Loop Capital analyst Rob Sanderson maintains $Applovin (APP.US)$ with a buy rating, and maintains the target price at $385.
According to TipRanks data, the analyst has a success rate of 60.9% and a total average return of 14.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:
The firm's heightened price target for AppLovin reflects several positive developments subsequent to the company's Q3 earnings report. These include an increase in investor participation, the stock's inclusion in the Nasdaq 100 index, the announcement of a transition to an all-unsecured debt capital structure, and an upgrade to investment grade status by S&P.
Positive assessments of AppLovin's trial with its e-commerce product, including one featuring the Snow Agency, support increased projections for its ad revenue from FY24 to FY28. Although it's still in the preliminary stages, evaluations indicate that AppLovin's e-commerce solution is delivering returns on ad spend comparable to those seen with Meta, at a significant scale. There are expectations that AppLovin might surpass Alphabet in budget allocations by 2025, as per discussions with the Snow Agency.
Following a series of expert discussions regarding AppLovin's e-commerce pilot, early impressions and metrics appear favorable from both agency and direct-to-consumer brand perspectives, with returns on ad spend comparable to industry benchmarks. The recent stock performance, coupled with accelerating momentum in e-commerce, is expected to positively impact both the stock and underlying business momentum through 2025. AppLovin is perceived as a leading choice within its sector.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Loop Capital分析師Rob Sanderson維持$Applovin (APP.US)$買入評級，維持目標價385美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.9%，總平均回報率為14.7%。
此外，綜合報道，$Applovin (APP.US)$近期主要分析師觀點如下：
該公司提高了AppLovin的目標股價，這反映了該公司發佈第三季度業績之後的幾項積極進展。其中包括增加投資者的參與度，該股被納入納斯達克100指數，宣佈向全無抵押債務資本結構過渡，以及標準普爾上調投資等級。
對AppLovin電子商務產品試用的積極評估，包括一項以Snow Agency爲主題的試驗，支持其從24財年到28財年廣告收入的預期增加。儘管仍處於初步階段，但評估表明，AppLovin的電子商務解決方案提供的廣告支出回報率與Meta相當，規模可觀。根據與雪地局的討論，預計到2025年，AppLovin的預算分配可能會超過Alphabet。
在就AppLovin的電子商務試點進行了一系列專家討論之後，從代理和直接面向消費者的品牌角度來看，早期印象和指標似乎都不錯，廣告支出回報率與行業基準相當。最近的股票表現，加上電子商務勢頭的加快，預計將在2025年之前對股票和基礎業務勢頭產生積極影響。AppLovin被視爲該行業的領先選擇。
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