BTIG analyst Clark Lampen maintains $Applovin (APP.US)$ with a buy rating, and adjusts the target price from $150 to $202.
According to TipRanks data, the analyst has a success rate of 56.9% and a total average return of 15.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:
The stock's recent upward trajectory can be ascribed to growing investor confidence regarding future commerce contributions and a better understanding of the company's strong position within the gaming industry. Moreover, even when considering projections for FY26, the valuation remains appealing.
AppLovin's market position within the mobile games sector is likened to Google's stance in programmatic following its acquisition of DoubleClick in 2008. The company is anticipated to persist in gaining market share and surpassing revenue forecasts in the $34B sector. The substantial size of the mobile game user acquisition market supports the projection of AppLovin achieving a 20-30% compound annual growth rate in software revenue through 2027.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
BTIG分析師Clark Lampen維持$Applovin (APP.US)$買入評級，並將目標價從150美元上調至202美元。
根據TipRanks數據顯示，該分析師近一年總勝率為56.9%，總平均回報率為15.5%。
此外，綜合報道，$Applovin (APP.US)$近期主要分析師觀點如下：
股價最近的上漲軌跡可以歸因於投資者對未來商業貢獻的信心增強，以及對公司在arvr遊戲行業中強勢地位的更好認識。此外，即使考慮到FY26的預測，估值仍然具吸引力。
AppLovin在手遊股板塊的市場地位被喻爲谷歌在2008年收購DoubleClick後在程序化領域的立場。預計該公司將繼續增加市場份額，並在340億美元的板塊中超越營業收入預測。手遊用戶獲取市場的規模支持了AppLovin在軟件營收上實現20-30%的複合年增長率，直至2027年。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
