APP · PEAD ↑ 100
AppLovin reported Q3 2026 EPS of $4.30 on 2026-11-04 (after market close), beating the $3.94 consensus by $0.36 (+9.1%).
AppLovin reported Q3 2026 EPS of $4.30 on 2026-11-04 (after market close), beating the $3.94 consensus by $0.36 (+9.1%).
Print-day reaction was +10.7% from the prior close, with the stock closing at $271.75 versus $245.51 on T-1 — a decisive break above the pre-earnings range. The overnight gap to the T+1 open was an extraordinary +28.7%, reflecting sustained demand well after the regular session closed. The Day 1–3 drift added another +15.1% from the T+1 close through T+3, with no meaningful give-back across any of the three sessions. Cumulative abnormal return of +67.2% versus SPY.US — which returned -0.2% over the same window — places this emphatically in PEAD long territory; the documented drift pattern holds through 2027-02-01.