[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-24 00:35:00 UTC

$APP is heating up — BTIG just raised its target to $XXX and calls it a top pick into earnings.

🎮 Gaming checks look strong.
BTIG sees improved CPI trends and better D60/90 return profiles, suggesting AppLovin likely gained share in gaming ad spend during Q2.

📈 Guidance raise across the board.
Q2 revenue/EBITDA now expected at $1.249B / $1.007B, up from prior $1.216B / $984M. FY25/26 projections were also lifted — a sign of rising confidence.

📊 Non-gaming momentum builds.
Positive signals from broader ad performance suggest this may be an “upgrade-like” quarter — with potential upside surprise on both platform and software sides.

🔧 Onboarding concerns fading.
Advertiser onboarding friction — a key bear thesis — may have been overstated, according to recent channel feedback.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948180077763592314/c:line.svg)

**Related Topics**
[$984m](/topic/$984m)
[$1216b](/topic/$1216b)
[$1007b](/topic/$1007b)
[$1249b](/topic/$1249b)
[inflation](/topic/inflation)
[gaming](/topic/gaming)
[$app](/topic/$app)
[vcf](/topic/vcf)

[Post Link](https://x.com/VcircleFuture/status/1948180077763592314)