BofA Securities analyst Omar Dessouky maintains $Applovin (APP.US)$ with a buy rating, and maintains the target price at $210.
According to TipRanks data, the analyst has a success rate of 52.8% and a total average return of 13.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:
The anticipation of a strong Q3 report on November 7 is fueling positive sentiment, with expectations set for another record quarter for Software Platform revenue. The revised estimates now suggest Software Platform revenue growth for FY25 that aligns closely with management's objectives of expanding segment revenue by 20% to 30% annually.
The firm has increased its conviction in AppLovin's potential to sustain an annual growth rate exceeding 20% in its Software Platform business, primarily driven by mobile game customers. Moreover, an additional $200 million is anticipated to bolster Software Platform revenue by 2025, attributed to contributions from e-commerce customers. The firm's growing optimism towards the 2025 forecast is spurred by management's advancements in e-commerce, a sustained growth trajectory from mobile gaming, and operational leverage.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Omar Dessouky維持$Applovin (APP.US)$買入評級，維持目標價210美元。
根據TipRanks數據顯示，該分析師近一年總勝率為52.8%，總平均回報率為13.8%。
此外，綜合報道，$Applovin (APP.US)$近期主要分析師觀點如下：
預計11月7日發佈的強勁三季度報告正在推動積極情緒，預計軟件平台營業收入將再次創下紀錄季度。修訂後的估計現在表明，到2025財年軟件平台營收增長將與管理層每年將細分收入擴大20%至30%的目標緊密相符。
該公司加強了對AppLovin潛力的信心，認爲其軟件平台業務的年增長率將超過20%，主要受到手遊客戶的推動。此外，預計到2025年將有額外20000萬美元用於增強軟件平台收入，這歸因於電子商務客戶的貢獻。公司對2025年預測的樂觀情緒不斷增強，這源於管理層在電子商務方面的進展，手遊的持續增長軌跡和運營槓桿。
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