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APP changes

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View the full Nov 8, 2026 version
Price
$271.75 → $391.22(+44.0%)
Discount category
Well below intrinsic value → Close to intrinsic value
Checkpoints
Nov 4, 2026: Q3 2026 results: ad revenue growth and e-commerce traction. removed: Pending. added: Failed. Watch: Revenue at or above the $2.055 to $2.085 billion guidance with clear e-commerce growth and a firm date for the video ad tool passes; a second miss or flat sequential growth fails. added: Outcome: Revenue of $2,185 million beat the guidance, but the report gave no e-commerce figures and no date for the video ad tool. Nov 16, 2026: Lead-plaintiff deadline in the securities class action. Pending. Watch: A case that moves slowly with no new claims passes; new claims, an SEC or app-store action, or a fast settlement demand fails. Feb 4, 2027 (estimate): Q4 2026 results and 2027 outlook. Pending. Watch: Q4 sequential growth above the 8% to 9% that Edgewater forecast and proof of e-commerce scale pass; growth at or below that level fails.