Wanlin
02-08 14:31
$AppLovin Corporation(APP)$  AppLovin maintains strong fundamentals with a 241.89% ROE and 36.79% ROA, suggesting operational efficiency remains robust. The company trades at a P/E ratio of 50.95 and forward P/E of 27.86, which may appear reasonable given its growth trajectory
CRDO & NET Beat! Are You Bullish on SaaS Comeback?
Credo Technology stunned markets with a $404–408M revenue guide for fiscal Q3, crushing the $341M consensus and lifting shares +15% after hours. Even more striking, management now expects FY2026 revenue growth above 200%, driven by surging AI data-center demand for AEC and optical interconnect solutions. Cloudflare reported Q4 revenue of $614.5M (+33.6% YoY) and non-GAAP EPS of $0.28, sending shares +17% after hours. Non-GAAP net income jumped to $106.8M, while free cash flow nearly doubled to $99.4M (16.2% margin).
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment