AppLovin (APP) stock calls: who's bullish, who's bearish, and their track records
As of October 8, 2026, MCAFax has logged 2 calls on AppLovin (APP) from 2 tracked investors: 0 bullish, 2 bearish and 0 neutral. The most recent is bearish, posted by @muddywatersre on Mar 27, 2025 when APP last closed at $327.62. Of 2 scored calls, 0 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on APP?
No current (open) calls on APP. All 2 logged calls are from the scored archive.
Every logged APP call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Mar 27, 2025 | MuddyWatersResearch (@muddywatersre) | Bearish (short) | $327.62 | $651.18 on Sep 23, 2025 | L, -82.2 pts vs S&P 500 (180 days) | post |
| Feb 26, 2025 | FuzzyPanda (@FuzzyPandaShort) | Bearish (short) | $377.06 | $450.68 on Aug 25, 2025 | L, -11.4 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency.
The bull case for APP
No tracked investor has a current bullish thesis on APP.
The bear case for APP
No tracked investor has a current bearish thesis on APP.
- Archive: 2 earlier bearish calls on APP went 0-2 against the S&P 500.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @muddywatersre (Mar 27, 2025): "MW is short $APP."
- @FuzzyPandaShort (Feb 26, 2025): "Short AppLovin $APP"
Track records of the players calling APP
| Player | Calls on APP | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| FuzzyPanda (@FuzzyPandaShort) | 1 | 3-8 | .273 | -8.8 | Unranked (career): 11 of the 15 scored calls needed, 4 to go |
| MuddyWatersResearch (@muddywatersre) | 1 | 3-2 | .600 | -8.0 | Unranked (career): 5 of the 15 scored calls needed, 10 to go |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: October 8, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on AppLovin (APP)?
As of October 8, 2026, none of the investors MCAFax tracks has made a bullish call on APP.
Who is bearish on APP?
As of October 8, 2026, @FuzzyPandaShort and @muddywatersre have logged bearish calls on APP. None of them has a current open bearish call.
What is the consensus on APP among tracked investors?
No current (open) calls on APP. All 2 logged calls are from the scored archive.
What price was APP at when these calls were made?
Prices at call ranged from $327.62 to $377.06. The most recent call was made when APP last closed at $327.62. We use the last close known when each post went up.
How have past APP calls performed?
0 of 2 scored calls on APP beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on APP?
No current (open) calls on APP. All 2 logged calls are from the scored archive.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the APP page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of October 8, 2026.