The Trade Desk (TTD) stock analysis 2026: price $22.18 down 75% from highs, market cap $10.4B, P/E 25x, revenue $2.97B +15.5%, Kokai migration, CTV growth, analyst target $25.81. Is this the floor?
APP AppLovin 2026 outlook: AXON ML ad engine mechanics, mobile gaming to e-commerce pivot, 2024 stock surge, short-seller concerns, revenue concentration risks, platform CPM tailwind, and competitive positioning vs Meta and Trade Desk.
Análisis de APP AppLovin para 2026: motor de publicidad ML AXON, pivote de gaming a e-commerce, rally de 2024, preocupaciones de vendedores en corto, riesgos de concentración de ingresos, tendencia CPM y posicionamiento competitivo vs Meta y Trade Desk.
APP 앱러빈 2026년 주가 전망. AXON ML 광고 엔진, 모바일 게임에서 이커머스로의 광고 피벗, 2024년 급등, 공매도 리포트 논란, 수익 집중 리스크, CPM 상승 흐름, Meta·Trade Desk 대비 경쟁 해자 분석.