The Motley Fool
11 Jul 2026, 22:11 UTC · 2h ago
AppLovin vs. Fastly: A Look at Recent Revenue Trends for These Tech Companies
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
11 Jul 2026, 22:11 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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5 claims · each scored for market impact
AppLovin reported a 59% year-over-year revenue increase for Q1 2026 and forecasts Q2 sales of approximately $1.9 billion. — Exceptional top-line growth and positive forward guidance are strong catalysts for share price appreciation.
+0.80AppLovin achieved a net income margin of 65% for the quarter ended March 31, 2026. — Extremely high profitability margins indicate strong pricing power and operational efficiency.
+0.70Fastly's stock experienced a sell-off in May after forecasting 2026 sales between $710 million and $725 million, representing a growth rate that failed to impress investors. — Lower-than-expected growth guidance typically leads to valuation compression and bearish sentiment.
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Fastly recorded a record first-quarter gross margin of 62.5%, despite a net income margin of -12%. — Improving gross margins suggest a path toward profitability, though the current net loss limits the positive impact.
+0.30AppLovin is trading at a price-to-sales ratio of 28, significantly higher than Fastly's multiple of four. — A very high valuation multiple increases the risk of a correction if growth slows even slightly.
-0.20Which stocks this story touches
The company reported skyrocketing revenue growth of 59% and a high net income margin of 65%.
Despite record gross margins, the stock suffered a sell-off due to revenue forecasts that failed to impress Wall Street.
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