AppLovin (APP) — What Changed

Material changes in the AI committee's view · 24 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MATERIAL
▲ Agreement Shift

APP's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

APP's Committee score moved from 52.68 to 51.61 (-1.07, 1 day(s) apart).

52.68 → 51.61 (-1.1)

2026-07-30 MINOR
▲ Score Change

APP's Committee score moved from 52.46 to 52.68 (+0.22, 1 day(s) apart).

52.46 → 52.68 (+0.2)

2026-07-24 MATERIAL
▼ Agreement Shift

APP's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-24 MINOR
▼ Score Change

APP's Committee score moved from 53.88 to 51.03 (-2.85, 1 day(s) apart).

53.88 → 51.03 (-2.9)

2026-07-19 MINOR
▲ Score Change

APP's Committee score moved from 52.50 to 52.81 (+0.31, 1 day(s) apart).

52.50 → 52.81 (+0.3)

2026-07-18 MINOR
▼ Agreement Shift

APP's Committee agreement moved from 66.70% to 57.10% (-9.60pp, 1 day(s) apart).

66.70 → 57.10 (-9.6)

2026-07-18 MINOR
▼ Score Change

APP's Committee score moved from 53.91 to 52.50 (-1.41, 1 day(s) apart).

53.91 → 52.50 (-1.4)

2026-07-18 MATERIAL
— Conviction Change

APP's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-17 MINOR
▲ Agreement Shift

APP's Committee agreement moved from 57.10% to 66.70% (+9.60pp, 1 day(s) apart).

57.10 → 66.70 (+9.6)

2026-07-17 MINOR
▼ Score Change

APP's Committee score moved from 55.31 to 53.91 (-1.40, 1 day(s) apart).

55.31 → 53.91 (-1.4)

2026-07-17 MATERIAL
— Conviction Change

APP's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MATERIAL
▲ Agreement Shift

APP's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-15 MINOR
▲ Score Change

APP's Committee score moved from 54.55 to 55.31 (+0.76, 1 day(s) apart).

54.55 → 55.31 (+0.8)

2026-07-14 MAJOR
▼ Agreement Shift

APP's Committee agreement moved from 66.70% to 42.90% (-23.80pp, 1 day(s) apart).

66.70 → 42.90 (-23.8)

2026-07-14 MATERIAL
▼ Score Change

APP's Committee score moved from 61.11 to 54.55 (-6.56, 1 day(s) apart).

61.11 → 54.55 (-6.6)

2026-07-14 MAJOR
— Rating Change

APP moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MATERIAL
— Conviction Change

APP's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-13 MINOR
▲ Agreement Shift

APP's Committee agreement moved from 66.70% to 71.40% (+4.70pp, 1 day(s) apart).

66.70 → 71.40 (+4.7)

2026-07-13 MINOR
▼ Score Change

APP's Committee score moved from 64.75 to 62.11 (-2.64, 1 day(s) apart).

64.75 → 62.11 (-2.6)

2026-07-10 MINOR
▲ Agreement Shift

APP's Committee agreement moved from 66.70% to 71.40% (+4.70pp, 3 day(s) apart).

66.70 → 71.40 (+4.7)

2026-07-10 MINOR
▲ Score Change

APP's Committee score moved from 59.96 to 60.01 (+0.05, 3 day(s) apart).

59.96 → 60.01 (+0.1)

2026-07-10 MATERIAL
— Conviction Change

APP's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

2026-07-10 MAJOR
— Rating Change

APP moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →