Applovin Corp. Cl A (APP) Social Stream

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$APP got several analyst upgrades following their Q2 earnings performance.

$80 UBS
$75 Oppenheimer
$65 Stifel

Oppenheimer analyst: "$APP beat on sales and margin for 2Q results and subsequently raised 2021 guidance. All operation metrics indicate substantial growth momentum.

Organic sales growth was 97%, enterprise clients (>$125K) more than tripled (doubled if excluding Adjust). Business software revenue more than tripled and is approaching $600M annualized ($900M if including APP's spending on its own games.