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What Morgan Stanley is saying ahead of AppLovin earnings today after recent selloff

Wed, 11 Feb 2026 12:00:00 -0500

Marketing platform AppLovin (NASDAQ: APP) heads into earnings after a sharp pullback, with the shares down around 17% since January 29 as new concerns around disruption in mobile ad tech and gaming weighed on sentiment.

"APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry," the bank's analysts led by Matthew Cost said.

However, the team maintained an Overweight rating on the stock, arguing that "while these are real concerns, the magnitude of derating may also be creating an opportunity."

With the stock now trading at roughly 15x its 2027 EBITDA estimate, analysts said they believe

What Morgan Stanley is saying ahead of AppLovin earnings today after recent selloff

Wed, 11 Feb 2026 12:00:00 -0500

"APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry," the bank's analysts led by Matthew Cost said.

However, the team maintained an Overweight rating on the stock, arguing that "while these are real concerns, the magnitude of derating may also be creating an opportunity."

With the stock now trading at roughly 15x its 2027 EBITDA estimate, analysts said they believe

What Morgan Stanley is saying ahead of AppLovin earnings today after recent selloff

Wed, 11 Feb 2026 12:00:00 -0500

"APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry," the bank's analysts led by Matthew Cost said.

However, the team maintained an Overweight rating on the stock, arguing that "while these are real concerns, the magnitude of derating may also be creating an opportunity."

With the stock now trading at roughly 15x its 2027 EBITDA estimate, analysts said they believe

What Morgan Stanley is saying ahead of AppLovin earnings today after recent selloff

Wed, 11 Feb 2026 12:00:00 -0500

"APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry," the bank's analysts led by Matthew Cost said.

However, the team maintained an Overweight rating on the stock, arguing that "while these are real concerns, the magnitude of derating may also be creating an opportunity."

With the stock now trading at roughly 15x its 2027 EBITDA estimate, analysts said they believe

What Morgan Stanley is saying ahead of AppLovin earnings today after recent selloff

Wed, 11 Feb 2026 12:00:00 -0500

"APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry," the bank's analysts led by Matthew Cost said.

However, the team maintained an Overweight rating on the stock, arguing that "while these are real concerns, the magnitude of derating may also be creating an opportunity."

With the stock now trading at roughly 15x its 2027 EBITDA estimate, analysts said they believe

What Morgan Stanley is saying ahead of AppLovin earnings today after recent selloff

Wed, 11 Feb 2026 12:00:00 -0500

"APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry," the bank's analysts led by Matthew Cost said.

However, the team maintained an Overweight rating on the stock, arguing that "while these are real concerns, the magnitude of derating may also be creating an opportunity."

With the stock now trading at roughly 15x its 2027 EBITDA estimate, analysts said they believe

Form 15-12G Golden Ocean Group Ltd

Tue, 02 Sep 2025 16:24:00 -0500

si-local-file:///var/storage/secattach/20250902/25285384.html

Form 15-12G Golden Ocean Group Ltd

Tue, 02 Sep 2025 16:24:00 -0500

si-local-file:///var/storage/secattach/20250902/25285384.html

Form SCHEDULE 13D/A Golden Ocean Group Ltd Filed by: CMB.TECH NV

Wed, 20 Aug 2025 15:42:00 -0500

si-local-file:///var/storage/secattach/20250820/25230180.html

Form SCHEDULE 13D/A Golden Ocean Group Ltd Filed by: CMB.TECH NV

Wed, 20 Aug 2025 15:42:00 -0500

si-local-file:///var/storage/secattach/20250820/25230180.html

Form 25-NSE Golden Ocean Group Ltd Filed by: Nasdaq Stock Market LLC

Wed, 20 Aug 2025 07:59:00 -0500

si-local-file:///var/storage/secattach/20250820/25227485.html

Form 25-NSE Golden Ocean Group Ltd Filed by: Nasdaq Stock Market LLC

Wed, 20 Aug 2025 07:59:00 -0500

si-local-file:///var/storage/secattach/20250820/25227485.html

Form 6-K Golden Ocean Group Ltd For: Aug 31

Tue, 19 Aug 2025 16:41:00 -0500

si-local-file:///var/storage/secattach/20250819/25225237.html

Form 6-K Golden Ocean Group Ltd For: Aug 31

Tue, 19 Aug 2025 16:41:00 -0500

si-local-file:///var/storage/secattach/20250819/25225237.html

GOGL - Golden Ocean and CMB.TECH - Key dates and information for completion of Merger