AppLovin (APP) — What Changed

Material changes in the AI committee's view · 4 events tracked · Detected nightly

← OverviewHistoryWhat ChangedEarningsSimilar
2026-07-10 MINOR
▲ Agreement Shift

APP's Committee agreement moved from 66.70% to 71.40% (+4.70pp, 3 day(s) apart).

66.70 → 71.40 (+4.7)

2026-07-10 MINOR
▲ Score Change

APP's Committee score moved from 59.96 to 60.01 (+0.05, 3 day(s) apart).

59.96 → 60.01 (+0.1)

2026-07-10 MATERIAL
— Conviction Change

APP's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

2026-07-10 MAJOR
— Rating Change

APP moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →