AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock AppLovin Corporation (NASDAQ:APP) has gained roughly 12% over the past month, and analysts expect the company to grow its EPS by more than 40% over the next 5 years.
AppLovin Corporation (NASDAQ:APP) also ranks among our Top 10 Unstoppable Growth Stocks to Invest In
Recently, on June 5, Oppenheimer released a note reaffirming its confidence in APP following a meeting with CloudX management, concluding that AppLovin’s moat in mobile advertising remains intact. CloudX founder and CEO Jim Payne clarified that his platform is not designed to replace incumbents like AppLovin’s MAX or Google AdMob. Instead, CloudX offers publishers and advertisers additional options for control and alternative supply paths.
This positions it more as a complement than a direct threat. Oppenheimer believes AppLovin’s core moat, which revolves around AppDiscovery, return on ad spend optimization, and MAX, is secure. The firm noted that CloudX is gaining some traction due to lower SDK friction through agentic coding tools, publisher dissatisfaction, and demand for partners like Meta and Liftoff.