AppLovin Stock Rallies On ChatGPT Ad Monetization Speculation

by | Feb 20, 2026 | General

Applovin Corporation (NASDAQ:APP) shares are trading higher Friday in response to social media comments suggesting that the company is working with OpenAI to monetize ChatGPT through ads.

Speculation Emerges Around ChatGPT Ad Monetization

According to a post on social media, OpenAI held a capital raise call on Thursday and said it has started working with AppLovin to monetize ChatGPT through advertising. The user noted the information was still being confirmed. Multiple accounts have since shared similar claims.

Long-Term Weakness Persists As Momentum Signals Begin To Shift

Applovin is currently trading 7.7% below its 20-day SMA and 29% below its 100-day SMA, indicating recent bearish trends. Over the past 12 months, the stock has seen a decline of 8.45%, reflecting some challenges despite a higher premarket trading price today. The stock is positioned closer to its 52-week low of $200.50 than its high of $745.61, suggesting that it remains under pressure.

The RSI stands at 39.70, indicating a neutral market sentiment, while the MACD shows a slight bullish signal, with the MACD line at -52.3115 above the signal line at -52.5780. This suggests a potential reversal or stabilization in the stock’s recent downtrend.

Benzinga Edge Rankings

Below is the Benzinga Edge scorecard for Applovin, highlighting its strengths and weaknesses compared to the broader market:

  • Growth: Neutral (Score: 36.38) — Shows moderate growth potential relative to peers.
  • Momentum: Weak (Score: 16.88) — Stock is underperforming the broader market.
  • Value: Weak (Score: 0.38) — Trading at a steep premium relative to peers.

The Verdict: Applovin’s Benzinga Edge signal reveals a challenging position with weak value and momentum scores indicating underperformance. However, its moderate growth score suggests some potential upside, which could be pivotal if market conditions improve.

Applovin Shares Climb Higher

APP Price Action: At the time of writing, Applovin shares are trading 2.51% higher at $422.30, according to data from Benzinga Pro.

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