AppLovin vs Uber
This page compares AppLovin Corp and Uber Technologies, Inc., examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, grows, and competes in their sectors. Educational content, not financial advice.
This page compares AppLovin Corp and Uber Technologies, Inc., examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understa...
Why It's Moving
Needham upgrades AppLovin to Buy, betting big on e-commerce revenue explosion in 2026.
- Needham lifts rating to Buy with $700 target, citing boosted faith in 2026 e-commerce revenue growth.
- Axon AI captured key holiday ad spend from e-commerce brands, proving effectiveness beyond gaming and sparking pilot program scaling.
- Self-service platform rollout set to onboard thousands of new advertisers, fueling next-phase expansion.
Bill Ackman Labels Uber Undervalued as Options Activity Signals Long-Term Optimism.
- New January 2026 options for Uber debuted, with the $95 strike call offering a potential 14% total return if exercised, boosting appeal for yield-seeking strategies.
- Bill Ackman calls Uber undervalued, citing consistent earnings beats over the last four quarters, including phenomenal surprises in two periods.
- Stock trades in the mid-to-upper 52-week range near $82, with analysts noting strong momentum and potential for continued outperformance into 2026.
Needham upgrades AppLovin to Buy, betting big on e-commerce revenue explosion in 2026.
- Needham lifts rating to Buy with $700 target, citing boosted faith in 2026 e-commerce revenue growth.
- Axon AI captured key holiday ad spend from e-commerce brands, proving effectiveness beyond gaming and sparking pilot program scaling.
- Self-service platform rollout set to onboard thousands of new advertisers, fueling next-phase expansion.
Bill Ackman Labels Uber Undervalued as Options Activity Signals Long-Term Optimism.
- New January 2026 options for Uber debuted, with the $95 strike call offering a potential 14% total return if exercised, boosting appeal for yield-seeking strategies.
- Bill Ackman calls Uber undervalued, citing consistent earnings beats over the last four quarters, including phenomenal surprises in two periods.
- Stock trades in the mid-to-upper 52-week range near $82, with analysts noting strong momentum and potential for continued outperformance into 2026.
Investment Analysis
AppLovin
APP
Pros
- AppLovin has a strong market capitalization of approximately $210 billion, ranking it among the largest tech companies.
- The company has a solid analyst consensus rating of 'Buy,' indicating expectations of moderate stock price appreciation over the next year.
- Recent share repurchases signal strong capital allocation discipline and confidence from management in the company’s value.
Considerations
- AppLovin’s stock trades at a high price-to-earnings ratio (around 78), suggesting expensive valuation relative to earnings.
- Price targets from analysts vary widely, reflecting uncertainty about the company's near-term growth and risks.
- Potential downside risk exists given some analysts forecast a decrease in price targets, indicating mixed sentiment.
Uber
UBER
Pros
- Uber is a globally recognised leader in ride-sharing and food delivery, with diverse revenue streams supporting growth.
- Large market capitalization near $192 billion provides scale advantages and strong liquidity in capital markets.
- Continuous innovation and expansion into logistics and autonomous vehicle technology offer long-term growth potential.
Considerations
- Uber faces ongoing regulatory and legal challenges in multiple jurisdictions that could impact profitability.
- The company operates in highly competitive markets with pressure on margins from rivals and cost increases.
- Reliance on gig-economy workers subjects Uber to labor cost variability and potential operational disruptions.
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AppLovin (APP) Next Earnings Date
AppLovin is scheduled to report its fourth quarter and full year 2025 results on February 11, 2026, after market close. The earnings call will follow the same day. This earnings release will cover the company's performance for the final quarter of 2025, providing investors with comprehensive annual results and forward guidance.
Uber (UBER) Next Earnings Date
Uber Technologies is scheduled to report its fourth quarter and full year 2025 earnings on February 4, 2026 before market open. The earnings call will take place at 5:00 AM PT on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $0.81 to $0.83 for the quarter. This represents the company's next scheduled earnings announcement following its Q3 2025 report in November.
AppLovin (APP) Next Earnings Date
AppLovin is scheduled to report its fourth quarter and full year 2025 results on February 11, 2026, after market close. The earnings call will follow the same day. This earnings release will cover the company's performance for the final quarter of 2025, providing investors with comprehensive annual results and forward guidance.
Uber (UBER) Next Earnings Date
Uber Technologies is scheduled to report its fourth quarter and full year 2025 earnings on February 4, 2026 before market open. The earnings call will take place at 5:00 AM PT on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $0.81 to $0.83 for the quarter. This represents the company's next scheduled earnings announcement following its Q3 2025 report in November.
Which Baskets Do They Appear In?
AI's App Store Showdown
Elon Musk's threat of an antitrust lawsuit against Apple highlights the growing tension between AI developers and the powerful app store gatekeepers. This situation could create opportunities for other technology companies that offer alternative platforms or help developers navigate the competitive app landscape.
Published: August 14, 2025
Explore BasketRiding The New Tech IPO Wave
Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.
Published: August 1, 2025
Explore BasketWhich Baskets Do They Appear In?
AI's App Store Showdown
Elon Musk's threat of an antitrust lawsuit against Apple highlights the growing tension between AI developers and the powerful app store gatekeepers. This situation could create opportunities for other technology companies that offer alternative platforms or help developers navigate the competitive app landscape.
Published: August 14, 2025
Explore BasketRiding The New Tech IPO Wave
Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.
Published: August 1, 2025
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