AppLovin & Compass: Internet SMid Cap Stars
Update: 2025-11-14
Description
UBS highlights AppLovin and Compass as standout performers in the Internet SMid Cap sector. AppLovins Q4 revenue forecast exceeds expectations, with total revenue estimates for FY2026 still around $8 billion. Compass sees an 8% increase in earnings estimate for FY2026, driven by strong top-line growth and cost-saving efforts. Both companies report robust financial results, indicating resilience and growth in a competitive market.
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