. For the next quarter, the company projects revenue of $1.76 billion at the midpoint—about 52% growth—and expects adjusted EBITDA margin to hold near 84%. That guidance beat analyst estimates, but the market apparently wanted more. Analysts' questions about a potential competitive push from Meta Platforms (NASDAQ: META) likely rattled investors. AppLovin has developed deep expertise in mobile game advertising, and it's not clear whether Meta would aggressively pursue this specific niche. Meta's scale and technology could allow it to disrupt AppLovin if it chose to, but doing so would require significant investment. Meta is projected to generate roughly $250 billion in 2026 revenue versus about $8 billion for AppLovin, so the financial incentive to enter this segment aggressively may be limited. Nevertheless, the risk is worth watching. CloudX: A Threat Investors Are Likely OverweightingOn Feb. 4, startup ad tech company CloudX announced the general availability of its platform, which spooked investors and triggered the sell-off that day. The concern is understandable: CloudX founders Jim Payne and Dan Sack also founded MoPub and MAX, technologies AppLovin acquired and that have been central to the company's success. That these innovators are building a new product that could compete with AppLovin is a valid worry. But whether CloudX represents the existential threat implied by AppLovin's sharp sell-off is questionable. In a recent interview, Payne and Sack made several points that are notable: - "I think we can actually bring more people into the mobile ads ecosystem and grow the entire market, and that's where our growth is going to come from."
- "We actually avoid the word 'move' because it is inaccurate to say that we ask people to move. We don't ask people to move. We're looking to be additive."
Importantly, the founders say they are not asking mobile app developers to switch from AppLovin to CloudX. Instead, they position CloudX as an additive tool meant to unlock incremental demand. They emphasize that CloudX's growth will come from expanding the mobile advertising market, rather than simply taking AppLovin's customers. Industry research supports the idea of a growing market: Grand View Research forecasts the in-app advertising market to grow at a compound annual growth rate of more than 12% from 2025 to 2033, suggesting the total addressable market could expand faster than either company can substantially erode the other's share. While the founders' comments don't eliminate competitive risk, the market's panic-induced reaction suggests investors may be overstating CloudX's immediate threat to AppLovin. AppLovin: Growth, Profitability, and Analyst BackingAppLovin now trades at a forward price-to-earnings (P/E) ratio near 25x, a level not seen since September 2024. The company expects 52% revenue growth next quarter and is among the most profitable names in the market. AppLovin's free cash flow margin of roughly 72% over the past 12 months is the highest of any technology stock in the S&P 500. The consensus 12-month price target for AppLovin sits near $652, implying about 78% upside. The average of targets updated after the company's earnings report is even higher at $670, suggesting roughly 83% potential upside. Overall, AppLovin is a highly volatile stock and one that requires high conviction from investors. Still, the company's strong results, profitability, and analyst backing offer real reasons to believe APP could see a substantial recovery going forward.
If you would like to unsubscribe from receiving offers for Strategic Fortunes, please click here. | 
No comments:
Post a Comment
Keep a civil tongue.