AppLovin: The Only Software Company I'm Buying
Source: SeekingAlpha
2026-04-29 04:27:16 ET
Introduction
The so-called “SaaSpocalypse,” driven by fear of autonomous AI agents, has led to significant drawdowns in software companies. The iShares Expanded Tech-Software Sector ETF ( IGV ) is trading at almost 40% below its 52-week high. While I am bearish on certain software companies and do consider there to be a real risk of AI disruption, I also believe that many high-quality companies have been unjustifiably caught up in this broad sector-wide drawdown....
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AppLovin: The Only Software Company I'm Buying
Applovin Corporation
NASDAQ: APP
APP Trading
1.31% G/L:
$607.84 Last:
2,337,173 Volume:
$601.47 Open:
APP Latest News
May 28, 2026 12:47:43 pm
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APP Stock Data
$159,849,335,450
301,455,860
4.09%
807
N/A
Software & IT Services
Technology
US
Palo Alto
