SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

APP

状态日期：2026-05-27

高风险观察
中高低高
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

48

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

70.0%

改善

概览

核心结论

作者立场：中性；价格动量：中性。最新证据：While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 2 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

中性

首次提出

2025-09-09 00:08

来源

llm

更新时间

2026-02-13 08:36

作者立场：中性；价格动量：中性。最新证据：While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

当前观点证据

2025-09-09 00:08中性

While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

Serenity 变化

时间线

首次提出2025-09-09 00:08中性
原推

While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

  1. 2026-02-13 08:36中性上下文更新

    There are two companies that don’t care about market crashes. $APP down 19.7% $DNKG down 19.4% $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1% $USAR down 12.4% Silver down 11.6% $OSS down 9.58% $RGTI down 8.8...

  2. 2026-02-09 11:58中性上下文更新

    I don’t know enough about $APP to comment. That being said I’ve been looking for stocks sold off partly because of “AI” disruption narratives and $RDDT is personally my choice. Markets misunderstand network effect moa...

  3. 2025-10-07 08:07中性上下文更新

    @lr_1994 I mean $NBIS, $RDDT on the dip were my two choices. But if you're buying short term options don't recommend it usually unless there's a major doom drop like $APP and you're expecting a recovery.

  4. 2025-09-09 00:08中性上下文更新

    While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 2

复核时间：2026-05-27

证据

证据摘要

最新期 2025营收 5BBeta 2.37披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

5B

营收同比

70.0%

毛利率

87.9%

2022

营收 3BYoY 0.9%经营 -1.7%净利 -6.8%

2023

营收 2BYoY -34.6%经营 41.9%净利 19.4%

2024

营收 3BYoY 75.1%经营 59.3%净利 49.0%

2025

营收 5BYoY 70.0%经营 75.8%净利 60.8%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-20 10:45zacks.com
Here's Why AppLovin (APP) is a Strong Growth Stock
2026-05-19 17:30fool.com
Could This AdTech Stock Be One of AI's Most Underrated Winners?
2026-05-19 09:47gurufocus.com
Amazon, McDonald Surge Into Jefferies Top Picks Broadcom as Gets Cut

近期披露

披露信息

最新披露为 2026-05-06 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0610-Q
app-20260331.htm
2026-05-068-K
app-20260506.htm
2026-04-078-K
app-20260402.htm

近期推文

作者立场

立场

中性

价格动量

中性

2025-09-09 00:08中性

While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.37

敏感度

高 beta

情绪风险

低

估值风险

高

背景

行业与主题

technology-software---application

ai-infrastructuresoftware-internet

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: 24 小时、7 天和 30 天均无新增提及，当前更多是存量验证而非新增注意力交易。
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to APP, not only Software - Application

背景

行业背景

technology-software---application

提及 4新闻 28股票 28
股票池

APP

高风险观察中高低高

状态日期：2026-05-27

复核时间：2026-05-27

作者立场

中性

llm

价格动量

中性

60D / 252D

信号分数

48

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

2

10-Q

收入同比

70.0%

改善

Beta

2.37

高 beta

llm · 2026-02-13 08:36

Serenity 时间线

首次提出2025-09-09 00:08中性
原推

While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

  1. 2026-02-13 08:36中性上下文更新

    There are two companies that don’t care about market crashes. $APP down 19.7% $DNKG down 19.4% $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1% $USAR down 12.4% Silver down 11.6% $OSS down 9.58% $RGTI down 8.8...

  2. 2026-02-09 11:58中性上下文更新

    I don’t know enough about $APP to comment. That being said I’ve been looking for stocks sold off partly because of “AI” disruption narratives and $RDDT is personally my choice. Markets misunderstand network effect moa...

  3. 2025-10-07 08:07中性上下文更新

    @lr_1994 I mean $NBIS, $RDDT on the dip were my two choices. But if you're buying short term options don't recommend it usually unless there's a major doom drop like $APP and you're expecting a recovery.

  4. 2025-09-09 00:08中性上下文更新

    While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

5B

营收同比

70.0%

毛利率

87.9%

营收趋势

营收趋势线
6B3B0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: 24 小时、7 天和 30 天均无新增提及，当前更多是存量验证而非新增注意力交易。
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to APP, not only Software - Application

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-software---application

提及 4新闻 28股票 28
2021 营收: 3B2022 营收: 3B2023 营收: 2B2024 营收: 3B2025 营收: 5B2021 趋势线: 3B2022 趋势线: 3B2023 趋势线: 2B2024 趋势线: 3B2025 趋势线: 5B20212022202320242025

利润趋势

净利润毛利营业利润
6B2B-894M2021 净利润: 35M2022 净利润: -193M2023 净利润: 357M2024 净利润: 2B2025 净利润: 3B2021 毛利: 2B2022 毛利: 2B2023 毛利: 1B2024 毛利: 3B2025 毛利: 5B2021 营业利润: 150M2022 营业利润: -48M2023 营业利润: 772M2024 营业利润: 2B2025 营业利润: 4B20212022202320242025

利润率趋势

毛利率营业利润率净利率
101%40.5%-20.1%2021 毛利率: 64.6%2022 毛利率: 55.4%2023 毛利率: 80.6%2024 毛利率: 83.9%2025 毛利率: 87.9%2021 营业利润率: 5.4%2022 营业利润率: -1.7%2023 营业利润率: 41.9%2024 营业利润率: 59.3%2025 营业利润率: 75.8%2021 净利率: 1.3%2022 净利率: -6.8%2023 净利率: 19.4%2024 净利率: 49.0%2025 净利率: 60.8%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20213B-64.6%5.4%1.3%
20223B0.9%55.4%-1.7%-6.8%
20232B-34.6%80.6%41.9%19.4%
20243B75.1%83.9%59.3%49.0%
20255B70.0%87.9%75.8%60.8%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-20 10:45zacks.com
Here's Why AppLovin (APP) is a Strong Growth Stock
2026-05-19 17:30fool.com
Could This AdTech Stock Be One of AI's Most Underrated Winners?
2026-05-19 09:47gurufocus.com
Amazon, McDonald Surge Into Jefferies Top Picks Broadcom as Gets Cut
2026-05-19 09:38seekingalpha.com
Applovin: A 2x In Three Years (Rating Upgrade)
2026-05-19 09:32fool.com
Should You Buy the 27% Dip in AppLovin Stock?
2026-05-18 10:34finbold.com
Jefferies updates its list of highest-conviction Buy-rated stocks
2026-05-18 10:30fool.com
2 Top Nasdaq Stocks to Buy Before They Soar in 2026
2026-05-18 10:15seekingalpha.com
AppLovin: The $5.8 Billion Free Cash Flow Machine Nobody Wants To Believe
2026-05-15 11:30seekingalpha.com
AppLovin's Breakout Is Nearly Here - Robust Performance Metrics & Bullish Support
2026-05-13 16:04seekingalpha.com
AppLovin: You Might Not Find A Better Chance To Double Down Now

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-06 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-0610-Q
app-20260331.htm
2026-05-068-K
app-20260506.htm
2026-04-078-K
app-20260402.htm
2026-02-1910-K
app-20251231.htm
2026-02-118-K
app-20260211.htm
2025-11-0510-Q
app-20250930.htm
2025-11-058-K
app-20251105.htm
2025-08-0610-Q
app-20250630.htm
2025-08-068-K
app-20250806.htm
2025-07-018-K
app-20250630.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.37

状态

高 beta

立场

中性

动量

中性

高风险观察 · 高

板块定位

行业

technology-software---application

ai-infrastructuresoftware-internet