StreetInsider.com News Articles

Form 144 AppLovin Corp Filed by: WEBB MAYNARD G JR

Fri, 05 Jun 2026 10:05:00 -0400

si-local-file:///var/storage/secattach/20260605/26609250.html

Form 144 AppLovin Corp Filed by: WEBB MAYNARD G JR

Fri, 05 Jun 2026 10:05:00 -0400

si-local-file:///var/storage/secattach/20260605/26609250.html

Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share

Fri, 05 Jun 2026 08:44:36 -0400

(Updated - June 5, 2026 8:44 AM EDT)

Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.

Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.

Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.

The

Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share

Fri, 05 Jun 2026 08:44:36 -0400

(Updated - June 5, 2026 8:44 AM EDT)

Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.

The

Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share

Fri, 05 Jun 2026 08:44:36 -0400

(Updated - June 5, 2026 8:44 AM EDT)

Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.

The

Edgewater Research upgrades Unity Software to outperform rating on improved Vector performance and market share

Fri, 05 Jun 2026 08:44:36 -0400

(Updated - June 5, 2026 8:44 AM EDT)

Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.

The

Edgewater Research upgrades AppLovin to outperform rating citing ad-supported monetization

Fri, 05 Jun 2026 08:43:38 -0400

(Updated - June 5, 2026 8:43 AM EDT)

Edgewater Research upgraded AppLovin Corp (NASDAQ: APP) from neutral to outperform, according to a research note issued by the firm.

Analyst Joe Whittine cited the mobile games industry's shift toward ad-supported monetization as a key factor in the upgrade decision. The analyst noted that this trend addresses concerns that non-gaming advertisements would limit growth by reducing core gaming revenue.

"We are upgrading APP to OUTPERFORM, with our latest research showing a mobile games industry noticeably shifting toward more ad supported monetization," Whittine stated in the research note.

The analyst highlighted AppLovin's position in gaming user acquisition

Edgewater Research upgrades AppLovin to outperform rating citing ad-supported monetization

Fri, 05 Jun 2026 08:43:38 -0400

(Updated - June 5, 2026 8:43 AM EDT)

Edgewater Research upgraded AppLovin Corp (NASDAQ: APP) from neutral to outperform, according to a research note issued by the firm.

"We are upgrading APP to OUTPERFORM, with our latest research showing a mobile games industry noticeably shifting toward more ad supported monetization," Whittine stated in the research note.

The analyst highlighted AppLovin's position in gaming user acquisition

Unity and AppLovin stocks jump on Edgewater upgrade & ad pivot

Fri, 05 Jun 2026 07:55:30 -0400

Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.

The Ad-Supported Pivot

The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially

Unity and AppLovin stocks jump on Edgewater upgrade & ad pivot

Fri, 05 Jun 2026 07:55:30 -0400

The Ad-Supported Pivot

Unity and AppLovin stocks jump on Edgewater upgrade & ad pivot

Fri, 05 Jun 2026 07:55:30 -0400

The Ad-Supported Pivot

Unity and AppLovin stocks jump on Edgewater upgrade & ad pivot

Fri, 05 Jun 2026 07:55:30 -0400

The Ad-Supported Pivot

Oppenheimer Notes AppLovin (APP) Structural Moat

Fri, 05 Jun 2026 07:47:25 -0400

Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.

The analyst comments "We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path

Oppenheimer Notes AppLovin (APP) Structural Moat

Fri, 05 Jun 2026 07:47:25 -0400

Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.

Oppenheimer Notes AppLovin (APP) Structural Moat

Fri, 05 Jun 2026 07:47:25 -0400

Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.

Oppenheimer Notes AppLovin (APP) Structural Moat

Fri, 05 Jun 2026 07:47:25 -0400

Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.

Form 144 AppLovin Corp Filed by: Valenzuela Victoria

Thu, 04 Jun 2026 16:30:00 -0400

si-local-file:///var/storage/secattach/20260604/26606166.html

Form 144 AppLovin Corp Filed by: Valenzuela Victoria

Thu, 04 Jun 2026 16:30:00 -0400

si-local-file:///var/storage/secattach/20260604/26606166.html

Form 144 AppLovin Corp Filed by: Harvey Dawson Alyssa

Thu, 04 Jun 2026 16:21:00 -0400

si-local-file:///var/storage/secattach/20260604/26606024.html

Form 144 AppLovin Corp Filed by: Harvey Dawson Alyssa

Thu, 04 Jun 2026 16:21:00 -0400

si-local-file:///var/storage/secattach/20260604/26606024.html

AppLovin (APP) Added to Citi 90-Day Upside Catalyst Watch List

Mon, 01 Jun 2026 16:11:30 -0400

AppLovin (NASDAQ: APP) Added to Citi 90-Day Upside Catalyst Watch List

Form 4 AppLovin Corp For: May 28 Filed by: Stumpf Matthew

Fri, 29 May 2026 16:26:00 -0400

si-local-file:///var/storage/secattach/20260529/26575606.html

Form 4 AppLovin Corp For: May 28 Filed by: Stumpf Matthew

Fri, 29 May 2026 16:26:00 -0400

si-local-file:///var/storage/secattach/20260529/26575606.html

Form 144 AppLovin Corp Filed by: Stumpf Matthew

Thu, 28 May 2026 16:34:00 -0400

si-local-file:///var/storage/secattach/20260528/26568071.html

Form 144 AppLovin Corp Filed by: Stumpf Matthew

Thu, 28 May 2026 16:34:00 -0400

si-local-file:///var/storage/secattach/20260528/26568071.html