1141 ET - AppLovin is gaining traction in its e-commerce business, Oppenheimer analysts say in a note. The company reported revenue above Wall Street's expectations in the latest quarter, driven mainly from robust growth in both gaming and e-commerce, the analysts say. Its guidance for the first quarter implies sequential growth in e-commerce, which is better than the analysts expected, they say. The analysts continue to expect e-commerce to provide substantial revenue growth this year, but its full potential is still undetermined, they say. "More substantial evidence that will help investors to properly size e-comm's upside remains to be seen," they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

February 12, 2026 11:41 ET (16:41 GMT)

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